Capsule MCP connector for Claude and ChatGPT | Tugger
Connectors · Capsule
Capsule Tugger

Ask your Capsule data anything.

Contacts, opportunities, projects, tasks. Ask away.

Tugger® connects Capsule to Claude, ChatGPT and Gemini through one secure, read-only MCP. Ask a question in natural language. Get an answer backed by your own numbers. No SQL. No exports. No waiting.

10-day free trial. No card needed.

Compatible with Claude ChatGPT Gemini + more

Claude, ChatGPT, Gemini and any MCP-compatible assistant.

Illustrative example

What does the Capsule connector do?

The Tugger connector for Capsule syncs your Capsule data into Tugger's secure environment, then makes it available to your AI assistant through MCP.

It syncs automatically, so answers stay up to date. Nothing to build. Nothing to maintain. No code.

Got more than Capsule? Connect Xero, Zendesk and 60+ other apps, and ask one question across the lot.

What Capsule data comes across?

Contacts Opportunities Projects Tasks Pipelines Milestones Activity history Tags

Want the full list? Connect Capsule and ask your AI what's there.

What can you ask your Capsule data?

If it's in Capsule, you can ask about it.

Type it the way you'd say it. Then keep going. Ask a follow-up, drill into the detail, or bring Xero into the same question.

Capsule

“Which contacts haven't heard from us in 90 days?”

Capsule

“Which projects have overdue tasks?”

Capsule Zendesk

“Which Capsule contacts have open tickets in Zendesk?”

Capsule FreeAgent

“How does our won value in Capsule compare with what we invoiced in FreeAgent?”

Capsule's better with company

Ask across Capsule and the rest of your business in one question.

Xero Zendesk QuickBooks FreeAgent Shopify Slack +65

What's MCP, and why use Tugger's?

MCP is how AI assistants connect to business data.

It stands for Model Context Protocol, and it's the standard Claude, ChatGPT and Gemini all use. Tugger's MCP is the secure route between your assistant and your Capsule data. One connection covers every app you've connected to Tugger.

Ask anything.Break nothing.

Why's Tugger's MCP read‑only?

Because your AI assistant should answer questions about Capsule, not make changes to it.

Tugger reads from Capsule. It never writes back. So nothing an assistant does can change, delete or create a record.

Why use Tugger's MCP?

  • One question, every appAsk across Capsule, Xero, Zendesk and the rest in a single conversation. Tugger handles the joins.
  • AI that understands CapsuleYour data arrives structured and described, so your assistant knows what each record is and how they fit together.
  • As much history as you wantPick how far back to go when you connect Capsule. Trends and year-on-year comparisons are there to ask about.
  • Your choice of assistantClaude today, something else tomorrow. Same connection, same data, same controls.

What can AI see of your Capsule data?

Only what you allow.

AI privacy controls, built in

Capsule holds more than contacts. Customer phone numbers. Notes somebody typed three years ago. Customer email addresses. You decide, category by category, what an AI assistant gets to see.

  • Hidden means hiddenSet a category to Hidden and it's withheld inside Tugger before the answer leaves. The AI can't filter, count or total on it either.
  • Staff and customers, set separatelyKeep staff names visible for scheduling questions while customer details stay hidden. Or the reverse.
  • Different rules where you need themSet rules for your whole account, then override them for Capsule, a single connection or an individual user.

See how AI privacy controls work →

Personal Data For AI
Name, email, phone Staff: Visible External: Hidden
Notes and free text Staff: not held External: Hidden
Street address Staff: not held External: Hidden
Photos Staff: Hidden External: Hidden

Illustrative. Anything set to Hidden is withheld inside Tugger before the answer leaves.

Your next dashboard is a conversation away.

Tell Claude what you want to see. It builds the dashboard from your Capsule data, there and then.

Want it changed? Just say so.

Want it next month? Refresh it.

Same dashboard. Up-to-date numbers. No build project, no waiting on a developer.

Already on Power BI, Tableau or Excel? They plug into the same Capsule data, and it refreshes automatically.
Build me a dashboard of pipeline by milestone.
Here's your dashboard, built from Capsule.
Pipeline by milestoneCapsule
£184k
Pipeline
72
Open opportunities
34%
Win rate
New£62k
Qualified£48k
Proposal£38k
Negotiation£24k
Verbal£12k

Illustrative. Ask for a change and Claude rebuilds it.

How do you connect Capsule to Claude?

Three simple steps.

  1. 01

    Connect Capsule

    Sign in to Capsule and approve access. No code.

  2. 02

    Switch on AI Insights

    Connect Claude, ChatGPT or Gemini through Tugger's MCP.

  3. 03

    Ask away

    Type a question in natural language. Get the answer in seconds.

What Tugger customers say

Don't just take our word for it.

With Tugger we are now utilising Claude AI and Cowork to carry out analysis that was never before available to us. This has been a paradigm shift in speed and accuracy of management decision making in our business.
Jeff Smith
Partner & Director of Digital Disruption · Envirotech Group
One of our customers wants a monthly evaluation pack built from thousands of Simpro jobs. It used to take a full day. Now our data reaches Claude through Tugger and the pack comes back in ten minutes, exactly how they want it.
John Trickett
Head of Digital & Technology · Severnside Security Limited
Batch invoicing and reporting used to eat hours of admin time each week, chasing details back and forth between Simpro and our spreadsheets. Now it runs on its own, and because Tugger guides the AI to the right figures, I can trust what comes out.
Beau Berg
Operations Manager · Australian Airport Services

Customer success stories

Real businesses. Real results.

From weeks of digging, to just asking.

Jeff Smith used to spend weeks pulling one piece of analysis together. Now he asks Claude, through Tugger, and his Simpro and Xero data answers back.

Feeling supported with stronger business reporting

GridTec improved business reporting by integrating Tugger with Simpro®. The solution has enabled automated, clear data extraction, transforming insights into actionable decisions. Enhanced support and flexibility has made Tugger an essential tool for their operations.

See all customer success stories →

Pricing that grows with you

Pay monthly with no contract. Or pay for the year and save 5%.

From
£300 per month

Capsule connector, storage and AI Insights included.

See Full Pricing

Capsule and Tugger. Your questions, answered.

Can I connect Capsule to Claude or ChatGPT?

Yes. Tugger connects your Capsule data to Claude, ChatGPT, Gemini and any other MCP-compatible assistant. Connect Capsule to Tugger, switch on AI Insights, and ask questions in natural language.

What is MCP?

MCP stands for Model Context Protocol. It's the standard way AI assistants connect to business data. Tugger's MCP gives your assistant secure, read-only access to your Capsule data, and to every other app you've connected to Tugger.

Can AI change or delete my Capsule data?

No. Tugger's MCP is read-only. Tugger reads from Capsule and never writes back, so nothing your AI assistant does can change, delete or create a record in Capsule.

Can I control what AI sees in my Capsule data?

Yes. Tugger's AI privacy controls let an administrator set each category of personal data to Visible or Hidden, separately for staff and for customers. Anything hidden is withheld inside Tugger before the answer leaves, and every AI call is recorded.

Can Claude build dashboards from my Capsule data?

Yes. Describe the dashboard you want and Claude builds it from your Capsule data. Ask for changes in the same conversation, and refresh it whenever you want up-to-date numbers.

Does Tugger work with Power BI?

Yes. Power BI, Tableau and Excel all plug into the same Capsule data your AI assistant uses, and it refreshes automatically.

Can I combine Capsule with Xero, Zendesk and other apps?

Yes. Connect as many apps as you need and ask one question across all of them. Tugger handles the joins.

What Capsule data does Tugger sync?

Tugger syncs contacts, opportunities, projects, tasks, pipelines, milestones, activity history, tags and more.

Where is my Capsule data stored?

In the UK by default. Need it held in your own region? Talk to us about hosting it there.

Is my Capsule data used to train AI models?

Not by Tugger. We don't use your data to train models. Your chosen AI provider handles data under its own terms, and we'll point you at the right documentation for whichever one you use.

How long does it take to set up?

Connecting Capsule takes a few clicks, and Tugger does the rest. Your first sync then runs on its own, and we'll email you when your data's ready. How long that takes depends on how much Capsule data you've got.

Is there a free trial?

Yes. You get a 10-day free trial, and you don't need a card to start. Connect Capsule, switch on AI Insights and start asking questions.

How much does Tugger cost?

Plans start from £300 per month, with the connector, storage and AI Insights included. Pay monthly with no contract and cancel anytime, or pay for a year up front and save 5%.

Your Capsule data's ready. Are you?

Start asking the questions your Capsule data's been waiting to answer.

10-day free trial · No card needed · Ask away

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