Capable’s API is MCP.

Returns the workspace-setup interview: import evidence to infer the workspace's motion(s) from, the available motions/templates, and the open questions for the active motion(s).

Render the interactive workspace-setup card so the user can confirm the motion(s) you recommended, name the workspace, and Save.

Commit onboarding answers into the workspace config.

Link a contact to an account with a role (champion / economic_buyer / decision_maker / user / blocker / influencer / csm_primary).

Unlink a contact from an account (the contact and the account themselves are kept).

Set the customer health score (0-100) on an account.

Aggregate roll-up of the workspace's opportunities and revenue.

Set the products on an opportunity so its VALUE derives from them (replace-all).

Renew a subscription: advance current_term_started_at and current_term_ends_at forward by one billing cadence (or accept explicit dates), optionally update mrr_cents/seats/plan_name (for renewals with uplift).

Cancel a subscription.

Record an activity (call / email / meeting / LinkedIn).

log_touch { "type": "call", "contact_id": "6f2c…",
            "summary": "Kickoff — scope agreed" }

Ranked list of CUSTOMERS that look under-monetized versus firmographically-similar customers in this workspace (low ARR-per-employee for their headcount).

Send the Capable notetaker bot to a video call.

Pull the notetaker bot out of a call and cancel the recording.

Find three meeting times across the host's (and optional co-hosts') calendars.

find_times { "duration": 30,
             "window_start": "2026-07-06",
             "window_end": "2026-07-10" }

Create the meeting: places one tentative, opaque hold per (slot × host) on the host's calendar — reversible, invisible to the invitee, auto-released on expiry — and STAGES the invitee's pick-a-time email.

Sends the picker email to the invitee.

Cancel a meeting — DESTRUCTIVE: confirm with the user first.

Move an ALREADY-CONFIRMED (booked) meeting to a new time, in place.

Attach a free-form note to any record (account / contact / opportunity / touch).

Fetch the full detail of any record by id.

get_record { "type": "task", "id": "91ab…" }

Create a record of ANY object type.

create_record { "object_type": "partner",
                "data": { "name": "Globex" } }

Patch fields on a record by id.

update_record { "object_type": "task", "id": "91ab…",
                "data": { "status": "done" } }

List/filter records of any object type.

search_records { "object_type": "contact",
                 "query": "lindqvist" }

Archive (soft-delete) a record by object_type + id.

Present atomic proposed CRM updates for field-by-field approval — from a transcript, a prompt, or any source.

Single-call view of everything Claude needs to reason about a record.

get_context { "type": "contact",
              "id": "6f2c…" }

Answer a question ABOUT CAPABLE ITSELF — how-to, setup, or troubleshooting (e.g. 'how do I connect Claude', 'why didn't this email become a contact', 'what can each role do', 'how do I build a report').

Run a report and return its rows or grouped aggregates.

run_report { "definition": { "version": 1, "object": "touch",
               "group_by": { "ref": { "kind": "field", "field": "type" } },
               "aggregations": [{ "fn": "count", "alias": "n" }] } }

Export a report's results as CSV through the single audited egress path.

Schedule a saved report to be emailed as a digest (CSV attached) to workspace members on a daily / weekly / monthly cadence (UTC).

Draft a quote on an account from a SELECTION of catalog products + quantities.

Update a quote: change its status (draft → sent → accepted / lost), link an opportunity, or replace its line items.

Create a new custom object TYPE (e.g. Partner, Product, Investor) that Claude can then operate on via create_record/update_record/search_record.

Rename or reconfigure a custom object type by key — change its label, plural, blurb, icon, shared-write mode, enabled flag, or display_field (the data key holding a record's display name; null resets to the 'name' default) — and/or set its sidebar-menu visibility (show_in_menu: navigation only — true pins the object into the web app's menu, false removes its menu row while the object stays fully usable everywhere else).

Soft-delete (archive) a custom object type by key.

Add a custom field to any object that supports them (core objects with custom fields, or any custom object).

Patch a custom field by object_type + key — change its label or choice options.

Add or relabel a value for a built-in enum field (e.g. account.lifecycle_stage, opportunity.type, subscription.status, touch.type, task.priority).

Create an additional pipeline (a named stage sequence) for opportunities or a custom object.

Update a pipeline by pipeline_key (or pipeline_id; id wins if both are given) — rename it (label), re-point it (applies_to), replace its stages, or set which opportunity types default to it (default_for_types).

Archive (soft-delete) a named pipeline by pipeline_key (or pipeline_id; id wins if both are given).

Create a top-level program (a parallel workstream like Investor Relations or Partnerships, a peer of the built-in Revenue motion).

Create a derived-metric rollup that aggregates a custom source object onto a target field (e.g. usage_revenue = sum of usage records onto an account field).

Create an automation rule: when trigger_event fires (record.written) and condition_spec matches, run action_tool with action_args (a {{placeholder}} template over the trigger facts).

Apply a curated schema template from this workspace's template registry — a pre-vetted bundle of objects, fields, pick-list values, pipelines, and starter views — in one step.

Learn the complete shape of this CRM workspace in one call: its objects and their fields (built-in + custom), the valid values for each field (with each value's semantic role where it has one), how objects relate (the FK graph), the pipelines and their stages, the active motions, and the qualification framework (plus the programs, rollups, automation rules, and Phase 4 flags).