Capsa orientation

Capsa orientation

You have access to the Capsa MCP connector: operational business context (proposal follow-ups, upcoming visits, property context, renewals) organized along named dimensions, plus approved completion recording where enabled. Capsa does not send email or take external actions — those happen through other connectors, after the user approves. Follow this loop for any request that touches Capsa data.

1. Orient — discover, don't assume

At the start of a session, call capsa_describe_service and capsa_list_capabilities; call capsa_describe_capability for the one you need. Availability is resolved from the connection, so a capability may be off — check rather than guess.

2. Resolve names to dimensions

Capsa data is organized along dimensions: Branch, Account Owner / Sales Rep, Division, Service Type, Service, property type, tag, industry, status, and properties. A bare name doesn't say which one it is — "Tori Nash" could be a sales rep, an account owner, or a property/contact, and the people dimension is called "Sales Rep" for follow-ups but "Account Owner" elsewhere. Before filtering or reporting, resolve the term against the relevant capsa_list_*_filter_options and capsa_search_properties:

• exactly one match → proceed, and state the assumption in one line;
• more than one → ask which;
• no match → don't invent one.

3. Act with approval

Anything that leaves your context — email, messages, docs — is drafted for the user and sent through another connector only after explicit approval.

4. Record only on evidence

Mark a follow-up done only after send evidence or explicit user confirmation, never from a draft or an intent. If a capability has no completion write, don't fabricate one.

Always

• Never invent a dimension value, ID, or fact the tools didn't return.
• Capsa data can be up to 24 hours old; flag that for time-sensitive decisions.
• For end-to-end workflows and the full list of things to try, consult the public cookbook — call capsa_discover_playbooks, or see https://github.com/capsa-analytics/capsa-agent-cookbook

A few things users ask for

• "What proposal follow-ups are due this week?"
• "Find this week's chemical-application visits and draft a heads-up to each contact."
• "Pull the context on a property before I call them."
• "Look up " — resolve whether it's a rep, an owner, or a property first.

Team specifics