MCP For Claude Marketplace
Nutshell CRM

Nutshell CRM MCP Connector for Claude

A+

Manage sales and relationships via Nutshell CRM — track leads, contacts, and accounts directly from your AI agent.

10 tools Official Updated Oct 1, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Nutshell CRM account to your AI agent and take control of your sales pipeline and customer relationships through natural conversation using their JSON-RPC API.

What you can do

  • Lead Management — List and search for sales leads, and retrieve complete metadata, values, and pipeline stages.
  • Relationship Tracking — Access your entire database of individual contacts and business accounts with deep profile inspection.
  • Activity Monitoring — View a list of all tasks, calls, and meetings, and browse through available activity types.
  • Universal Search — Perform a global keyword search across leads, contacts, and accounts simultaneously.
  • Custom Data Access — Retrieve definitions for all custom fields configured in your Nutshell instance.
  • Deep Inspection — Fetch complete metadata for specific records using their unique IDs.

How it works

  1. Subscribe to this server
  2. Enter your Nutshell login Email (or Domain) and API Key
  3. Start managing your sales from Claude, Cursor, or any MCP client

Who is this for?

  • Sales Teams — quickly look up a lead's status or contact details without navigating the CRM interface.
  • Account Managers — monitor customer interactions and account health directly from your workspace.
  • Business Owners — automate the retrieval of pipeline reports and activity logs for daily standups.
crmpipeline-managementb2b-salescontact-managementlead-trackingsales-forecasting

10 tools expose this connector's capabilities to your AI agent.

universal_search

Search across all entities

list_activities

List CRM activities

list_activity_types

g. Phone Call, Email) available for logging. List available activity types

list_contacts

Find and list people/contacts

list_leads

Find and list CRM leads

get_account_details

Get specific account info

get_contact_details

Get specific contact details

list_custom_fields

List CRM custom fields

get_lead_details

Get specific lead info

list_accounts

Find and list business accounts

See how to talk to your AI agent using Nutshell CRM.

List my most recent sales leads.

Retrieving leads... I found 5 recent leads including 'Enterprise Upgrade - Acme' ($12,000), 'New Office Solution', and 'Q4 Growth'. Would you like the full details for the Acme upgrade?

Search for any contact or lead related to 'Dunder Mifflin'.

Executing universal search... I've found 1 Account ('Dunder Mifflin Paper Co.'), 2 Contacts ('Michael Scott', 'Dwight Schrute'), and 1 active Lead. Which record would you like to inspect?

What are my upcoming activities and meetings?

Retrieving activities... You have 3 scheduled items: 'Follow-up Call' with John Smith at 2:00 PM, 'Project Kickoff' tomorrow at 10:00 AM, and a 'Dinner Meeting'. Shall I retrieve the contact info for John Smith?

Log in to Nutshell, go to Settings > API Keys, and click 'Create New API Key'. You'll need to use this key as your password for authentication.

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