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Nutshell

Nutshell is a CRM software that helps businesses manage customer relationships, sales pipelines, and communications. Use it to streamline your sales process and improve customer engagement.

This Nutshell MCP server is compatible with any MCP client including Claude Desktop, Cursor, and other Model Context Protocol implementations.

Customer Relations

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Tools From This Provider (26)

Nutshell List Account Types

Get the available list of account types configured in your Nutshell CRM. Use this to ensure consistent categorization when adding or updating customer accounts. Returns a set of predefined account...

Nutshell List Accounts

Retrieve a list of all accounts in your Nutshell CRM. Use this tool to access detailed account information when managing customer profiles or preparing for sales meetings. Returns data including...

Nutshell List Accounts List Items

Fetch a compiled list of specific items from your Nutshell accounts. Ideal for reviewing customized account data for reporting or analysis. Returns item details that are part of account records with...

Nutshell List Activities

List all activities logged within your Nutshell CRM. Use this tool for tracking recent interactions with clients or for auditing sales team performance. Returns comprehensive details including...

Nutshell List Activity Types

Retrieve all activity types defined in your Nutshell CRM. Useful when creating or categorizing activities to ensure they align with existing types. Returns activity type names and descriptions,...

Nutshell List Audiences

Fetch a list of audience segments saved in Nutshell CRM. Ideal for targeting specific customer groups in campaigns or analyses. Returns segment names and criteria, assisting with targeted engagement...

Nutshell List Competitor Maps

Retrieve competitor mapping data from your Nutshell CRM. Useful when assessing competitive positioning or planning strategic moves. Returns mappings that connect competitors to specific accounts or...

Nutshell List Competitors

Access a list of your competitors as recorded in Nutshell. Use this to analyze competitive landscape and strategize sales approaches. Returns competitor names and relevant details for comparison...

Nutshell List Contacts

Obtain a list of all contacts within your CRM to maintain or update customer information seamlessly. Use this when you need an overview or to search for a specific contact. It returns details such as...

Nutshell List Contacts Custom Fields

Fetch all custom fields associated with your contacts, enabling personalized and tailored customer interactions. Ideal for retrieving specific customer data points necessary for segmentation. This...

Nutshell List Contacts List Items

Get a detailed enumeration of contact list items for better management and organization of customer data. Useful for drilling into the specifics of each contact. Returns data like contact IDs, names,...

Nutshell List Events

List all events from your Nutshell CRM to keep track of important sales meetings, calls, and interactions. Use this for scheduling or reviewing past interactions with leads or contacts. Returns...

Nutshell List Filters

Retrieve a list of saved filters to quickly segment or search your CRM data according to pre-defined criteria. Use this when you need to apply specific data views for your sales analysis. The output...

Nutshell List Industries

Access a list of industries available in your Nutshell CRM. Use this when categorizing accounts to apply the correct industry tags. Returns a standardized set of industry names to maintain...

Nutshell List Lead Products

Retrieve a list of all products associated with leads in your Nutshell account. Use this when you need to review or manage products linked to sales opportunities. It returns product details such as...

Nutshell List Leads

Access a comprehensive list of leads in your CRM to track and manage all potential sales opportunities. Useful for reviewing or analyzing your sales pipeline status. This tool returns information...

Nutshell List Leads Custom Fields

List all custom fields set up for leads in your Nutshell CRM. Use this to understand or update potential client data structures and ensure all information is captured accurately. Returns custom field...

Nutshell List Leads List Items

Retrieve a detailed list of lead items from your sales pipeline. Use this when you need to assess each lead in terms of status, potential value, and associated tasks. The tool returns lead details...

Nutshell List Leads Report

Generate reports on all leads in your CRM to gain insights into your sales performance and pipeline health. Use this for evaluating overall lead performance metrics. It returns summarized data, such...

Nutshell List Notes

Access all notes added to leads and contacts to ensure you have the latest context and insights for ongoing sales activities. Ideal for reviewing customer interactions and follow-ups. Returns note...

Nutshell List Pipelines

Retrieve details of all sales pipelines in your Nutshell account. Use it to evaluate and optimize your sales pipelines. This tool provides information such as pipeline ID, name, and associated stages.

Nutshell List Products

Fetch a list of products from your inventory to ensure accurate order processing and inventory management. Use this for catalog management or during sales prospecting. Returns product details like...

Nutshell List Sources

Access a list of all lead sources defined in your Nutshell account. Use this tool to identify where your leads are coming from and adjust your marketing efforts accordingly. It returns key...

Nutshell List Stages

Get a list of all sales pipeline stages in your Nutshell CRM. This is useful for understanding and refining your sales process. It returns information about each stage, including stage ID, name, and...

Nutshell List Tags

List all tags used in your Nutshell CRM to categorize and manage your contacts and leads. Use it to ensure your categorization strategy is effective. It returns tag details such as tag ID and name.

Nutshell List Users

Get a comprehensive list of all users in your Nutshell account. Ideal for managing user access and roles, it provides each user's ID, name, email, and role within the CRM.

Related Bundles (1)

Nutshell Tools

Customer Relations

Nutshell is a CRM software that helps businesses manage customer relationships, sales pipelines, and communications. Use it to streamline your sales process and improve customer engagement.

Provider Information

CategoryCustomer Relations

Auth TypeFIELDS

AddedOctober 29, 2025

UpdatedNovember 3, 2025

Used By Tools

26

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