Nutshell CRM (Claude)
Connect Claude to Nutshell CRM to search leads, contacts, and companies, pull sales reports, and review deal timelines - all without leaving chat.
Nutshell brings your CRM into the conversation. Connect your Nutshell account to Claude and instantly ask questions about your pipeline, look up contacts, track leads, and surface sales insights - without leaving your AI tool. Whether you're prepping for a call, checking deal status, or reviewing team performance, your CRM data is always on question away.
Features
Category
Open the Claude listing: https://claude.com/marketplace/connectors/nutshell-crm. Choose Add to Claude and follow the publisher’s setup instructions. The published connector URL is https://app.nutshell.com/mcp. Sign-in: Required. Publisher documentation: https://support.nutshell.com/en/articles/12631143-mcp-server. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.
fetch
get_entity_custom_fields
get_individual_entities
get_user
nutshell_events
nutshell_leads_report
nutshell_list_entity
nutshell_list_entity_field_info
nutshell_list_entity_from_saved_filter
nutshell_saved_filter
search
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