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Nutshell
Nutshell
The all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals.

Categories

CRM

Available Tools

Tools that your AI agent can use through this MCP server to interact with Nutshell

Update Lead

Update an existing lead. Only provided fields are updated. Custom fields from your Nutshell pipeline can be set below. See the documentation

Update Contact

Update an existing contact. Only provided fields are updated. Custom fields from your Nutshell pipeline can be set below or passed via the Custom Fields (Object) prop. See the documentation

Update Company

Update an existing company (account). Only provided fields are updated. Custom fields from your Nutshell pipeline can be set below or passed via the Custom Fields (Object) prop. See the documentation

Search Leads

Search leads by string. Returns formatted results: id, description, status, completion, value, primaryCompanyName, primaryContactName, isOverdue, lastContactDate, dueTime. See the documentation

Search Contacts

Search contacts by string. Returns an array of contacts with id, displayName, primaryEmail, and primaryPhone. See the documentation

Search Companies

Search companies (accounts) by string. Returns raw API results (array of account stubs). See the documentation

Get Lead

Get a lead by ID. See the documentation

Get Contact

Get a contact by ID. See the documentation

Get Company

Get an account (company) by ID. See the documentation

Create Lead

Initiates a new lead within Nutshell. See the documentation

Create Contact

Creates a new contact. See the documentation

Create Company

Creates a new company within Nutshell. See the documentation