# Nutshell CRM MCP for AI Agents AI Agent Connect

> Nutshell CRM. Manage your sales pipeline and customer relationships directly through your AI agent. Track leads, look up contact details, and monitor account activities without switching tabs. It connects your CRM data to your workspace so you can focus on closing deals instead of hunting for information.

## Overview
- **Category:** sales-automation
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_Kz3J48MULhbSoJplsV5dT2rvPMdLzMeQluOzeKjY/ai-agent-connect
- **Tags:** crm, pipeline-management, b2b-sales, contact-management, lead-tracking, sales-forecasting

## Description

Stop jumping between tabs to find that one lead's phone number or check if a meeting was actually scheduled. This connection lets your AI agent act as a direct interface for your Nutshell CRM. Instead of navigating complex menus, you can just ask your agent to pull up an account's history or see who's in your pipeline for the week. It handles the heavy lifting of fetching data so you can stay in your flow. Whether you're looking for a specific contact's custom notes or trying to see what activities are logged for a high-value account, the information comes to you instantly. It's built for people who need to move fast and want their data to be accessible exactly where they're already working. You can find this and thousands of other connections in the Vinkius catalog to build out your custom workspace. It turns your database into an active part of your daily conversation.

## Tools

### get_lead_details
Get specific lead info. Fetch metadata and values for a single lead in your pipeline.

### universal_search
Search across all entities. Find any lead, contact, or account with one keyword.

### list_accounts
Find and list business accounts. This helps you see all your company clients in one place.

### list_activities
List CRM activities. Use this to see your history of calls, tasks, and meetings.

### list_activity_types
List available activity types. This shows you what kinds of logs you can create.

### list_contacts
Find and list people. Use this to see every individual contact in your CRM.

### list_leads
Find and list CRM leads. This gives you a view of your current sales pipeline.

### get_account_details
Get specific account info. Pull up deep profile data for a single business.

### get_contact_details
Get specific contact details. Retrieve full profile information for an individual.

### list_custom_fields
List CRM custom fields. See the specific data points you've configured in your instance.

## Prompt Examples

**Prompt:** 
```
Show me my most recent leads from this week.
```

**Response:** 
```
I've pulled your most recent leads from this week. Here's a summary:

| Lead Name | Value | Pipeline Stage |
| :--- | :--- | :--- |
| **Enterprise Upgrade - Acme** | $12,000 | Negotiation |
| **New Office Solution** | $5,500 | Discovery |
| **Q4 Growth Init** | $20,000 | Qualified

Would you like me to pull the full details for the Acme upgrade?
```

**Prompt:** 
```
Who is the main contact for the 'Dunder Mifflin' account?
```

**Response:** 
```
The primary contact for **Dunder Mifflin Paper Co.** is **Michael Scott**. 

**Contact Details:**
*   **Role:** Regional Manager
*   **Email:** m.scott@dundermifflin.com
*   **Notes:** High priority account. Prefers phone calls over emails.
```

**Prompt:** 
```
What activities did I miss yesterday?
```

**Response:** 
```
You had 3 activities scheduled for yesterday:

*   **Follow-up Call** with John Smith (Completed)
*   **Project Kickoff** for Acme (Completed)
*   **Dinner Meeting** (No activity logged)

Would you like me to log a follow-up for the dinner meeting?
```

## Capabilities

### Find business accounts
List and search for your company's clients and partners in one view.

### Check contact info
Pull up specific profile details for any individual in your database.

### Track sales leads
Get lead metadata, values, and current pipeline stages instantly.

### View activity logs
See a history of calls, tasks, and meetings for any record.

### Search everything at once
Perform a global keyword search across leads, contacts, and accounts.

### See custom fields
Access the specific data points you've configured in your CRM instance.

## Use Cases

### Quick lead status checks
An SDR needs to know if a lead was contacted today. They ask the agent to check list_activities for a specific name.

### Preparing for client calls
An account manager is preparing for a call. They use get_account_details to get a full summary of a client's history.

### Pipeline value summaries
A manager needs to see the total value of the pipeline. They ask the agent to list all leads and sum the values.

### Global record hunting
A user is looking for a specific person across multiple accounts. They use universal_search to find the contact globally.

## Benefits

- Stop tab switching by pulling contact details directly into your chat using get_contact_details.
- Get a full picture of customer health by viewing activity history with list_activities.
- Find any record instantly using universal_search instead of clicking through filters.
- Stay updated on your pipeline by pulling lead values and stages with list_leads.
- Access your specific data points easily by viewing your unique setup with list_custom_fields.

## How It Works

The bottom line is you get a conversational interface for your CRM data without leaving your favorite tools.

1. Connect your Nutshell account using your login email and API key.
2. Grant the AI agent permission to access your CRM data.
3. Ask your agent questions about your leads, contacts, or sales pipeline.

## Frequently Asked Questions

**How does Nutshell CRM MCP help my sales team?**
It gives your team a way to talk to your CRM data using natural language. Instead of clicking through menus, they can ask for lead statuses, contact info, and history instantly.

**Can I search for contacts using Nutshell CRM MCP?**
Yes. The Connector includes a universal search that lets your agent find any lead, contact, or account across your entire database using a single keyword.

**Does Nutshell CRM MCP sync my activities?**
It allows your agent to see your history of calls, tasks, and meetings, so you can ask for summaries of past interactions or check what's coming up next.

**How do I see my custom fields in Nutshell CRM MCP?**
The Connector can retrieve the definitions for all custom fields you've configured. This ensures your agent knows exactly what specific data points are available to it.

**Can I use Nutshell CRM MCP to manage my pipeline?**
Yes. You can ask your agent to list your leads, check their current pipeline stages, and view specific values for high-priority opportunities.

**Is Nutshell CRM MCP good for account managers?**
It's perfect for account managers who need to quickly summarize a client's history or check recent activity logs before jumping into a meeting.

**How do I get a Nutshell API Key?**
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.

**What is Universal Search?**
Universal Search allows you to search across Leads, Contacts, and Accounts at the same time using a single keyword or phrase, making it much faster to find what you need.

**Can I see my custom fields?**
Yes! Use the `list_custom_fields` tool to retrieve all the unique data field definitions you have configured in your CRM instance.