How to Use the Nutshell CRM MCP in Claude Code

Q: How can I list contacts from Nutshell CRM in Claude Code?

Use the listcontacts tool in your CLI command. Claude Code will output the contact records for your review.

Q: Can I use Nutshell CRM custom fields in Claude Code?

Yes. Call listcustomfields to see your schema. This allows you to write scripts that account for your unique business data.

Q: How do I check my activity types in Claude Code?

Run listactivitytypes to see what logging options are available. This ensures your automated scripts follow your CRM rules.

Bring your Nutshell CRM data to the command line. Use Claude Code to automate your sales reporting and data management.

See Vinkius in Action

Works with every AI agent you already use

…and any MCP-compatible client

MCP Servers - Free for Subscribers

Connect Nutshell CRM MCP to Claude Code

Create your Vinkius account to connect Nutshell CRM to Claude Code and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

GDPR Free for Subscribers

Setup Nutshell CRM with Claude Code

Ask AI about this MCP

ChatGPT

Claude

Perplexity

Claude Code command line CRM tools

Pipe `list_leads` directly into your shell scripts. This server gives you programmatic access to your sales data without a GUI. It's built for automation. Use it to feed CRM data into your CI/CD pipelines or local cron jobs.

Fast CRM queries for Claude Code

Run `universal_search` to pull account information into your terminal session. It returns clean, structured data ready for processing. No browser required. You get the details instantly and can manipulate them with standard shell utilities.

Scripting with Nutshell CRM in Claude Code

Automate your follow-up workflows by chaining `list_activities` and `get_contact_details`. You define the logic, and the agent executes the calls. It turns your terminal into a CRM dashboard. You maintain complete control over every data request.

Setup guide

Set up Nutshell CRM MCP in Claude Code

Prerequisites

Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
Active Vinkius subscription with a valid endpoint token

1

Run the add command

Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.
2

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see nutshell-crm-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest Nutshell CRM transactions." It will automatically discover and invoke the available Nutshell CRM tools.

Terminal

claude mcp add --transport http nutshell-crm-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Get your connection token →

Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the Nutshell CRM MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "nutshell-crm-mcp": {
      "type": "url",
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Nutshell CRM. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Connect Nutshell CRM now

Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Nutshell CRM MCP in Claude Code

Use the `list_contacts` tool in your CLI command. Claude Code will output the contact records for your review.

Run the add command in your terminal with the required transport flags. Once connected, your tools are available globally.

Yes. Call `list_custom_fields` to see your schema. This allows you to write scripts that account for your unique business data.

Run `list_activity_types` to see what logging options are available. This ensures your automated scripts follow your CRM rules.

Yes. All communication happens over a secure transport layer. The server environment is ephemeral, ensuring no data persists after your session ends.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

OpenAI Agents SDK sdk-python

Google ADK sdk-python

Pydantic AI sdk-python

Vercel AI SDK sdk-typescript

Mastra AI sdk-typescript

Start using the Nutshell CRM MCP today

We host it, we monitor it, we maintain it. You just paste one token.

Get started