How to Use the Nutshell CRM MCP in Claude

Q: How do I search for Nutshell CRM records inside Claude Desktop?

You use the universalsearch tool. Just type your query in the chat, and the agent hits the API to find matching accounts, contacts, or leads.

Q: Can I view my Nutshell CRM activity types in Claude Desktop?

Yes. Run the listactivitytypes tool to get a full list of valid options. This ensures you log your client interactions correctly every time.

Q: What happens if I have custom fields in my CRM?

You can call listcustomfields to see exactly what is available. This lets your agent read and write to those specific fields without guessing the schema.

Stop switching tabs to check your pipeline. Connect Nutshell CRM to Claude Desktop and let your agent handle the CRM data directly.

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Connect Nutshell CRM MCP to Claude Desktop

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

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Setup Nutshell CRM with Claude Desktop

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Perplexity

Search and pull CRM data in Claude Desktop

Stop digging through your browser tabs to find a lead's status. Use `universal_search` to find any record instantly, then pull the details you need with `get_lead_details` or `get_contact_details` right in your chat. Your agent parses the JSON response and summarizes the information for you. It’s faster than clicking through the web interface when you are in the middle of drafting an email.

List and filter your accounts

Need to see what is on your plate for the day? Call `list_accounts` or `list_leads` to get a live snapshot of your current pipeline without leaving the desktop app. You can pipe these lists into your agent to generate summaries or prioritize your follow-ups. It keeps your focus on the work rather than hunting for contact information.

Log activities via MCP Server

Keep your CRM updated while you work. Use `list_activity_types` to see how you should log your interactions, then trigger the action to record your latest call or email. Your agent ensures the data hits the right fields in your CRM. You spend less time doing admin work and more time closing deals.

Setup guide

Set up Nutshell CRM MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Nutshell CRM MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Nutshell CRM MCP configuration

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

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under nutshell-crm-mcp.

json

{
  "mcpServers": {
    "nutshell-crm-mcp": {
      "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.

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Common questions about Nutshell CRM MCP in Claude Desktop

You use the `universal_search` tool. Just type your query in the chat, and the agent hits the API to find matching accounts, contacts, or leads.

Yes. Run the `list_activity_types` tool to get a full list of valid options. This ensures you log your client interactions correctly every time.

The MCP Server only touches the specific records you request via tools. No data is stored long-term by the connector, and your credentials stay local to your machine.

The server maintains the link as long as the Claude Desktop app is running. It only pulls data when you explicitly ask your agent to run a tool.

You can call `list_custom_fields` to see exactly what is available. This lets your agent read and write to those specific fields without guessing the schema.

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