Nutshell CRM MCP Server for LlamaIndex 10 tools — connect in under 2 minutes
LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add Nutshell CRM as an MCP tool provider through Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
import asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI
async def main():
# Your Vinkius token. get it at cloud.vinkius.com
mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
mcp_tool_spec = McpToolSpec(client=mcp_client)
tools = await mcp_tool_spec.to_tool_list_async()
agent = FunctionAgent(
tools=tools,
llm=OpenAI(model="gpt-4o"),
system_prompt=(
"You are an assistant with access to Nutshell CRM. "
"You have 10 tools available."
),
)
response = await agent.run(
"What tools are available in Nutshell CRM?"
)
print(response)
asyncio.run(main())
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
About Nutshell CRM MCP Server
Connect your Nutshell CRM account to your AI agent and take control of your sales pipeline and customer relationships through natural conversation using their JSON-RPC API.
LlamaIndex agents combine Nutshell CRM tool responses with indexed documents for comprehensive, grounded answers. Connect 10 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.
What you can do
- Lead Management — List and search for sales leads, and retrieve complete metadata, values, and pipeline stages.
- Relationship Tracking — Access your entire database of individual contacts and business accounts with deep profile inspection.
- Activity Monitoring — View a list of all tasks, calls, and meetings, and browse through available activity types.
- Universal Search — Perform a global keyword search across leads, contacts, and accounts simultaneously.
- Custom Data Access — Retrieve definitions for all custom fields configured in your Nutshell instance.
- Deep Inspection — Fetch complete metadata for specific records using their unique IDs.
The Nutshell CRM MCP Server exposes 10 tools through the Vinkius. Connect it to LlamaIndex in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
How to Connect Nutshell CRM to LlamaIndex via MCP
Follow these steps to integrate the Nutshell CRM MCP Server with LlamaIndex.
Install dependencies
Run pip install llama-index-tools-mcp llama-index-llms-openai
Replace the token
Replace [YOUR_TOKEN_HERE] with your Vinkius token
Run the agent
Save to agent.py and run: python agent.py
Explore tools
The agent discovers 10 tools from Nutshell CRM
Why Use LlamaIndex with the Nutshell CRM MCP Server
LlamaIndex provides unique advantages when paired with Nutshell CRM through the Model Context Protocol.
Data-first architecture: LlamaIndex agents combine Nutshell CRM tool responses with indexed documents for comprehensive, grounded answers
Query pipeline framework lets you chain Nutshell CRM tool calls with transformations, filters, and re-rankers in a typed pipeline
Multi-source reasoning: agents can query Nutshell CRM, a vector store, and a SQL database in a single turn and synthesize results
Observability integrations show exactly what Nutshell CRM tools were called, what data was returned, and how it influenced the final answer
Nutshell CRM + LlamaIndex Use Cases
Practical scenarios where LlamaIndex combined with the Nutshell CRM MCP Server delivers measurable value.
Hybrid search: combine Nutshell CRM real-time data with embedded document indexes for answers that are both current and comprehensive
Data enrichment: query Nutshell CRM to augment indexed data with live information before generating user-facing responses
Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying Nutshell CRM for fresh data
Analytical workflows: chain Nutshell CRM queries with LlamaIndex's data connectors to build multi-source analytical reports
Nutshell CRM MCP Tools for LlamaIndex (10)
These 10 tools become available when you connect Nutshell CRM to LlamaIndex via MCP:
get_account_details
Get specific account info
get_contact_details
Get specific contact details
get_lead_details
Get specific lead info
list_accounts
Find and list business accounts
list_activities
List CRM activities
list_activity_types
g. Phone Call, Email) available for logging. List available activity types
list_contacts
Find and list people/contacts
list_custom_fields
List CRM custom fields
list_leads
Find and list CRM leads
universal_search
Search across all entities
Example Prompts for Nutshell CRM in LlamaIndex
Ready-to-use prompts you can give your LlamaIndex agent to start working with Nutshell CRM immediately.
"List my most recent sales leads."
"Search for any contact or lead related to 'Dunder Mifflin'."
"What are my upcoming activities and meetings?"
Troubleshooting Nutshell CRM MCP Server with LlamaIndex
Common issues when connecting Nutshell CRM to LlamaIndex through the Vinkius, and how to resolve them.
BasicMCPClient not found
pip install llama-index-tools-mcpNutshell CRM + LlamaIndex FAQ
Common questions about integrating Nutshell CRM MCP Server with LlamaIndex.
How does LlamaIndex connect to MCP servers?
Can I combine MCP tools with vector stores?
Does LlamaIndex support async MCP calls?
Connect Nutshell CRM with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
Anthropic's native desktop app for Claude with built-in MCP support.
AI-first code editor with integrated LLM-powered coding assistance.
GitHub Copilot in VS Code with Agent mode and MCP support.
Purpose-built IDE for agentic AI coding workflows.
Autonomous AI coding agent that runs inside VS Code.
Anthropic's agentic CLI for terminal-first development.
Python SDK for building production-grade OpenAI agent workflows.
Google's framework for building production AI agents.
Type-safe agent development for Python with first-class MCP support.
TypeScript toolkit for building AI-powered web applications.
TypeScript-native agent framework for modern web stacks.
Python framework for orchestrating collaborative AI agent crews.
Leading Python framework for composable LLM applications.
Data-aware AI agent framework for structured and unstructured sources.
Microsoft's framework for multi-agent collaborative conversations.
Connect Nutshell CRM to LlamaIndex
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.