An astronaut overseeing a futuristic data hub
Download PDFMarkdown Version

Connect Nutshell CRM to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Control your entire sales pipeline through natural conversation.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

Waiting for input…

Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 10 capabilities

We ship only the actions that matter.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 10 available through Nutshell CRM.

  1. 01

    Universal search

    This capability performs a global search across all your CRM entities. It finds leads, contacts, and accounts using a single keyword.

  2. 02

    List activities

    This capability pulls a list of your CRM activities. Use it to see recent tasks, calls, or meetings.

  3. 03

    List activity types

    This capability shows the different types of activities you can log. It lists options like phone calls or emails.

  4. 04

    List contacts

    This capability retrieves a list of people in your database. It helps you find specific contacts quickly.

Capability set02 / 03

05-07

3 capabilities in this set.

Part of 10 available through Nutshell CRM.

  1. 05

    List leads

    This capability finds and lists your current sales leads. It is the fastest way to see your pipeline prospects.

  2. 06

    Get account details

    This capability fetches deep metadata for a specific account. It provides the full profile for a business record.

  3. 07

    Get contact details

    This capability retrieves complete information for a specific person. Use it to get deep profile inspection for a contact.

Capability set03 / 03

08-10

3 capabilities in this set.

Part of 10 available through Nutshell CRM.

  1. 08

    List custom fields

    This capability retrieves the definitions for all custom fields in your Nutshell instance. It ensures your agent understands your unique data.

  2. 09

    Get lead details

    This capability pulls detailed information for a specific sales lead. It provides all available metadata for a prospect.

  3. 10

    List accounts

    This capability lists your business accounts. Use it to browse through your organization-level data.

Real work

What teams actually run

01

Quick Lead Lookups

Ask your agent for the status of a specific prospect while you are drafting an email.

02

Daily Activity Briefings

Have your agent list your scheduled meetings and tasks to prepare for the day.

03

Account Deep Dives

Request full metadata for a business account to understand its history before a call.

04

Global Entity Search

Find every mention of a specific company across leads, contacts, and accounts at once.

Automate a task

Put Nutshell CRM to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Nutshell CRM works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put Nutshell CRM to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

888ms average. Fast in production.

Nutshell CRM is checked daily against the live service.

Daily averagePeak 1072ms
Oct 3Today
Fastest day
744ms
Slowest day
1072ms
14-day trend
Stable-3%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 10 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Nutshell CRM, so you can see the experience inside your AI.

It does not authenticate your account with Nutshell CRM. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Nutshell CRM Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_Kz3J48MULhbSoJplsV5dT2rvPMdLzMeQluOzeKjY/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Nutshell CRM capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "nutshell-crm-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_Kz3J48MULhbSoJplsV5dT2rvPMdLzMeQluOzeKjY/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Nutshell CRM in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Nutshell CRM owners hand off.

This MCP is built for professionals who live in their CRM but want to interact with it through an AI interface.

  • 01

    Sales Teams

    They use the agent to look up lead statuses and contact info without opening the CRM dashboard.

  • 02

    Account Managers

    They use the agent to monitor customer health and recent interactions directly from their workspace.

  • 03

    Business Owners

    They use the agent to pull pipeline reports and activity logs for quick daily reviews.

FAQ

Questions Nutshell CRM owners ask.

  • 01

    How do I connect my Nutshell account?

    You subscribe to the MCP on Vinkius and enter your Nutshell email and API key. Vinkius handles the hosting and credentials for you.

  • 02

    Which AI clients can I use with this MCP?

    You can use any MCP-compatible client, including Claude, Cursor, and Windsurf.

  • 03

    Can I search for everything at once?

    Yes, the universal_search capability allows you to search across leads, contacts, and accounts simultaneously.

  • 04

    Does this work with my custom fields?

    Yes, the MCP includes a capability to list your custom field definitions so your agent understands your specific data.

  • 05

    Do I need to host the MCP myself?

    No, Vinkius hosts and manages the MCP for you. You just connect your client and start working.

  • 06

    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.

  • 07

    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.

  • 08

    Can I see my custom fields?

    Yes! Use the list_custom_fields capability to retrieve all the unique data field definitions you have configured in your CRM instance.

Explore

More in Sales Automation

Suggestions

Connect Nutshell CRM to Claude, Cursor, ChatGPT & more