• RECAP
  • AUDIT
  • INSIGHT
  • HUMAN

How to track sales activity with your AI

Connect Nutshell to your AI client once. After that, you can ask for updates on your recent work without opening the CRM.

Ask AI about this page

Short answer

How can I see my recent Nutshell activity in my AI chat?

Your AI uses the Nutshell MCP to pull your latest logs, including calls, tasks, and meetings. You'll get a direct summary of what you've been doing lately. Here is how the data flows.

The outcomes.

What you get from your activity logs.

The AI pulls specific logs from your CRM to answer your questions.

RECAP

Summarize recent work

The AI looks at your latest activity logs to tell you exactly what you finished today or this week.

AUDIT

Check task status

You can ask if specific follow-ups or calls are still pending or if they've been logged as complete.

INSIGHT

Spot activity gaps

The AI identifies which types of interactions, like calls or meetings, you've been focusing on lately.

HUMAN

Plan your next move

The AI provides the raw activity data, but you decide which lead to call next based on the summary.

The workflow

What your AI does when you ask for updates.

The AI acts as a bridge between your chat interface and your Nutshell records.

  1. Identify activity types

    The AI first checks what kinds of actions are available in your Nutshell account, such as calls or meetings.

    list_activity_types

  2. Fetch recent logs

    It pulls the actual records of your recent interactions to see what has been happening.

    list_activities

  3. Filter and sort

    The AI organizes these logs by type or time so it can answer your specific question.

    list_activities

  4. Deliver the summary

    The AI presents a plain English breakdown of your recent sales movement.

    list_activities

Try it

Copy these to start.

Use these prompts once you have connected Nutshell.

Starting points

Swap out the specific contact names or activity types to match your actual Nutshell data.

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"
    }
  }
}
Copy into chat04

  • Show me my most recent calls from Nutshell.

  • What tasks have I completed in Nutshell this week?

  • List all my recent meetings for the Acme Corp account.

  • Summarize my activity in Nutshell from the last 24 hours.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Nutshell once, then ask.

Follow the link to authorize the connection. Your credentials stay encrypted, and you can start chatting immediately.

Connect Nutshell to your AI

FAQ

How this task behaves.

  • 01

    Can the AI update my Nutshell records?

    No. This specific task only allows the AI to read your activity logs. It cannot create or edit records in Nutshell.

  • 02

    Does the AI see all my CRM data?

    The AI only sees the data it needs to answer your specific request through the provided tools.

  • 03

    Can I ask about specific contact names?

    Yes, as long as those contacts have recent activity logs that the AI can pull.

  • 04

    Will the AI delete any of my tasks?

    No. The AI has no capability to delete or remove any data from your Nutshell account.

  • 05

    How does the AI know what a 'call' is?

    It uses the activity types defined in your Nutshell account to categorize the logs it finds.

  • More questions about Nutshell? See everything the Nutshell Connector can do

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