Vinkius

Nutshell CRM MCP. Get instant answers on client data via chat.

Nutshell CRM gives your AI agent direct access to your sales pipeline and client data inside Nutshell. You can list, search, and deep-dive into accounts, contacts, and leads without leaving your chat window. Track activity logs, view custom fields, or pull comprehensive reports just by asking.

Nutshell CRM MCP is compatible with Claude Claude
Nutshell CRM MCP is compatible with ChatGPT ChatGPT
Nutshell CRM MCP is compatible with Cursor Cursor
Nutshell CRM MCP is compatible with Gemini Gemini
Nutshell CRM MCP is compatible with Windsurf Windsurf
Nutshell CRM MCP is compatible with VS Code VS Code
Nutshell CRM MCP is compatible with JetBrains JetBrains
Nutshell CRM MCP is compatible with Vercel Vercel
See Vinkius in Action

Give Claude and any AI agent real-world access

Search across all records

Perform a single search query that checks leads, contacts, and accounts simultaneously.

Get specific account details

Fetch the full profile, history, and metadata for any business account using its unique ID.

Retrieve contact profiles

Pull complete details about individual people or contacts associated with a deal.

Track all sales activities

Review and list past actions, including calls, meetings, and emails logged against an account.

Monitor leads status

List current sales opportunities and retrieve metadata about their pipeline stage or value.

Waiting for input…

AI Agent
Nutshell CRM

What AI agents can do with Nutshell CRM: 10 Tools for Sales Automation

Use these tools to retrieve specific data points across your entire Nutshell environment—from listing all contacts to finding activity types.

Make your AI actually useful.

Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.

Start using Nutshell CRM MCP

List Accounts

Finds and lists all business accounts within your Nutshell CRM.

List Activities

Retrieves a list of recorded customer interactions, like calls or meetings.

List Activity Types

Lists all predefined types of activities (e.g., Phone Call, Email) you can track in...

List Contacts

Finds and lists individual people or contacts associated with your accounts.

List Leads

Finds and lists all sales leads that are currently in the pipeline.

Get Account Details

Retrieves specific, deep information about a single business account.

Get Contact Details

Pulls all available profile and contact details for one person.

List Custom Fields

Lists the specific custom data fields configured in your Nutshell instance.

Get Lead Details

Retrieves comprehensive information for a single sales lead.

Universal Search

Searches across leads, contacts, and accounts all at once using one keyword query.

Security and governance baked right in.

Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.

Nutshell CRM MCP is compatible with Claude

Claude AI

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 integration is available immediately — no restart needed.

Choose How to Get Started

Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.

Build Your Own

Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.

  • Import from OpenAPI, Swagger, or YAML specs
  • Create Agent Skills with progressive disclosure
  • Deploy to edge with MCPFusion framework
  • Built in DLP, auth, and compliance on each call
  • Real time usage dashboard and cost metering
  • Publish to catalog or keep private
Start building

Make Your AI Do More

Start with Nutshell CRM, then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.

  • Use this MCP plus 5,200+ others, all in one place
  • Add new capabilities to your AI anytime you want
  • Connections are secured and governed automatically
  • Track usage and costs across all your servers
  • Works with Claude, ChatGPT, Cursor, and more
  • New servers added to the catalog weekly
Nutshell CRM MCP server cover

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.

VINKIUS CLOUD

Cloud Hosted

Managed infra

V8 Isolated

Sandboxed per request

Zero-Trust Proxy

No stored credentials

DLP Enforced

Policy on each call

GDPR Compliant

EU data residency

Token Compression

~60% cost reduction

Your data is protected. See how we built it.

The endless cycle of switching tabs just to check one detail

Right now, checking a client's status means opening Nutshell, finding the account, clicking into the activity feed, scrolling past old emails, then maybe jumping over to the 'Contacts' tab to verify the right person was involved. It’s slow, it’s click-heavy, and you lose momentum.

With this MCP connected via Vinkius, that process shrinks down to one conversation. You just type a question—like 'Who last spoke with Acme Corp about pricing?'—and your agent pulls the exact answer from all those tabs into plain text for you. It's instant context.

Nutshell CRM MCP: Direct conversational access to leads and accounts

You no longer have to run separate searches for contacts, then switch back to the account overview, and finally check the activity log. The agent handles that cross-referencing automatically.

What changes now is efficiency. You move at the speed of thought, not the speed of mouse clicks. Your AI client becomes your direct window into your most valuable data.

What Nutshell CRM MCP does for your AI

Need to know the status of a specific deal or check a contact's full history? This MCP connects your agent straight into Nutshell CRM. You stop having to jump between the web app and your AI client. Now, you can ask natural questions—like 'Show me all contacts related to Acme Corp who had an email call last month.' Your agent handles the complexity of pulling that data from leads, accounts, activities, and custom fields.

It’s about getting immediate answers instead of spending time navigating menus. Whether you need a global search across every record or just want to check if a lead is ready for a follow-up call, your agent pulls it all together instantly. Since Vinkius hosts this MCP, connecting the data flow is simple: you authorize access once from any compatible client and start working right away.

Built · Hosted · Managed by Vinkius Nutshell CRM MCP - Manage Leads & Accounts with AI
Server ID 019d75e0-513e-7081-a8ea-d7c6c645063b
Vinkius Inspector
Compliance Grade A+
Score 100/100
Vinkius Inspector Badge — Score 100/100

Frequently asked questions about Nutshell CRM MCP

How does Nutshell CRM MCP handle multiple types of records? +

It uses its universal search capability to query leads, contacts, and accounts simultaneously. This means you can ask one question and get results across all three record types.

Can I use the list_activities tool for forecasting sales? +

The list_activities tool retrieves historical data of calls or meetings. You must analyze this data yourself; the MCP just provides the raw, accurate activity logs for you to review.

What is the difference between list_contacts and get_contact_details? +

list_contacts shows a roster of people (a list view), while get_contact_details pulls all available information about one specific person, giving you the deep dive profile.

Does Nutshell CRM MCP work with my existing data structure? +

Yes. The listing includes a tool to list custom fields (list_custom_fields). This ensures your agent knows exactly which unique data points exist in your specific Nutshell setup.

Is this better than manually searching the Nutshell interface? +

It's faster and less error-prone. You get a single, summarized answer from the chat window instead of jumping between multiple dedicated tabs within the CRM UI.