Nutshell CRM Connector for AI agents.
10 live capabilities
Manage your sales pipeline and customer relationships without switching tabs.
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Why people use Nutshell CRM
Nutshell CRM Sales Pipeline Management
With this Connector, that workflow disappears. You can simply ask your agent to find a lead's status or pull up a contact's history. The information comes to you instantly, keeping you in your flow and out of the menus.
What Vinkius changes
You get a conversational interface for your CRM data without leaving your favorite capabilities.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Quick lead status checks
An SDR needs to know if a lead was contacted today.
- Real-world use case 02
Preparing for client calls
An account manager is preparing for a call.
- Real-world use case 03
Pipeline value summaries
A manager needs to see the total value of the pipeline.
Complete set · 10capabilities
The complete Nutshell CRM capability set.
These are the exact actions your AI can choose when you ask it to work with Nutshell CRM.
01—04
4 capabilities in this set.
Part of 10 available through Nutshell CRM.
- 01 Capability
Get lead details
Get specific lead info. Fetch metadata and values for a single lead in your pipeline.
- 02 Capability
Universal search
Search across all entities. Find any lead, contact, or account with one keyword.
- 03 Capability
List accounts
Find and list business accounts. This helps you see all your company clients in one place.
- 04 Capability
List activities
List CRM activities. Use this to see your history of calls, tasks, and meetings.
05—07
3 capabilities in this set.
Part of 10 available through Nutshell CRM.
- 05 Capability
List activity types
List available activity types. This shows you what kinds of logs you can create.
- 06 Capability
List contacts
Find and list people. Use this to see every individual contact in your CRM.
- 07 Capability
List leads
Find and list CRM leads. This gives you a view of your current sales pipeline.
08—10
3 capabilities in this set.
Part of 10 available through Nutshell CRM.
- 08 Capability
Get account details
Get specific account info. Pull up deep profile data for a single business.
- 09 Capability
Get contact details
Get specific contact details. Retrieve full profile information for an individual.
- 10 Capability
List custom fields
List CRM custom fields. See the specific data points you've configured in your instance.
Set up in minutes
One URL. Then ask Nutshell CRM to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Nutshell CRM from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_Kz3J48MULhbSoJplsV5dT2rvPMdLzMeQluOzeKjY/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Nutshell CRM, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Nutshell CRM for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_Kz3J48MULhbSoJplsV5dT2rvPMdLzMeQluOzeKjY/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Nutshell CRM URL.
- Step 03
Save and start
Save the connection and enable Nutshell CRM in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"nutshell-crm": {
"url": "https://edge.vinkius.com/vk_preview_Kz3J48MULhbSoJplsV5dT2rvPMdLzMeQluOzeKjY/mcp"
}
}
}- Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Nutshell CRM
Open Agent mode in chat and ask: "Using Nutshell CRM, help me...". 10 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"nutshell-crm": {
"url": "https://edge.vinkius.com/vk_preview_Kz3J48MULhbSoJplsV5dT2rvPMdLzMeQluOzeKjY/mcp"
}
}
}- Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Nutshell CRM
Ask Copilot: "Using Nutshell CRM, help me...". 10 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"nutshell-crm": {
"url": "https://edge.vinkius.com/vk_preview_Kz3J48MULhbSoJplsV5dT2rvPMdLzMeQluOzeKjY/mcp"
}
}
}- Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Nutshell CRM
Open Cascade and ask: "Using Nutshell CRM, help me...". 10 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"nutshell-crm": {
"url": "https://edge.vinkius.com/vk_preview_Kz3J48MULhbSoJplsV5dT2rvPMdLzMeQluOzeKjY/mcp"
}
}
}- Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Nutshell CRM
Ask Cline: "Using Nutshell CRM, help me...". 10 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add nutshell-crm --transport http "https://edge.vinkius.com/vk_preview_Kz3J48MULhbSoJplsV5dT2rvPMdLzMeQluOzeKjY/mcp"- Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Nutshell CRM
Ask Claude: "Using Nutshell CRM, show me...". 10 tools are ready
Where the request belongs
Work Nutshell CRM can move forward.
Who wakes up in the morning needing this? The sales rep who's tired of digging through nested folders to find a client's history or the account manager who needs to see a lead's status in seconds.
Sales Development Rep
Checking lead status during cold calls to see if they've been contacted recently.
Account Manager
Summarizing a client's entire interaction history before a big quarterly review.
Sales Manager
Getting a pulse on pipeline values and active leads for daily team standups.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsAgendor
CRM for sales teams. manage leads, organizations, and pipelines via AI.
Nimble CRM
Manage relationships and deals via Nimble CRM. track contacts, deals, and activities directly from your AI agent.
Agile CRM
Manage contacts, deals, and marketing campaigns in one place with a CRM built for growing sales teams.
Capsule CRM
Manage contacts, sales opportunities, and projects via Capsule CRM. search parties, track pipelines, and manage tasks directly from any AI agent.
Cloze
Smart CRM that automatically tracks your interactions and provides AI-powered insights.
Pipeline CRM
Manage sales and contacts via Pipeline CRM. list deals, track people, and monitor tasks directly from any AI agent.
Bring your own AI
Change the model, client or framework. Keep Nutshell CRM connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about Nutshell CRM.
The practical details behind the request, access and result.
How does Nutshell CRM MCP help my sales team?
It gives your team a way to talk to your CRM data using natural language. Instead of clicking through menus, they can ask for lead statuses, contact info, and history instantly.
Can I search for contacts using Nutshell CRM MCP?
Yes. The Connector includes a universal search that lets your agent find any lead, contact, or account across your entire database using a single keyword.
Does Nutshell CRM MCP sync my activities?
It allows your agent to see your history of calls, tasks, and meetings, so you can ask for summaries of past interactions or check what's coming up next.
How do I see my custom fields in Nutshell CRM MCP?
The Connector can retrieve the definitions for all custom fields you've configured. This ensures your agent knows exactly what specific data points are available to it.
Can I use Nutshell CRM MCP to manage my pipeline?
Yes. You can ask your agent to list your leads, check their current pipeline stages, and view specific values for high-priority opportunities.
Is Nutshell CRM MCP good for account managers?
It's perfect for account managers who need to quickly summarize a client's history or check recent activity logs before jumping into a meeting.
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.
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.
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.
One connection away
Give your agent a direct line to Nutshell CRM.
Connect Nutshell CRM once. Keep it beside 5,900+ managed Connectors when the next task needs more.
Explore every Connector No credit card required · Free tier available