# Nutshell CRM MCP > 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. ## Overview - **Category:** sales-automation - **Price:** Free - **Tags:** crm, pipeline-management, b2b-sales, contact-management, lead-tracking, sales-forecasting ## Description 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. ## Tools ### 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 the CRM. ### 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. ## Prompt Examples **Prompt:** ``` List my most recent sales leads. ``` **Response:** ``` Retrieving leads... I found 5 recent leads including 'Enterprise Upgrade - Acme' ($12,000), 'New Office Solution', and 'Q4 Growth'. Would you like the full details for the Acme upgrade? ``` **Prompt:** ``` Search for any contact or lead related to 'Dunder Mifflin'. ``` **Response:** ``` Executing universal search... I've found 1 Account ('Dunder Mifflin Paper Co.'), 2 Contacts ('Michael Scott', 'Dwight Schrute'), and 1 active Lead. Which record would you like to inspect? ``` **Prompt:** ``` What are my upcoming activities and meetings? ``` **Response:** ``` Retrieving activities... You have 3 scheduled items: 'Follow-up Call' with John Smith at 2:00 PM, 'Project Kickoff' tomorrow at 10:00 AM, and a 'Dinner Meeting'. Shall I retrieve the contact info for John Smith? ``` ## Capabilities ### 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. ## Use Cases ### Finding a forgotten client detail A Sales Rep needs the primary contact's direct phone number but can't remember if it was recorded in Nutshell. They ask their agent: 'What is Michael Scott's current direct line?' The agent uses `get_contact_details` and responds instantly with the correct number, saving a manual search. ### Assessing account health before a meeting An Account Manager has an upcoming call. They ask: 'What were the last three activities logged for Acme Corp?' The agent uses `list_activities` and summarizes if the client is active or if follow-up is needed. ### Broad investigation of a company name A Business Owner hears about a potential competitor, 'Acme Industrial.' They ask their agent to check this group: 'Search for Acme Industrial in leads, contacts, and accounts.' The agent uses `universal_search` and provides counts from all three areas. ### Building a pipeline report on the fly A Sales Rep needs to know which opportunities are stuck. They prompt: 'List all leads that haven't moved in 30 days.' The agent uses `list_leads` and filters out stalled prospects for review. ## Benefits - Instant Status Checks: Instead of navigating to a lead record, you can simply ask your agent for the status or details of an opportunity using the `get_lead_details` tool. You get real-time info without switching tabs. - 360-Degree Client View: Need to know everything about a client? The combination of `list_accounts`, `list_contacts`, and `get_account_details` lets your agent pull together the full picture—from past meetings to current contacts. - Global Search Power: Don't waste time guessing where data lives. Use `universal_search` to query across every single entity, checking leads, accounts, and contacts simultaneously with one prompt. - Audit Activity Logs: Never forget who talked to whom or when. You can use `list_activities` to pull a chronological list of calls, emails, and meetings tied to any client account. - Custom Data Visibility: Many CRMs hide crucial details in custom fields. This MCP includes `list_custom_fields`, ensuring your agent knows exactly where to look for specific data points. ## How It Works The bottom line is, your agent uses natural conversation to run complex reports and lookups inside Nutshell without needing manual clicks or API calls from you. 1. Subscribe to this MCP on Vinkius and provide your Nutshell login details and API key. 2. Tell your AI client exactly what you need, for example: 'Find all leads that are stalled in the Demo stage.' 3. Your agent executes the necessary queries against Nutshell CRM and presents the structured data right back to you. ## Frequently Asked Questions **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.