Nutshell for AI agents
Agents read Nutshell at once. Changes and sends are held for a person's approval by default.
About Nutshell
Nutshell is a flexible CRM and email marketing platform that helps small businesses manage contacts, sales pipelines, and customer relationships.
What an agent can do in Nutshell
Every Nutshell action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Nutshell without asking first. 48 actions.
- Get AccountTool to retrieve an account from Nutshell. Use when you need to get details about a specific account. Supports retrieving multiple accounts by providing comma-separated IDs.
- Get ContactTool to retrieve a specific contact by ID from Nutshell CRM. Use when you need to get detailed information about a contact.
- Get LeadTool to retrieve a specific lead by ID from Nutshell CRM. Use when you need to get detailed information about a lead.
- List ContactsTool to get a list of contacts from Nutshell CRM. Use when you need to retrieve multiple contacts with optional filtering, searching, sorting, and pagination.
- List LeadsTool to get a list of leads from Nutshell CRM. Use when you need to retrieve multiple leads with optional filtering, searching, sorting, and pagination.
- Get Account Custom FieldsTool to retrieve custom fields for a specific account in Nutshell. Use when you need to view custom field definitions and values associated with an account.
- Get ActivityTool to retrieve a single activity by ID from Nutshell CRM. Use when you need to get details about a specific activity. The activity ID must be in the format '{integer}-activities' (e.g., '7-activitie
- Get Contact Custom FieldsTool to retrieve custom fields for a specific contact in Nutshell. Use when you need to view custom field definitions and values associated with a contact.
- Get Lead's Custom FieldsTool to retrieve custom fields for a specific lead in Nutshell CRM. Use when you need to get all custom field data associated with a lead. The lead ID must be in the format '{integer}-leads' (e.g., '1
- Get NoteTool to retrieve a single note by ID from Nutshell CRM. Use when you need to get details about a specific note. The note ID must be in the format '{integer}-notes' (e.g., '3-notes').
- Get Product CategoryTool to retrieve a single product category by ID from Nutshell CRM. Use when you need to get details about a specific product category. The product category ID must be in the format '{integer}-product
- Get TaskTool to retrieve a single task by ID from Nutshell CRM. Use when you need to get details about a specific task. The task ID must be in the format '{integer}-tasks' (e.g., '7-tasks').
Show all 48
- List Account Custom Field AttributesTool to retrieve all account custom field attributes from Nutshell CRM. Use when you need to discover what custom fields are available for account records and their metadata.
- List Account FieldsTool to retrieve all available fields for accounts in Nutshell. Use when you need to discover what fields are available for account records, their types, and capabilities.
- List AccountsTool to retrieve list items for all accounts in Nutshell CRM. Use when you need to get a list of accounts with optional filtering and sorting.
- List Account TypesTool to retrieve a list of all account types from Nutshell CRM. Use when you need to see available account type options or get account type IDs.
- List ActivitiesTool to retrieve a list of activities from Nutshell CRM. Use when you need to get multiple activities with optional filtering by participants, status, date range, or other criteria.
- List Activity TypesTool to retrieve a list of all activity types from Nutshell CRM. Use when you need to see available activity type options or get activity type IDs.
- List Competitor MapsTool to get a list of lead-competitor relationships from Nutshell CRM. Use when you need to retrieve competitor mapping information for leads.
- List CompetitorsTool to get a list of competitors from Nutshell CRM. Use when you need to retrieve all competitors or search for specific competitors by name.
- List Contact Custom Field AttributesTool to retrieve all available custom field attributes for contacts in Nutshell. Use when you need to discover which custom fields can be used with contacts.
- List Contact FieldsTool to retrieve all available fields for contacts in Nutshell. Use when you need to discover what fields are available for contact records, their types, and capabilities.
- List ContactsTool to retrieve list items for all contacts in Nutshell CRM. Use when you need to get a list of contacts with optional filtering and sorting.
- List Deleted EventsTool to get a feed of deletion events from Nutshell CRM. Use when you need to track which entities have been deleted and when.
- List EditionsTool to retrieve a list of all editions from Nutshell CRM. Use when you need to see available edition options or get edition IDs.
- List EventsTool to get a list of events from Nutshell CRM. Use when you need to retrieve activity feed events with optional filtering by time range, entity, event types, or creator.
- List FiltersTool to get saved filters from Nutshell CRM. Use when you need to retrieve saved filters for reports or entity lists (leads, contacts, accounts).
- List FormsTool to get all forms from Nutshell. Use when you need to retrieve the complete list of available forms in the Nutshell instance.
- List IndustriesTool to retrieve a list of all industries from Nutshell CRM. Use when you need to see available industry options or get industry IDs.
- List InvoicesTool to get a list of invoices from Nutshell CRM. Use when you need to retrieve invoices with optional filtering by lead, date range, and pagination.
- List Lead Custom Field AttributesTool to retrieve all applicable custom field attributes for leads in Nutshell CRM. Use when you need to see available custom field definitions, types, and configuration for leads.
- List Lead FieldsTool to retrieve all available fields for leads in Nutshell. Use when you need to discover what fields are available for lead records, their types, and capabilities.
- List LeadsTool to retrieve list items for all leads in Nutshell CRM. Use when you need to get a list of leads with optional filtering and sorting.
- Get Leads ReportTool to get reports for leads from Nutshell CRM. Use when you need to generate analytics or reporting data about leads, such as sales reports, losses, new leads, forecasts, or attribution reports with
- List Lead StagesTool to retrieve all stages associated with a specific lead in Nutshell CRM. Use when you need to get the stage progression or workflow stages for a lead.
- List MarketsTool to retrieve a list of all markets from Nutshell CRM. Use when you need to see available markets or get market IDs and currency information.
- List NotesTool to get a list of notes from Nutshell CRM. Use when you need to retrieve multiple notes with optional pagination.
- List Lead OutcomesTool to retrieve a list of lead outcomes from Nutshell CRM. Use when you need to see available outcome options for leads or get outcome IDs.
- List Product CategoriesTool to get a list of all product categories from Nutshell CRM. Use when you need to retrieve all available product categories.
- List Product MapsTool to get a list of lead products from Nutshell CRM. Use when you need to retrieve product mapping information for leads.
- List ProductsTool to get a list of products from Nutshell CRM. Use when you need to retrieve multiple products with optional filtering by name/SKU and sorting.
- List QuotesTool to get a list of quotes from Nutshell CRM. Use when you need to retrieve quotes with optional filtering by lead, date range, and pagination.
- List SourcesTool to retrieve a list of sources from Nutshell CRM. Use when you need to get all possible sources for leads in your Nutshell instance, with optional filtering by name.
- List StagesTool to retrieve a list of all stages from Nutshell CRM. Use when you need to see available pipeline stages or get stage IDs for lead management.
- List PipelinesTool to retrieve a list of all pipelines (stagesets) from Nutshell CRM. Use when you need to see available pipelines or get pipeline IDs for lead management.
- List TagsTool to retrieve a list of tags from Nutshell CRM. Use when you need to get tags with optional filtering by name or type (leads, contacts, accounts).
- List TerritoriesTool to retrieve a list of all territories from Nutshell CRM. Use when you need to see available territories or get territory IDs for assignment or filtering purposes.
- List UsersTool to get a list of all users from Nutshell CRM. Use when you need to retrieve all users in the account.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 30 actions.
- Create AccountsTool to create one or more accounts in Nutshell. Use when you need to add new company accounts. Each account must have at least one of: name, phone, email, address, or url.
- Create ContactsTool to create one or more contacts in Nutshell CRM. Use when you need to add new contacts to the system. Each contact must have at least one identifier field (name, phone, email, address, or url).
- Create LeadTool to create a lead in Nutshell CRM using the JSON-RPC API. Use when you need to add a new lead to the system. The description field is required, while other fields like manualValue, dueTime, custom
- Update Nutshell ContactTool to update a contact using JSON Patch operations. Use when you need to modify specific fields of an existing contact such as name, description, or links to other entities. Supports updating custom
- Update LeadTool to update a lead in Nutshell CRM using JSON Patch operations. Use when you need to modify specific fields of a lead without replacing the entire resource. Supports standard JSON Patch operations
- Create Custom Field for AccountsTool to create a custom field for accounts in Nutshell. Use when you need to add new custom fields to track additional information on company accounts. Supports Text, LongText, Currency, Date, and Dec
- Create ActivitiesTool to create one or more activities in Nutshell CRM. Use when you need to log a completed activity or schedule a future activity such as phone calls, meetings, emails, or notes. All activity fields
- Create Custom Field for LeadsTool to create a custom field for leads in Nutshell. Use when you need to add new custom fields to track additional information on leads. Supports Text, Email, Currency, and Date field types.
- Create NotesTool to create a note in Nutshell. Use when you need to add notes to contacts, leads, accounts, or other entities in Nutshell CRM. The note will be attached to the specified parent entity.
- Create SourcesTool to create new sources in Nutshell CRM. Use when you need to add source tracking for leads or contacts. Sources help categorize where leads originate (e.g., organic search, paid ads).
- Create TagsTool to create one or more tags in Nutshell. Use when you need to create new tags for categorizing leads, contacts, or accounts. Each tag requires a name and tagType (1=leads, 2=contacts, 3=accounts).
- Delete AccountTool to delete an account from Nutshell. Use when you need to permanently remove an account. Deletion is permanent and cannot be undone.
Show all 30
- Delete ContactTool to delete a contact by ID. Use when you need to remove a contact from Nutshell. Returns success confirmation upon deletion.
- Delete LeadTool to delete a lead from Nutshell CRM. Use when you need to remove a lead. Note: Nutshell soft-deletes leads by default, allowing for potential recovery.
- Delete NoteTool to delete a note from Nutshell CRM. Use when you need to permanently remove a note. Returns the deleted note information including deletion timestamp.
- Delete Product MapTool to delete a product on a lead. Use when you need to remove a product mapping from a lead. The deletion is permanent and returns the details of the deleted product map.
- Delete TaskTool to delete a task from Nutshell CRM. Use when you need to remove a task. Note: Nutshell soft-deletes tasks by default, allowing for potential recovery.
- Edit Nutshell AccountTool to edit an existing account in Nutshell CRM. Updates specified fields of an account using the account ID and revision identifier. Supports file uploads via two-step process: specify file in reque
- Reopen LeadTool to reopen a lead in Nutshell CRM. Use when you need to reopen a previously closed or won lead.
- Set Lead PipelineTool to set the pipeline (stageset) for a lead in Nutshell CRM. Use when you need to assign a lead to a specific pipeline. Requires the lead ID and stageset ID to update the lead's pipeline assignment
- Undelete AccountTool to undelete a previously deleted account in Nutshell. Use when you need to restore a deleted account. Returns the restored account object with deletedTime set to null.
- Undelete ContactTool to undelete a previously deleted contact in Nutshell CRM. Use when you need to restore a contact that was deleted.
- Undelete LeadTool to undelete a previously deleted lead from Nutshell CRM. Use when you need to restore a soft-deleted lead.
- Undelete NoteTool to undelete a previously deleted note in Nutshell CRM. Use when you need to restore a note that was deleted. The note ID must be in the format '{integer}-notes' (e.g., '75-notes').
- Undelete SourceTool to undelete a source by ID. Use when you need to restore a previously deleted source in Nutshell.
- Undelete TagTool to undelete a previously deleted tag in Nutshell. Use when you need to restore a deleted tag.
- Update Account with JSON PatchTool to update an account in Nutshell using JSON Patch operations. Use when you need to modify specific account fields like description, name, or relationships. Supports RFC 6902 JSON Patch format wit
- Update Lead StatusTool to update the status of a lead in Nutshell CRM. Use when you need to change the outcome status of a lead (e.g., mark as won, lost, or other custom outcomes). Optionally associate competitor maps
- Update Task with JSON PatchTool to update a task in Nutshell using JSON Patch operations. Use when you need to modify task fields like title, description, or due time. Supports RFC 6902 JSON Patch format with operations: add, r
- Watch LeadTool to watch a lead in Nutshell CRM. Use when you need to start watching a lead for updates and notifications.
Changes wait in Needs you
Changes and sends in Nutshell are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Related connectors
Nutshell questions
Can an agent change data in Nutshell on its own?
Not by default. Changes and sends in Nutshell are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Nutshell?
This connector lists 48 read actions. Reads run at once, without waiting for approval.
How does Nutshell connect?
It connects with Username and password. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.