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Connectors · CRM & sales

Nutshell CRM MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Nutshell CRM and the rest of your systems. It gives your agent 113 Nutshell CRM actions (68 reads, 35 writes and 10 that wait for a confirmation) and holds the Nutshell CRM credential itself, so the agent never does. It paces Nutshell CRM's limits and records every call.

Connect Nutshell CRM freeSee pricing

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

claude mcp add --transport http actionlake https://connect.actionlake.com/mcp
the first call
do {  action: "nutshell.contacts.list",  intent: "check which Nutshell CRM account is connected"}# Get a list of contacts · read · 1 upstream call
  • 113actionsin one signed file
  • 68readlook, never change
  • 35writecreate and update
  • 10wait for a yesdestructive, confirmed first

Set up

Connect Nutshell CRM in three steps.

  1. 01

    Add actionlake to Claude.

    Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.

    https://connect.actionlake.com/mcp
  2. 02

    Connect Nutshell CRM.

    Username and secret. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. actionlake stores what you paste write-only, sealed under your tenant's key.

    • emailEmail address of the Nutshell user the API key belongs to
    • api_keyNutshell API key (Setup > API keys, https://app.nutshell.com/setup/api-key)
    account { op: "connections.requirements", service: "nutshell" }
# free: exactly what to paste, and what is found for you
  3. 03

    Make the first call. Check before a write.

    Ask in plain words; Claude picks the action. Before anything changes, check validates the call and prices it, for free.

    do    { action: "nutshell.contacts.list" }# get a list of contacts · read · 1 upstream callcheck { action: "nutshell.contacts.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Nutshell CRM at a glance

Sign-in
Username and secret. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead.
You provide
emailapi_key
Limits we pace to
10 calls a second, per connection
API covered
Nutshell REST API 2.0.0 (https://app.nutshell.com/rest)app.nutshell.com/rest
Built from
Nutshell CRM's documentation, read 23 October 2026developers.nutshell.comdevelopers.nutshell.com
Service file
Version 1.0.0, signed (Ed25519)
Cached reads
68 of 68 reads, for up to 5 minutes; a write clears what it affects
Shared entities
10, so ask can line Nutshell CRM up with your other systems
Data
Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in Nutshell CRM.

113 actions in 37 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

  • 68readlook, never change
  • 35writecreate and update
  • 10destructivewait for a confirmation

  1. Leads

    15

    7 read · 7 write · 1 destructive

    Get a list of leads · Create a lead · Get a lead · Delete a lead

  2. Accounts

    9

    5 read · 3 write · 1 destructive

    Get a list of accounts · Create an account · Get an account · Delete an account

  3. Contacts

    9

    5 read · 3 write · 1 destructive

    Get a list of contacts · Create a contact · Get a contact · Delete a contact

  4. Notes

    5

    2 read · 2 write · 1 destructive

    Create a note · Get a list of notes · Get a note · Undelete a note

  5. Tasks

    5

    2 read · 2 write · 1 destructive

    Get a list of tasks · Create a new task · Get a task · Delete a task

  6. Activities

    4

    2 read · 2 write · 0 destructive

    Get activities · Create an activity · Get an activity · Update an activity

  7. Competitor maps

    4

    2 read · 1 write · 1 destructive

    Get a list of lead-competitor relationships · Get a lead-competitor relationship · Update a lead-competitor relationship · Delete a lead-competitor relationship

  8. Product maps

    4

    2 read · 1 write · 1 destructive

    Get lead products · Get lead product · Update a lead's product information · Delete a product on a lead

29 more areas · 58 actions
  • Products 4
  • Quotes 4
  • Sources 4
  • Tags 4
  • Invoices 3
  • Product categories 3
  • Account custom fields 2
  • Audiences 2
  • Competitors 2
  • Contact custom fields 2
  • Editions 2
  • Events 2
  • Forms 2
  • Industries 2
  • Lead custom fields 2
  • Lead installments 2
  • Markets 2
  • Outcomes 2
  • Users 2
  • Account types 1
  • Activity types 1
  • Dashboards 1
  • Emails 1
  • Form fields 1
  • Pipelines 1
  • Saved filters 1
  • Stages 1
  • Territories 1
  • Todos 1

Top actions

The Nutshell CRM API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 38 of Nutshell CRM's 40 action names are shared with at least one other connector, so an agent learns them once.

ActionWhat it doesEffectSame name in
nutshell.contacts.listGet a list of contactsReturns a number of contacts which is filterable based on their basic information.readcrm.contact.list177 connectors
nutshell.accounts.listGet a list of accountsGet all accounts and associated data in your Nutshell instance. Accounts are companies or organizations that you do business with, and are referred to as…readcrm.company.list162 connectors
nutshell.tags.listGet a list of tagsGet a list of all tags in a Nutshell instance.readcrm.tag.list65 connectors
nutshell.leads.listGet a list of leadsGet a list of all leads and associated data in your Nutshell Instance.readcrm.deal.list43 connectors
nutshell.users.listGet a list of usersGet a list of users.readidentity.user.list474 connectors
nutshell.products.listList or search productsWithout q, returns all active products and applies sort. With q, trims the value and performs a case-insensitive name or SKU search limited to 200 products;…readcommerce.product.list112 connectors
nutshell.contacts.createCreate a contactCreate a new contact, also known as a person, in Nutshell. Only one contact may be created at a time.writecrm.contact.create161 connectors
nutshell.accounts.createCreate an accountCreate a new account. Accounts are companies or organizations that you do business with, and are referred to as 'Companies' in the Nutshell UI.writecrm.company.create142 connectors
nutshell.activities.listGet activitiesGet activities.readcrm.activity.list21 connectors
nutshell.territories.listGet a list of territoriesGet a list of territories.readcrm.territory.list10 connectors
nutshell.tags.createCreate a tagCreate a tag. Tags are used to organize leads, contacts, and accounts into groups.writecrm.tag.create49 connectors
nutshell.contacts.deleteDelete a contactDeletes a contact from Nutshell. Can be recovered by posting to /contacts/{id}/undeletedestructivecrm.contact.delete147 connectors

Try it

Prompts to paste into Claude.

Each one names the Nutshell CRM actions it will call, so you know what it reads and what it changes before you send it.

  1. Readread

    Which Nutshell CRM deals are due to close this month, and what are they worth in total?

    callsnutshell.leads.list

  2. Writewrite

    Create a contact in Nutshell CRM. Show me exactly what you will send before you save it.

    callsnutshell.contacts.create

  3. Across systemsread

    Which Nutshell CRM companies have invoices in ConnectWise PSA, and how many each?

    callsnutshell.accounts.listconnectwise_manage.invoices.list

Across your systems

Nutshell CRM, joined to the rest of your business.

One ask fetches from Nutshell CRM and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row.

  • Which Nutshell CRM companies have invoices in ConnectWise PSA, and how many each?

    nutshell.accounts.list + connectwise_manage.invoices.list, on crm.company · ConnectWise PSA

  • Which Nutshell CRM companies have invoices in NetSuite, and how many each?

    nutshell.accounts.list + netsuite.views.invoices, on crm.company · NetSuite

Also mapped by other connectorsidentity.user 517crm.company 227crm.contact 192commerce.product 109work.task 105crm.tag 47crm.deal 43comm.audience 27
ask
ask {  intent: "which Nutshell CRM companies have invoices in ConnectWise PSA, and how many each",  steps: [    { action: "nutshell.accounts.list", as: "co", input: {}, limit: 100, max_pages: 5 },    { action: "connectwise_manage.invoices.list", as: "inv", input: {}, limit: 100, max_pages: 5 },    { join: {        left: "co",        right: "inv",        on: "crm.company",        group_by: "co.name",        select: ["co.name", "count(inv.id) as invoices"]    } }  ]}
Example. Run it through check first: it validates the steps and prices them, and it is free.

Governance for Nutshell CRM

Destructive actions wait for a yes.

10 Nutshell CRM actions are destructive. These are all of them:

  • Delete a contactnutshell.contacts.delete
  • Delete an accountnutshell.accounts.delete
  • Delete a tagnutshell.tags.delete
  • Delete a leadnutshell.leads.delete
  • Delete a productnutshell.products.delete
  • Delete a tasknutshell.tasks.delete
  • Delete a notenutshell.notes.delete
  • Delete a Sourcenutshell.sources.delete
  • Delete a product on a leadnutshell.product_maps.delete
  • Delete a lead-competitor relationshipnutshell.competitor_maps.delete

A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

donutshell.contacts.deleteconfirm_policy: human

Delete a contact?

intent: the user asked me to delete a contact

run suspended · waiting for a named person · key nutshell-agent cannot confirm itself
In the console, or from an emailed signed link.
a key for this connector
account {  op: "keys.create", name: "nutshell-agent",  allowed_actions: ["nutshell.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "nutshell.contacts.delete", approver: "[email protected]" },    { match: "nutshell.accounts.delete", approver: "[email protected]" },    { match: "nutshell.tags.delete", approver: "[email protected]" }  ]}
Illustrative. Scoped to Nutshell CRM only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What Nutshell CRM costs on actionlake.

Every Nutshell CRM action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Nutshell CRM refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

  • 1upstream call per actionall 113 Nutshell CRM actions
  • 3actions pageeach page of a long list is one call
  • 68reads can be cacheda cache hit costs nothing
  • 100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every Nutshell CRM action.

113 actions by area: the id your agent calls, what it does, and its effect.

Leads15
  • nutshell.leads.createCreate a leadwrite
  • nutshell.leads.custom_field_valuesGet a lead's custom fieldsread
  • nutshell.leads.deleteDelete a leaddestructive
  • nutshell.leads.fieldsGet the fields for a leadread
  • nutshell.leads.getGet a leadread
  • nutshell.leads.listGet a list of leadsread
  • nutshell.leads.list_itemsGet list items for all leadsread
  • nutshell.leads.reopenReopen a leadwrite
  • nutshell.leads.reportGet reports for a leadread
  • nutshell.leads.set_pipelineSet the pipeline for a leadwrite
  • nutshell.leads.stagesGet all stages associated with leadread
  • nutshell.leads.undeleteUndelete a leadwrite
  • nutshell.leads.updateUpdate a leadwrite
  • nutshell.leads.update_statusUpdate the status of a leadwrite
  • nutshell.leads.watchWatch a leadwrite
Accounts9
  • nutshell.accounts.createCreate an accountwrite
  • nutshell.accounts.custom_field_valuesGet custom fieldsread
  • nutshell.accounts.deleteDelete an accountdestructive
  • nutshell.accounts.fieldsGet the fields for an accountread
  • nutshell.accounts.getGet an accountread
  • nutshell.accounts.listGet a list of accountsread
  • nutshell.accounts.list_itemsGet list items for all accountsread
  • nutshell.accounts.undeleteUndelete an accountwrite
  • nutshell.accounts.updateUpdate an accountwrite
Contacts9
  • nutshell.contacts.createCreate a contactwrite
  • nutshell.contacts.custom_field_valuesGet contact custom fieldsread
  • nutshell.contacts.deleteDelete a contactdestructive
  • nutshell.contacts.fieldsGet the fields for a contactread
  • nutshell.contacts.getGet a contactread
  • nutshell.contacts.listGet a list of contactsread
  • nutshell.contacts.list_itemsGet list items for all contactsread
  • nutshell.contacts.undeleteUndelete a contactwrite
  • nutshell.contacts.updateUpdate a contactwrite
Notes5
  • nutshell.notes.createCreate a notewrite
  • nutshell.notes.deleteDelete a notedestructive
  • nutshell.notes.getGet a noteread
  • nutshell.notes.listGet a list of notesread
  • nutshell.notes.undeleteUndelete a notewrite
Tasks5
  • nutshell.tasks.createCreate a new taskwrite
  • nutshell.tasks.deleteDelete a taskdestructive
  • nutshell.tasks.getGet a taskread
  • nutshell.tasks.listGet a list of tasksread
  • nutshell.tasks.updateUpdate a taskwrite
Activities4
  • nutshell.activities.createCreate an activitywrite
  • nutshell.activities.getGet an activityread
  • nutshell.activities.listGet activitiesread
  • nutshell.activities.updateUpdate an activitywrite
Competitor maps4
  • nutshell.competitor_maps.deleteDelete a lead-competitor relationshipdestructive
  • nutshell.competitor_maps.getGet a lead-competitor relationshipread
  • nutshell.competitor_maps.listGet a list of lead-competitor relationshipsread
  • nutshell.competitor_maps.updateUpdate a lead-competitor relationshipwrite
Product maps4
  • nutshell.product_maps.deleteDelete a product on a leaddestructive
  • nutshell.product_maps.getGet lead productread
  • nutshell.product_maps.listGet lead productsread
  • nutshell.product_maps.updateUpdate a lead's product informationwrite
Products4
  • nutshell.products.deleteDelete a productdestructive
  • nutshell.products.getGet a productread
  • nutshell.products.listList or search productsread
  • nutshell.products.undeleteUndelete a productwrite
Quotes4
  • nutshell.quotes.create_invoiceCreate an invoice from a quotewrite
  • nutshell.quotes.getGet a quoteread
  • nutshell.quotes.listGet a list of quotesread
  • nutshell.quotes.update_statusUpdate the status of a quotewrite
Sources4
  • nutshell.sources.createCreate a new sourcewrite
  • nutshell.sources.deleteDelete a Sourcedestructive
  • nutshell.sources.listGet a list of sourcesread
  • nutshell.sources.undeleteUndelete a Sourcewrite
Tags4
  • nutshell.tags.createCreate a tagwrite
  • nutshell.tags.deleteDelete a tagdestructive
  • nutshell.tags.listGet a list of tagsread
  • nutshell.tags.undeleteUndelete a tagwrite
Invoices3
  • nutshell.invoices.getGet an invoiceread
  • nutshell.invoices.listGet a list of invoicesread
  • nutshell.invoices.update_statusUpdate the status of an invoicewrite
Product categories3
  • nutshell.product_categories.createCreate a product categorywrite
  • nutshell.product_categories.getGet a product categoryread
  • nutshell.product_categories.listList all product categoriesread
Account custom fields2
  • nutshell.account_custom_fields.createCreate a custom fieldwrite
  • nutshell.account_custom_fields.listGet a list of custom fieldsread
Audiences2
  • nutshell.audiences.createCreate an audiencewrite
  • nutshell.audiences.listGet a list of audiencesread
Competitors2
  • nutshell.competitors.getGet a competitorread
  • nutshell.competitors.listGet a list of competitorsread
Contact custom fields2
  • nutshell.contact_custom_fields.createCreate a custom fieldwrite
  • nutshell.contact_custom_fields.listGet applicable custom fieldsread
Editions2
  • nutshell.editions.getGet a single edition by its IDread
  • nutshell.editions.listGet a list of editionsread
Events2
  • nutshell.events.listGet a list of eventsread
  • nutshell.events.list_deletedGet deletion eventsread
Forms2
  • nutshell.forms.getGet a formread
  • nutshell.forms.listGet all formsread
Industries2
  • nutshell.industries.getGet a single industry by its IDread
  • nutshell.industries.listGet a list of industriesread
Lead custom fields2
  • nutshell.lead_custom_fields.createCreate a custom fieldwrite
  • nutshell.lead_custom_fields.listGet applicable custom fields for leadsread
Lead installments2
  • nutshell.lead_installments.listGet installments for a leadread
  • nutshell.lead_installments.replaceUpdate installments for a leadwrite
Markets2
  • nutshell.markets.getGet a market by the IDread
  • nutshell.markets.listGet a list of marketsread
Outcomes2
  • nutshell.outcomes.getGet a lead outcome by IDread
  • nutshell.outcomes.listGet a list of lead outcomesread
Users2
  • nutshell.users.getGet a userread
  • nutshell.users.listGet a list of usersread
Account types1
  • nutshell.account_types.listGet a list of account typesread
Activity types1
  • nutshell.activity_types.listGet activity typesread
Dashboards1
  • nutshell.dashboards.fieldsGet dashboard field definitionsread
Emails1
  • nutshell.emails.getGet an emailread
Form fields1
  • nutshell.form_fields.getGet a form fieldread
Pipelines1
  • nutshell.pipelines.listGet a list of pipelinesread
Saved filters1
  • nutshell.saved_filters.listGet saved filtersread
Stages1
  • nutshell.stages.listGet a list of stagesread
Territories1
  • nutshell.territories.listGet a list of territoriesread
Todos1
  • nutshell.todos.listGet tasks and sales process stepsread

Questions

The Nutshell CRM MCP server, answered.

Is there a Nutshell CRM MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 113 Nutshell CRM actions across leads, accounts, contacts and notes, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Nutshell CRM.

What do I need to connect Nutshell CRM?

Email address of the Nutshell user the API key belongs to and Nutshell API key (Setup > API keys, https://app.nutshell.com/setup/api-key). The free call account { op: "connections.requirements", service: "nutshell" } lists exactly what to paste.

Can an AI agent delete or change things in Nutshell CRM?

Only if its key allows it, and only with an explicit confirmation. 10 Nutshell CRM actions are destructive, including delete a contact, delete an account and delete a tag. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

Will an AI agent use up my Nutshell CRM API limit?

actionlake paces every call to the limits in the Nutshell CRM service file: 10 calls a second per connection. Repeated reads are answered from cache (68 Nutshell CRM actions can be), which never reaches Nutshell CRM.

What does a Nutshell CRM action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (3 Nutshell CRM actions page). Cache hits, searches, dry runs and calls Nutshell CRM refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

Which Nutshell CRM API does it cover?

The Nutshell REST API 2.0.0 (https://app.nutshell.com/rest) at app.nutshell.com/rest. It is built from Nutshell CRM's documentation as read on 23 October 2026. 113 actions in 37 areas, each one in the signed service file (version 1.0.0).

Can I combine Nutshell CRM with my other systems?

Yes. ask joins Nutshell CRM to ConnectWise PSA or NetSuite on the same customer and returns the answer rather than every row. Nutshell CRM maps crm.company, which 227 other connectors also map.

Does actionlake keep my Nutshell CRM data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to 5 minutes, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Nutshell CRM credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

Which AI clients can use it?

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

More connectors like Nutshell CRM

Shares the most action names with

Joins with, on shared entities

Browse

actionlake is independent. It is not made or endorsed by Nutshell CRM; the name is the vendor's own. Counts are from the Nutshell CRM service file, version 1.0.0.

Give your agent Nutshell CRM today.

Connect Nutshell CRM freeSee pricing

Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.