--- title: "Connect Flatfile and Nutshell - APIANT.ai" description: "When \"New Agent\" fires in Flatfile, your agent runs \"Create Lead\" in Nutshell, or \"New Activity\" in Nutshell to \"Create Document\" in Flatfile." canonical: "https://apiant.ai/connect/flatfile-to-nutshell" --- # Connect Flatfile and Nutshell When **New Agent** fires in [Flatfile](https://apiant.ai/connections/flatfile), your agent runs **Create Lead** in [Nutshell](https://apiant.ai/connections/nutshell), or **New Activity** in Nutshell to **Create Document** in Flatfile. Describe the whole flow and it is built, tested on every scenario and kept running. Flatfile **8** triggers Flatfile **4** actions Nutshell **6** triggers Nutshell **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Flatfile and Nutshell to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Flatfile and Nutshell can do together ### From Flatfile to Nutshell - When **New Agent** in Flatfile then **Create Lead** in Nutshell - When **New App** in Flatfile then **Update Lead** in Nutshell ### From Nutshell to Flatfile - When **New Activity** in Nutshell then **Create Document** in Flatfile - When **New Company** in Nutshell then **Upload File** in Flatfile Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Flatfile and Nutshell ## Triggers and actions 14 triggers · 16 actions - Trigger **New Agent** Triggers when a new agent is created. - Trigger **New App** Triggers when a new app is created. - Trigger **New Document** Triggers when a new document is created in a space. - Trigger **New Event** Triggers when a new event occurs in Flatfile. - Trigger **New Prompt** Triggers when a new prompt is created. - Trigger **New Sheet** Trigger when a new sheet is created in a Flatfile workbook. - Trigger **New User** Triggers when a new user is created. - Trigger **New Workbook** Trigger when a new workbook is created in Flatfile. - Action **Create Document** Creates a new document in Flatfile. - Action **Create Prompt** Creates a new AI prompt in Flatfile. - Action **Get Document** Retrieves a single document from a Flatfile space by its ID. - Action **Upload File** Uploads a file to Flatfile. - Trigger **Activity Logged** Triggers when an Activity is logged. - Trigger **Lead Won** Triggers when a lead is won. - Trigger **New Activity** Triggers when new Activity is created. - Trigger **New Company** Triggers when new Company is created. - Trigger **New Lead** Triggers when a new Lead is created. - Trigger **New Person** Triggers when new Person is created. - Action **Create Company** Creates a new Company. - Action **Create Lead** Creates a new Lead. - Action **Create Person** Creates a new Person. - Action **Find Company** Finds an existing company. - Action **Find Lead** Finds an existing lead by a particular field. Defaults to searching open leads, falls back to all leads. - Action **Find Person** Finds an existing person. - Action **Find User** Finds an existing User. - Action **Log Activity** Creates and logs a new Activity. - Action **Update Company** Updates an existing Company. - Action **Update Lead** Updates an existing Lead. - Action **Update Lead Outcome** Updates a Lead Outcome. - Action **Update Person** Updates an existing Person. ## Each app on its own - [ **Flatfile** Flatfile is an AI-powered data import and exchange platform that helps teams and businesses seamlessly...](https://apiant.ai/connections/flatfile) - [ **Nutshell** Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.](https://apiant.ai/connections/nutshell) Reviews ## What our customers say ## More from Flatfile - [ **Flatfile to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/flatfile-to-hubspot) - [ **Flatfile to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/flatfile-to-salesforce) - [ **Flatfile to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/flatfile-to-slack) - [ **Flatfile to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/flatfile-to-google-sheets) - [ **Flatfile to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/flatfile-to-google-calendar) - [ **Flatfile to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/flatfile-to-google-drive) ## More into Nutshell - [ **HubSpot to Nutshell** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-nutshell) - [ **Google Sheets to Nutshell** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-nutshell) - [ **Gmail to Nutshell** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-nutshell) - [ **Google Calendar to Nutshell** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-nutshell) - [ **Google Drive to Nutshell** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-nutshell) - [ **Shopify to Nutshell** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-nutshell) Questions ## Flatfile and Nutshell, answered ### ### What can start an automation from Flatfile? Any of Flatfile's 8 triggers in the catalog, including New Agent, New App, New Document and New Event. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Nutshell when something happens in Flatfile? Any of Nutshell's 12 actions, including Create Company, Create Lead, Create Person and Log Activity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Nutshell to Flatfile? Yes. When something happens in Nutshell, your agent can act in Flatfile too. This page covers both directions: Nutshell's triggers and Flatfile's actions are listed here as well. ### ### Do I have to build a connector for Flatfile or Nutshell? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Flatfile and Nutshell without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.