# Connect NeetoKB and Nutshell

When **New Published Article** fires in [NeetoKB](https://apiant.ai/connections/neetokb), your agent runs **Create Lead** in [Nutshell](https://apiant.ai/connections/nutshell), or **New Activity** in Nutshell to **Add article** in NeetoKB. Describe the whole flow and it is built, tested on every scenario and kept running.

NeetoKB **1** trigger NeetoKB **9** 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 NeetoKB and Nutshell to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 NeetoKB and Nutshell can do together

### From NeetoKB to Nutshell

- When **New Published Article** in NeetoKB then **Create Lead** in Nutshell
- When **New Published Article** in NeetoKB then **Update Lead** in Nutshell

### From Nutshell to NeetoKB

- When **New Activity** in Nutshell then **Add article** in NeetoKB
- When **New Company** in Nutshell then **Add team members** in NeetoKB

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 NeetoKB and Nutshell

## Triggers and actions 7 triggers · 21 actions

- Trigger

**New Published Article**

Fires once for each article that is published in the knowledge base.

- Action

**Add article**

Create an article.

- Action

**Add team members**

Add team members.

- Action

**Delete team member**

Remove a team member.

- Action

**Find articles by keyword**

Search articles.

- Action

**Get article**

Get an article by id.

- Action

**List articles**

List articles (paginated).

- Action

**List categories**

List categories.

- Action

**List team members**

List team members.

- Action

**Update article**

Update an article.

- 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

- [ **NeetoKB** NeetoKB is a seamless self-service for your knowledge base.](https://apiant.ai/connections/neetokb)
- [ **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 NeetoKB

- [ **NeetoKB to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/neetokb-to-salesforce)
- [ **NeetoKB to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/neetokb-to-slack)
- [ **NeetoKB to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/neetokb-to-stripe)
- [ **NeetoKB to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/neetokb-to-shopify)
- [ **NeetoKB to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/neetokb-to-quickbooks-online)
- [ **NeetoKB to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/neetokb-to-pipedrive)

## 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](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

## NeetoKB and Nutshell, answered

###

### What can start an automation from NeetoKB?

Any of NeetoKB's 1 trigger in the catalog, including New Published Article. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Nutshell when something happens in NeetoKB?

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 NeetoKB?

Yes. When something happens in Nutshell, your agent can act in NeetoKB too. This page covers both directions: Nutshell's triggers and NeetoKB's actions are listed here as well.

###

### Do I have to build a connector for NeetoKB 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.

###

### 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.
