# Connect Nutshell to Daffy

When **New Activity** fires in [Nutshell](https://apiant.ai/connections/nutshell), your agent runs **Get user** in [Daffy](https://apiant.ai/connections/daffy). Describe the whole flow and it is built, tested on every scenario and kept running.

Nutshell **6** triggers Nutshell **12** actions Daffy **6** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Nutshell and Daffy 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 Nutshell can start in Daffy

- When **New Activity** in Nutshell then **Get user** in Daffy
- When **New Company** in Nutshell then **Find non profits by query** in Daffy

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 Nutshell and Daffy

## Triggers and actions 6 triggers · 18 actions

- 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.

- Action

**Find non profits by query**

Searches Daffy's directory of non-profits by name and returns the matching organizations.

- Action

**Get balance**

Returns the current balance of the connected user's Daffy fund.

- Action

**Get gift**

Returns a single Daffy gift by its code, including recipient, amount, status and shareable link.

- Action

**Get non profit**

Returns a non-profit organization's details by its EIN.

- Action

**Get user**

Returns the profile of the Daffy user who owns the connected API key, including their current fund and its causes.

- Action

**List gifts**

Returns the gifts sent from your Daffy fund.

## Each app on its own

- [ **Nutshell** Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.](https://apiant.ai/connections/nutshell)
- [ **Daffy** Daffy allows users to manage their charitable giving.](https://apiant.ai/connections/daffy)

Reviews

## What our customers say

## More from Nutshell

- [ **Nutshell to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/nutshell-to-salesforce)
- [ **Nutshell to Hyperstack Certificates** Hyperstack helps you easily create and manage digital certificates & badges for your events or courses.](https://apiant.ai/connect/nutshell-to-hyperstack-certificates)
- [ **Nutshell to Pixabay** Pixabay is a free image and video library. Search over 4 million royalty-free photos, illustrations, vector...](https://apiant.ai/connect/nutshell-to-pixabay)
- [ **Nutshell to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/nutshell-to-slack)
- [ **Nutshell to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/nutshell-to-mailchimp)
- [ **Nutshell to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/nutshell-to-stripe)

## More into Daffy

- [ **HubSpot to Daffy** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-daffy)
- [ **Salesforce to Daffy** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-daffy)
- [ **Slack to Daffy** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-daffy)
- [ **Google Sheets to Daffy** Google Sheets](https://apiant.ai/connect/google-sheets-to-daffy)
- [ **Gmail to Daffy** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-daffy)
- [ **Google Calendar to Daffy** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-daffy)

Questions

## Nutshell and Daffy, answered

###

### What can start an automation from Nutshell?

Any of Nutshell's 6 triggers in the catalog, including New Activity, New Company, New Lead and New Person. Describe the moment in plain language and your agent picks the right one.

###

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

Any of Daffy's 6 actions, including Find non profits by query, Get balance, Get gift and Get non profit. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Daffy to Nutshell?

Daffy has no triggers in the catalog today, so automations start in Nutshell. If you need the other direction, ask: your agent reads Daffy's API documentation and adds it.

###

### Do I have to build a connector for Nutshell or Daffy?

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.
