# Connect Nutshell to ProfitWell When **New Activity** fires in [Nutshell](https://apiant.ai/connections/nutshell), your agent runs **Add Customer** in [ProfitWell](https://apiant.ai/connections/profitwell). Describe the whole flow and it is built, tested on every scenario and kept running. Nutshell **6** triggers Nutshell **12** actions ProfitWell **13** 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 ProfitWell 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 ProfitWell - When **New Activity** in Nutshell then **Add Customer** in ProfitWell - When **New Company** in Nutshell then **Anonymize customer** in ProfitWell 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 ProfitWell ## Triggers and actions 6 triggers · 25 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 **Add Customer** Adds a new customer to your Profitwell account. - Action **Add plan** Create a plan. ProfitWell API v2 "Plans - List/Create". - Action **Anonymize customer** GDPR anonymize a customer by id or email. ProfitWell API v2 "GDPR Anonymize Customers". - Action **Churn Subscription** Churn Subscription. - Action **Get daily metrics** Retrieve daily metrics. ProfitWell API v2 "Daily Metrics". - Action **Get monthly metrics** Retrieve monthly metrics. ProfitWell API v2 "Monthly Metrics". - Action **Get plan** Retrieve a plan by id. ProfitWell API v2 "Plans - Retrieve/Update". - Action **Get Subscription History** returns every subscription event (status, plan, value, effective_date) for a ProfitWell user, by user ID or user alias. - Action **Get User Subscription History** returns every subscription (with status, value, plan) for a ProfitWell user. - Action **List plans** List plans. ProfitWell API v2 "Plans - List/Create". - Action **Unchurn subscription** Un-churn a manually-added subscription. ProfitWell API v2 "Un-churning Subscriptions". - Action **Update plan** Update a plan. ProfitWell API v2 "Plans - Retrieve/Update". - Action **Upgrade/Downgrade Subscription** Upgrade or Downgrade subscription. ## 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) - [ **ProfitWell** ProfitWell provides free subscription metrics to help you identify opportunities and then tools to help you...](https://apiant.ai/connections/profitwell) 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 ProfitWell - [ **HubSpot to ProfitWell** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-profitwell) - [ **Salesforce to ProfitWell** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-profitwell) - [ **Slack to ProfitWell** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-profitwell) - [ **Google Sheets to ProfitWell** Google Sheets](https://apiant.ai/connect/google-sheets-to-profitwell) - [ **Gmail to ProfitWell** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-profitwell) - [ **Google Calendar to ProfitWell** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-profitwell) Questions ## Nutshell and ProfitWell, 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 ProfitWell when something happens in Nutshell? Any of ProfitWell's 13 actions, including Update plan, Add Customer, Add plan and Anonymize customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ProfitWell to Nutshell? ProfitWell has no triggers in the catalog today, so automations start in Nutshell. If you need the other direction, ask: your agent reads ProfitWell's API documentation and adds it. ### ### Do I have to build a connector for Nutshell or ProfitWell? 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.