CRM

Nutshell integrations

Connect Nutshell to any other app, or use it from your AI client over MCP. Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

Connects with an API keynutshell.com

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

Build solutions, not workarounds.

What do you want to automate with Nutshell?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

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)
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)
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)
Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide (opens in a new tab)
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)
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)

Pair it

Connect Nutshell with another app

What your agent can do with Nutshell

Triggers and actions 6 triggers · 12 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.

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Questions

Nutshell, answered

Is there a Nutshell MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Nutshell. Add that address to any AI client that takes a remote MCP server, sign in once in your browser, and your client can build, test and run automations that use Nutshell. Nothing to install.

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 Nutshell?

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.

Which apps can Nutshell connect to?

Any app in the catalog; the list on this page pairs Nutshell with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.