The Nutshell MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Nutshell account. It provides structured and secure access to your accounts, contacts, leads, and sales records, so your agent can create accounts, add contacts, manage leads, retrieve customer details, and update sales information on your behalf.
- Account creation and lookup: Have your agent create company accounts and retrieve existing account details when you need customer context.
- Contact management: Let the agent add new contacts, review your contact list, retrieve specific contact details, and update existing records.
- Lead creation: Direct your agent to create new leads in Nutshell as prospects enter your sales pipeline.
- Lead review and updates: Instruct your agent to list leads, retrieve specific lead details, and update records as sales conversations progress.
- Sales record maintenance: Have your agent keep account, contact, and lead information current as customer relationships develop.