Connector guide2-minute read9 MCP toolsEnglish · Deutsch · Italiano

Cómo conectar Nutshell CRM a ChatGPT — via MCP

Manage Nutshell CRM (leads, contacts, accounts, activities, tasks) from any AI agent. 9 tools, basic-auth with API token.

HCBy HelpCode teamUpdated 2 min read Open source on GitHub

No credit card · 7-day trial · Self-host alternative available

MCP connector

Nutshell CRM

Manage Nutshell CRM (leads, contacts, accounts, activities, tasks) from any AI agent. 9 tools, basic-auth with API token.

Tools

9

Region

INTL

Category

crm

Authentication

Required env vars

NUTSHELL_USERNAMENUTSHELL_API_KEY
Install in one click on Cloud

7-day free trial · No credit card

  • 7-day free trial
    No credit card required
  • GDPR & SOC 2 ready
    EU data residency, audit logs
  • Open-source on GitHub
    Source-available BSL-1.1
  • Works with ChatGPT, Claude, Gemini
    Any MCP-compatible client

No install? Use cloud.anythingmcp.com directly.

Sign in, install the Nutshell CRM in one click, paste the credentials, mint an MCP API key — done. No Docker, no git clone, no local server to run.

Open Cloud

💡 ¿Sin instalación? Usa cloud.anythingmcp.com directamente. Inicia sesión, pulsa Connectors → Nutshell CRM, pega tus credenciales, genera una MCP API key — listo. Sin Docker, sin git clone, sin servidor local.

Nutshell CRM + ChatGPT

Manage Nutshell CRM (leads, contacts, accounts, activities, tasks) from any AI agent. 9 tools, basic-auth with API token.

Requisitos previos

Las instrucciones de configuración completas están incluidas en el conector (visibles en el store al seleccionarlo). Las variables de entorno requeridas:

NUTSHELL_USERNAME, NUTSHELL_API_KEY

Paso 1 — Obtener credenciales

This connector wraps the Nutshell REST API v1 (app.nutshell.com/api/v1).

Setup:

  1. Log into https://app.nutshell.com → top-right avatar → Setup → API → New API key.
  2. Note the Username (your Nutshell email) and the generated API key.
  3. Set NUTSHELL_USERNAME (email) and NUTSHELL_API_KEY.

Authentication: HTTP Basic — username = your account email, password = the API key. Nutshell ALSO supports a legacy JSON-RPC API but the REST endpoints exposed here are easier to consume.

Entity types: Lead (the main pipeline opportunity), Contact (person), Account (company), Activity (call/meeting log), Task (todo). Each has its own endpoint root.

…(continued in the in-app connector instructions)

Paso 2 — Instalar el adapter

git clone https://github.com/HelpCode-ai/anythingmcp.git
cd anythingmcp && docker compose up -d

Paso 3 — Añadir el conector en ChatGPT

ChatGPT soporta servidores MCP a través de la función Connectors (planes Plus / Pro / Team / Enterprise). El plan gratuito no admite conectores personalizados.

  1. Abre ChatGPT → Settings → Connectors (o pulsa el icono 🔧 en el composer → Manage connectors).
  2. Pulsa "Add custom connector".
  3. Rellena:
    • Name: Nutshell CRM
    • MCP server URL: https://cloud.anythingmcp.com/mcp
    • Authentication: Bearer token → pega tu MCP API key (de AnythingMCP → Profile → MCP API Keys → New Key)
  4. Pulsa Connect para autorizar.

Herramientas disponibles

ToolWhat it does
nutshell_list_leadsList leads
nutshell_get_leadGet one lead by ID with full custom fields, products, activities
nutshell_create_leadCreate a lead
nutshell_list_contactsList contacts
nutshell_create_contactCreate a contact
nutshell_list_accountsList accounts (companies)
nutshell_create_accountCreate a company
nutshell_list_activitiesList activities (calls, meetings, emails, log notes)
nutshell_create_taskCreate a task assigned to a user, optionally linked to a lead/contact/account

FAQ

¿Funciona el plan gratuito de ChatGPT con los Connectors MCP personalizados? No — se necesita Plus, Pro, Team o Enterprise.

Siguientes pasos

Ready to ship

Your Nutshell agent is one click away.

Install the connector, paste the key, prompt ChatGPT. Free for 7 days, no credit card.