Connector guide2-minute read9 MCP tools7 languages

How to Connect Nutshell CRM to 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

Nutshell CRM

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

Basic Auth

Required env vars

NUTSHELL_USERNAMENUTSHELL_API_KEY
Install in one click on Cloud

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  • 7-day free trial
    No credit card required
  • GDPR & SOC 2 ready
    EU data residency, audit logs
  • Open-source on GitHub
    Open source · AGPL-3.0
  • Works with ChatGPT, Claude, Gemini
    Any MCP-compatible client

Skip the install. Get this working in under 2 minutes.

Start a free trial on cloud.anythingmcp.com, add the Nutshell CRM in one click, then point your AI client (Claude, ChatGPT, Copilot or Cursor) at the generated MCP endpoint. No Docker, no git clone, zero engineering experience required.

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Summary

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

Try asking

Example prompts for Nutshell CRM

Click any prompt to copy it. Paste into Claude, ChatGPT, Cursor, Gemini, Copilot or OpenClaw to run it against this connector.

Nutshell CRM · live via MCP
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Opus 4.7

Claude is AI and can make mistakes. Please double-check responses.

💡 No install? Use cloud.anythingmcp.com directly. Sign in, click Connectors → Nutshell CRM, paste your credentials, mint an MCP API key — done. No Docker, no git clone, no local server.

Nutshell CRM + ChatGPT

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

Prerequisites

See the full setup instructions baked into the connector (visible in the in-app store when you select the connector). The required environment variables for this connector are:

NUTSHELL_USERNAME, NUTSHELL_API_KEY

Step 1 — Get credentials

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)

Step 2 — Install the adapter

curl -fsSL https://raw.githubusercontent.com/HelpCode-ai/anythingmcp/main/docker-compose.quickstart.yml -o docker-compose.yml
printf 'JWT_SECRET=%s\nENCRYPTION_KEY=%s\n' "$(openssl rand -hex 32)" "$(openssl rand -hex 32)" > .env
docker compose up -d

Step 3 — Add the connector in ChatGPT

Your server URL: in AnythingMCP, open MCP Servers → the server this connector is on, and copy its URL (https://cloud.anythingmcp.com/mcp/…). Use it wherever this guide shows YOUR_SERVER_ID.

ChatGPT connects to MCP servers as custom apps in developer mode, available on paid plans (not on Free). On Business and Enterprise workspaces an admin may have to allow it first.

  1. In ChatGPT, open Settings → Security and login and turn on Developer mode.
  2. Go to chatgpt.com/plugins and click +.
  3. Enter a name and a short description, e.g. Name: Nutshell CRM.
  4. Under Connection, enter the MCP server URL https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID and create the connection.
  5. When ChatGPT asks, sign in to AnythingMCP (OAuth) and allow access.

Available tools

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

Does the free ChatGPT plan work with custom MCP connectors? No. Custom MCP connections need developer mode, which is only on paid plans.

Next steps

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