Connector guide2-minute read9 MCP toolsEnglish · Deutsch · Italiano

Come collegare Nutshell CRM a Claude — 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

💡 Niente installazione? Vai direttamente su cloud.anythingmcp.com. Accedi, clicca Connectors → Nutshell CRM, inserisci le credenziali, genera una MCP API key — fatto. Niente Docker, niente git clone, niente server locale.

Nutshell CRM + Claude

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

Prerequisiti

Le istruzioni di setup complete sono incluse nel connettore stesso (visibili nello store quando lo selezioni). Le variabili d'ambiente richieste sono:

NUTSHELL_USERNAME, NUTSHELL_API_KEY

Step 1 — Ottieni le credenziali

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 — Installa l'adapter

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

Step 3 — Aggiungi il connettore in Claude

Percorso consigliato — funziona su claude.ai web senza toccare alcun file di configurazione.

  1. Apri claude.ai/customize/connectors.
  2. Clicca "Add custom connector".
  3. Compila:
    • Name: Nutshell CRM
    • URL: https://cloud.anythingmcp.com/mcp
    • Authentication: Bearer token → incolla la tua MCP API key (da AnythingMCP → Profile → MCP API Keys → New Key)
  4. Clicca Connect per autorizzare.

Tutti i tool sotto compaiono nella tua chat — inizia a scrivere prompt.

Tool disponibili

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

Funziona con Claude Code come con Claude Desktop? Sì — punta entrambi a https://cloud.anythingmcp.com/mcp.

Prossimi passi

Ready to ship

Your Nutshell agent is one click away.

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