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Nutshell CRM を ChatGPT に接続する方法 — MCP 経由

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

💡 インストール不要? cloud.anythingmcp.com を直接利用してください。 サインインし、Connectors → Nutshell CRM をクリック、認証情報を貼り付け、MCP API キーを発行 — 完了です。Docker も git clone もローカルサーバーも不要。

Nutshell CRM + ChatGPT

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

前提条件

完全なセットアップ手順はコネクタ自体に組み込まれています (ストアでコネクタを選択すると表示)。必要な環境変数:

NUTSHELL_USERNAME, NUTSHELL_API_KEY

ステップ 1 — 認証情報を取得

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)

ステップ 2 — アダプターをインストール

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

ステップ 3 — ChatGPT にコネクタを追加

ChatGPT は Connectors 機能 (Plus / Pro / Team / Enterprise プラン) で MCP サーバーをサポートします。無料プランはカスタムコネクタをサポートしません。

  1. ChatGPT → Settings → Connectors を開きます (またはコンポーザーの 🔧 アイコン → Manage connectors をクリック)。
  2. "Add custom connector" をクリック。
  3. 入力:
    • Name: Nutshell CRM
    • MCP server URL: https://cloud.anythingmcp.com/mcp
    • Authentication: Bearer token → MCP API キーを貼り付け
  4. Connect をクリック。

利用可能なツール

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

ChatGPT 無料プランはカスタム MCP Connectors で動作しますか? いいえ — Plus、Pro、Team、Enterprise が必要です。

次のステップ

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.