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如何将 Nutshell CRM 连接到 Claude — 通过 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

💡 无需安装? 直接使用 cloud.anythingmcp.com 登录、点击 Connectors → Nutshell CRM、粘贴凭证、生成 MCP API key — 完成。无 Docker、无 git clone、无本地服务器。

Nutshell CRM + Claude

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

前提条件

完整的设置说明已内置在连接器中 (在 store 中选择连接器时可见)。所需环境变量:

NUTSHELL_USERNAME, NUTSHELL_API_KEY

步骤 1 — 获取凭证

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)

步骤 2 — 安装 adapter

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

步骤 3 — 在 Claude 中添加连接器

推荐路径 — 在 claude.ai web 上工作,无需触碰任何配置文件。

  1. 打开 claude.ai/customize/connectors
  2. 点击 "Add custom connector"
  3. 填入:
    • Name: Nutshell CRM
    • URL: https://cloud.anythingmcp.com/mcp
    • Authentication: Bearer token → 粘贴你的 MCP API key (来自 AnythingMCP → Profile → MCP API Keys → New Key)
  4. 点击 Connect 授权。

下面所有工具都会出现在你的聊天中 — 开始输入提示。

可用工具

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

Claude Code 和 Claude Desktop 一样工作吗? 是的 — 两者都指向 https://cloud.anythingmcp.com/mcp

下一步

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.