Nutshell MCP Server

Retrieve a list of all accounts in your Nutshell CRM. Use this tool to access detailed account information when managing customer profiles or preparin...

Fetch a compiled list of specific items from your Nutshell accounts. Ideal for reviewing customized account data for reporting or analysis. Returns it...

Get the available list of account types configured in your Nutshell CRM. Use this to ensure consistent categorization when adding or updating customer...

List all activities logged within your Nutshell CRM. Use this tool for tracking recent interactions with clients or for auditing sales team performanc...

Retrieve all activity types defined in your Nutshell CRM. Useful when creating or categorizing activities to ensure they align with existing types. Re...

Fetch a list of audience segments saved in Nutshell CRM. Ideal for targeting specific customer groups in campaigns or analyses. Returns segment names ...

Retrieve competitor mapping data from your Nutshell CRM. Useful when assessing competitive positioning or planning strategic moves. Returns mappings t...

Access a list of your competitors as recorded in Nutshell. Use this to analyze competitive landscape and strategize sales approaches. Returns competit...

Obtain a list of all contacts within your CRM to maintain or update customer information seamlessly. Use this when you need an overview or to search f...

Fetch all custom fields associated with your contacts, enabling personalized and tailored customer interactions. Ideal for retrieving specific custome...

Get a detailed enumeration of contact list items for better management and organization of customer data. Useful for drilling into the specifics of ea...

List all events from your Nutshell CRM to keep track of important sales meetings, calls, and interactions. Use this for scheduling or reviewing past i...

Retrieve a list of saved filters to quickly segment or search your CRM data according to pre-defined criteria. Use this when you need to apply specifi...

Access a list of industries available in your Nutshell CRM. Use this when categorizing accounts to apply the correct industry tags. Returns a standard...

Retrieve a list of all products associated with leads in your Nutshell account. Use this when you need to review or manage products linked to sales op...

Access a full list of leads in your CRM to track and manage all potential sales opportunities. Useful for reviewing or analyzing your sales pipeline s...

List all custom fields set up for leads in your Nutshell CRM. Use this to understand or update potential client data structures and ensure all informa...

Retrieve a detailed list of lead items from your sales pipeline. Use this when you need to assess each lead in terms of status, potential value, and a...

Generate reports on all leads in your CRM to gain insights into your sales performance and pipeline health. Use this for evaluating overall lead perfo...

Access all notes added to leads and contacts to ensure you have the latest context and insights for ongoing sales activities. Ideal for reviewing cust...

Retrieve details of all sales pipelines in your Nutshell account. Use it to evaluate and optimize your sales pipelines. This tool provides information...

Fetch a list of products from your inventory to ensure accurate order processing and inventory management. Use this for catalog management or during s...

Access a list of all lead sources defined in your Nutshell account. Use this tool to identify where your leads are coming from and adjust your marketi...

Get a list of all sales pipeline stages in your Nutshell CRM. This is useful for understanding and refining your sales process. It returns information...

List all tags used in your Nutshell CRM to categorize and manage your contacts and leads. Use it to ensure your categorization strategy is effective. ...

Get a full list of all users in your Nutshell account. Ideal for managing user access and roles, it provides each user's ID, name, email, and role wit...