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Seamlessly connect your AI assistants to Nutshell and transform CRM data into actionable insights—no coding required.
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An MCP server integration is a secure bridge that lets your AI assistants (like Claude or GPT) tap directly into Nutshell, so they can surface answers and kick off follow-ups from your real CRM data. With roughly seven in ten companies now using generative AI in at least one business function, making your CRM data model-ready is the fastest path to value.
Authorize once with OAuth and maintain complete control. Decide what your AI can see and do with granular scopes, and revoke access anytime. Enjoy peace of mind with end-to-end encryption and detailed activity logs.
Leads, activities, tasks—every CRM object is pre-mapped, ready the moment you connect. Simply prompt your preferred LLM for the information you need—like, “Hey, ChatGPT. Can you tell me our win ratio for deals worth over $5,000?”—and you’ll have the answers you need in no time.
Forget custom scripts or API deep dives—your AI can immediately pull data, analyze patterns, and kick off automations. You’ll spend minutes configuring, not weeks coding.
Try Nutshell free for 14 days or let us show you around before you dive in.
Type a plain-English question like “How fast do we reach Google Ads leads?” and get data-backed answers in seconds. The MCP server stitches together all your data and returns clear takeaways you can drop into reports or share in Slack. Launch follow-ups or tasks directly from the insight with a single click.
Claude, GPT-4o, or your own model—if it speaks HTTP, it speaks Nutshell. Swap models or upgrade versions without rewriting a line of code. That means faster prototypes today and hassle-free scaling tomorrow.
Put time-wasting tasks on autopilot so your team can focus on building relationships and nurturing leads through your sales pipeline.
Create custom pipelines and manage them easily with multiple views to nurture leads efficiently and stay on top of every deal.
Provides robust reporting and analytics to help you track your team’s performance and to help you gain quick insights with automated reporting.
Increase sales efficiency with Nutshell’s powerful email automation tool. Create personalized campaigns & track success right in your CRM
Streamline daily processes using the generative power of AI in Nutshell to simplify sales activities and open up a world of possibilities.
Create and manage virtual meetings and sync the information with your Calendar without leaving your CRM.
Quickly create and send custom quotes and invoices, easily track quote and invoice progress and engagement, and effortlessly manage and share your quotes and invoices in different formats.
Store customer notes, interactions and easily bring colleagues into the conversation and stay notified of everything that needs your attention.
Easily accelerate revenue-driving tasks in your CRM, so you and your team can spend more time on selling.
Improve calendar, email, & contact organization from any source with Nutshell’s contact management software.
Quickly import your entire products and services list with Nutshell’s Product Importer, so you and your team can spend less time on administration and more time on selling.
Search through over 200 million contacts, add ideal customers to your CRM, and connect with your future buyers.
Pinpoint the companies and individuals visiting your site so you can proactively target warm leads.
Locate specific individuals working at the companies in your book of business and reveal their contact information so you can start the conversation.
With channel and source data automatically added to your new leads, you can know where your best leads come from and invest smarter in your marketing.
Connect with our world-class support team to get fast, friendly, and free support when needed.
Easily sync your email and calendar with Nutshell to make your CRM work where you do.
We take the security and reliability of your data seriously. We partner with the industry’s most trusted infrastructure provider, Amazon Web Services.
Find out more about Nutshell’s extensive range of Marketing Suite features
Learn more about Nutshell’s industry-leading Engagement Suite features
Discover the broad spectrum of features and tools available to Nutshell customers
Users on every Nutshell plan can access the MCP server integration. Admins can enable the integration in your account Settings, allowing your team to start using AI-powered insights in minutes.
No. Simply sign in with OAuth, open your preferred AI chat, and ask questions like “Rank this week’s hottest deals.” You’ll get instant answers, charts, and next steps. Developers can create custom automations if needed.
Any large-language model that can make an HTTP call works—Claude, GPT-4o, open-source models like Llama 3, or your own in-house LLM. Because the MCP server uses standard REST endpoints, you can switch models or add new ones without changing your Nutshell setup.
Take our guided tour to explore Nutshell’s incredible features!
Nutshell’s AI Integrations with various agents are very helpful and make sales workflows better.
Prerana P. – Technical Sales Engineer
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