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Use AI Tools Like ChatGPT & Claude to Analyze Your Nutshell Data

CRM Integration With ChatGPT, Claude, & More

Coming soon… Seamlessly connect AI assistants, like ChatGPT, Claude, DeepSeek, Gemini, and Perplexity, to Nutshell and transform CRM data into actionable insights—no coding required.

  • Instant, plain-language insights from every lead and deal
  • One-click, secure setup—ready to use in minutes
  • Works with any LLM to automate tasks and uncover trends

Kontakt salgsavdelingen Start en gratis prøveperiode

 

Vi har levert intuitive CRM-løsninger siden 2009

What is MCP server integration?

An MCP server integration is a secure bridge that lets your AI assistants (like Perplexity or ChatGPT) 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.

Effortless, secure access and setup

Connect in a few clicks and maintain complete control. Decide what your AI can see and revoke access anytime. Enjoy peace of mind with secure end-to-end encryption and detailed activity logs.

Plug-and-play AI tools

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.

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Prøv Nutshell gratis i 14 dager, eller la oss vise deg rundt før du kaster deg ut i det.

Instant insights and actions

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 in your AI assistant that you can drop into reports or share in Slack. Launch follow-ups or tasks directly from the insight with a single click.

Build once, scale everywhere

Claude, ChatGPT, Gemini, DeepSeek, Llama, Perplexity, Grok, 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.

CRM features that boost your sales effectiveness

Salgsautomatisering

Put time-wasting tasks on autopilot so your team can focus on building relationships and nurturing leads through your sales pipeline.

Håndtering av rørledninger

Create custom pipelines and manage them easily with multiple views to nurture leads efficiently and stay on top of every deal.

Rapportering og analyse

Provides robust reporting and analytics to help you track your team’s performance and to help you gain quick insights with automated reporting.

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Automatisering av e-post

Increase sales efficiency with Nutshell’s powerful email automation tool. Create personalized campaigns & track success right in your CRM

Kunstig intelligens

Streamline daily processes using the generative power of AI in Nutshell to simplify sales activities and open up a world of possibilities.

Møteplanlegger

Create and manage virtual meetings and sync the information with your Calendar without leaving your CRM.

Quotes & Invoices

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.

Samarbeid i team

Store customer notes, interactions and easily bring colleagues into the conversation and stay notified of everything that needs your attention.

AI Agents

Easily accelerate revenue-driving tasks in your CRM, so you and your team can spend more time on selling.

Kontaktadministrasjon

Improve calendar, email, & contact organization from any source with Nutshell’s contact management software.

Product Importer

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.

Prospektering

Search through over 200 million contacts, add ideal customers to your CRM, and connect with your future buyers.

Website Visitor Identification

Pinpoint the companies and individuals visiting your site so you can proactively target warm leads.

Contact Enrichment

Locate specific individuals working at the companies in your book of business and reveal their contact information so you can start the conversation.

Lead-attribusjon

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.

Gratis kundestøtte

Connect with our world-class support team to get fast, friendly, and free support when needed.

Email and Calendar sync

Easily sync your email and calendar with Nutshell to make your CRM work where you do.

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Sikkerhet

Vi tar sikkerheten og påliteligheten til dataene dine på alvor. Vi samarbeider med bransjens mest pålitelige infrastrukturleverandør, Amazon Web Services.

App Marketplace

Integrate Nutshell with the rest of your tech stack

See Nutshell’s Marketing Features

Find out more about Nutshell’s extensive range of Marketing Suite features

See Nutshell’s Engagement Features

Learn more about Nutshell’s industry-leading Engagement Suite features

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See all of Nutshell’s features

Discover the broad spectrum of features and tools available to Nutshell customers

Nutshell MCP server integration FAQs

  • 1. Which Nutshell plans include integration with AI assistants like ChatGPT and Claude?

    Users on every Nutshell plan can access the MCP server integration, which allows you to connect your CRM with AI platforms like ChatGPT, Gemini, and Claude. Admins can enable the integration in your account Settings, allowing your team to start using AI-powered insights in minutes.

  • 2. Do I need to be a developer to get value from it?

    No. Simply sign in with OAuth, open your preferred AI chat platform, 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.

  • 3. What AI assistants does it support?

    Any large-language model that can make an HTTP call works—That includes Claude, ChatGPT, Gemini, Llama, Perplexity, DeepSeek, Grok, or even your own in-house LLM. Because Nutshell’s MCP server uses standard REST endpoints, you can switch AI models or add new ones without changing your Nutshell setup.

Enkelt nok for alle brukere.

Sofistikert nok for enhver virksomhet.

  • Finn alle kontakter, kunder og samtaler
  • Automatiser salgsprosessen
  • Vis og følg opp potensielle kunder
  • Få alle på samme side
  • Rapportere om resultatene dine
  • Kjør effektive markedsføringskampanjer via e-post

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Trenger du et brukervennlig CRM-system for å øke salgs- og teameffektiviteten?

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Nutshell’s AI Integrations with various agents are very helpful and make sales workflows better.

Prerana P. – Technical Sales Engineer

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