Integration

Nutshell integration

Nutshell is a sales CRM. Search, read, create, update, delete and restore accounts (companies), contacts (people) and leads (deals); close a lead as won or lost, reopen it, move it to another pipeline or watch it; log and schedule activities, write notes, manage tasks and the to-do list; read and create tags, lead sources, products, product categories and email audiences; read lead products and competitors, quotes and invoices (and change their status), custom fields, pipelines and stages, users, markets, territories, forms and the deletion feed. Updates use JSON Patch operations. Not exposed: custom field creation, reports and dashboards, saved filters, email marketing editions, installments, the change-log feed and pipeline CSV exports. Authentication is HTTP Basic: the email address of a Nutshell user as username and an API key (Setup, API keys) as password.

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When this happens, do that in Nutshell.Built from the 84 Nutshell tools below, on the connection you add once.

What you can do with Nutshell

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Undelete, 7 operations

undelete_accountUndelete accountPOSTRestores a deleted account from the trash (within 30 days of its deletion).
undelete_contactUndelete contactPOSTRestores a deleted contact.
undelete_leadUndelete leadPOSTRestores a deleted lead.
undelete_noteUndelete notePOSTRestores a deleted note.
undelete_productUndelete productPOSTRestores a deleted product.
undelete_sourceUndelete sourcePOSTRestores a deleted lead source from the trash.
undelete_tagUndelete tagPOSTUndelete a tag by id. Tags can be restored from the trash within 30 days of deletion.

Account, 5 operations

create_accountCreate accountPOSTCreates an account (a company you do business with). Send at least a name, phone, email, address or URL; returns the new account.
delete_accountDelete accountDELETEDeletes an account. It stays in the trash for 30 days and can be restored with undelete_account.
get_accountGet accountGETReturns one account (company) with its emails, phones, addresses, URLs and linked records, plus its contacts, owner, tags, account type and industry in detail.
list_accountsList accountsGETLists accounts (companies), with search (q), email lookup, filters, sort and 0-based paging (page[page], page[limit]). meta.count and meta.total give the page and total counts.
update_accountUpdate accountPATCHUpdates an account with JSON Patch operations: replace its own fields, add or remove linked contacts, tags, owner or territory, or set a custom field. Answers with no content; read the result with get_account.

Contact, 5 operations

create_contactCreate contactPOSTCreates a contact (a person). One contact per call; returns the new contact.
delete_contactDelete contactDELETEDeletes a contact. It can be restored with undelete_contact.
get_contactGet contactGETReturns one contact (person) with emails, phones, addresses and linked records, plus their accounts, owner and tags in detail.
list_contactsList contactsGETLists contacts (people), with search (q), email lookup, filters, sort and 0-based paging (page[page], page[limit]). meta.count and meta.total give the page and total counts.
update_contactUpdate contactPATCHUpdates a contact with JSON Patch operations: replace its own fields, add or remove linked accounts, tags, audiences, owner or territory, or set a custom field. Answers with no content; read the result with get_contact.

Lead, 5 operations

create_leadCreate leadPOSTCreates a lead (deal), optionally linked to accounts, contacts, an owner, sources, tags and products. One lead per call; returns the new lead.
delete_leadDelete leadDELETEDeletes a lead. It can be restored with undelete_lead.
get_leadGet leadGETReturns one lead with its value, status, dates and linked records, plus its accounts, contacts, owner, stage, pipeline, market, products, competitors, tags and outcome in detail.
list_leadsList leadsGETLists leads (deals), with search (q), filters, sort and 0-based paging (page[page], page[limit]). meta.count and meta.total give the page and total counts.
update_leadUpdate leadPATCHUpdates a lead with JSON Patch operations: replace its own fields, add or remove linked contacts, accounts, tags, products or owner, or set a custom field. Answers with no content; read the result with get_lead.

Task, 5 operations

create_taskCreate taskPOSTCreates a task, optionally assigned to a user and attached to a lead, contact or account, with a due time and a recurrence rule. Returns the task.
delete_taskDelete taskDELETEDeletes a task.
get_taskGet taskGETReturns one task with its title, due time, completion state, assignee and related record.
list_tasksList tasksGETLists tasks with search, assignee, related record and creation-date filters, and 0-based paging. Returns the related records and assignees too.
update_taskUpdate taskPATCHUpdates a task with JSON Patch operations, such as reassigning it to another user. Answers with no content; read the result with get_task.

Activity, 4 operations

create_activityCreate activityPOSTSchedules or logs an activity (call, meeting or other event) with participants and related leads. Returns the activity.
get_activityGet activityGETReturns one activity (call, meeting or other event) with its times, logged state, transcription and linked leads and participants.
list_activitiesList activitiesGETLists activities (calls, meetings and other events) with search, participant, status, type and date filters; returns the leads and users involved too.
update_activityUpdate activityPUTUpdates an activity, for example to log it as done or change its time. Returns the activity.

Note, 4 operations

create_noteCreate notePOSTAdds a note to a lead, contact or account. Returns the note.
delete_noteDelete noteDELETEDeletes a note. It can be restored with undelete_note.
get_noteGet noteGETReturns one note with its text, the record it is attached to and the users it mentions.
list_notesList notesGETLists notes with 0-based paging (page[page], page[limit]). meta.next is the URL of the next page.

Attribute, 3 operations

list_account_custom_fieldsList account custom fieldsGETGet a list of all account custom fields in your Nutshell instance. Custom fields are user-defined fields that can be added to accounts.
list_contact_custom_fieldsList contact custom fieldsGETGet a list of all custom fields that can be applied to any contact.
list_lead_custom_fieldsList lead custom fieldsGETGet user-created custom fields that can be applied to leads. System-managed attribution identifiers are excluded and are available through the lead's attributionTracking property.

Customfield, 3 operations

get_account_custom_fieldsGet account custom fieldsGETGet a list of custom field values for an account by ID. Custom fields are user-defined fields that can be added to accounts.
get_contact_custom_fieldsGet contact custom fieldsGETReturns a list of custom fields for a contact.
get_lead_custom_fieldsGet lead custom fieldsGETGet user-created custom fields applied to a lead. System-managed attribution identifiers are excluded and are available through the lead's attributionTracking property.

Invoice, 3 operations

create_invoice_from_quoteCreate invoice from quotePOSTCreates a new invoice by duplicating the quote (same as in-app create invoice from quote). Line items, recipient, and most document fields are copied from the quote; invoice template defaults apply for payment/body/footer fields.
get_invoiceGet invoiceGETReturns one invoice with its status (ACCEPTED means paid), line items, recipient, totals and dates.
list_invoicesList invoicesGETLists invoices, filterable by lead and creation date, with 0-based paging.

Product, 3 operations

delete_productDelete productDELETEDeletes a product. It can be restored with undelete_product.
get_productGet productGETReturns one product with its SKU, type, price per market and category.
list_productsList productsGETLists active products, sorted by name or SKU, or searches them by name or SKU with q (at most 200 results).

Source, 3 operations

create_sourceCreate sourcePOSTCreate a new source for leads in your Nutshell instance. Sources are used to track how leads arrive at your website and learn about your business.
delete_sourceDelete sourceDELETEDeletes a lead source. It stays in the trash for 30 days and can be restored with undelete_source.
list_sourcesList sourcesGETLists the lead sources (how leads found you), with their channel.

Status, 3 operations

update_invoice_statusUpdate invoice statusPOSTSets the status of an invoice: READY, SENT, REVOKED, ACCEPTED (paid) or ARCHIVED, with an optional payment comment. Returns the invoice.
update_lead_statusUpdate lead statusPOSTCloses a lead by setting its outcome (from list_lead_outcomes: won, lost or cancelled), optionally with the competitors and products that decided it. Returns the lead.
update_quote_statusUpdate quote statusPOSTSets the status of a quote: READY, SENT, REVOKED, ACCEPTED or ARCHIVED, optionally recording who accepted it. Returns the quote.

Tag, 3 operations

create_tagCreate tagPOSTCreate a tag. Tags are used to organize leads, contacts, and accounts into groups.
delete_tagDelete tagDELETEDeletes a tag. It stays in the trash for 30 days and can be restored with undelete_tag.
list_tagsList tagsGETLists the tags, each with what it applies to (leads, contacts or accounts) and how many records carry it.

Audience, 2 operations

create_audienceCreate audiencePOSTCreate an audience. Audiences are used to organize leads, contacts, and accounts into groups for marketing.
list_audiencesList audiencesGETReturns a list of all email marketing audiences in a Nutshell instance.

Competitormap, 2 operations

delete_lead_competitorDelete lead competitorDELETERemoves a competitor from a lead (deletes the lead-competitor relationship).
get_lead_competitorGet lead competitorGETReturns one lead-competitor relationship: a competitor on a lead, with its status.

Form, 2 operations

get_formGet formGETReturns one form with the fields it uses.
list_formsList formsGETGet all non-archived nutshell forms along with the IDs of the fields used in each form.

Productcategory, 2 operations

create_product_categoryCreate product categoryPOSTCreate a new product category. Product categories are used to organize products into groups.
list_product_categoriesList product categoriesGETLists the product categories.

Quote, 2 operations

get_quoteGet quoteGETReturns one quote with its status, line items, recipient, totals and dates.
list_quotesList quotesGETLists quotes, filterable by lead and creation date, with 0-based paging.

Stage, 2 operations

list_lead_stagesList lead stagesGETGet all stages associated with a lead by the ID provided, including information like amount of time spent in each stage.
list_stagesList stagesGETLists the active stages of the active pipelines visible to the user, each with its position and its pipeline.

Stageset, 2 operations

list_pipelinesList pipelinesGETLists the pipelines (stagesets), archived ones included, each with its stages. When pipeline visibility is on, restricted pipelines are left out unless the user is an administrator or the pipeline is shared with them.
set_lead_pipelineSet lead pipelinePOSTMoves a lead to another pipeline (stageset, from list_pipelines). Returns the lead.

Accounttype, 1 operation

list_account_typesList account typesGETLists the account types (such as Customer or Vendor) of the instance.

Activitytype, 1 operation

list_activity_typesList activity typesGETLists the activity types (such as Phone Call or Meeting) of the instance, for the activityType of create_activity.

Competitor, 1 operation

list_competitorsList competitorsGETLists the competitors, optionally searched by name with q.

Deleted, 1 operation

list_deleted_eventsList deleted eventsGETRetrieve a feed of every time an entity was deleted.

Industry, 1 operation

list_industriesList industriesGETLists the industries an account (company) can be assigned to.

Market, 1 operation

list_marketsList marketsGETLists the markets (currencies) of the instance and which one is the default.

Outcome, 1 operation

list_lead_outcomesList lead outcomesGETLists the lead outcomes (such as Won, or a lost reason), each with the status it closes a lead as. Use an outcome id with update_lead_status.

Product map, 1 operation

delete_lead_productDelete lead productDELETERemoves a product from a lead (deletes the lead product).

Productmap, 1 operation

get_lead_productGet lead productGETReturns one lead product: a product attached to a lead, with its quantity and price on that lead.

Reopen, 1 operation

reopen_leadReopen leadPOSTReopens a lead that was closed (won, lost or cancelled); returns the lead.

Territory, 1 operation

list_territoriesList territoriesGETLists the sales territories of the instance.

Todo, 1 operation

list_todosList todosGETReturns a user's to-do list: tasks and sales process steps, filtered by type, pipeline, due window or date, with counts per due bucket.

User, 1 operation

list_usersList usersGETLists the users of the Nutshell instance, with their names, email addresses and administrator flag.

Watch, 1 operation

watch_leadWatch leadPOSTWatches or unwatches the lead for the authenticated user (receive, or stop receiving, notifications about it). Returns the lead; isCurrentUserWatching shows the new state.

Use Nutshell from Claude Code, Cursor or Codex

Connect Nutshell in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Nutshell operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Nutshell

Create your workspace
Sign up free. Nothing to install.
Connect Nutshell once
Add your Nutshell connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.