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ConnectorNutshell

Nutshell integration for Claude and Codex

Create a Nutshell connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.

CategorySales & CRM

Use Nutshell from Claude

Add the Nutshell connection to a Space that runs Claude, then use it from every channel in that Space.

Use Nutshell from Codex

Add the Nutshell connection to a Space that runs Codex, then use it from every channel in that Space.

Use Nutshell from Sidekick

Connect your own OpenClaw to Sidekick while Type provides the conversations, permissions, connections, skills, and automations.

Sales & CRM

What the Nutshell connector can do

Nutshell is a flexible CRM and email marketing platform that helps small businesses manage contacts, sales pipelines, and customer relationships.

One connection, many Spaces

Connect Nutshell once, then decide which Spaces can use it in threads, skills, automations, and coding work.

Representative actions

  • Create Accounts

    Tool to create one or more accounts in Nutshell. Use when you need to add new company accounts. Each account must have at least one of: name, phone, email, address, or url.

  • Create Custom Field for Accounts

    Tool to create a custom field for accounts in Nutshell. Use when you need to add new custom fields to track additional information on company accounts. Supports Text, LongText, Currency, Date, and Decision field types.

  • Create Activities

    Tool to create one or more activities in Nutshell CRM. Use when you need to log a completed activity or schedule a future activity such as phone calls, meetings, emails, or notes. All activity fields are optional except the activities array itself. At minimum, provide a name or activityType for meaningful activities.

  • Create Contacts

    Tool to create one or more contacts in Nutshell CRM. Use when you need to add new contacts to the system. Each contact must have at least one identifier field (name, phone, email, address, or url).

  • Create Lead

    Tool to create a lead in Nutshell CRM using the JSON-RPC API. Use when you need to add a new lead to the system. The description field is required, while other fields like manualValue, dueTime, customFields, and links are optional.

Connection

API and auth details

Nutshell provides CRM and email-marketing APIs for contacts, companies, leads, activities, pipelines, users, tags, email, and sales workflows. Integrations can use HTTP basic authentication with API keys and query or mutate CRM resources for small-business sales automation.

FAQ

Questions people ask before connecting Nutshell

Can Claude use Nutshell?

Yes. Add a Nutshell connection to a Space that runs Claude, then use its approved tools and data from any channel in that Space.

Can Codex work with Nutshell through Type?

Yes. Add a Nutshell connection to a Space that runs Codex, then use its approved tools and data from any channel in that Space.

Is this the same as a Nutshell MCP server?

Not exactly. Type uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.

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