# Nutshell AI integration on Definable

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

## What this connects

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

Vendor: https://www.nutshell.com

## Tools available

**78** tools available. First 12:

- `NUTSHELL_CREATE_ACCOUNTS` — 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.
- `NUTSHELL_CREATE_ACCOUNTS_CUSTOMFIELDS` — 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.
- `NUTSHELL_CREATE_ACTIVITIES` — 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.
- `NUTSHELL_CREATE_CONTACTS` — 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).
- `NUTSHELL_CREATE_LEADS` — 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.
- `NUTSHELL_CREATE_LEADS_CUSTOMFIELD` — Create Custom Field for Leads — Tool to create a custom field for leads in Nutshell. Use when you need to add new custom fields to track additional information on leads. Supports Text, Email, Currency, and Date field types.
- `NUTSHELL_CREATE_NOTES` — Create Notes — Tool to create a note in Nutshell. Use when you need to add notes to contacts, leads, accounts, or other entities in Nutshell CRM. The note will be attached to the specified parent entity.
- `NUTSHELL_CREATE_SOURCES` — Create Sources — Tool to create new sources in Nutshell CRM. Use when you need to add source tracking for leads or contacts. Sources help categorize where leads originate (e.g., organic search, paid ads).
- `NUTSHELL_CREATE_TAGS` — Create Tags — Tool to create one or more tags in Nutshell. Use when you need to create new tags for categorizing leads, contacts, or accounts. Each tag requires a name and tagType (1=leads, 2=contacts, 3=accounts).
- `NUTSHELL_DELETE_ACCOUNT` — Delete Account — Tool to delete an account from Nutshell. Use when you need to permanently remove an account. Deletion is permanent and cannot be undone.
- `NUTSHELL_DELETE_CONTACTS` — Delete Contact — Tool to delete a contact by ID. Use when you need to remove a contact from Nutshell. Returns success confirmation upon deletion.
- `NUTSHELL_DELETE_LEADS` — Delete Lead — Tool to delete a lead from Nutshell CRM. Use when you need to remove a lead. Note: Nutshell soft-deletes leads by default, allowing for potential recovery.

## Auth

Auth schemes: `BASIC`.

## How agents use Nutshell

Inside a Definable workflow, Nutshell is one of the tools the **Distributor specialist** can call. Example coordination patterns:

- **Researcher → Nutshell** — the Researcher (GPT-5.5) pulls context from Nutshell (records, threads, documents), synthesises findings, and briefs the rest of the team.
- **Writer → Distributor → Nutshell** — the Writer (Claude Opus 4.7) drafts copy in brand voice, the Verifier passes it, then the Distributor writes the result into Nutshell (create record, post message, draft email).
- **Designer / Engineer → Distributor → Nutshell** — the Designer ships an asset or the Engineer ships a code change, the Distributor delivers it via Nutshell (attach file, open PR comment, post status).

The Verifier checks every Nutshell call. On rate limit, schema drift, or auth refresh it self-heals and retries — the workflow completes without manual intervention.

## Categories

- crm — https://definable.ai/apps/category/crm/
- contact management — https://definable.ai/apps/category/contact-management/

## Related

- HTML page: https://definable.ai/apps/nutshell/
- Same category (crm): https://definable.ai/apps/category/crm/
- All integrations: https://definable.ai/apps/
- Workflow (multi-agent loop): https://definable.ai/workflow/
- Apps llms.txt index: https://definable.ai/llms-apps.txt