What moved today
At the end of the day the sales manager asks what changed in Nutshell. Memtro reads the change feed and lists each lead whose status, value or confidence moved, who moved it, and the old and new values.
Nutshell + Memtro
Which Nutshell deals are open in a pipeline, and what changed today.
Connect Nutshell with your login email and an API key, and Memtro reads leads with value, status, confidence and close dates, contacts and accounts, notes, tasks, logged calls and meetings, pipelines, and the change feed. It sees what that user can see. It reads on demand and there is no hourly sync. When you ask, and once an administrator has granted the action by name, it can add notes, contacts, accounts and leads, log a past call or meeting, close, reopen, change or move a lead, delete a lead, and reassign or permanently delete a task.
In Memtro
What you can do with Nutshell in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Nutshell tool, reads what it needs, and answers with the source cited.
What it does
- 01Leads with value, status, confidence, priority, due, expected and actual close, sorted by value or confidence
- 02Contacts with job title, email, phone and website, and accounts with revenue and employees
- 03Notes, tasks by record or date range, and activities filtered by status and date window
- 04The change feed: what was created or changed, by whom, and each field's old and new value
- 05When asked and granted, adds a note, a contact, an account or a lead, or logs a past call or meeting, with nothing scheduled and no invitation sent
- 06When asked and granted, closes a lead as won or lost, reopens, changes or moves it, deletes a lead (restorable in Nutshell), and reassigns or permanently deletes a task
Acts when asked
When you ask it to
These tools change something in Nutshell. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Add a note to a contact, account or lead
- 02Add a contact
- 03Add an account (company)
- 04Log a call or meeting that already happened
- 05Add a lead (deal) with its contacts, accounts and owner
- 06Close a lead as won or lost with a named outcome
- 07Reopen a closed lead
- 08Change a lead's description, value, owner, contacts or accounts
- 09Move a lead to another pipeline
- 10Delete a lead (restorable in Nutshell)
- 11Reassign a task to another user
- 12Delete a task
In practice
Ask it like you would a colleague
Once Nutshell is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Nutshell + MemtroWhich open leads have the highest value?
What changed in Nutshell today, and who changed it?
Which leads are overdue to close?
Close the Brightwave Ltd lead as won
Log the call I had with Priya Nair at Northwind this morning: she wants a revised quote by Thursday
Closing a won deal
After Globex signs, Dan Fletcher asks Memtro to close the lead as won and hand the onboarding task to Priya Nair. Memtro closes the lead with the won outcome, which updates the pipeline reports, and reassigns the task, which appears in Priya's task list.
Teams
Where it fits
The teams that lean on Nutshell most, a question each of them asks, and what they connect beside it.
- SalesWalk into every call briefedAccount executive, Account manager, Sales leader, Sales operations“Brief me on BigCo before the 3pm renewal call”Used alongside HubSpot, Help Scout, Xero, Gmail, Google Calendar and 6 more.
- LeadershipOne question across the whole companyFounder, Chief executive, Department head, Board member“What happened with our top ten accounts this week, and is anything at risk?”Used alongside HubSpot, Help Scout, Xero, Stripe, Linear and 6 more.
- SupportAnswer tickets with the whole company behind youAgent, Team lead, Escalation owner, Head of support“Which VIP conversations have been waiting more than a day?”Used alongside Help Scout, HubSpot, Postgres, Xero, Stripe and 8 more.
Better together
Works with
A record in Nutshell is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- Finance and commerceNutshell with XeroInvoices, bills, contacts and reports, answered in plain English with figures cited to Xero.
- Finance and commerceNutshell with StripeCustomers, charges, invoices and subscriptions through a restricted key.
- Finance and commerceNutshell with FellohBookings, payments, refunds, chargebacks, supplier payments and payouts from the travel payments platform.
- SupportNutshell with Help ScoutAI that reads your support conversations and cross-references the customer everywhere else.
- SupportNutshell with ZendeskEvery ticket, reply and internal note, ready to be asked about.
- SupportNutshell with IntercomCustomer conversations and the people behind them, in your company memory.
- Email, calendar and chatNutshell with GmailSearch and read mail so the last thread with a customer is one question away, and send the reply when you ask.
- Email, calendar and chatNutshell with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatNutshell with Google CalendarMeetings in a window, event details, and the next two weeks synced into memory, and events it can create, change or cancel when you ask.
Also in CRM and sales
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
- HubSpot
- Twenty CRM
- Salesforce
- Pipedrive
- Apollo.io
- Aircall
- Zoho CRM
- Close
- Attio
- Dynamics 365 Sales
- DocuSign
Capsule CRM
Copper
Freshsales- Salesloft
Dialpad
folk
Insightly- JustCall
Vitally- Agile CRM
Nimble
OnePageCRM
Salesflare
CloudTalk
Hunter
Lusha
Ontraport
Reply
Streak- Dolibarr
EspoCRM
Planhat
Bloomerang
Givebutter- Common Room
- Neon CRM
Raisely
People Data Labs
Planning Center
ChurchSuite
Affinity
Kommo
Pipeline CRM
Keap
Setup
How to connect
Connect withNutshell login email and API key
- 1
In Nutshell open Setup → API keys and create an API key. Memtro sees what this user can see in Nutshell
- 2
Copy the key and note the email you sign in to Nutshell with, the username half of the credential
- 3
In Memtro open Connections → Nutshell, paste the Nutshell login email and the API key, and connect
- 4
Ask which leads are open in your default pipeline, sorted by value
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Nutshell tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Nutshell?+
Only when you ask, and only what it has been granted: add a note to a contact, account or lead; add a contact; add an account (company); log a call or meeting that already happened; add a lead (deal) with its contacts, accounts and owner; close a lead as won or lost with a named outcome; reopen a closed lead; change a lead's description, value, owner, contacts or accounts; move a lead to another pipeline; delete a lead (restorable in Nutshell); reassign a task to another user; delete a task. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a Nutshell connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my Nutshell data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
How do I connect Nutshell?+
Nutshell login email and API key. In Nutshell open Setup → API keys and create an API key. Memtro sees what this user can see in Nutshell.
Connect Nutshell in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.