Nutshell MCP server

What the model can do

Nutshell CRM: leads (deals) with value, status and confidence, contacts, accounts (companies), notes, tasks, activities, pipelines, lead outcomes and the change feed; can add a note, a contact, an account or a lead, log a call or meeting that happened, close a lead as won or lost, reopen it, change its description, value, owner, contacts, accounts or pipeline, delete it, and reassign or delete a task.

Reads

• nutshell_list_leadsNutshell leads (deals): name, value, status, confidence, priority, created, due, expected and actual close, overdue, link.
• nutshell_list_contactsNutshell contacts (people): name, job title, email, phone, website, description and link.
• nutshell_list_accountsNutshell accounts (companies): name, email, phone, website, revenue, employees, description and link.
• nutshell_list_notesNotes in Nutshell, a page at a time: text, what kind of record they are on, when and link.
• nutshell_list_tasksTasks in Nutshell: search words, tasks on one record, or created in a date range.
• nutshell_list_activitiesActivities in Nutshell (calls, meetings, emails logged): name, agenda, start and end, logged or cancelled.
• nutshell_list_pipelinesNutshell pipelines (stage sets): name, whether the default, and status (active, draft, retired).
• nutshell_list_eventsNutshell's change feed: what was created or changed, by whom, when, and which fields moved from what to what.
• nutshell_list_lead_outcomesNutshell lead outcomes: the won and lost reasons a lead can be closed with, with their ids for nutshell_close_lead.

Acts, when you ask

These change something in Nutshell. The model is told to use them only when you ask for exactly that, and each one is granted by name: per team on a shared connection, by the owner on a personal one.

• nutshell_create_noteAdds a note to a contact, account or lead in Nutshell.
• nutshell_create_contactAdds a contact (person) to Nutshell.
• nutshell_create_accountAdds an account (company) to Nutshell.
• nutshell_log_activityRecords in Nutshell a call or meeting that already happened, with who took part and what was said.
• nutshell_create_leadAdds a lead (deal) to Nutshell, linked to the contacts and accounts named, with an optional value and owner.
• nutshell_close_leadCloses a Nutshell lead with a named outcome; whether that is won or lost is the outcome's type (nutshell_list_lead_outcomes).
• nutshell_reopen_leadReopens a Nutshell lead that was closed, putting it back in the open pipeline.
• nutshell_set_lead_pipelineMoves a Nutshell lead to another pipeline (stage set).
• nutshell_update_leadChanges a Nutshell lead: its description (which is its name), its value, its owner, and which contacts and accounts it is linked to…
• nutshell_delete_leadDeletes a Nutshell lead.
• nutshell_reassign_taskAssigns a Nutshell task to another user, who will see it in their task list (Nutshell may notify them).
• nutshell_delete_taskPermanently deletes a Nutshell task.

Connect it

First connect Nutshell on Dashboard → Connections, then add Memtro to your client once. The Nutshell tools appear alongside the tools of everything else you have connected; nothing is configured per connector.

claude plugin marketplace add memtro-org/claude-memtro
claude plugin install memtro@memtro --config api_key=sk-memtro-...

{
  "mcpServers": {
    "memtro": {
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

{
  "mcp": {
    "memtro": {
      "type": "remote",
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

Who may use it

The key identifies the person, and the server offers that person the tools they may use everywhere else in Memtro. A shared Nutshell connection is used by the teams an administrator granted it to, tool by tool, on the Permissions page; a personal connection is used by its owner alone, and its tools that act stay off until the owner allows them. See Teams and permissions and Connectors.

Ask it like this

• › Which 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

Questions

Is this an official Nutshell MCP server?

No. It is Memtro's MCP server with Memtro's Nutshell connector behind it: the connector reads Nutshell through its API with the credentials you connect on Dashboard → Connections, and Nutshell publishes nothing here. The same endpoint carries every other system you connect and Memtro's memory tools.

What does it cost?

Nothing on top of Memtro. One price per organisation by its number of users, from $50 a month for up to 10 users after a 7-day free trial, with every connector, the MCP server, jobs and memory included. You bring your own model keys.

Can it 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. An administrator grants each acting tool by name per team, and a personal connection acts only after its owner allows it.

Which clients work?

Any MCP client that speaks Streamable HTTP: Claude Code, Cursor, Claude Desktop, OpenCode, Codex, Zed, Windsurf, Cline and the Anthropic and OpenAI SDKs. There is no local process to run; the server is remote and authenticated with your key.

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