Nutshell

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.

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.

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.

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.

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).

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).

Tool to delete an account from Nutshell. Use when you need to permanently remove an account. Deletion is permanent and cannot be undone.

Tool to delete a contact by ID. Use when you need to remove a contact from Nutshell. Returns success confirmation upon deletion.

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.

Tool to delete a note from Nutshell CRM. Use when you need to permanently remove a note. Returns the deleted note information including deletion timestamp.

Tool to delete a product on a lead. Use when you need to remove a product mapping from a lead. The deletion is permanent and returns the details of the deleted product map.

Tool to delete a task from Nutshell CRM. Use when you need to remove a task. Note: Nutshell soft-deletes tasks by default, allowing for potential recovery.

Tool to edit an existing account in Nutshell CRM. Updates specified fields of an account using the account ID and revision identifier. Supports file uploads via two-step process: specify file in request, receive upload URI in response, POST file to URI. Use when you need to modify account details like name, description, tags, contact information, or associations.

Tool to retrieve custom fields for a specific account in Nutshell. Use when you need to view custom field definitions and values associated with an account.

Tool to retrieve a single activity by ID from Nutshell CRM. Use when you need to get details about a specific activity. The activity ID must be in the format '{integer}-activities' (e.g., '7-activities').

Tool to retrieve custom fields for a specific contact in Nutshell. Use when you need to view custom field definitions and values associated with a contact.

Tool to retrieve custom fields for a specific lead in Nutshell CRM. Use when you need to get all custom field data associated with a lead. The lead ID must be in the format '{integer}-leads' (e.g., '1003-leads').

Tool to get reports for leads from Nutshell CRM. Use when you need to generate analytics or reporting data about leads, such as sales reports, losses, new leads, forecasts, or attribution reports with optional segmentation and time bucketing.

Tool to retrieve a single note by ID from Nutshell CRM. Use when you need to get details about a specific note. The note ID must be in the format '{integer}-notes' (e.g., '3-notes').

Tool to retrieve a single product category by ID from Nutshell CRM. Use when you need to get details about a specific product category. The product category ID must be in the format '{integer}-productCategories' (e.g., '3-productCategories').

Tool to retrieve a single task by ID from Nutshell CRM. Use when you need to get details about a specific task. The task ID must be in the format '{integer}-tasks' (e.g., '7-tasks').

Tool to retrieve all account custom field attributes from Nutshell CRM. Use when you need to discover what custom fields are available for account records and their metadata.

Tool to retrieve all available fields for accounts in Nutshell. Use when you need to discover what fields are available for account records, their types, and capabilities.

Tool to retrieve a list of all account types from Nutshell CRM. Use when you need to see available account type options or get account type IDs.

Tool to retrieve list items for all accounts in Nutshell CRM. Use when you need to get a list of accounts with optional filtering and sorting.

Tool to retrieve a list of activities from Nutshell CRM. Use when you need to get multiple activities with optional filtering by participants, status, date range, or other criteria.

Tool to retrieve a list of all activity types from Nutshell CRM. Use when you need to see available activity type options or get activity type IDs.

Tool to get a list of lead-competitor relationships from Nutshell CRM. Use when you need to retrieve competitor mapping information for leads.

Tool to get a list of competitors from Nutshell CRM. Use when you need to retrieve all competitors or search for specific competitors by name.

Tool to retrieve all available custom field attributes for contacts in Nutshell. Use when you need to discover which custom fields can be used with contacts.

Tool to retrieve all available fields for contacts in Nutshell. Use when you need to discover what fields are available for contact records, their types, and capabilities.

Tool to retrieve list items for all contacts in Nutshell CRM. Use when you need to get a list of contacts with optional filtering and sorting.

Tool to get a feed of deletion events from Nutshell CRM. Use when you need to track which entities have been deleted and when.

Tool to retrieve a list of all editions from Nutshell CRM. Use when you need to see available edition options or get edition IDs.

Tool to get a list of events from Nutshell CRM. Use when you need to retrieve activity feed events with optional filtering by time range, entity, event types, or creator.

Tool to get saved filters from Nutshell CRM. Use when you need to retrieve saved filters for reports or entity lists (leads, contacts, accounts).

Tool to get all forms from Nutshell. Use when you need to retrieve the complete list of available forms in the Nutshell instance.

Tool to retrieve a list of all industries from Nutshell CRM. Use when you need to see available industry options or get industry IDs.

Tool to get a list of invoices from Nutshell CRM. Use when you need to retrieve invoices with optional filtering by lead, date range, and pagination.

Tool to retrieve all applicable custom field attributes for leads in Nutshell CRM. Use when you need to see available custom field definitions, types, and configuration for leads.

Tool to retrieve all available fields for leads in Nutshell. Use when you need to discover what fields are available for lead records, their types, and capabilities.

Tool to retrieve a list of lead outcomes from Nutshell CRM. Use when you need to see available outcome options for leads or get outcome IDs.

Tool to retrieve all stages associated with a specific lead in Nutshell CRM. Use when you need to get the stage progression or workflow stages for a lead.

Tool to retrieve list items for all leads in Nutshell CRM. Use when you need to get a list of leads with optional filtering and sorting.

Tool to retrieve a list of all markets from Nutshell CRM. Use when you need to see available markets or get market IDs and currency information.

Tool to get a list of notes from Nutshell CRM. Use when you need to retrieve multiple notes with optional pagination.

Tool to retrieve a list of all pipelines (stagesets) from Nutshell CRM. Use when you need to see available pipelines or get pipeline IDs for lead management.

Tool to get a list of all product categories from Nutshell CRM. Use when you need to retrieve all available product categories.

Tool to get a list of lead products from Nutshell CRM. Use when you need to retrieve product mapping information for leads.

Tool to get a list of products from Nutshell CRM. Use when you need to retrieve multiple products with optional filtering by name/SKU and sorting.

Tool to get a list of quotes from Nutshell CRM. Use when you need to retrieve quotes with optional filtering by lead, date range, and pagination.

Tool to retrieve a list of sources from Nutshell CRM. Use when you need to get all possible sources for leads in your Nutshell instance, with optional filtering by name.

Tool to retrieve a list of all stages from Nutshell CRM. Use when you need to see available pipeline stages or get stage IDs for lead management.

Tool to retrieve a list of tags from Nutshell CRM. Use when you need to get tags with optional filtering by name or type (leads, contacts, accounts).

Tool to retrieve a list of all territories from Nutshell CRM. Use when you need to see available territories or get territory IDs for assignment or filtering purposes.

Tool to get a list of all users from Nutshell CRM. Use when you need to retrieve all users in the account.

Tool to reopen a lead in Nutshell CRM. Use when you need to reopen a previously closed or won lead.

Tool to set the pipeline (stageset) for a lead in Nutshell CRM. Use when you need to assign a lead to a specific pipeline. Requires the lead ID and stageset ID to update the lead's pipeline assignment.

Tool to undelete a previously deleted account in Nutshell. Use when you need to restore a deleted account. Returns the restored account object with deletedTime set to null.

Tool to undelete a previously deleted contact in Nutshell CRM. Use when you need to restore a contact that was deleted.

Tool to undelete a previously deleted lead from Nutshell CRM. Use when you need to restore a soft-deleted lead.

Tool to undelete a previously deleted note in Nutshell CRM. Use when you need to restore a note that was deleted. The note ID must be in the format '{integer}-notes' (e.g., '75-notes').

Tool to undelete a source by ID. Use when you need to restore a previously deleted source in Nutshell.

Tool to undelete a previously deleted tag in Nutshell. Use when you need to restore a deleted tag.

Tool to update an account in Nutshell using JSON Patch operations. Use when you need to modify specific account fields like description, name, or relationships. Supports RFC 6902 JSON Patch format with operations: add, remove, replace, move, copy.

Tool to update the status of a lead in Nutshell CRM. Use when you need to change the outcome status of a lead (e.g., mark as won, lost, or other custom outcomes). Optionally associate competitor maps and product maps when updating the status.

Tool to update a task in Nutshell using JSON Patch operations. Use when you need to modify task fields like title, description, or due time. Supports RFC 6902 JSON Patch format with operations: add, remove, replace, move, copy.

Tool to watch a lead in Nutshell CRM. Use when you need to start watching a lead for updates and notifications.