Nutshell for AI agents

Nutshell is a CRM and email marketing platform built for small businesses to manage contacts, sales pipelines, and customer relationships in one place. Sales teams use it to track deals from lead to close. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

Connect Nutshell See the 78 actions ↓

CRMUsername and passwordMCP + RESTnutshell.com

AUDIT LOG · NUTSHELLPOLICY: acme-support

09:41:07 · claude · u_8f2read

nutshell.list_tags

List Tags✓ allowed · 212ms

09:41:08 · claude · u_8f2read

nutshell.get_leads

Get Lead✓ allowed · 164ms

09:41:09 · claude · u_8f2write

nutshell.create_tags

Create Tags✓ approved · approved by user

09:41:12 · claude · u_8f2destructive

nutshell.delete_leads

Delete Lead✕ blocked · policy: deny

EVERY NUTSHELL CALL, ON THE RECORD

01 · USE CASES

What agents do in Nutshell.

Create a lead from a new inquiry

Add a new lead with contact details and source so it enters the sales pipeline immediately.

Look up an account's activity

Pull an account's activities and notes read-only before a rep calls to follow up.

Delete a contact with approval

Remove a duplicate or outdated contact only after a manager approves the deletion.

02 · ACTIONS

78 Nutshell actions, graded by risk.

Every Nutshell action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

Look things up. Allowed by default.

nutshell.get_leads
Get Lead
nutshell.get_notes
Get Note
nutshell.get_tasks
Get Task
nutshell.list_tags
List Tags
nutshell.list_forms
List Forms
nutshell.list_leads
List Leads
nutshell.list_notes
List Notes
nutshell.list_users
List Users
nutshell.get_account
Get Account
nutshell.list_events
List Events
nutshell.list_quotes
List Quotes
nutshell.list_stages
List Stages
nutshell.get_contacts
Get Contact
nutshell.list_filters
List Filters
nutshell.list_markets
List Markets
nutshell.list_sources
List Sources

+ 32 MORE

write

Create and change things. Allow, or ask the user first.

nutshell.create_tags
Create Tags
nutshell.create_leads
Create Lead
nutshell.create_notes
Create Notes
nutshell.update_leads
Update Lead
nutshell.update_tasks
Update Task with JSON Patch
nutshell.create_sources
Create Sources
nutshell.create_accounts
Create Accounts
nutshell.create_contacts
Create Contacts
nutshell.update_accounts
Update Account with JSON Patch
nutshell.update_contacts
Update Nutshell Contact
nutshell.create_activities
Create Activities
nutshell.update_status_leads
Update Lead Status
nutshell.create_leads_customfield
Create Custom Field for Leads
nutshell.create_accounts_customfields
Create Custom Field for Accounts
nutshell.watch_leads
Watch Lead
nutshell.edit_account
Edit Nutshell Account

+ 8 MORE

destructive

Delete, cancel or archive. Ask first, or deny outright.

nutshell.delete_leads
Delete Lead
nutshell.delete_notes
Delete Note
nutshell.delete_tasks
Delete Task
nutshell.delete_account
Delete Account
nutshell.delete_contacts
Delete Contact
nutshell.delete_productmaps
Delete Product Map

03 · HOW IT WORKS

Nutshell in three steps.

01Your users connect NutshellThey add their Nutshell username and password on Arc0 Connect, under your brand. It goes straight into the vault.
02You set the rulesReads run, writes like “create Tags” can wait for the user, and “delete Lead” can be denied outright.
03Any agent can actYour agent calls Nutshell through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.

POLICY.TS

await arc0.policies.set('nutshell', {
  read: 'allow',
  write: 'ask',        // create_tags
  destructive: 'deny',  // delete_leads
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2

04 · AUTH AND DATA

How Nutshell connects.

Users add their Nutshell username and password on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

The same Nutshell connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH: Username and password
CREDENTIALS: Per-tenant encrypted vault
MODEL SEES: Results only, never credentials
AUDIT LOG: Every call, on every plan

05 · WORKS WITH

Use Nutshell from any agent.

Claude

ChatGPT

Cursor

Codex

VS Code

OpenAI Agents SDK

Claude Agent SDK

Vercel AI SDK

Mastra

LangGraph

06 · RELATED

More crm apps.

Salesforce224 actions

07 · FAQ

Nutshell and Arc0, answered.

Q01

Can I use Nutshell with Claude, ChatGPT or Cursor?

Yes. Connect Nutshell to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the Nutshell actions you allow.

Q02

How do users connect Nutshell?

Users add their Nutshell username and password on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

Q03

Which Nutshell actions can my agent take?

78 in total: 48 read, 24 write and 6 destructive, such as “create Tags”. Your policies decide which of them each agent may call.

Q04

Can I stop my agent from deleting things in Nutshell?

Yes. Actions like “delete Lead” are graded destructive. Set destructive actions to deny, or to ask so the user approves each one, and blocked calls still show up on the audit log.

Q05

Can my own backend call Nutshell too?

Yes. The same Nutshell connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug Nutshell into your agent.

Your users connect Nutshell once, under your brand. Your agent gets 78 actions behind your policies, with every call on the record.

Connect Nutshell Browse all apps →

Free to build · MCP + REST · Audit log on every plan