Use Nutshell from Claude
Add the Nutshell connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorNutshell
Nutshell integration for Claude and Codex
Create a Nutshell connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategorySales & CRM
Use Nutshell from Codex
Add the Nutshell connection to a Space that runs Codex, then use it from every channel in that Space.
Use Nutshell from Sidekick
Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.
Sales & CRM
What the Nutshell connector can do
Nutshell combines CRM and email marketing for small-business sales teams, tracking accounts, contacts, activities, and pipelines. In type.com, a sales team can ask Claude to log a new contact after a call, schedule a follow-up activity, or create a lead straight from a thread without re-entering the same details twice.
One connection, many Spaces
Connect Nutshell once, then decide which Spaces can use it in threads, skills, automations, and coding work.
What teams do with Nutshell in type.com
Log a contact right after a call
Create a new contact in Nutshell with the details from a call, so the record exists before the follow-up is even scheduled.
Create a new Nutshell contact for John Park at Acme Corp with his email and phone from today's call.
Schedule follow-up activities automatically
Log a scheduled or completed activity, like a call or meeting, so the next step on a deal is tracked instead of forgotten.
Create a Nutshell activity to follow up with Acme Corp next Tuesday about the renewal.
Create a lead without switching tools
Add a new lead to Nutshell with a description and optional value, so a prospect enters the pipeline directly from the thread.
Create a Nutshell lead for the Acme Corp expansion deal worth $40,000, closing expected next quarter.
Representative actions
- Create Accounts
Adds one or more company accounts to Nutshell, each identified by a name, phone, email, address, or URL.
- Create Custom Field for Accounts
Adds a new custom field to accounts for tracking extra information, such as text or currency values.
- Create Activities
Logs a completed or scheduled activity in Nutshell, such as a call, meeting, or note.
- Create Contacts
Adds one or more new contacts to Nutshell, each identified by a name, phone, email, address, or URL.
- Create Lead
Adds a new lead to Nutshell with a description and optional value and due date.
Connection
API and auth details
Nutshell provides CRM and email-marketing APIs for contacts, companies, leads, activities, pipelines, users, tags, email, and sales workflows. Integrations can use HTTP basic authentication with API keys and query or mutate CRM resources for small-business sales automation.
- Source
- type.com catalog metadata
- Auth schemes
- Basic auth
- API docs
- https://developers.nutshell.com/
- Official site
- https://www.nutshell.com/
FAQ
Questions people ask before connecting Nutshell
Can Claude add leads and contacts to Nutshell?
Yes. With a Nutshell connection shared to a type.com Space, Claude can create accounts, contacts, activities, and leads, so a deal can move forward without anyone switching tools.
How do I authenticate Nutshell in type.com?
Nutshell uses basic authentication with an API key, added once by an admin when the connection is created. Reps never enter credentials into a prompt.
Can Nutshell follow-ups run on a schedule?
Yes. A recurring task, such as creating a check-in activity for stalled deals each week, can be set up as a type.com automation.
Is this the same as a Nutshell MCP server?
Not exactly. type.com uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
More sales & crm connectors
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Connect Freshdesk to Claude in type.com to add ticket notes, manage watchers and access, and bulk update tickets in one thread.
Connect Acculynx to Claude in type.com to create leads, jobs, and appointments for roofing projects from a shared thread.
Connect Affinity to Claude in type.com to pull company lists, check deal pipelines, and review list entries from a shared thread.