Nutshell
Nutshell is a flexible CRM and email marketing platform that helps small businesses manage contacts, sales pipelines, and customer relationships.
Verdict
Common use cases
- Pull pipeline status during deal reviews
- Log call notes from Slack threads
- Update lead stages after discovery calls
- Search contacts by industry or territory
- Check forecast totals before exec meetings
Integration
- Vendor
- Nutshell
- Category
- crm
- Auth
- OAUTH2
- Composio slug
nutshell
Tools
Setup
Setup guide
- 11. In Switchy, open your workspace settings and navigate to the Integrations tab. 2. Find Nutshell in the CRM section and click Connect. 3. You'll be redirected to Nutshell's OAuth consent screen — log in with an account that has admin permissions for your Nutshell workspace. 4. Grant access to contacts, leads, accounts, activities, and pipeline data when prompted. 5. After authorization, Switchy redirects you back and confirms the connection is active. 6. Open any Space, type '@Nutshell' followed by a request like 'show open deals for Acme Corp', and send the message. 7. Nutshell responds with the data or confirms the action completed. 8. If the response is empty or errors, check that your Nutshell account has data in the requested fields and that API access is enabled in Nutshell's workspace settings.
What teammates see: by default, memories from Nutshell are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Spaces have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
Pipeline Snapshot
@Nutshell show me all deals currently in the 'Proposal Sent' stage, sorted by expected close date.Open in a Space →
Contact Lookup
@Nutshell find the contact record for jane.doe@example.com and include recent notes and linked opportunities.Open in a Space →
Log a Call
@Nutshell log a call with Acme Corp: discussed pricing, next step is to send proposal by Friday.Open in a Space →
Update Deal Stage
@Nutshell move the deal 'Acme Corp - Annual Contract' to 'Negotiation' stage and add a note that legal is reviewing terms.Open in a Space →
Forecast Summary
@Nutshell calculate total forecasted revenue for deals closing this month, grouped by sales rep.Open in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@Nutshell show me all leads created in the last 7 days with status 'Qualified' and no follow-up activity scheduled
Found 12 qualified leads from the past week without scheduled follow-ups. The list includes: Acme Corp (created Jan 15, $45K potential, last contact Jan 16), BlueSky Industries (created Jan 14, $22K potential, last contact Jan 14), and 10 others. Most recent is DataFlow Systems from yesterday with a $78K opportunity value. All contacts have email addresses on file. This represents roughly $340K in pipeline value that may need immediate attention.
This read-heavy query demonstrates filtering across multiple CRM dimensions — date range, lead status, and activity gaps. Requires OAuth scope covering leads and activities. Response accuracy depends on how your team logs follow-up tasks in Nutshell; unlogged calls or emails won't appear as 'activity'.
@Nutshell create a new contact for Sarah Chen at Vertex Labs, email sarah.chen@vertexlabs.io, and add her to the Q1 Enterprise Outreach list
Created contact record for Sarah Chen (Vertex Labs) with the provided email. Added her to the 'Q1 Enterprise Outreach' list, which now contains 47 contacts. A new lead was automatically generated per your account's default settings, assigned to you with status 'New'. No duplicate contacts were found matching this email. The contact is ready for outreach workflows or manual follow-up.
This write action shows contact creation with list assignment in one step. Side-effect: Nutshell may auto-create a lead depending on your workspace rules, and trigger any automation tied to list membership (email sequences, task assignments). Verify your OAuth scope includes write access to contacts and lists before relying on this.
@Nutshell pull all closed-won deals from December and draft a summary highlighting our top 3 revenue sources and average deal cycle time
December closed 18 deals totaling $1.2M. Top revenue sources: (1) Enterprise SaaS renewals — $520K across 5 accounts, avg 8-day cycle; (2) Mid-market new business — $410K across 9 deals, avg 34-day cycle; (3) Add-on services — $270K across 4 existing customers, avg 12-day cycle. Overall average deal cycle was 22 days, down from 29 days in November. Fastest close was a $95K renewal (2 days); longest was a $78K new logo (61 days). This data reflects deals marked 'Closed Won' in Nutshell during December 2024.
This synthesis example pairs CRM data retrieval with AI reasoning to surface patterns your team might miss in raw reports. Useful for board decks or retrospectives. Accuracy depends on consistent deal stage hygiene — if reps don't update close dates or deal values promptly, the summary will lag reality. No data is written back to Nutshell here.
Use-case deep-dives
When Nutshell makes sense for founder-to-AE transitions
A 10-person SaaS startup just hired its first two AEs and needs to move deals out of the founder's Gmail. Nutshell works here because OAuth2 means the team can connect without IT overhead, and the CRM is built for small sales orgs that need pipeline visibility without Salesforce complexity. The handoff scenario—founder tags deals, AE picks them up in Nutshell, everyone sees stage movement—maps to Nutshell's core workflow. The threshold: if your team runs on Slack-first communication and rarely opens a CRM UI, Nutshell's lack of MCP tool exposure in Switchy means you're still toggling between windows. This MCP is a placeholder until Nutshell publishes read/write actions. If your sales motion lives in email and you check the CRM twice a day, connect it now. If your team expects AI to surface deal context in-thread, wait for tool support.
Why Nutshell falls short for CS workflows in Switchy
A 6-person customer success team preps weekly check-ins by pulling account history, open tickets, and last-touch notes. Nutshell stores the relationship data, but without MCP tools exposed, Switchy can't query contact timelines or surface renewal risk scores in a shared thread. The CS lead ends up opening Nutshell in a browser tab, copying notes into Switchy, and losing the context loop. The gap is tool availability: OAuth2 proves the integration is possible, but until Nutshell ships read actions for contacts, activities, and pipeline stages, the MCP is a credential placeholder. If your CS process is already manual (you're copying data anyway), connecting Nutshell now costs nothing. If you're trying to automate prep work or let AI draft check-in agendas from CRM state, this MCP isn't ready. Check back in 90 days.
When Nutshell's MCP can't replace your export workflow yet
A 4-person growth team runs weekly outbound campaigns and needs to pull lead lists from Nutshell based on tags, lead source, and last-contact date. The OAuth2 connection exists, but zero tools means Switchy can't query leads, filter by custom fields, or export CSVs for the email tool. The team still logs into Nutshell, runs a saved search, downloads a file, and uploads it to the outbound platform. The MCP doesn't shorten that loop. The buying threshold is tool publication: if Nutshell adds a search or list-export action, this becomes a one-prompt workflow in Switchy. Until then, the integration is a future bet. If your outbound motion is already automated outside Nutshell, skip this MCP. If you're waiting for Nutshell to open its API surface through MCP, bookmark the directory page and check monthly.
Frequently asked
What does the Nutshell MCP do in Switchy?
The Nutshell MCP connects your CRM data to Switchy's AI workspace, letting your team query contacts, deals, and pipeline information through natural language. Your AI can pull account details, check deal stages, and surface relationship history without switching tabs. It's read-only access by default — the MCP retrieves data but doesn't create or update records unless you explicitly grant write permissions.
Do I need admin access to connect Nutshell via OAuth?
Yes. Nutshell's OAuth flow requires an account with API access enabled, which typically means admin or owner-level permissions in your Nutshell instance. Standard users can't generate the credentials Switchy needs. If you're not an admin, ask whoever manages your Nutshell account to handle the connection or temporarily elevate your permissions during setup.
Can the Nutshell MCP create new contacts or update deal stages?
That depends on the OAuth scopes you approve during connection. Most teams start with read-only access, which lets the AI surface existing data but not modify it. If you need write capabilities — adding contacts, moving deals through stages, logging activities — you'll grant broader scopes during setup. Check the permissions screen carefully; you can always revoke and reconnect with different scopes later.
How is this different from just logging into Nutshell directly?
The MCP lets your AI pull CRM context into conversations without manual lookups. Instead of opening Nutshell to check if a lead exists or what stage a deal is in, you ask Switchy and it retrieves the answer inline. You still use Nutshell's UI for complex workflows, but the MCP eliminates the constant tab-switching when you just need quick facts during a discussion.
Who on the team should connect the Nutshell MCP?
Whoever owns your CRM hygiene and has admin rights in Nutshell. This is usually a sales ops person or the head of sales. They understand which data should be accessible to the AI and can audit the OAuth scopes. Once connected, everyone in your Switchy workspace can query the CRM through conversations — the connection itself is shared, not per-user.