Nutshell

Tool to create one or more accounts in Nutshell. Use when you need to add new company accounts. Each account must have at least one of: name, phone, email, address, or url.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

Tool to create one or more contacts in Nutshell CRM. Use when you need to add new contacts to the system. Each contact must have at least one identifier field (name, phone, email, address, or url).

Untrusted display-only summary

Tool to create a lead in Nutshell CRM using the JSON-RPC API. Use when you need to add a new lead to the system. The description field is required, while other fields like manualValue, dueTime, customFields, and links are optional.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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).

Untrusted display-only summary

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).

Untrusted display-only summary

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

Untrusted display-only summary

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

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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, descriptio…

Untrusted display-only summary

Tool to retrieve an account from Nutshell. Use when you need to get details about a specific account. Supports retrieving multiple accounts by providing comma-separated IDs.

Untrusted display-only summary

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.

Untrusted display-only summary

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').

Untrusted display-only summary

Tool to retrieve a specific contact by ID from Nutshell CRM. Use when you need to get detailed information about a contact.

Untrusted display-only summary

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.

Untrusted display-only summary

Tool to retrieve a specific lead by ID from Nutshell CRM. Use when you need to get detailed information about a lead.

Untrusted display-only summary

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').

Untrusted display-only summary

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').

Untrusted display-only summary

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').

Untrusted display-only summary

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').

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary