All integrations
NU
Catalogue metadata onlycrmv20260615_00

NUTSHELL

Nutshell

Nutshell is a flexible CRM and email marketing platform that helps small businesses manage contacts, sales pipelines, and customer relationships.

Description is untrusted, display-only upstream metadata. It never becomes policy, OAuth scope authority, or an agent instruction.

Pakkawork boundary

Research catalogue metadata only. No Pakkawork OAuth, credential, host, quota, executor, or verifier is enabled.

No Pakkawork execution adapter is enabled. Hosted account-authorisation availability is workspace-specific and checked separately in the dashboard.Check workspace connection options
Attributed source

78

Action summaries

Display-only definitions

0

Trigger types

Not installed instances

1

Auth modes

Field names, never values

No

Execution

No runtime adapter

Authentication map

What setup is declared?

Only field names, types, and required markers are shown. Secret values, default auth URLs, credential material, and inferred OAuth scopes are excluded.
BASIC

BASIC

nutshell_basic

Provider setup

Developer setup

No fields declared in this snapshot.

User connection

  • Username (Email or Domain)username · stringRequired
  • API Keypassword · stringRequired

Capability index

Actions and trigger definitions

Static summaries are available. Live schemas remain disabled until PROVIDER_HUB_API_KEY is configured server-side.

Showing 31–60 of 78 actions

List Activities

NUTSHELL_LIST_ACTIVITIES

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.

Untrusted display-only summary

List Activity Types

NUTSHELL_LIST_ACTIVITYTYPES

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.

Untrusted display-only summary

List Competitor Maps

NUTSHELL_LIST_COMPETITORMAPS

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

Untrusted display-only summary

List Competitors

NUTSHELL_LIST_COMPETITORS

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.

Untrusted display-only summary

List Contacts

NUTSHELL_LIST_CONTACTS

Tool to get a list of contacts from Nutshell CRM. Use when you need to retrieve multiple contacts with optional filtering, searching, sorting, and pagination.

Untrusted display-only summary

List Contact Custom Field Attributes

NUTSHELL_LIST_CONTACTS_CUSTOMFIELD_ATTRIBUTES

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.

Untrusted display-only summary

List Contact Fields

NUTSHELL_LIST_CONTACTS_FIELDS

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.

Untrusted display-only summary

List Contacts

NUTSHELL_LIST_CONTACTS_LIST_ITEMS

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.

Untrusted display-only summary

List Deleted Events

NUTSHELL_LIST_DELETED_EVENTS

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

Untrusted display-only summary

List Editions

NUTSHELL_LIST_EDITIONS

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

Untrusted display-only summary

List Events

NUTSHELL_LIST_EVENTS

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.

Untrusted display-only summary

List Filters

NUTSHELL_LIST_FILTERS

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

Untrusted display-only summary

List Forms

NUTSHELL_LIST_FORMS

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

Untrusted display-only summary

List Industries

NUTSHELL_LIST_INDUSTRIES

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

Untrusted display-only summary

List Invoices

NUTSHELL_LIST_INVOICES

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.

Untrusted display-only summary

List Leads

NUTSHELL_LIST_LEADS

Tool to get a list of leads from Nutshell CRM. Use when you need to retrieve multiple leads with optional filtering, searching, sorting, and pagination.

Untrusted display-only summary

List Lead Custom Field Attributes

NUTSHELL_LIST_LEADS_CUSTOMFIELD_ATTRIBUTES

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.

Untrusted display-only summary

List Lead Fields

NUTSHELL_LIST_LEADS_FIELDS

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.

Untrusted display-only summary

List Leads

NUTSHELL_LIST_LEADS_LIST_ITEMS

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.

Untrusted display-only summary

Get Leads Report

NUTSHELL_LIST_LEADS_REPORT

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.

Untrusted display-only summary

List Lead Stages

NUTSHELL_LIST_LEADS_STAGES

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.

Untrusted display-only summary

List Markets

NUTSHELL_LIST_MARKETS

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.

Untrusted display-only summary

List Notes

NUTSHELL_LIST_NOTES

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

Untrusted display-only summary

List Lead Outcomes

NUTSHELL_LIST_OUTCOMES

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.

Untrusted display-only summary

List Product Categories

NUTSHELL_LIST_PRODUCTCATEGORIES

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

Untrusted display-only summary

List Product Maps

NUTSHELL_LIST_PRODUCTMAPS

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

Untrusted display-only summary

List Products

NUTSHELL_LIST_PRODUCTS

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.

Untrusted display-only summary

List Quotes

NUTSHELL_LIST_QUOTES

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.

Untrusted display-only summary

List Sources

NUTSHELL_LIST_SOURCES

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.

Untrusted display-only summary

List Stages

NUTSHELL_LIST_STAGES

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.

Untrusted display-only summary

Provenance

Versioned facts, explicit trust.

The detail snapshot comes from an attributed MIT-licensed repository revision. Safe local icons use exact-match CC0 Simple Icons symbols; unmatched brands use monograms.

Repository
https://github.com/provider-directoryHQ/provider-directory
Commit
85e33f6a81dfe987f6fc3637d48d45052cea8ca5
Generated
2026-09-12
Trust policy
untrusted_display_only

Remote text is plain display metadata only. It must never become an agent prompt, execution policy, OAuth grant, or executable instruction.