BASIC
nutshell_basic
Developer setup
No fields declared in this snapshot.
User connection
- Username (Email or Domain)username · stringRequired
- API Keypassword · stringRequired
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
Provider setup
Capability index
Actions and trigger definitions
Static summaries are available. Live schemas remain disabled until PROVIDER_HUB_API_KEY is configured server-side.
Showing 61–78 of 78 actions
List Pipelines
NUTSHELL_LIST_STAGESETS
Tool to retrieve a list of all pipelines (stagesets) from Nutshell CRM. Use when you need to see available pipelines or get pipeline IDs for lead management.
Untrusted display-only summary
List Tags
NUTSHELL_LIST_TAGS
Tool to retrieve a list of tags from Nutshell CRM. Use when you need to get tags with optional filtering by name or type (leads, contacts, accounts).
Untrusted display-only summary
List Territories
NUTSHELL_LIST_TERRITORIES
Tool to retrieve a list of all territories from Nutshell CRM. Use when you need to see available territories or get territory IDs for assignment or filtering purposes.
Untrusted display-only summary
List Users
NUTSHELL_LIST_USERS
Tool to get a list of all users from Nutshell CRM. Use when you need to retrieve all users in the account.
Untrusted display-only summary
Reopen Lead
NUTSHELL_REOPEN_LEADS
Tool to reopen a lead in Nutshell CRM. Use when you need to reopen a previously closed or won lead.
Untrusted display-only summary
Set Lead Pipeline
NUTSHELL_SET_PIPELINE_LEADS
Tool to set the pipeline (stageset) for a lead in Nutshell CRM. Use when you need to assign a lead to a specific pipeline. Requires the lead ID and stageset ID to update the lead's pipeline assignment.
Untrusted display-only summary
Undelete Account
NUTSHELL_UNDELETE_ACCOUNTS
Tool to undelete a previously deleted account in Nutshell. Use when you need to restore a deleted account. Returns the restored account object with deletedTime set to null.
Untrusted display-only summary
Undelete Contact
NUTSHELL_UNDELETE_CONTACTS
Tool to undelete a previously deleted contact in Nutshell CRM. Use when you need to restore a contact that was deleted.
Untrusted display-only summary
Undelete Lead
NUTSHELL_UNDELETE_LEADS
Tool to undelete a previously deleted lead from Nutshell CRM. Use when you need to restore a soft-deleted lead.
Untrusted display-only summary
Undelete Note
NUTSHELL_UNDELETE_NOTES
Tool to undelete a previously deleted note in Nutshell CRM. Use when you need to restore a note that was deleted. The note ID must be in the format '{integer}-notes' (e.g., '75-notes').
Untrusted display-only summary
Undelete Source
NUTSHELL_UNDELETE_SOURCES
Tool to undelete a source by ID. Use when you need to restore a previously deleted source in Nutshell.
Untrusted display-only summary
Undelete Tag
NUTSHELL_UNDELETE_TAGS
Tool to undelete a previously deleted tag in Nutshell. Use when you need to restore a deleted tag.
Untrusted display-only summary
Update Account with JSON Patch
NUTSHELL_UPDATE_ACCOUNTS
Tool to update an account in Nutshell using JSON Patch operations. Use when you need to modify specific account fields like description, name, or relationships. Supports RFC 6902 JSON Patch format with operations: add, remove, replace, move, copy.
Untrusted display-only summary
Update Nutshell Contact
NUTSHELL_UPDATE_CONTACTS
Tool to update a contact using JSON Patch operations. Use when you need to modify specific fields of an existing contact such as name, description, or links to other entities. Supports updating custom fields and standard fields.
Untrusted display-only summary
Update Lead
NUTSHELL_UPDATE_LEADS
Tool to update a lead in Nutshell CRM using JSON Patch operations. Use when you need to modify specific fields of a lead without replacing the entire resource. Supports standard JSON Patch operations (add, remove, replace, move, copy) and can update custom fields.
Untrusted display-only summary
Update Lead Status
NUTSHELL_UPDATE_STATUS_LEADS
Tool to update the status of a lead in Nutshell CRM. Use when you need to change the outcome status of a lead (e.g., mark as won, lost, or other custom outcomes). Optionally associate competitor maps and product maps when updating the status.
Untrusted display-only summary
Update Task with JSON Patch
NUTSHELL_UPDATE_TASKS
Tool to update a task in Nutshell using JSON Patch operations. Use when you need to modify task fields like title, description, or due time. Supports RFC 6902 JSON Patch format with operations: add, remove, replace, move, copy.
Untrusted display-only summary
Watch Lead
NUTSHELL_WATCH_LEADS
Tool to watch a lead in Nutshell CRM. Use when you need to start watching a lead for updates and notifications.
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.