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ConnectorNutshell

Nutshell integration for Claude and Codex

Connect Nutshell once, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.

CategorySales & CRM

Use Nutshell from Claude

Add the Nutshell connection to a Space that runs Claude, then use it from every channel in that Space.

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.

Try asking
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.

Try asking
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.

Try asking
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.

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 an MCP server for Nutshell?

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.

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