Nutshell CRM

Returns the fields that can be used to filter or sort a list of companies, people, or leads. Call once per entity type per conversation when filtering or sorting; reuse the result for subsequent calls.

nutshell_list_entity_field_info

Gets a single Nutshell entity or list of specific entities based on their API ID(s)

get_individual_entities

Gets the user that is currently interacting with you. Should be employed when the user is asking questions relating to themselves.

get_user

Provided with an entity type, return a list of those entities from a Nutshell instance. For leads, contacts, or accounts with filters or sorting, call nutshell_list_entity_field_info once per entity type per conversation first. For timelines or event history, use nutshell_events instead — do not pass entityType events.

nutshell_list_entity

Returns a list of entities from a nutshell instance using a saved filter. You MUST call the nutshell_saved_filter tool first to get the saved filter value. If a user is asking about a list of entities, you may want to try this first before using custom filter options.

nutshell_list_entity_from_saved_filter

Returns a list of saved filters from a nutshell instance. A saved filter represents the filter options used to create a list of entities (accounts, contacts, leads). Optional params may include filter to narrow results. Each returned filter has a value for nutshell_list_entity_from_saved_filter.

nutshell_saved_filter

Returns a list of events from a nutshell instance. An event represents a change in Nutshell. For a contact, account, or lead, a list of events is also known as the timeline for that entity. For emails and activities, we only return excerpts. If you are looking for information about one of those events, you'll need to make additional calls to get the full information. Prefer this tool over nutshell_list_entity for timelines. Optional params: entity_id (Nutshell API ID for a timeline); limit (top-level, not nested page); events (opt-in types); filters (payload/creator/emailEntityType); max_id/since_id/max_time/since_time for cursoring.

nutshell_events

If the nutshell_list_entity tool is available, it should always be used over this tool. This tool should only be used if no others are available. Returns a list of nutshell entities based on a search string

search

Updates an existing activity in Nutshell via PUT. Confirm the changes with the user before calling this tool. Pass only the fields you want to change; leave unused optional fields null / unchecked. Prefer linking participants by Nutshell API IDs. Returns the updated activity.

update_activity

Updates an existing company (a.k.a. account) in Nutshell via JSON Patch. In the Nutshell UI these records are called "Companies"; the REST API calls them "accounts". Confirm the changes with the user before calling this tool. Pass only the fields you want to change; leave unused optional fields null / unchecked. Prefer linking existing people (contacts), owners, tags, account types, industries, and territories by their Nutshell API IDs. Returns the updated company when the patch has side effects, or an empty/unchanged payload for no-op updates.

update_company

Updates an existing lead in Nutshell via JSON Patch. Confirm the changes with the user before calling this tool. Pass only the fields you want to change; leave unused optional fields null / unchecked. Stage changes are not supported because they require a transition preflight that update_lead cannot perform. Prefer linking existing people (contacts) and companies (accounts) by their Nutshell API IDs. Returns the updated lead when the patch has side effects, or an empty/unchanged payload for no-op updates. To close a lead as won/lost/cancelled, use close_lead instead.

update_lead

Updates an existing person (a.k.a. contact) in Nutshell via JSON Patch. In the Nutshell UI these records are called "People"; the REST API calls them "contacts". Confirm the changes with the user before calling this tool. Pass only the fields you want to change; leave unused optional fields null / unchecked. Prefer linking existing companies (accounts), owners, tags, and territories by their Nutshell API IDs. Company links accept company API IDs only; per-company job titles and other person-company relationship metadata are not supported. Returns the updated person when the patch has side effects, or an empty/unchanged payload for no-op updates.

update_person

Updates an existing task in Nutshell via JSON Patch. Confirm the changes with the user before calling this tool. Pass only the fields you want to change; leave unused optional fields null / unchecked. Set isCompleted to true to mark the task done. Prefer linking assignee and relatedEntity by Nutshell API IDs. Returns the updated task when the patch has side effects, or an empty/unchanged payload for no-op updates.

update_task