Nutshell’s new MCP server integration lets teams ask plain‑English questions about their pipeline, customers, and activities—and act on answers in seconds.
Nutshell, the CRM and marketing automation platform that saves teams time, announced a new MCP server integration that securely connects AI assistants like Claude and ChatGPT to live CRM data.
The result: instant, natural‑language answers and one‑click follow‑ups that help SMBs make faster, smarter decisions.
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No more digging through reports—just ask a question and get the context and actions you need to keep deals moving.
With a quick, no‑code setup, teams can ask questions such as, “Which deals over $5,000 are at risk this week?” and receive clear, data‑backed insights in seconds—then create tasks or launch follow‑ups directly from the response. Nutshell’s permission controls ensure teams decide what AI can access and can revoke it at any time.
“Now you can talk to your CRM like you talk to a colleague,” said Chris Cain, Nutshell’s VP of Product Development. “No more digging through reports—just ask a question and you’ll get the context and actions you need to keep deals moving.”
Designed for real‑world sales workflows, the integration simplifies common use cases, such as:
Getting instant pipeline summaries and trend analysis
Preparing for calls with quick account context
Automating routine reporting without spreadsheets
The MCP server integration supports leading AI assistants, including Claude and ChatGPT, and provides SMBs a fast path to value by transforming CRM data into conversational insights—without requiring custom scripts or complex configuration.
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