close_lead
ChatGPTCloses a lead as won, lost, or cancelled by setting its outcome. Confirm with the user before calling this tool. List available outcomes first (via nutshell_list_entity with entityType "outcomes") and pass the chosen outcome API ID. This only sends outcomeId — it does not update product or competitor maps. Returns the updated lead.
create_activity
ChatGPTCreates a new activity in Nutshell (meeting, call, email, etc.). Confirm details with the user before calling this tool. activityType is required — use a standard name like "phone", "meeting", or "email", or an activity type API ID (e.g. "1-activityTypes"). startTime is required (ISO 8601 or Unix timestamp). endTime is required for timed activities. Set isLogged to true to log a past activity (encouraged when the user wants to record that something already happened). Prefer linking participants by Nutshell API IDs (people/contacts, users, companies/accounts, leads). Leave unused optional fields null / unchecked. Returns the created activity.
create_company
ChatGPTCreates a new company (a.k.a. account) in Nutshell. In the Nutshell UI these records are called "Companies"; the REST API calls them "accounts". Confirm the company details with the user before calling this tool. The REST API requires at least one of: name, or one phone/email/address/url. Provide a name whenever possible. Prefer linking existing people (contacts), owners, tags, account types, industries, and territories by their Nutshell API IDs (e.g. "5-contacts", "1-users", "3-tags") from list/search tools rather than creating duplicates. Do not create related people inline; link existing person API IDs via links.contacts instead. Leave unused optional fields null / unchecked. Returns the created company, including htmlUrl for linking the user to it in Nutshell.
create_lead
ChatGPTCreates a new lead in Nutshell. Confirm the lead details with the user before calling this tool. Prefer linking existing people (contacts) and companies (accounts) by their Nutshell API IDs (e.g. "5-contacts", "12-accounts") from list/search tools rather than creating duplicates. Leave unused optional fields null / unchecked. Returns the created lead, including htmlUrl for linking the user to it in Nutshell.
create_note
ChatGPTCreates a note on a lead, person (contact), company (account), or activity. Confirm the note text and parent with the user before calling this tool. body and links.parent are required. Parent must be a Nutshell API ID such as "1-leads", "5-contacts", "12-accounts", or "3-activities". Returns the created note.
create_person
ChatGPTCreates a new person (a.k.a. contact) in Nutshell. In the Nutshell UI these records are called "People"; the REST API calls them "contacts". Confirm the person details with the user before calling this tool. The REST API requires at least one of: name, or one phone/email/address/url. Provide a name whenever possible. Prefer linking existing companies (accounts), owners, tags, and territories by their Nutshell API IDs (e.g. "12-accounts", "1-users", "3-tags") from list/search tools rather than creating duplicates. Do not create related companies inline; link existing company API IDs via links.accounts instead. Leave unused optional fields null / unchecked. Returns the created person, including htmlUrl for linking the user to it in Nutshell.
create_task
ChatGPTCreates a new task in Nutshell. Confirm details with the user before calling this tool. title is required. Prefer linking relatedEntity and assignee by their Nutshell API IDs. Leave unused optional fields null / unchecked. Returns the created task.
fetch
ChatGPTIf the get_individual_entity tool is available, it should always be preferred over this tool. If that tool is not available at all, this tool can be used to get information about a single Nutshell entity. Fetches data about an individual Nutshell entity given a valid Nutshell API ID, ex 1-users, returned in JSON format.
get_entity_custom_fields
ChatGPTGets the custom field values for a specific Nutshell lead, account, or contact. Each field in the response includes its name (title), data type, and current value, so no separate lookup is needed to interpret the results.
get_individual_entities
ChatGPTGets a single Nutshell entity or list of specific entities based on their API ID(s)
get_user
ChatGPTGets the user that is currently interacting with you. Should be employed when the user is asking questions relating to themselves.
nutshell_events
ChatGPTReturns 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_leads_report
ChatGPTProvided with a report type, return a report on leads from a Nutshell instance. When filtering or sorting, call nutshell_list_entity_field_info once per conversation for leads.
nutshell_list_entity
ChatGPTProvided 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_field_info
ChatGPTReturns 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_from_saved_filter
ChatGPTReturns 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_saved_filter
ChatGPTReturns 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.
search
ChatGPTIf 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
update_activity
ChatGPTUpdates 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_company
ChatGPTUpdates 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_lead
ChatGPTUpdates 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_person
ChatGPTUpdates 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_task
ChatGPTUpdates 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.
fetch
Claudeget_entity_custom_fields
Claudeget_individual_entities
Claudeget_user
Claudenutshell_events
Claudenutshell_leads_report
Claudenutshell_list_entity
Claudenutshell_list_entity_field_info
Claudenutshell_list_entity_from_saved_filter
Claudenutshell_saved_filter
Claudesearch
Claude
