Nutshell CRM API

Name: Nutshell CRM API
Brand: Nutshell CRM API
Availability: InStock

✓ Official Vendor SpecCRMDeal Pipelinebasic48 EndpointsREST

For Agents

Manage accounts, leads, contacts, activities, notes, tasks, and tags in Nutshell CRM with standard REST operations and basic auth.

Install Jentic One Beta

Connect the Nutshell CRM API to your agent

Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the Nutshell CRM API, or any other public or private API you need. You set the rules, the agent never sees your credentials, and every call is logged.

Two steps, two machines. Install the instance in a safe environment, then register your agent from wherever it runs.

Step 1: Jentic One Host machine

# On the machine that will host your Jentic One instance:
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh

Step 2: Agent machine

# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh
jentic register       # connects your agent to your Jentic One instance

Jentic One is in public beta. The setup above keeps your agent separate from the instance, which is what you want before using real credentials: an agent running as the same OS user as Jentic One can read its stored keys directly. Just evaluating? A single local install is fine to start. See the secure deployment guide for the tiers.

Capabilities

What an agent can do with Nutshell CRM API.

Create, update, and undelete accounts with industry and account-type classifications

Track leads through pipeline stages and patch their assigned owner or status

Log activities such as calls, meetings, and emails against contacts and accounts

GET STARTED

Start building with Nutshell CRM API

Explore with Jentic

View OpenAPI Document

Use Cases

Patterns agents use Nutshell CRM API for, with concrete tasks.

★ Inbound Lead Capture

Wire a website or chatbot form into Nutshell so every qualified inbound becomes a lead with the right contact, account, and tag attached. The API lets you create the contact, link or create the parent account, and post the lead in a single sequence — and patch the assigned rep based on territory rules. Setup is typically half a day with basic-auth credentials and the lead, contact, and account endpoints.

Call POST /contacts to create the contact, POST /accounts if the company is new, then POST /leads linking both, with a tag of 'website-inbound'.

Sales Activity Logging

Keep CRM data clean by logging every call, meeting, and email automatically from a calendar, dialer, or inbox. The /activities endpoints accept structured records keyed to contacts, leads, or accounts, so a sales-ops automation can post activity without rep effort. This drives accurate forecast hygiene and unlocks coaching reports.

Post a new activity of type 'call' to /activities, linking it to a contact id and including a 12-minute duration and a summary note.

Pipeline Hygiene and Reporting

Keep the deal pipeline tidy by patching stale leads, retiring duplicates, and tagging high-value accounts for executive review. The combination of list endpoints, patch operations, and tag management lets a nightly job re-stage and segment the pipeline without manual sales-ops effort. Undelete coverage means accidental removals can be reversed quickly.

List leads with no activity in the last 30 days, patch their stage to 'on hold', and tag the parent account 'needs-revisit'.

Agent-Driven CRM Updates

Let an AI agent handle natural-language CRM updates such as 'add Acme Inc as a new account, owned by Priya, tagged enterprise' by chaining the account, contact, and tag endpoints behind a single intent. Through Jentic, the agent searches by intent and gets only the operations it needs, with credentials handled by the platform.

Search Jentic for 'create a Nutshell lead', load the operation, and create a lead for Acme Inc with the tag 'enterprise'.

Key Endpoints

48 endpoints — the nutshell crm api is a rest surface covering the core sales-crm resources: accounts, leads, contacts, activities, notes, tasks, and tags.

METHOD

PATH

DESCRIPTION

GET

/accounts

List all accounts

POST

/accounts

Create an account

PATCH

/accounts/{id}

Update an account

POST

/accounts/{id}/undelete

Restore a deleted account

GET

/accounts/industries

Get industry classifications

GET

/accounts

List all accounts

POST

/accounts

Create an account

PATCH

/accounts/{id}

Update an account

POST

/accounts/{id}/undelete

Restore a deleted account

GET

/accounts/industries

Get industry classifications

Why Jentic?

Three things that make agents converge on Jentic-routed access.

Credential isolation

Nutshell basic-auth credentials (email plus API key) are stored encrypted in the Jentic vault. Agents receive scoped access — the raw key never enters the agent's context.

Intent-based discovery

Agents search Jentic with phrases like 'create a Nutshell lead' or 'log a Nutshell activity'. Jentic returns the matching operation and its input schema so the agent can call the correct endpoint without browsing the OpenAPI spec.

Time to first call

Direct integration: 2-3 days for auth, error handling, and undelete-aware retries across 48 endpoints. Through Jentic: under an hour — search, load, execute.

FAQs

Specific to using Nutshell CRM API through Jentic.

What authentication does the Nutshell CRM API use?

The API uses HTTP basic authentication: send your Nutshell login email and an API key as the username and password in the Authorization header. Through Jentic, the credentials live in the encrypted vault and are injected at execution time so the agent never sees them.

Can I undelete records I removed by mistake?

Yes — accounts, leads, contacts, activities, notes, and tasks each expose a POST /{resource}/{id}/undelete endpoint that restores the deleted record. This makes nightly cleanup automations safe to run.

What are the rate limits for the Nutshell CRM API?

The OpenAPI spec does not encode explicit limits. Nutshell's published policy throttles per-account; spread bursts of writes and back off on HTTP 429.

How do I create a new lead in Nutshell through Jentic?

Run pip install jentic, then search for 'create a Nutshell lead'. Jentic returns POST /leads with its input schema; supply the contact, account, and stage fields and execute. Sign up at https://app.jentic.com/sign-up to get an agent key.

Does the API expose deal stages and pipelines?

Yes — leads carry a stage field that is patchable via PATCH /leads/{id}, and reference lookups for account types and industries are available at /accounts/types and /accounts/industries.

Nutshell CRM API

Connect the Nutshell CRM API to your agent

Capabilities

Start building with Nutshell CRM API

Use Cases

Key Endpoints

Why Jentic?

Related APIs

FAQs