Nutshell
for LuumenAI
Nutshell is a flexible CRM and email marketing platform that helps small businesses manage contacts, sales pipelines, and customer relationships.
Operate Nutshell from the same conversation as the hosts it runs on. Check jobs, queues, and interfaces without a second console; run diagnostic reports; and restart or update with the change previewed, approved, and logged.
The Nutshell toolbox
76 tools: 46 read, 30 write. Reads answer instantly. Writes require approval by default. Everything is logged.
- ReadGet AccountRetrieve an account from Nutshell.
- ReadGet Account Custom FieldsRetrieve custom fields for a specific account in Nutshell.
- ReadGet ActivityRetrieve a single activity by ID from Nutshell CRM.
- ReadGet ContactRetrieve a specific contact by ID from Nutshell CRM.
- ReadGet Contact Custom FieldsRetrieve custom fields for a specific contact in Nutshell.
- ReadGet LeadRetrieve a specific lead by ID from Nutshell CRM.
- ReadGet Lead's Custom FieldsRetrieve custom fields for a specific lead in Nutshell CRM.
- ReadGet NoteRetrieve a single note by ID from Nutshell CRM.
- ReadGet Product CategoryRetrieve a single product category by ID from Nutshell CRM.
- ReadGet TaskRetrieve a single task by ID from Nutshell CRM.
- ReadList Account Custom Field AttributesRetrieve all account custom field attributes from Nutshell CRM.
- ReadList Account FieldsRetrieve all available fields for accounts in Nutshell.
- ReadList AccountsRetrieve list items for all accounts in Nutshell CRM.
- ReadList Account TypesRetrieve a list of all account types from Nutshell CRM.
- ReadList ActivitiesRetrieve a list of activities from Nutshell CRM.
- ReadList Activity TypesRetrieve a list of all activity types from Nutshell CRM.
- ReadList Competitor MapsGet a list of lead-competitor relationships from Nutshell CRM.
- ReadList CompetitorsGet a list of competitors from Nutshell CRM.
- ReadList ContactsGet a list of contacts from Nutshell CRM.
- ReadList Contact Custom Field AttributesRetrieve all available custom field attributes for contacts in Nutshell.
- ReadList Contact FieldsRetrieve all available fields for contacts in Nutshell.
- ReadList Deleted EventsGet a feed of deletion events from Nutshell CRM.
- ReadList EditionsRetrieve a list of all editions from Nutshell CRM.
- ReadList EventsGet a list of events from Nutshell CRM.
- ReadList FiltersGet saved filters from Nutshell CRM.
- ReadList FormsGet all forms from Nutshell.
- ReadList IndustriesRetrieve a list of all industries from Nutshell CRM.
- ReadList InvoicesGet a list of invoices from Nutshell CRM.
- ReadList LeadsGet a list of leads from Nutshell CRM.
- ReadList Lead Custom Field AttributesRetrieve all applicable custom field attributes for leads in Nutshell CRM.
- ReadList Lead FieldsRetrieve all available fields for leads in Nutshell.
- ReadGet Leads ReportGet reports for leads from Nutshell CRM.
- ReadList Lead StagesRetrieve all stages associated with a specific lead in Nutshell CRM.
- ReadList MarketsRetrieve a list of all markets from Nutshell CRM.
- ReadList NotesGet a list of notes from Nutshell CRM.
- ReadList Lead OutcomesRetrieve a list of lead outcomes from Nutshell CRM.
- ReadList Product CategoriesGet a list of all product categories from Nutshell CRM.
- ReadList Product MapsGet a list of lead products from Nutshell CRM.
- ReadList ProductsGet a list of products from Nutshell CRM.
- ReadList QuotesGet a list of quotes from Nutshell CRM.
- ReadList SourcesRetrieve a list of sources from Nutshell CRM.
- ReadList StagesRetrieve a list of all stages from Nutshell CRM.
- ReadList PipelinesRetrieve a list of all pipelines (stagesets) from Nutshell CRM.
- ReadList TagsRetrieve a list of tags from Nutshell CRM.
- ReadList TerritoriesRetrieve a list of all territories from Nutshell CRM.
- ReadList UsersGet a list of all users from Nutshell CRM.
- WriteCreate AccountsCreate one or more accounts in Nutshell. Approval by default
- WriteCreate Custom Field for AccountsCreate a custom field for accounts in Nutshell. Approval by default
- WriteCreate ActivitiesCreate one or more activities in Nutshell CRM. Approval by default
- WriteCreate ContactsCreate one or more contacts in Nutshell CRM. Approval by default
- WriteCreate LeadCreate a lead in Nutshell CRM using the JSON-RPC API. Approval by default
- WriteCreate Custom Field for LeadsCreate a custom field for leads in Nutshell. Approval by default
- WriteCreate NotesCreate a note in Nutshell. Approval by default
- WriteCreate SourcesCreate new sources in Nutshell CRM. Approval by default
- WriteCreate TagsCreate one or more tags in Nutshell. Approval by default
- WriteDelete AccountDelete an account from Nutshell. Approval by default
- WriteDelete ContactDelete a contact by ID. Approval by default
- WriteDelete LeadDelete a lead from Nutshell CRM. Approval by default
- WriteDelete NoteDelete a note from Nutshell CRM. Approval by default
- WriteDelete Product MapDelete a product on a lead. Approval by default
- WriteDelete TaskDelete a task from Nutshell CRM. Approval by default
- WriteEdit Nutshell AccountEdit an existing account in Nutshell CRM. Approval by default
- WriteReopen LeadReopen a lead in Nutshell CRM. Approval by default
- WriteSet Lead PipelineSet the pipeline (stageset) for a lead in Nutshell CRM. Approval by default
- WriteUndelete AccountUndelete a previously deleted account in Nutshell. Approval by default
- WriteUndelete ContactUndelete a previously deleted contact in Nutshell CRM. Approval by default
- WriteUndelete LeadUndelete a previously deleted lead from Nutshell CRM. Approval by default
- WriteUndelete NoteUndelete a previously deleted note in Nutshell CRM. Approval by default
- WriteUndelete SourceUndelete a source by ID. Approval by default
- WriteUndelete TagUndelete a previously deleted tag in Nutshell. Approval by default
- WriteUpdate Account with JSON PatchUpdate an account in Nutshell using JSON Patch operations. Approval by default
- WriteUpdate Nutshell ContactUpdate a contact using JSON Patch operations. Approval by default
- WriteUpdate LeadUpdate a lead in Nutshell CRM using JSON Patch operations. Approval by default
- WriteUpdate Lead StatusUpdate the status of a lead in Nutshell CRM. Approval by default
- WriteUpdate Task with JSON PatchUpdate a task in Nutshell using JSON Patch operations. Approval by default
- WriteWatch LeadWatch a lead in Nutshell CRM. Approval by default
Questions
How does LuumenAI connect to Nutshell?
Authorize once with Basic auth. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.
Can LuumenAI change things in Nutshell on its own?
Read actions answer immediately. Anything that writes — create accounts, create custom field for accounts, create activities, create contacts, and more — is shown as a plan and requires approval by default, including the 6 actions classified as destructive. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.
Who gets access to the integration?
You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.
Is there an audit trail?
Every call to Nutshell — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.
Often connected alongside
All integrations
SAP BTPGateways, jobs, and subaccounts operated from one governed chat.
SalesforceRecords and integration jobs checked without a second console.
SAP S/4HANAJobs, queues, and records in SAP S/4HANA without a second console.
SAP SuccessFactorsJobs, queues, and records in SAP SuccessFactors without a second console.Put Nutshell to work with Luumen
Connect in minutes. Every action scoped, approved, and audited from day one.