nutshell

name

nutshell

description

Nutshell is an AI-powered CRM and marketing automation platform for small businesses that provides contact management, pipeline tracking, email marketing, reporting, and sales communication tools, allowing teams to manage leads, automate outreach, and close deals more efficiently. Read and write Nutshell data through One: leads, accounts, contacts, notes, tasks, activities and more, 109 actions with real parameter documentation. Use whenever the user asks to look something up in Nutshell, create or update a record there, or build code against the Nutshell API.

Nutshell through One

Nutshell is an AI-powered CRM and marketing automation platform for small businesses that provides contact management, pipeline tracking, email marketing, reporting, and sales communication tools, allowing teams to manage leads, automate outreach, and close deals more efficiently.

One exposes Nutshell through four MCP tools. The table below carries real action ids from One's knowledge base, so for a common operation you can skip search and go straight to reading the action's parameters.

How to run an action

1. Find the action in the table below, or call search_one_platform_actions with platform nutshell if it is not listed.
2. Call get_one_action_knowledge with the action id. Do this every time, including for actions in this table. The table gives you the id, not the parameters.
3. Call execute_one_action with parameters copied from that knowledge.

Never guess a parameter name, a body field, or an enum value. The knowledge has the real schema, and a guessed field is either a 400 or a silent write of the wrong thing.

Before you start

Call list_one_integrations once and confirm Nutshell is connected. If it is missing, the user has not connected it: say so and point them at https://app.withone.ai rather than reaching for raw HTTP.

Each connection carries an access field. If it reports {"policy": "methods", "methods": ["GET"]} the agent is read-only here, so plan a read-only answer instead of attempting a write that will be refused.

Before a write

Creates, updates, deletes and sends land on a real Nutshell account and cannot be recalled. State the action and the specific target in one line before the first write in a task, and let the user stop you. Reads need no confirmation.

Actions

Leads

Action	Method	Path	Action id
Get a Lead	GET	/rest/leads/{{id}}	conn_mod_def::GMZncy_vLKA::ix6KDKn_SXKm0UFtMRtMIA
Get a Lead's Stages	GET	/rest/leads/{{id}}/stages	conn_mod_def::GMZndepxxyA::tj03ZhOaQPWAvWt5DjupGA
Get Lead Fields	GET	/rest/leads/list/fields	conn_mod_def::GMZndk0O2Wg::zKzNIloyT7q30RuMQCiQeQ
Get Reports for Leads	GET	/rest/leads/report	conn_mod_def::GMZndnBOXPA::MdRhtbOiQ6uFfoFm3ypXyw
List Items for All Leads	GET	/rest/leads/list	conn_mod_def::GMZndneHdCA::sYGRTzIKS1CnFf6I5yyUSw
List Leads	GET	/rest/leads	conn_mod_def::GMZndVj5LWA::RTmBSHehTWixwQo8Nv8ZBg
Create a Lead	POST	/rest/leads	conn_mod_def::GMZnczmJE0g::cPe-yIhVTVWmd0siyvyexA
Delete a Lead	DELETE	/rest/leads/{{id}}	conn_mod_def::GMZnczEsFYg::wFPpffVyRlSRJumiDGoiFQ
Reopen a Lead	POST	/rest/leads/{{id}}/reopen	conn_mod_def::GMZndlCR1gg::nX9BzZuKRMqTWwsxxwkrDw
Set the Pipeline for a Lead	POST	/rest/leads/{{id}}/stageset	conn_mod_def::GMZndlfEhJg::6BxubBILQwiGnNcGK7LeWA
Undelete a Lead	POST	/rest/leads/{{id}}/undelete	conn_mod_def::GMZndwH8CKA::2fzHdBg1SV6QtXPCEb6mTg
Update a Lead	PATCH	/rest/leads/{{id}}	conn_mod_def::GMZndt953cA::aFosE4-YTXW0UqqHp860mA

3 more Leads actions are available through search.

Accounts

Action	Method	Path	Action id
Get Account by ID	GET	/rest/accounts/{{id}}	conn_mod_def::GMZnbgjKnOA::oL9UoDsCSxWAeK23TYJE4Q
Get Custom Fields for an Account	GET	/rest/accounts/{{id}}/customfields	conn_mod_def::GMZnbgW9g_A::nCwj0Q-wS7-y_Qisaz5qBg
List Accounts	GET	/rest/accounts	conn_mod_def::GMZnbXMqu-g::-V7gGf37Ry6tYeDkvo-IEQ
List Accounts in List Item Format	GET	/rest/accounts/list	conn_mod_def::GMZnbhMEr3A::NgMDZphLQFCYamu43TGrvg
Create an Account	POST	/rest/accounts	conn_mod_def::GMZnbVQAHJA::1JCMzbSURVGnrppxyBU2DA
Delete an Account	DELETE	/rest/accounts/{{id}}	conn_mod_def::GMZnbWWtfKg::MzcHeckXS6aPRh2h02sd6w
Undelete an Account	POST	/rest/accounts/{{id}}/undelete	conn_mod_def::GMZnbnoAGpg::HpK1S4sYTK-__GPw1DFksg
Update an Account	PATCH	/rest/accounts/{{id}}	conn_mod_def::GMZnbotRumg::tbdD9i6-Tl66zVxJP75Adg

Contacts

Action	Method	Path	Action id
Get a Contact	GET	/rest/contacts/{{id}}	conn_mod_def::GMZncJmMREg::T_2Sqda4Rni-h1z9iQJILg
List Contacts	GET	/rest/contacts	conn_mod_def::GMZncSYHGKg::q564Nom3R8uzNbVVBQ9H8w
Create a Contact	POST	/rest/contacts	conn_mod_def::GMZncK8542g::H05c-R3oTA6Lpcsl9cfmNw
Create a Contact Custom Field	POST	/rest/contacts/customfield	conn_mod_def::GMZncKGEqCA::Fisfbb39RCy5IUaKrrYbkw
Delete a Contact	DELETE	/rest/contacts/{{id}}	conn_mod_def::GMZncJej8JA::uGdHyqkFQGCXWGzfz6L1KA
Undelete a Contact	POST	/rest/contacts/{{id}}/undelete	conn_mod_def::GMZncZM2a7g::ooVQ-C5bSl-S41YjGqMh9w
Update a Contact	PATCH	/rest/contacts/{{id}}	conn_mod_def::GMZncZMjWOg::RkdbO680SQS2hufaJDhXRw

Notes

Action	Method	Path	Action id
Get a Note	GET	/rest/notes/{{id}}	conn_mod_def::GMZnd_55ZLA::65eibOj3SoiC7rSkHyH-cw
List Notes	GET	/rest/notes	conn_mod_def::GMZnd5WXxMg::2nOb9BNtTfW3gdyNAzxr_A
Create a Note	POST	/rest/notes	conn_mod_def::GMZnd3SvjyA::6wOVREi1SX-Gknozfgs5Gg
Delete a Note	DELETE	/rest/notes/{{id}}	conn_mod_def::GMZnd3f3_3g::GroZ9Y_1QjaQ4Gr8oIsf7Q
Undelete a Note	POST	/rest/notes/{{id}}/undelete	conn_mod_def::GMZneBL7-SA::I_N_MIN8SMyzf5_8D4tK2Q

Tasks

Action	Method	Path	Action id
Get a Task	GET	/rest/tasks/{{id}}	conn_mod_def::GMZne5-8CJg::w2hgOT_BQ7u9_hK848s5_g
List Tasks	GET	/rest/tasks	conn_mod_def::GMZne7ZUwzg::FADj5oVuQqaZNnY9sqaHow
Create a Task	POST	/rest/tasks	conn_mod_def::GMZne5vSQ3g::Mm-cSZ_SQv-0yEpmM7XDcQ
Delete a Task	DELETE	/rest/tasks/{{id}}	conn_mod_def::GMZne5qZt8A::pF-pNiOBTk2SE11CeQDEXg
Update a Task	PATCH	/rest/tasks/{{id}}	conn_mod_def::GMZnfCtrijA::HuDF_NS1TVCiFQZmhfF09Q

Activities

Action	Method	Path	Action id
Get an Activity	GET	/rest/activities/{{id}}	conn_mod_def::GMZnb7Tp-mA::vZS0bKsPQ-O4E34V5p2iVg
List Activities	GET	/rest/activities	conn_mod_def::GMZnbp2m1AA::JnBppsdhQzagSthwgoxu8g
Create an Activity	POST	/rest/activities	conn_mod_def::GMZnb0pI1_g::m_EkZBzDTD-IkbAa-Wbxnw
Update an Activity	PUT	/rest/activities/{{id}}	conn_mod_def::GMZnb75QkFA::oL_KQKYOTSKM7kBxUt6_7w

Products

Action	Method	Path	Action id
Get a Product	GET	/rest/products/{{id}}	conn_mod_def::GMZneJAH67g::JxGsyo_ZQFi80mAsRwfGdg
List Products	GET	/rest/products	conn_mod_def::GMZneP8kTXA::DJ2G0JSlRyO0MlCFgWt-WQ
Delete a Product	DELETE	/rest/products/{{id}}	conn_mod_def::GMZneH9UPYA::CSIJzKWKTOurQhB3t9k-ww
Undelete a Product	POST	/rest/products/{{id}}/undelete	conn_mod_def::GMZnePGCbzA::QEfEuanQTzuU1yKlh6Hh3w

Sources

Action	Method	Path	Action id
List Sources	GET	/rest/sources	conn_mod_def::GMZnecSpq9A::hO_1F6HySNyku2zoDTv2mw
Create a Source	POST	/rest/sources	conn_mod_def::GMZneaNt1AA::eADLhZ1oTJKfHL66NgYS8g
Delete a Source	DELETE	/rest/sources/{{id}}	conn_mod_def::GMZneZnpUeg::UuVpgnGAQiWUoo49R3xHHg
Undelete a Source	POST	/rest/sources/{{id}}/undelete	conn_mod_def::GMZneqYMpVA::gCPnqVZNRduABZ1iMdTyDw

Tags

Action	Method	Path	Action id
List Tags	GET	/rest/tags	conn_mod_def::GMZnexuTpsA::KPRFqQZzTT2Zzi2aN_W28Q
Create a Tag	POST	/rest/tags	conn_mod_def::GMZnewsetwg::cDH9_hEMSx6JZxvEiBR6LQ
Delete Tag	DELETE	/rest/tags/{{id}}	conn_mod_def::GMZney97SyA::Ps7Gz_sFSYijPfii_SKXwA
Undelete a Tag	POST	/rest/tags/{{id}}/undelete	conn_mod_def::GMZne5uSDfg::GhoepHOSRImMgy1CKxyO7w

CompetitorMaps

Action	Method	Path	Action id
Get a Lead-Competitor Relationship	GET	/rest/competitormaps/{{id}}	conn_mod_def::GMZncCN4VLg::Izd5BhTIRI6kkl8NlIym2w
List Lead-Competitor Relationships	GET	/rest/competitormaps	conn_mod_def::GMZncDiFiXA::SPFe08o-QJuetgru0Y9bqw
Update a Lead-Competitor Relationship	PATCH	/rest/competitormaps/{{id}}	conn_mod_def::GMZncK1yx5g::TL6TOKzvTLqwjFEm_FYOfQ

Forms

Action	Method	Path	Action id
Get a Form	GET	/rest/forms/{{id}}	conn_mod_def::GMZncgyLYTA::9tYwiT1CQrOAFwJpQ5zhog
Get a Form Field	GET	/rest/forms/{{fieldId}}	conn_mod_def::GMZncg4ImvA::umPiP7yCRT-k5f2Orz1qNA
List Forms	GET	/rest/forms	conn_mod_def::GMZncpytsfA::QDA5ojXFRl6-1Ssx94kp5A

ProductCategories

Action	Method	Path	Action id
Get a Product Category	GET	/rest/productcategories/{{id}}	conn_mod_def::GMZnd_oZJ3A::DRdipxC_Q1ScVwmJkd6XlQ
List All Product Categories	GET	/rest/productcategories	conn_mod_def::GMZneAFSqBg::9OWpGJtyQG6cRo_plfl4Nw
Create Product Categories	POST	/rest/productcategories	conn_mod_def::GMZneAP-qZA::pvOFpY1lSbqkRqW5wO0FXQ

ProductMaps

Action	Method	Path	Action id
Get Lead Product	GET	/rest/productmaps/{{id}}	conn_mod_def::GMZneICRhCg::GVfF-7RRQLOiLaKIzU77_g
Get Lead Products	GET	/rest/productmaps	conn_mod_def::GMZneIbzUhA::P6R1eUy2QhyLa2KmEeH5Kg
Delete a Product on a Lead	DELETE	/rest/productMaps/{{id}}	conn_mod_def::GMZneI6s0Fg::bp5xR8JiQr2hDtuomp4sEA

Industries

Action	Method	Path	Action id
Get an Industry by ID	GET	/rest/industries/{{id}}	conn_mod_def::GMZncrNdY3g::XogcVovYTXKDUAHVMhpLCQ
List Industries	GET	/rest/industries	conn_mod_def::GMZnbhAHjHA::TBPGRQsnTdmWTkjVrIW9eA

Audiences

Action	Method	Path	Action id
List Audiences	GET	/rest/audiences	conn_mod_def::GMZnb6-SSXg::tA1FREW6QM2JuzUa__rLYw
Create an Audience	POST	/rest/audiences	conn_mod_def::GMZnb7jGyxg::8_oz6oTVS82CkysF7imztw

Competitors

Action	Method	Path	Action id
Get a Competitor	GET	/rest/competitors/{{id}}	conn_mod_def::GMZncCeAyVA::2moQkja8Qb-Txk6rqV820g
List Competitors	GET	/rest/competitors	conn_mod_def::GMZncDcaMdA::1DDK9i23RzKAYWU8pZf1RQ

ContactCustomFields

Action	Method	Path	Action id
Get Applicable Contact Custom Fields	GET	/rest/contacts/customfields/attributes	conn_mod_def::GMZncRhGVEA::VG5lH5X6TaSQq9hQNigJ8g
Get Contact Custom Fields	GET	/rest/contacts/{{id}}/customfields	conn_mod_def::GMZncRXIb3g::hoS6k53IRoSk7_G1G0yFjg

Editions

Action	Method	Path	Action id
Get an Edition by ID	GET	/rest/editions/{{id}}	conn_mod_def::GMZncZMnhzg::UcNL9eY4Sc2--R0GVelzYg
List Editions	GET	/rest/editions	conn_mod_def::GMZncaf7e7A::tk2WsV2wROK9EMI9UqydHQ

Invoices

Action	Method	Path	Action id
Get an Invoice	GET	/rest/invoices/{{id}}	conn_mod_def::GMZncrEy9eA::RcEtgUxtRMOvsw6smceYkA
List Invoices	GET	/rest/invoices	conn_mod_def::GMZncsUms-g::70vGkal1ThinLFWNGxsv1w

Markets

Action	Method	Path	Action id
Get a Market by ID	GET	/rest/markets/{{id}}	conn_mod_def::GMZnd3ShhWA::EhBmyuzlT4q0pC_o8kMZUw
List Markets	GET	/rest/markets	conn_mod_def::GMZnd2ql13g::UhJJTwJDQCabY5vPWbIelg

Quotes

Action	Method	Path	Action id
Get a Quote	GET	/rest/quotes/{{id}}	conn_mod_def::GMZneRq7sAA::woYDrRjwT4ebFDdR2v2yqQ
List Quotes	GET	/rest/quotes	conn_mod_def::GMZneTfYDLA::0aAluvgfR0uR_B6-afZ4Wg

Users

Action	Method	Path	Action id
Get a User	GET	/rest/users/{{id}}	conn_mod_def::GMZnfC_bniA::Jtff5VBNQ-uRgxwKBNWtog
List Users	GET	/rest/users	conn_mod_def::GMZnfBtRyjg::Tvc10o3cSWOWLjWmgf3S7g

AccountsCustomField

Action	Method	Path	Action id
Create an Account Custom Field	POST	/rest/accounts/customfield	conn_mod_def::GMZnbXNQLdg::RfrP7ZC8R5Wm8jx-KXWYLg

AccountTypes

Action	Method	Path	Action id
List Account Types	GET	/rest/accounttypes	conn_mod_def::GMZnbZ1c09g::daBJGG-cTOGkM8msGiwgcQ

AccountCustomFieldAttributes

Action	Method	Path	Action id
Get Account Custom Field Attributes	GET	/rest/accounts/customfields/attributes	conn_mod_def::GMZnbgdCCOA::TVaQLO96RJmmgz57gDl_oA

AccountFields

Action	Method	Path	Action id
Get Account Fields	GET	/rest/accounts/list/fields	conn_mod_def::GMZnbn2fnAA::A3FA0I9UQSSxfRNP_g9mpA

ActivityTypes

Action	Method	Path	Action id
Get Activity Types	GET	/rest/activitytypes	conn_mod_def::GMZnb7GOOLg::wd92IMqtQa2gH9eM6eC3bg

Competitormaps

Action	Method	Path	Action id
Delete a Lead-Competitor Relationship	DELETE	/rest/competitormaps/{{id}}	conn_mod_def::GMZncCdz-BA::3sCwCfliQ1aXBDP5V9pYvg

ContactFields

Action	Method	Path	Action id
List Contact Fields	GET	/rest/contacts/list/fields	conn_mod_def::GMZncSJFr5A::s7CuDBr9TF-SP3_IyG8Esw

This lists 90 of 109 actions. For anything not here, call search_one_platform_actions with platform nutshell. The full catalog is at https://www.withone.ai/knowledge/nutshell.

When a call fails

The error comes from Nutshell, not from One. A 400 or 422 means your parameters do not match the schema, so re-read the knowledge and fix the field. A 401 or 403 means the connection needs re-authorizing, which no retry will fix. A 404 means the id is not on this account. A 429 means slow down. Never retry a write more than once: the first attempt may have landed.

Full catalog: https://www.withone.ai/knowledge/nutshell

Integration knowledge by One (withone.ai), licensed under One-Knowledge-1.0. Attribution must be preserved in derivative works.