nutshell

# Nutshell

Nutshell is a CRM and sales automation platform. It's designed for B2B sales teams who want to manage leads, contacts, and deals in one place. Sales reps and managers use it to track their sales pipeline and improve team performance.

Official docs: https://support.nutshell.com/hc/en-us/categories/200369036-Nutshell-API

## Nutshell Overview

- **Lead**
  - **Contact**
  - **Product**
  - **Activity**
- **Opportunity**
  - **Contact**
  - **Product**
  - **Activity**
- **Account**
  - **Contact**
  - **Activity**
- **Contact**
  - **Activity**
- **User**
- **Task**
- **Meeting**
- **Phone Call**

Use action names and parameters as needed.

## Working with Nutshell

This skill uses the Membrane CLI to interact with Nutshell. Membrane handles authentication and credentials refresh automatically — so you can focus on the integration logic rather than auth plumbing.

### Install the CLI

Install the Membrane CLI so you can run `membrane` from the terminal:

```bash
npm install -g @membranehq/cli
```

### First-time setup

```bash
membrane login --tenant
```

A browser window opens for authentication.

**Headless environments:** Run the command, copy the printed URL for the user to open in a browser, then complete with `membrane login complete <code>`.

### Connecting to Nutshell

1. **Create a new connection:**
   ```bash
   membrane search nutshell --elementType=connector --json
   ```
   Take the connector ID from `output.items[0].element?.id`, then:
   ```bash
   membrane connect --connectorId=CONNECTOR_ID --json
   ```
   The user completes authentication in the browser. The output contains the new connection id.

### Getting list of existing connections
When you are not sure if connection already exists:
1. **Check existing connections:**
   ```bash
   membrane connection list --json
   ```
   If a Nutshell connection exists, note its `connectionId`


### Searching for actions

When you know what you want to do but not the exact action ID:

```bash
memb...