# Nutshell L1 · Needs a person Nutshell is a CRM (customer and sales tracking tool). **Can an AI agent use Nutshell? No.** Our agent couldn't get into Nutshell on its own. Category: CRM · Connects by: MCP, API · Agent payments: None found · Driven: 28 Oct 2026 **How to connect** - MCP server URL: `https://app.nutshell.com/mcp` (streamable HTTP, documented). Source: https://app.nutshell.com/mcp **Level 1: Needs a person.** Agents can't get in on their own. - Got in by: A person sets it up (Not on its own in its last 2 drives) - Got as far as: Sign up (Use, Pay and Leave not reached) - To reach L2: Let an agent sign up on its own. 2 drives on one day, awaiting confirmation [What the levels mean](https://agentdrives.com/method/levels?via=md) ## From finding it to leaving What an agent managed without a person, at each step. 1. **Find**: On its own. Docs it can act on: llms.txt, an OpenAPI and an MCP server. 160 doc pages read. 2. **Get in**: Stopped. Can't sign up. The sign-up answered 'too many requests' and mentioned a VPN, every time. Stopped here. 3. **Use**: Not reached. Tasks need an account. 4. **Pay**: Not reached. Buying needs an account. 5. **Leave**: Not reached. Nothing to cancel or delete. ## Getting in None of the 5 ways in worked without a person. Where it stopped: **Email and password**. The sign-up answered 'too many requests' and mentioned a VPN, every time. - Both kinds of agent (On a server, or in its own browser): No. Signing up needs a person: the form refused our agent's browser. - Signed agent (Known to Cloudflare): Yes. The sign-up page opens. | Way in | What happened | |---|---| | Email and password | Stopped by a bot check | | Sign-in for apps (OAuth, MCP) | Stopped: The consent page needs an account | | No key needed | Not tried: Not part of this drive | | Continue with Microsoft | Not tried: Not part of this drive | | Company single sign-on | Not tried: Needs a person's account | - Crawlers: **robots.txt asks crawlers to stay off sign-up and the API.** Nothing to fix. It keeps these pages out of search and doesn't stop agents signing up. [How agents get past bot checks](https://agentdrives.com/guides/let-signed-agents-past-your-bot-check.md?via=md) ## What an agent can do with Nutshell No task was tried: our agent couldn't get into Nutshell. Core tasks Nutshell offers an agent: - Create a lead (API) - Create a contact (API) - Create a company (API) - Set up pipeline stages (API) - Update a deal or move its stage (API) - Log a note or activity on a record (API) - Create a follow-up task on a record (API) - Read CRM reports and forecasts (API) What it can't do, and why: - Any CRM work such as leads, contacts, notes or reports: No account could be made. 27 more tasks it offers: - Update a contact (API) - Delete a contact (API) - Assign a lead to a sales rep (API) - Create a custom field on a record type (API) - Create a list, segment or saved view (API) - Build a CRM workflow automation (Web app) - Send an email from the CRM (API) - Sync a mailbox or calendar to the CRM (Web app) - Call a contact from the CRM (Web app) - Create and send a quote (API) - Create a form (API) - Register a webhook (Web app) - Enrich a contact with outside data (Web app) - Book a meeting (Web app) - Draft an email marketing campaign (Web app) - Schedule an email campaign (Web app) - Create a segment (API) - Read campaign performance (Web app) - Send an SMS campaign (Web app) - Add a contact to an automation (Web app) - Record and transcribe a meeting (Web app) - Draft a reply with AI (Web app) - Get an AI summary of a record's timeline (Web app) - Connect a third-party integration (Web app) - Set a member's role or permissions (API) - Configure SAML SSO (Web app) - Read the audit log (API) **Surface audit:** 203 documented operations, 0 run, 0 passed, 195 blocked (sandbox or plan limits), 8 left out to stay safe. ## How an agent connects MCP, API and llms.txt found. Agent surfaces: API documented · MCP documented · CLI unknown · SDK unknown · Docs tested · Agent payments none found. Issues found: 2. - **MCP server**: Yes. Official server. Hosted, OAuth (DCR), documented in the help center only. It didn't answer when we asked for its tools on 1 Nov 2026. https://app.nutshell.com/mcp - **API**: Listed, not tested. REST, 114 documented operations, HTTP Basic (email + API key); legacy JSON-RPC, 85 methods. (199 operations across its docs) - **OpenAPI**: Unknown. - **CLI**: Unknown. - **SDK**: Unknown. - **llms.txt**: Yes. https://www.nutshell.com/llms.txt - **Agent payments**: None found. The checkout wasn't reached: Foundation, $13 a month. - **Docs**: Some gaps. Covers getting started, auth and code examples. No error codes. (160 of 163 pages read) [The standards](https://agentdrives.com/standard) ## Tips for agent builders - Read the docs as markdown: append .md to any developers.nutshell.com page or send Accept: text/markdown. - The REST API takes HTTP Basic with the user's email as username and an API key (Setup > API keys) as password, at https://app.nutshell.com/rest. - The MCP server is https://app.nutshell.com/mcp (OAuth with DCR, scopes read and write); it creates and updates records but cannot delete them. ## How Nutshell compares In CRM: 4 of the 13 products we drove in CRM are higher; 8 others share L1. - [Attio](https://agentdrives.com/tools/attio.md?via=md): L4, Gets in on its own - [Less Annoying CRM](https://agentdrives.com/tools/lessannoyingcrm.md?via=md): L4, Gets in on its own - [Pipedrive](https://agentdrives.com/tools/pipedrive.md?via=md): L4, Gets in on its own - [Twenty](https://agentdrives.com/tools/twenty.md?via=md): L4, Gets in on its own - [Close](https://agentdrives.com/tools/close.md?via=md): L1, Can't sign up on its own - [Copper](https://agentdrives.com/tools/copper.md?via=md): L1, Can't sign up on its own - [folk](https://agentdrives.com/tools/folk.md?via=md): L1, Can't verify its account on its own - **Nutshell** (this page): L1, Can't sign up on its own [All 13 in CRM](https://agentdrives.com/categories/crm?via=md) Sorted by level, then work done, then time to the first call. [How we rank](https://agentdrives.com/method?via=md#order) On our standard (10 criteria, each against the other CRM products we measured on it): - [Docs an agent can navigate](https://agentdrives.com/standard#docs-11): **Ahead of most** 7 of 9 others lower, 2 the same. - [Pages fit one fetch](https://agentdrives.com/standard#docs-08): **Ahead of most** 6 of 9 others lower, 3 the same. - [Export before leaving](https://agentdrives.com/standard#leave-03): **Ahead of most** 5 of 9 others lower, 4 the same. - [Prices an agent can read](https://agentdrives.com/standard#find-06): **Level with most** 4 of 7 others the same, 3 lower. - [WebMCP tools on the web app](https://agentdrives.com/standard#proto-02): **Level with most** 6 of 7 others the same, 1 higher. - [Sign-in for agents acting for a person](https://agentdrives.com/standard#in-08): **Level with most** 6 of 10 others the same, 4 higher. - [Every way in works for an agent](https://agentdrives.com/standard#in-11): **Level with most** 6 of 10 others the same, 4 higher. - [The best way in is built for agents](https://agentdrives.com/standard#in-12): **Level with most** 6 of 10 others the same, 4 higher. - [A path written for agents](https://agentdrives.com/standard#docs-10): **Behind most** 6 of 9 others higher, 3 the same. - [Fast to the first call](https://agentdrives.com/standard#in-03): **The lowest result** All 5 others higher. [How each criterion is graded](https://agentdrives.com/standard) ## For the team behind Nutshell **6 things to fix for agents.** Agent blockers: 2 found · Agent surfaces: no issues found. Safety review: no issues found. Agents get stuck at Get in. Prove Nutshell is yours, then see where each issue is, read your safety findings and ask for a free drive after a fix. How to fix each one comes with the Audit. - Find: Clear - Get in: Blocks agents - Use: Not reached - Pay: Not reached - Leave: Not reached [Claim Nutshell, free](https://agentdrives.com/app/products?add=nutshell.com&ref=listing) · [What a drive covers](https://agentdrives.com/method?via=md) ## Where Nutshell fits - Category: [Sales and customers](https://agentdrives.com/categories/sales?via=md), [CRM](https://agentdrives.com/categories/crm?via=md) - Wall: [Bot checks](https://agentdrives.com/access/get-in/bot-checks) (kept our agent out), [Sign-up or key only in a browser](https://agentdrives.com/access/get-in/sign-up) (kept our agent out), [Let signed AI agents past your bot check](https://agentdrives.com/guides/let-signed-agents-past-your-bot-check?via=md) (fix guide) - Vendors: [Google reCAPTCHA](https://agentdrives.com/vendors/recaptcha) (stopped our agent) - Standards: [MCP](https://agentdrives.com/standards/mcp) (tools an agent can call), [llms.txt](https://agentdrives.com/standards/llms-txt) (its docs, listed for agents) - Steps: [Find](https://agentdrives.com/access/find), [Get in](https://agentdrives.com/access/get-in) (stopped here), [Use](https://agentdrives.com/access/use), [Pay](https://agentdrives.com/access/pay), [Leave](https://agentdrives.com/access/leave) - Rivals: [Close](https://agentdrives.com/tools/close?via=md) (L1), [Copper](https://agentdrives.com/tools/copper?via=md) (L1), [folk](https://agentdrives.com/tools/folk?via=md) (L1) Data: [JSON](https://agentdrives.com/api/tools/nutshell.json?via=md) · [Markdown](https://agentdrives.com/tools/nutshell.md?via=md) · [History](https://agentdrives.com/tools/nutshell/history?via=md) · [Atom](https://agentdrives.com/feeds/tools/nutshell.atom) · [JSON Feed](https://agentdrives.com/feeds/tools/nutshell.json) · licence [CC BY 4.0](https://creativecommons.org/licenses/by/4.0/) **Found an error?** [Tell us on this page](https://agentdrives.com/tools/nutshell?via=md#correct) or read [how corrections work](https://agentdrives.com/corrections?via=md).