Nutshell has introduced a new MCP server integration that allows AI assistants like Claude and ChatGPT to securely access live CRM data, giving sales teams instant, conversational insights to accelerate decision-making. With this no-code setup, users can ask natural-language questions—such as “Which deals over $5,000 are at risk this week?”—and receive real-time, data-driven answers along with one-click follow-up actions, significantly reducing time spent navigating dashboards or reports.
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“Now you can talk to your CRM like you talk to a colleague,” said Chris Cain, Nutshell’s VP of Product Development, highlighting how the integration delivers contextual insights and recommended actions to keep deals on track. The solution is designed for everyday sales tasks. It supports pipeline summaries, trend analysis, call prep, and automated reporting. It also respects permission controls, allowing teams to manage and revoke AI access as needed. By linking CRM data with top AI tools, Nutshell helps SMBs easily turn raw data into actionable insights. This requires no complex setup or custom scripting.
