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CRM integration

Nutshell integration for AI agents

Insiro connects AI agents to Nutshell so they can act in it under your rules. Nutshell is a flexible CRM and email marketing platform for small businesses. It helps manage contacts, sales pipelines, and customer relationships efficiently. Every Nutshell action runs through Insiro's governed gateway, using each person's own connection (username and password).

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What can AI agents do with Nutshell?

With Insiro, agents can create and update contacts, companies and deals, log calls, emails and notes against the record, find stalled or at-risk opportunities and enrich new leads before routing them to an owner, all inside the permissions you set for Nutshell.

  • Create and update contacts, companies and deals.
  • Log calls, emails and notes against the record.
  • Find stalled or at-risk opportunities.
  • Enrich new leads before routing them to an owner.

A journey through Insiro

Nutshell logo NutshellInsiroGmail

Example: Nutshell → Insiro → Gmail to log the email thread and update the opportunity. Insiro checks permissions, applies approvals and records the evidence at every hop.

Frequently asked questions about Nutshell

Can Insiro AI agents use Nutshell?

Yes. Insiro connects AI agents to Nutshell through its governed MCP gateway. Agents can create and update contacts, companies and deals and log calls, emails and notes against the record using each person's own Nutshell access, with read-only as the default and approvals for actions that change data.

How does Insiro connect to Nutshell?

Nutshell connects with username and password. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.

Can I make Nutshell read-only for agents?

Yes. In Insiro Governance, set Nutshell to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.

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