How to integrate Nutshell MCP with Codex

Connect Codex to Nutshell MCP. List all open deals in the current pipeline, add a new contact with name and email, and more using natural language, with authentication handled for you.

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Basic

Nutshell is a flexible CRM and email marketing platform for small businesses. It helps manage contacts, sales pipelines, and customer relationships efficiently.

78 Tools

Introduction

Codex is one of the most popular coding harnesses out there. And MCP makes the experience even better. With Nutshell MCP integration, you can draft, triage, summarise emails, and much more, all without leaving the terminal or the app, whichever you prefer.

Also integrate Nutshell with

Why use Composio?

Apart from a managed and hosted MCP server, you will get:

  • CodeAct: A dedicated workbench that allows GPT to write its code to handle complex tool chaining. Reduces to-and-fro with LLMs for frequent tool calling.
  • Large tool responses: Handle them to minimise context rot.
  • Dynamic just-in-time access to 20,000 tools across 1500+ other Apps for cross-app workflows. It loads the tools you need, so GPTs aren't overwhelmed by tools you don't need.

How to install Nutshell MCP in Codex

Run the setup command

Run this command in your terminal to add the Composio MCP server to Codex.

Terminal

It will initiate the authentication in a browser window, authorize Codex to access your Composio account.

Composio authentication page

(Optional) Authenticate with OAuth

To authenticate manually, run the login command to open a browser window and authorize Codex to access your Composio account.

bash
codex mcp login composio

Verify the connection

Run codex mcp list to confirm Composio appears as a registered MCP server.

bash
codex mcp list

Codex App

Codex App follows the same approach as VS Code.

  1. Click ⚙️ on the bottom left → MCP Servers → + Add servers → Streamable HTTP:
  2. Fill the header and Key fields with { "x-consumer-api-key" = "ck_*******" }.
  3. The Key is the Composio API key, that you can find on dashboard.composio.dev
  4. Click on Authenticate and authorize Codex to your Composio account and you're all set.
Codex App MCP setup
  1. Restart and verify if it's there in .codex/config.toml
bash
[mcp_servers.composio]
url = "https://connect.composio.dev/mcp"
http_headers = { "x-consumer-api-key" = "ck_*******" }

What is the Nutshell MCP server, and what's possible with it?

The Nutshell MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Nutshell account. It provides structured and secure access to your accounts, contacts, leads, and sales records, so your agent can create accounts, add contacts, manage leads, retrieve customer details, and update sales information on your behalf.

  • Account creation and lookup: Have your agent create company accounts and retrieve existing account details when you need customer context.
  • Contact management: Let the agent add new contacts, review your contact list, retrieve specific contact details, and update existing records.
  • Lead creation: Direct your agent to create new leads in Nutshell as prospects enter your sales pipeline.
  • Lead review and updates: Instruct your agent to list leads, retrieve specific lead details, and update records as sales conversations progress.
  • Sales record maintenance: Have your agent keep account, contact, and lead information current as customer relationships develop.

Conclusion

You've successfully integrated Nutshell with Codex using Composio's MCP server. Now you can interact with Nutshell directly from your terminal, VS Code, or the Codex App using natural language commands.

Key benefits of this setup:

  • Seamless integration across CLI, VS Code, and standalone app
  • Natural language commands for Nutshell operations
  • Managed authentication through Composio
  • Access to 20,000+ tools across 1500+ apps for cross-app workflows
  • CodeAct workbench for complex tool chaining

Next steps:

  • Try asking Codex to perform various Nutshell operations
  • Explore cross-app workflows by connecting more toolkits
  • Build automation scripts that leverage Codex's AI capabilities
TOOLS

Supported Tools

Every Nutshell action and event your agent gets out of the box.

Create Accounts

Tool to create one or more accounts in Nutshell.

Create Custom Field for Accounts

Tool to create a custom field for accounts in Nutshell.

Create Activities

Tool to create one or more activities in Nutshell CRM.

Create Contacts

Tool to create one or more contacts in Nutshell CRM.

Create Lead

Tool to create a lead in Nutshell CRM using the JSON-RPC API.

Create Custom Field for Leads

Tool to create a custom field for leads in Nutshell.

Create Notes

Tool to create a note in Nutshell.

Create Sources

Tool to create new sources in Nutshell CRM.

Create Tags

Tool to create one or more tags in Nutshell.

Delete Account

Tool to delete an account from Nutshell.

Delete Contact

Tool to delete a contact by ID.

Delete Lead

Tool to delete a lead from Nutshell CRM.

Delete Note

Tool to delete a note from Nutshell CRM.

Delete Product Map

Tool to delete a product on a lead.

Delete Task

Tool to delete a task from Nutshell CRM.

Edit Nutshell Account

Tool to edit an existing account in Nutshell CRM.

Get Account

Tool to retrieve an account from Nutshell.

Get Account Custom Fields

Tool to retrieve custom fields for a specific account in Nutshell.

Get Activity

Tool to retrieve a single activity by ID from Nutshell CRM.

Get Contact

Tool to retrieve a specific contact by ID from Nutshell CRM.

Get Contact Custom Fields

Tool to retrieve custom fields for a specific contact in Nutshell.

Get Lead

Tool to retrieve a specific lead by ID from Nutshell CRM.

Get Lead's Custom Fields

Tool to retrieve custom fields for a specific lead in Nutshell CRM.

Get Note

Tool to retrieve a single note by ID from Nutshell CRM.

Get Product Category

Tool to retrieve a single product category by ID from Nutshell CRM.

Get Task

Tool to retrieve a single task by ID from Nutshell CRM.

List Account Custom Field Attributes

Tool to retrieve all account custom field attributes from Nutshell CRM.

List Account Fields

Tool to retrieve all available fields for accounts in Nutshell.

List Accounts

Tool to retrieve list items for all accounts in Nutshell CRM.

List Account Types

Tool to retrieve a list of all account types from Nutshell CRM.

List Activities

Tool to retrieve a list of activities from Nutshell CRM.

List Activity Types

Tool to retrieve a list of all activity types from Nutshell CRM.

List Competitor Maps

Tool to get a list of lead-competitor relationships from Nutshell CRM.

List Competitors

Tool to get a list of competitors from Nutshell CRM.

List Contacts

Tool to get a list of contacts from Nutshell CRM.

List Contact Custom Field Attributes

Tool to retrieve all available custom field attributes for contacts in Nutshell.

List Contact Fields

Tool to retrieve all available fields for contacts in Nutshell.

List Contacts

Tool to retrieve list items for all contacts in Nutshell CRM.

List Deleted Events

Tool to get a feed of deletion events from Nutshell CRM.

List Editions

Tool to retrieve a list of all editions from Nutshell CRM.

List Events

Tool to get a list of events from Nutshell CRM.

List Filters

Tool to get saved filters from Nutshell CRM.

List Forms

Tool to get all forms from Nutshell.

List Industries

Tool to retrieve a list of all industries from Nutshell CRM.

List Invoices

Tool to get a list of invoices from Nutshell CRM.

List Leads

Tool to get a list of leads from Nutshell CRM.

List Lead Custom Field Attributes

Tool to retrieve all applicable custom field attributes for leads in Nutshell CRM.

List Lead Fields

Tool to retrieve all available fields for leads in Nutshell.

List Leads

Tool to retrieve list items for all leads in Nutshell CRM.

Get Leads Report

Tool to get reports for leads from Nutshell CRM.

List Lead Stages

Tool to retrieve all stages associated with a specific lead in Nutshell CRM.

List Markets

Tool to retrieve a list of all markets from Nutshell CRM.

List Notes

Tool to get a list of notes from Nutshell CRM.

List Lead Outcomes

Tool to retrieve a list of lead outcomes from Nutshell CRM.

List Product Categories

Tool to get a list of all product categories from Nutshell CRM.

List Product Maps

Tool to get a list of lead products from Nutshell CRM.

List Products

Tool to get a list of products from Nutshell CRM.

List Quotes

Tool to get a list of quotes from Nutshell CRM.

List Sources

Tool to retrieve a list of sources from Nutshell CRM.

List Stages

Tool to retrieve a list of all stages from Nutshell CRM.

List Pipelines

Tool to retrieve a list of all pipelines (stagesets) from Nutshell CRM.

List Tags

Tool to retrieve a list of tags from Nutshell CRM.

List Territories

Tool to retrieve a list of all territories from Nutshell CRM.

List Users

Tool to get a list of all users from Nutshell CRM.

Reopen Lead

Tool to reopen a lead in Nutshell CRM.

Set Lead Pipeline

Tool to set the pipeline (stageset) for a lead in Nutshell CRM.

Undelete Account

Tool to undelete a previously deleted account in Nutshell.

Undelete Contact

Tool to undelete a previously deleted contact in Nutshell CRM.

Undelete Lead

Tool to undelete a previously deleted lead from Nutshell CRM.

Undelete Note

Tool to undelete a previously deleted note in Nutshell CRM.

Undelete Source

Tool to undelete a source by ID.

Undelete Tag

Tool to undelete a previously deleted tag in Nutshell.

Update Account with JSON Patch

Tool to update an account in Nutshell using JSON Patch operations.

Update Nutshell Contact

Tool to update a contact using JSON Patch operations.

Update Lead

Tool to update a lead in Nutshell CRM using JSON Patch operations.

Update Lead Status

Tool to update the status of a lead in Nutshell CRM.

Update Task with JSON Patch

Tool to update a task in Nutshell using JSON Patch operations.

Watch Lead

Tool to watch a lead in Nutshell CRM.

FAQ

Frequently asked questions

With a standalone Nutshell MCP server, the agents and LLMs can only access a fixed set of Nutshell tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Nutshell and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Codex fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Nutshell tools.

Yes, absolutely. You can configure which Nutshell scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Nutshell data and credentials are handled as safely as possible.

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