First-party app
Nutshell

Nutshell

Read and write Nutshell CRM leads, accounts (companies) and contacts (people), and log notes, over Nutshell's JSON-RPC API.

stable Customer Relationship Management

About

Nutshell ships in the w6w first-party pack. It declares 13 actions, 2 health checks, and the host runs its code in a sandbox that never sees the credential.

App id
io.w6w.nutshell
Version
0.1.0
Author
w6w
Licence
MIT
Categories
Customer Relationship Management

Overview

Nutshell is a sales CRM built around Leads, Accounts (companies) and Contacts (people), reached entirely through a single JSON-RPC endpoint rather than REST resource URLs. This app covers the lifecycle a workflow actually needs on each: create, read, find/search, and update, plus logging a note against any of the three (or against a scheduled activity).

Every write follows Nutshell’s own optimistic-concurrency model — updating a record requires the rev you last read it at, and Nutshell refuses a stale write rather than silently overwriting a concurrent change, so the update actions surface that rev requirement directly rather than hiding it.

Good for creating a Lead when a deal is qualified elsewhere, syncing company and contact records with an outside directory, searching for a Lead or Account by name before creating a duplicate, or dropping an activity note onto a record from another tool.

Build with Nutshell

Three routes to the same 13 actions. The Workflow tab is generated from Nutshell's own manifest and carries its real ids, so it is copy-pasteable; the Code and CLI examples are the same call for any action on any app, so every app-specific value in them is a blank you fill in.

Add Note

add-note

Log a note against a Lead, Account, or Contact.

Create Account

create-account

Create a new Account (company). Every field is optional.

Create Contact

create-contact

Create a new Contact (person). Nutshell requires at least a name, phone, or email — a totally empty Contact is rejected.

Create Lead

create-lead

Create a new Lead. Every field is optional — an empty Lead still gets the default sales process attached.

Find Accounts

find-accounts

Search Accounts (companies) by open-Lead status or tag, with an escape hatch for any other documented query key (account type, industry, territory, origin).

Find Contacts

find-contacts

Search Contacts (people) associated with an Account or a Lead, or by tag.

Find Leads

find-leads

Search Leads by status, account, contact, milestone (stage) or website Lead number, with an escape hatch for any other documented query key.

Get Account

get-account

Fetch one Account (company — called "Companies" in the Nutshell UI) by ID.

Get Contact

get-contact

Fetch one Contact (person — called "People" in the Nutshell UI) by ID.

Get Lead

get-lead

Fetch one Lead by its internal ID. Note this is NOT the same as the Lead number shown on the website (e.g. "Lead-1000") — use Find Leads with a number query for that.

Update Account

update-account

Edit an Account's name, description, or append a note. Requires the Rev from your last read of this Account.

Update Contact

update-contact

Edit a Contact's name, description, or append a note. Requires the Rev from your last read of this Contact.

Update Lead

update-lead

Edit a Lead: description, stage, confidence, pending flag, or an appended note. Requires the Rev from your last read of this Lead.

A workflow step names the app and the action, and the editor fills in the connection when you pick one. This is the Step shape from the workflow spec, carrying Nutshell's real ids.

{
  "manifestVersion": "2",
  "name": "nutshell-example",
  "steps": [
    {
      "id": "add-note",
      "uses": {
        "app": "io.w6w.nutshell",
        "action": "add-note",
        "connection": "conn_YOUR_CONNECTION_ID"
      },
      "with": {
        "entityType": "<entityType>",
        "entityId": "<entityId>",
        "note": "<note>"
      }
    }
  ]
}

Here are some of the things you can do

  • Add Note

    perform
    add-note
  • Create Account

    perform
    create-account
  • Create Contact

    perform
    create-contact
  • Create Lead

    perform
    create-lead
  • Find Accounts

    search
    find-accounts

+8 more actions available

Every app-specific value here is a blank you have to fill in. An app action is reached through the connection that authenticates it, so the address is a connection id, not the app id — and connections belong to your account, so a public page cannot know yours. Create one for Nutshell, then fill in the three blanks: conn_YOUR_CONNECTION_ID, the action key, and the parameters that action declares. The call itself is real — the shape is transcribed from the studio's own snippet builder, which prints the same kind of blanks — but nothing in it is specific to Nutshell. The Workflow tab is where this app's real ids are.

Install
npm install @w6w/sdk
yarn add @w6w/sdk
pnpm add @w6w/sdk
deno add npm:@w6w/sdk
Code
import { W6wClient, isActionRun } from "@w6w/sdk";

// Reads W6W_BASE_URL and W6W_TOKEN from the environment when omitted.
const client = new W6wClient();

const envelope = await client.run({
  urn: "conn_YOUR_CONNECTION_ID",
  action: "add-note",
  payload: {
    entityType: "<value>",
    entityId: "<value>",
    note: "<value>",
  },
});

if (isActionRun(envelope)) console.log(envelope.value);
Install the CLI
npm install -g @w6w/cli
CLI
w6w run conn_YOUR_CONNECTION_ID --action add-note --payload '{"entityType":"<value>","entityId":"<value>","note":"<value>"}'

Give an AI agent Nutshell — without giving it Nutshell's credentials. One MCP endpoint exposes every app, function and workflow the caller is entitled to, as tools it can discover and run. Access is granted per team while we onboard.

One tool call
{
  "name": "w6w_invoke",
  "arguments": {
    "ref": "app:io.w6w.nutshell#add-note",
    "input": {
      "entityType": "<entityType>",
      "entityId": "<entityId>",
      "note": "<note>"
    }
  }
}

Every tool names its target with a single ref. The app: form above doesn't name a connection at all — the host resolves which of the caller's Nutshell connections to sign with, and refuses rather than guesses when the answer is ambiguous.

What the agent gets

Credentials it can't read

The token is attached host-side, at the moment of the call. It is never a tool argument, never in the model's context, and never in a transcript — so a prompt injection has nothing to exfiltrate.

A tool surface scoped to the caller

Tools are derived per end user from what that person has actually connected and is entitled to — not one shared bot identity carrying the union of everyone's access.

A durable workflow in one call

Multi-step work runs on the workflow engine and returns a run handle the agent can poll — retries, branching and state survive the conversation that started them.

Health-aware discovery

Nutshell's declared health checks are on the surface too, so an agent can tell "the vendor is down" from "your credential expired" before it burns a retry on either.

The MCP surface is part of the hosted platform. Nutshell itself is MIT, and the runtime that executes it is source-available (FSL).

Request MCP access

Health checks

Nutshell declares its own checks, so its health is a property of the app rather than something the host guesses at.

service

Nutshell application status

Reads the "Nutshell application" component from status.nutshell.com — the component covering app.nutshell.com, which also serves this app's JSON-RPC endpoint. Other components on that page (marketing email, business card scanner, support chat) are unrelated to the API and are not reported here.

quota

API rate-limit headroom