nutshell

What This Skill Does

The Nutshell skill for OpenClaw provides a seamless interface to your Nutshell CRM, allowing you to manage your entire sales pipeline through conversational AI. By leveraging the Membrane platform for secure credential handling, this skill enables users to create, read, and organize critical business data including leads, contacts, organizations, deals, projects, and activities. Whether you are a sales representative tracking daily outreach or a manager monitoring team performance, this integration acts as a bridge between your natural language requests and the robust Nutshell API. The skill automatically handles authentication workflows, ensuring that your sales data remains accessible without the burden of manual token management.

Installation

To begin, ensure you have the OpenClaw environment ready. Use the following installation command in your terminal:

clawhub install openclaw/skills/skills/gora050/nutshell-integration

Once installed, you must connect your Nutshell account. Use the Membrane CLI to search for the Nutshell connector and initialize your connection:

1. Install Membrane CLI: npm install -g @membranehq/cli
2. Log in: membrane login --tenant
3. Find the connector: membrane search nutshell --elementType=connector --json
4. Connect: membrane connect --connectorId=<CONNECTOR_ID> --json

Use Cases

• Pipeline Management: Automatically fetch and display pending deals or opportunities to prepare for weekly sales meetings.
• Activity Tracking: Log phone calls, meetings, and emails directly into the relevant contact or organization profiles without leaving the chat interface.
• Lead Qualification: Query for new leads or contacts and instantly update their status or priority levels as you uncover more information during conversations.
• Account Insight: Pull comprehensive summaries of specific organizations, including current activities and associated stakeholders, to prep for high-value sales engagements.

Example Prompts

1. "Find all open leads in the Midwest region and list them for me with their current deal value."
2. "Log a new activity for the contact John Doe at Acme Corp: called him this morning to follow up on the proposal."
3. "Summarize the current status and pending tasks for the 'Q4 Enterprise Expansion' project in Nutshell."

Tips & Limitations

• Action Discovery: If you are unsure which specific action handles a task, use membrane action list --intent=QUERY to see available functionality for your connected account.
• Authentication: If the skill fails to execute, re-verify your connection status using membrane connection list --json to ensure the session has not expired.
• Data Structure: Keep in mind that the CRM is relational. When creating or updating items, ensure you provide the necessary IDs for parent entities (e.g., account IDs when creating a contact). If you do not have the ID, perform a search query first to retrieve it.