Nutshell CRM agent skills for Claude Code, Cursor and RevampKey

3 ready-made playbooks that teach an AI agent how to do real Nutshell CRM work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect Nutshell CRM

Connect Nutshell CRM once and all 3 skills install themselves and stay up to date. Mac, Windows and Linux.

All 3 Nutshell CRM skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereRead-only11 Nutshell CRM tools

Use the Nutshell CRM connector with AI

Shows how an AI assistant should connect to Nutshell CRM, confirm which account and scope it is reading, pick the right search or list tool, and ask before it creates or updates any record.

Use it when

You are starting a Nutshell question in a new chat and want the right account and scope
A search or report returned fewer records than you expected
You want the assistant to log a note or update a lead, with your approval first

Tools it uses

get_user
fetch
get_individual_entities
nutshell_saved_filter
nutshell_list_entity_from_saved_filter
nutshell_list_entity
search
nutshell_list_entity_field_info
get_entity_custom_fields
nutshell_events
nutshell_leads_report

Example

Which sales rep closed the most deals this quarter, and is that from my account's full view?

I'm answering from the Nutshell account you connected, so I'll only count records that account can see. Reading the leads report for this quarter, two reps are close: 14 closed deals for Priya and 12 for Marcus. I haven't paged through every listing, so these come from the report total rather than a manual count. If you want a different view, tell me which account to answer from.

Use in RevampKeyRead the full skill →

Read-only9 Nutshell CRM tools

Prioritise your Nutshell lead follow-ups

Ranks the leads and contacts that need attention today, using recent activity, open commitments and deal stage, then drafts the next action for each. It asks before changing any record.

Use it when

You want a morning list of who to call first
A lead has gone quiet and you need to decide whether to chase or close it
You are planning your week's follow-ups from open leads

Tools it uses

get_user
nutshell_saved_filter
nutshell_list_entity_from_saved_filter
nutshell_list_entity
nutshell_list_entity_field_info
search
nutshell_events
get_entity_custom_fields
get_individual_entities

Example

Which of my open leads should I contact first today, and what should I say?

Your worklist has 3 leads to call today. Acme Corp (stage Proposal, value 24,000) has a call promised for Monday that is now overdue. Brightline (value 8,500) replied to your quote yesterday and is waiting. Northwind has had no reply to a quote sent 12 days ago, so I've drafted a short follow-up. I haven't changed any records; tell me which updates to apply.

Use in RevampKeyRead the full skill →

Read-only10 Nutshell CRM tools

Review your Nutshell CRM pipeline and revenue

Reviews sales performance over a period you choose, covering pipeline breakdown, rep and revenue comparisons, and lost-deal patterns. It only reads your data and never changes a record.

Use it when

You want to see how the month or quarter is going across all reps
You need to know which rep closed the most and their biggest sale
You want to understand what you lost and to whom

Tools it uses

nutshell_leads_report
nutshell_saved_filter
nutshell_list_entity_from_saved_filter
nutshell_list_entity
nutshell_list_entity_field_info
get_individual_entities
fetch
search
get_user
get_entity_custom_fields

Example

Break down our sales by pipeline for September and tell me which rep closed the most.

For September you won 42 deals worth $318,400 and lost 17 worth $96,200. Enterprise pipeline led with 29 wins. Dana Ruiz closed the most, 11 deals, with a largest sale of $48,000 to Harbor Logistics. Reasons were recorded on 9 of the 17 lost deals, and pricing was the most cited.

Use in RevampKeyRead the full skill →

Get all 3 without copying a file

RevampKey adds the skills when you connect Nutshell CRM, updates them for you and removes them when you disconnect.

Download RevampKey

How Nutshell CRM skills work

Connect Nutshell CRM
The Nutshell CRM MCP server gives the agent its tools.
Ask in plain words
“Which of my open leads should I contact first today, and what should I say?” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install Nutshell CRM skills

In RevampKey the skills install themselves when you connect Nutshell CRM. In other tools each skill is one folder with a SKILL.md file, and you also need the Nutshell CRM MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Nutshell CRM. All 3 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Which of my open leads should I contact first today, and what should I say?”
Download RevampKeyConnect Nutshell CRM · 1 click
Get RevampKey to connect Nutshell CRM
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Nutshell CRM is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials lead-follow-up-prioritisation pipeline-and-revenue-review; do curl -fsSL --create-dirs -o .claude/skills/nutshell-crm-$s/SKILL.md https://revampkey.com/marketplace/nutshell-crm/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Nutshell CRM MCP server in Claude Code.

Run this in your project folder to add all 3 skills:

for s in essentials lead-follow-up-prioritisation pipeline-and-revenue-review; do
  curl -fsSL --create-dirs -o .claude/skills/nutshell-crm-$s/SKILL.md https://revampkey.com/marketplace/nutshell-crm/skills/$s/SKILL.md
done

Ask in plain language, for example “Which of my open leads should I contact first today, and what should I say?”

Into the shared .agents/skills folder

Connect the Nutshell CRM MCP server in Cursor.

Run this in your project folder to add all 3 skills:

for s in essentials lead-follow-up-prioritisation pipeline-and-revenue-review; do
  curl -fsSL --create-dirs -o .agents/skills/nutshell-crm-$s/SKILL.md https://revampkey.com/marketplace/nutshell-crm/skills/$s/SKILL.md
done

Ask in plain language, for example “Which of my open leads should I contact first today, and what should I say?”

Into the shared .agents/skills folder

Connect the Nutshell CRM MCP server in Codex.

Run this in your project folder to add all 3 skills:

for s in essentials lead-follow-up-prioritisation pipeline-and-revenue-review; do
  curl -fsSL --create-dirs -o .agents/skills/nutshell-crm-$s/SKILL.md https://revampkey.com/marketplace/nutshell-crm/skills/$s/SKILL.md
done

Ask in plain language, for example “Which of my open leads should I contact first today, and what should I say?”

Into the shared .agents/skills folder

Connect the Nutshell CRM MCP server in VS Code.

Run this in your project folder to add all 3 skills:

for s in essentials lead-follow-up-prioritisation pipeline-and-revenue-review; do
  curl -fsSL --create-dirs -o .agents/skills/nutshell-crm-$s/SKILL.md https://revampkey.com/marketplace/nutshell-crm/skills/$s/SKILL.md
done

Ask in plain language, for example “Which of my open leads should I contact first today, and what should I say?”

RevampKey or copy the files?

In RevampKey

One click when you connect Nutshell CRM
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the Nutshell CRM MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

Nutshell CRM skills FAQ

What is a Nutshell CRM agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each Nutshell CRM skill describes one job, which Nutshell CRM tools to use in which order, what to check first and when to stop and ask you.

Do the Nutshell CRM skills change anything on their own?

3 of the 3 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in Nutshell CRM.

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect Nutshell CRM; elsewhere you copy the folders into your project or skills directory.

Do I need the Nutshell CRM MCP server too?

Yes. The skills tell the agent how to do the work; the Nutshell CRM MCP server gives it the tools to do it. The Nutshell CRM MCP setup guide covers every client.

Nutshell CRM MCP server setup · This page as Markdown

Put Nutshell CRM’s best workflows in your agent

Download RevampKey, connect Nutshell CRM and ask your first question in about a minute.

Download RevampKey Connect Nutshell CRM · 1 click

All 3 Nutshell CRM skills

Use the Nutshell CRM connector with AI

Use it when

Tools it uses

Prioritise your Nutshell lead follow-ups

Use it when

Tools it uses

Review your Nutshell CRM pipeline and revenue

Use it when

Tools it uses

Get all 3 without copying a file

How Nutshell CRM skills work

How to install Nutshell CRM skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Nutshell CRM skills FAQ

Put Nutshell CRM’s best workflows in your agent

Skills for related tools