Connect Nutshell to Copilot
Send Nutshell contacts, leads, products and 23 more data types to Copilot on a schedule. Refresh as often as every 15 minutes.
Copilot
Which open Nutshell deals haven't moved stage in the last 30 days?
Querying the Nutshell data set in Coupler.io
How to connect Nutshell and Copilot
4 steps. You can preview the Nutshell data in Coupler.io before anything reaches Copilot.
Step 1 of 4
Connect Nutshell
Enter your Nutshell username and API token. You only do this once per account.
Step 2 of 4
Choose what to export
Pick the Nutshell data you want in Copilot.
Show 18 more data types Show fewer data types
Step 3 of 4
Connect Copilot
In Copilot Studio, add a Model Context Protocol tool to your agent with the Coupler.io MCP server URL from the destination step. Each user signs in to Coupler.io once.
Step 4 of 4
Set a schedule
Copilot sees the data as of the last run. Run it as often as every 15 minutes.
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Build your Nutshell integrations with these destinations
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26 data types, including Contacts, Leads, Products, Accounts and Activities.
With your Nutshell username and API token, entered once when you add the connection.
No. The data stays in Coupler.io, and Copilot queries it read-only when you ask a question. It can't edit or delete Nutshell rows.
Microsoft Copilot Studio. Add Coupler.io to your agent as an MCP tool, and the agent can query your Nutshell data.
On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.
Yes. Add more sources to the same data flow, for example GoHighLevel or Pipedrive, and join or append them before the data reaches Copilot.
