What Nutshell data can Lyro see once it's connected?

Only what the connected Nutshell account grants access to. Lyro uses that connection to look up CRM data and trigger updates - nothing beyond what the account authorization covers.

What happens if Lyro can't complete a Nutshell update?

If a Nutshell update can't be completed, Lyro does not guess or fake success. It says so in the conversation and can hand off to a teammate with the full conversation history, the same way it does for anything else it can't resolve.

Can Lyro check Nutshell alongside other connected tools in the same conversation?

Yes. Each integration connects independently, so a Nutshell lookup can happen as one step in a conversation that also touches other tools Lyro is connected to.

How is this different from opening Nutshell directly?

It's the same underlying data and update actions, just surfaced inside the conversation instead of requiring a separate login and tab. Lyro only exposes what its Nutshell connection can do: look up data and trigger updates.

Nutshell MCP integration

Looks up current Nutshell CRM data and triggers updates directly from a Lyro conversation.

Connect Nutshell See all integrations

3actions available

What your agent can do with Nutshell

Every action runs live through MCP. Nothing to build, nothing to maintain.

Look up Nutshell data
Lyro fetches current information from Nutshell relevant to a customer conversation. Agents answer questions about leads, deals, and accounts without leaving chat.
Trigger a Nutshell update
Lyro makes changes in Nutshell during a support conversation. Sales and support workflows stay in sync without separate CRM actions.

How businesses use Nutshell + Lyro

Each card is one request a support team gets, and the Nutshell actions Lyro runs to close it.

Answer a CRM account question
When a customer asks about their account or contact record, Lyro looks up the current Nutshell data and answers with what is actually on file.
Connect Nutshell AccountLook Up Nutshell Data
Log a CRM change without switching tools
Once a change is agreed in the conversation, Lyro triggers the matching Nutshell update instead of leaving it for someone to enter later.
Look Up Nutshell DataTrigger Nutshell Update
Check the record before changing it
Lyro can look up the current Nutshell record first and only trigger an update once the details match what was discussed.
Connect Nutshell AccountLook Up Nutshell DataTrigger Nutshell Update
Fold a CRM check into a bigger request
When a request touches more than Nutshell, Lyro can look up the relevant CRM data as one step and still handle the rest of the conversation itself.
Look Up Nutshell DataTrigger Nutshell Update

How it works

Get started in 3 steps

Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Nutshell actions it has and picks the ones a request needs.

01
Connect Nutshell
Authorize the Nutshell account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.
02
Tell your agent what you need
Describe the job the way you would hand it to a teammate. Lyro maps it to the Nutshell actions that close it and chains as many as the request needs.
03
Watch it work
The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.
Get started free

Nutshell · Lyro

Everything else about Nutshell

Setup, permissions, and the limits of what Lyro can do inside Nutshell.

Only what the connected Nutshell account grants access to. Lyro uses that connection to look up CRM data and trigger updates - nothing beyond what the account authorization covers.