Build, integrate, and automate with Nexo.
Explore quickstart tutorials, the Model Context Protocol (MCP) server guide, and our REST API reference.
Quickstart: 5-Minute Onboarding
Get up and running with your first high-velocity sales pipeline in minutes.
Sign up with your work email. Nexo automatically provisions your dedicated multi-tenant workspace with sample sales pipelines and deal stages.
Navigate to your pipeline board. Add custom columns (Numbers, Dates, Users, Rollups, or Multi-File Attachments) and adapt stage names to your sales cycle.
Head to Workspace Settings > Members. Invite collaborators with granular role permissions (Admin, Member, or Guest).
Model Context Protocol (MCP) & ChatGPT
Connect Claude Desktop, Cursor, or ChatGPT directly to your live Nexo CRM workspace using the open Model Context Protocol standard.
{
"mcpServers": {
"nexo": {
"command": "npx",
"args": ["-y", "@nexo/mcp", "serve"],
"env": {
"NEXO_API_URL": "https://api.nexo.app",
"NEXO_ACCESS_TOKEN": "YOUR_WORKSPACE_API_KEY"
}
}
}
}The MCP server automatically exposes tools to query deal stages (`list_records`), search contacts, calculate pipeline metrics, and transition deal cards conversationally.
REST API Reference
Our HTTP API is organized around REST standards with predictable JSON responses, standard HTTP status codes, and Bearer token authentication.
curl -X POST https://api.nexo.app/api/v1/datasets/ds_9481/records \
-H "Authorization: Bearer nexo_live_sec_93fa8..." \
-H "Content-Type: application/json" \
-d '{
"properties": {
"company_name": "Stripe Inc",
"deal_value": 75000,
"stage": "proposal",
"priority": "high"
}
}'Relational Intelligence: Lookups & Rollups
Link datasets together via Relation columns, dynamically project foreign attributes using Lookups, and compute aggregations using Rollups.
Example: On an Account record, add a Rollup column that calculates the SUM of all linked Deal values where stage = 'won'.
Keyboard Shortcuts Matrix
Navigate your workspace at lightning speed with built-in productivity shortcuts.