MCP For Claude Marketplace
Close

Close MCP Connector for Claude

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Manage sales and pipelines via Close CRM — track leads, monitor opportunities, and manage tasks directly from any AI agent.

8 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Close CRM account to any AI agent and take full control of your sales automation through natural conversation. Streamline how you manage leads, deals, and daily to-dos natively.

What you can do

  • Lead Oversight — List and retrieve details for all leads (companies) including status and contact info natively
  • Opportunity Intelligence — Access and monitor sales deals and their values across different pipelines flawlessly
  • Task Management — List and review CRM tasks and reminders to stay on top of your follow-ups securely
  • Pipeline Logistics — Monitor sales pipelines and understand where deals are in the funnel flawlessly
  • Status Tracking — List available stages for leads and opportunities to maintain clean data flawlessly
  • User Visibility — Access your own profile and core CRM metadata directly within your workspace flawlessly

How it works

  1. Subscribe to this server
  2. Enter your Close API Key (found in Settings > API Keys)
  3. Start managing your sales from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Sales Representatives — monitor deal progress and review lead history using natural language
  • Sales Managers — audit pipeline health and team task lists without opening the dashboard
  • Account Executives — quickly look up lead details and historical opportunity values straight from their chat interface
  • Revenue Ops — verify lead status mapping and monitor sales throughput
crmlead-managementsales-pipelinedeal-trackingsales-automationcommunication-tools

8 tools expose this connector's capabilities to your AI agent.

get_lead_details

Get detailed information for a specific lead

get_my_close_profile

Retrieve information about the authenticated user

get_opportunity_details

Get detailed information for a specific opportunity

list_lead_statuses

List available stages/statuses for leads

list_close_leads

List all leads in Close CRM

list_close_opportunities

List all sales opportunities

list_close_pipelines

List sales pipelines configured in the account

list_close_tasks

List CRM tasks and reminders

See how to talk to your AI agent using Close.

List my last 5 leads in Close.

Retrieving your recent leads... I found 5 items: 'Acme Corp' (Interested), 'TechFlow' (Potential), 'Global Dist' (Qualified), and 2 others. Would you like to see the contacts for Acme?

Show me the value of my current sales pipeline.

Calculating pipeline value... Across all active opportunities, your current pipeline value is $125,000. Most deals are in the 'Discovery' stage ($80,000).

What are my pending tasks for this week?

Checking your tasks... You have 12 pending tasks this week, including 5 follow-up calls, 3 contract reviews, and 4 email responses. Should I list the high-priority ones?

Yes! Use the `list_close_opportunities` tool. The agent will return all deals, and you can ask it to filter for those in an 'Open' or specific pipeline stage.

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