MCP For Claude Marketplace
Close

Close MCP Connector for Claude

A+

Close more deals with a CRM that puts calling, emailing, and pipeline management in one fast interface built for inside sales.

6 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 workflows through natural conversation.

What you can do

  • Lead Management — List all leads in your pipeline and retrieve full company profiles with contacts, custom fields, and activity history
  • Lead Creation — Add new leads directly from conversation, including company name and website URL
  • Opportunity Tracking — Monitor your active deals with stage, value, and expected close dates
  • Task Management — Review pending and completed CRM tasks to stay on top of follow-ups
  • User Context — Retrieve your authenticated user profile to understand your current permissions and role

How it works

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

Who is this for?

  • Sales Representatives — query your pipeline, check lead details, and create new prospects without leaving your AI workspace
  • Sales Managers — monitor team opportunities and task completion rates through conversational analytics
  • Revenue Operations — automate lead creation workflows and pipeline visibility across the organization
lead-managementpipeline-trackinginside-salesemail-automationcalling-integrationactivity-history

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

create_lead

Create a new lead

get_lead_details

Get details of a specific lead

get_current_user

Get information about the authenticated API user

list_leads

List all leads in Close CRM

list_opportunities

List sales opportunities

list_crm_tasks

List CRM tasks

See how to talk to your AI agent using Close.

List all my leads in Close and highlight the ones added this week.

I retrieved 47 leads from your Close account. 5 were added this week: 'Acme Corp' (lead_8291), 'TechFlow Inc' (lead_8294), 'DataBridge Solutions' (lead_8297), 'NovaPay' (lead_8301), and 'Quantum Systems' (lead_8305). Would you like to see the full details for any of these?

Create a new lead for the company 'Nordic AI Labs' with their website nordicailabs.com.

Done! Lead created successfully. The new Lead ID is lead_8312 for 'Nordic AI Labs' with URL nordicailabs.com. The record is now active in your pipeline. Would you like me to check for existing opportunities or create a follow-up task?

Show my active sales opportunities and any overdue tasks I need to handle.

You have 12 active opportunities worth a total of $284,500. The top 3 by value: 'Enterprise Deal - Acme Corp' ($85,000, Negotiation stage), 'DataBridge Annual Contract' ($52,000, Proposal stage), and 'TechFlow Migration' ($41,000, Demo stage). You also have 3 overdue tasks: a call with Acme Corp (2 days late), a proposal follow-up for DataBridge (1 day late), and a meeting note for NovaPay (3 days late).

Yes! The `create_lead` tool accepts a company name and an optional website URL. Your agent will create the lead record in Close and return the new Lead ID for immediate reference.

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