MCP For Claude Marketplace
Close CRM (Inside Sales CRM & Automation API)

Close CRM (Inside Sales CRM & Automation API) MCP Connector for Claude

A+

Manage leads, contacts, and sales opportunities in Close CRM — automate your inside sales pipeline and lead tracking directly from any AI agent.

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

Connect your Close CRM account to any AI agent to streamline your sales workflows. This server provides comprehensive access to manage your leads, contacts, and sales opportunities through natural language.

What you can do

  • Lead Management — List, create, update, and delete leads (companies/organizations) to keep your database current and accurate.
  • Contact Organization — Manage individual contacts within leads, including names and email details for precise communication.
  • Opportunity Tracking — List and create sales opportunities, track deal values (in cents), confidence levels, and pipeline stages.
  • Sales Automation — Use AI to quickly update lead statuses or record new potential deals without manual data entry.

How it works

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

Who is this for?

  • Sales Teams — update lead info and opportunities on the fly during or after calls to maintain momentum.
  • Sales Ops — automate lead list cleaning, field updates, and organization via AI-driven workflows.
  • Founders & Executives — get a quick overview of the sales pipeline and key opportunities without digging through CRM menus.
crmsales-pipelinelead-trackinginside-salesopportunity-management

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

activity_report

Generate an Activity Report

bulk_email

Initiate a mass email to a filtered list of leads

create_contact

Create a new Contact

create_lead

Create a new Lead

create_opportunity

Create a new Opportunity

create_task

Create a new Task

create_webhook

Create a Webhook subscription

delete_lead

Delete a Lead

get_custom_field_schema

Get Custom Field Schema for an object type

list_calls

List Call activities

list_contacts

List Contacts in Close CRM

list_emails

List Email activities

list_events

List Event Log (last 30 days)

list_form_submissions

List Form Submission activities

list_forms

List web forms and their field definitions

list_leads

Supports pagination and field selection. List Leads in Close CRM

list_meetings

List Meeting activities

list_notes

List Note activities

list_opportunities

List Opportunities

list_sequences

List Sequences (automated outreach workflows)

list_sms

List SMS activities

list_tasks

List Tasks

search_data

Advanced Filtering for Leads or Contacts

update_contact

Update an existing Contact

update_lead

Behaves as a PATCH request. Update an existing Lead

update_opportunity

Update an existing Opportunity

See how to talk to your AI agent using Close CRM (Inside Sales CRM & Automation API).

List the first 5 leads in my Close CRM and show their names and IDs.

I've retrieved your first 5 leads: 1. TechFlow (ID: lead_1), 2. GreenEnergy (ID: lead_2), 3. BlueSky (ID: lead_3), 4. AlphaCorp (ID: lead_4), and 5. Zenith (ID: lead_5).

Create a new lead named 'Vurb Marketplace' with a contact 'Alice Smith' and email 'alice@vurb.com'.

The lead 'Vurb Marketplace' has been successfully created with Alice Smith as the primary contact. The Lead ID is lead_vurb_99.

Add a new opportunity for lead lead_123 with a value of $1000 and 80% confidence.

I've added the opportunity to lead_123. It is recorded with a value of 100,000 cents ($1,000.00) and an 80% confidence level.

Yes, you can use the `delete_lead` tool by providing the specific Lead ID. Please note that this action is permanent and cannot be undone.

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