Close MCP Server

Official Close CRM MCP server. AI agents can search leads, manage opportunities, create contacts, log activities, and run reports across Close pipelines.

CRM by Close OAuth2 active

Connect (Remote Server) Docs

Overview

The Close MCP server is the official remote Model Context Protocol endpoint maintained by Close, the sales CRM built around calling, email, SMS, and pipeline workflows. It exposes Close's API over HTTP Streamable transport at https://mcp.close.com/mcp, letting AI agents like Claude, ChatGPT, and Cursor read and write data in a connected Close organization without custom integration code.

The server provides a broad set of tools across three permission scopes. Read-only tools cover natural language search across leads and contacts, activity search, pipeline and opportunity lookups, smart view retrieval, aggregations for reporting, and access to email and SMS templates, scheduling links, workflows, and user metadata. Safe-write tools add creation of leads, contacts, opportunities, addresses, tasks, pipelines, statuses, templates, and workflows. Destructive scope adds update and delete operations across the same resources.

Authentication uses OAuth 2.0 with Dynamic Client Registration through any compatible MCP client, or API key headers (Close-API-Key and Close-Scope) for custom setups. The scope model (mcp.read, mcp.write_safe, mcp.write_destructive) gives operators fine-grained control over how aggressively an agent can mutate CRM data.

Tools

Tool	Description
`search`	Natural language search for leads or contacts in Close.
`lead_search`	Run a simple lead search and return the initial result set.
`activity_search`	Search activities (calls, emails, SMS, notes) ordered by date descending.
`fetch_lead`	Retrieve an existing lead by ID.
`fetch_contact`	Retrieve contact details including name, title, emails, phones, and URLs.
`fetch_opportunity`	Retrieve complete opportunity details by ID.
`fetch_pipeline_and_opportunity_statuses`	Retrieve a pipeline with its associated statuses.
`find_opportunities`	Find opportunities using various filters.
`find_lead_smart_views`	List saved lead searches (smart views).
`find_email_templates`	List or search for email templates.
`find_sms_templates`	List or search for SMS templates.
`find_workflows`	List or search for workflows in the organization.
`aggregation`	Aggregate activity metrics and user statistics to answer reporting questions.
`org_info`	Return general organization and user information.
`org_users`	Return active users in the organization.
`close_product_knowledge_search`	Search Close docs for feature guidance, API info, and best practices.
`create_lead`	Create a new lead (company) in Close.
`create_contact`	Create a new contact associated with a lead.
`create_opportunity`	Create an opportunity for a lead in a pipeline status.
`create_task`	Create a task assignable to users and optionally linked to a contact.
`create_email_template`	Create a new HTML email template supporting template tags.
`create_sms_template`	Create a new SMS template supporting template tags.
`create_pipeline`	Create a new opportunity pipeline.
`create_workflow`	Create a new workflow in Draft status.
`update_lead`	Selectively update lead details.
`update_contact`	Modify contact name, title, emails, phones, and URLs.
`update_opportunity`	Selectively update opportunity details such as value or confidence.
`delete_lead`	Permanently delete a lead and all associated data.
`delete_contact`	Permanently delete a contact (irreversible).
`delete_opportunity`	Permanently delete an opportunity and associated data.

Setup Guide

Close hosts the MCP server, so there is nothing to install or self-host. Point an MCP-compatible client at https://mcp.close.com/mcp.

Prerequisites

An active Close account with appropriate user permissions
A Close API key (Settings > Developer > API Keys) if using API key auth
A supported MCP client (Claude Desktop/Web/Code, ChatGPT, Cursor, VSCode, n8n)

Claude Desktop / Web (OAuth): Open Settings > Connectors, add a connector, and authorize Close via OAuth. Free Claude users can connect from the chat connector browser.

Claude Code (API key):

claude mcp add --transport http close https://mcp.close.com/mcp \
  --header "Close-API-Key: YOUR_API_KEY" \
  --header "Close-Scope: mcp.write_safe"

Cursor: Use the one-click install from the Close docs and complete the OAuth flow.

VSCode (settings.json):

{
  "mcp": {
    "servers": {
      "close": {
        "url": "https://mcp.close.com/mcp",
        "type": "http",
        "headers": {
          "Close-API-Key": "${input:close-api-key}",
          "Close-Scope": "mcp.read"
        }
      }
    }
  }
}

Scopes

mcp.read: read-only access to leads, contacts, activities, pipelines, reports
mcp.write_safe: read plus create operations (leads, contacts, opportunities, tasks, templates, workflows)
mcp.write_destructive: read, write, update, and delete operations

Note: SSE transport is not currently supported.

Use Cases

Pull pipeline health snapshots and win-rate analyses on demand from natural language prompts using aggregation and find_opportunities.
Create new Close leads instantly from companies surfaced by web research, including initial contacts and opportunities.
Update opportunity confidence, value, and status during sales review calls without leaving the chat interface.
Triage and search the day's activities (calls, emails, SMS) and create follow-up tasks for the right rep.
Maintain email and SMS template libraries by creating, editing, and removing templates conversationally.

Example Prompts

"Show me all opportunities in the Enterprise pipeline closing this quarter with confidence above 50%."
"Find Acme Corp in Close, add a new contact for Jane Doe (CTO, jane@acme.com), and create a $50k opportunity in the Demo stage."
"Summarize all call activities for the sales team yesterday and create follow-up tasks for any leads without next steps."
"Update the opportunity for Globex to 75% confidence and move it to the Negotiation status."
"List my email templates and create a new one called 'Q3 Renewal Check-in' with merge tags for first name and renewal date."

Pros

Officially built and hosted by Close, so no self-hosting or maintenance is required.
Broad tool coverage across leads, contacts, opportunities, pipelines, activities, templates, and workflows.
Three-tier scope model (mcp.read, mcp.write_safe, mcp.write_destructive) gives precise control over what an agent can do.
Supports OAuth 2.0 with Dynamic Client Registration plus API key auth for custom clients.

Limitations

SSE transport is not currently supported; only HTTP Streamable.
Some Claude connector features require a paid Claude plan.
Destructive operations (delete lead, delete contact, delete opportunity) are irreversible and require careful scope management.

Alternatives

HubSpot MCP server for HubSpot CRM accounts
Salesforce MCP server for Salesforce orgs
Pipedrive integrations via Composio or community MCP servers