Close
Connect Claude to Close CRM to securely access and act on your sales data
The Close MCP server is a secure, standardized interface that lets Claude directly access and interact with your Close data. Core functionality with Claude:
- Connects Close to Claude via the Model Context Protocol so Claude can use Close as a trusted system of record.
- Read data (e.g., leads, contacts, opportunities, activities) based on your Close permissions.
- Optionally write data — you can allow only safe writes (e.g., create a lead) or full writes (e.g., edit/delete) during setup.
- Enables Claude to answer questions, summarize information, and perform actions in Close.
Install
1Add the server to Claude Code
claude mcp add --transport http close https://mcp.close.com/mcp2Sign in
Run /mcp in Claude Code and complete the login flow for this server.
These instructions target Claude Code. Check the publisher's documentation for support in other Claude surfaces; a valid server URL alone does not establish compatibility.
JSON.mcp.json for a shared project
Commit this file so everyone on the project gets the same server.
{
"mcpServers": {
"close": {
"type": "http",
"url": "https://mcp.close.com/mcp"
}
}
}Tools
- mcp.read
- activity_search
- fetch_contact
- fetch_email_template
- fetch_lead_smart_view
- fetch_lead_status
- fetch_lead
- fetch_opportunity_status
- fetch_opportunity
- fetch_pipeline_and_opportunity_statuses
- fetch_sms_template
- find_email_templates
- find_lead_smart_views
- find_lead_statuses
- find_opportunities
- find_pipelines_and_opportunity_statuses
- find_scheduling_links
- find_sms_templates
- find_workflows
- lead_search
- org_info
- org_users
- paginate_search
- perform_search
- mcp.write_safe
- create_address
- create_contact
- create_email_template
- create_lead_status
- create_lead
- create_opportunity_status_tool
- create_opportunity
- create_pipeline
- create_sms_template
- create_workflow
- mcp.write_destructive
- delete_address
- delete_contact
- delete_email_template
- delete_lead_smart_view
- delete_lead_status
- delete_lead
- delete_opportunity_status_tool
- delete_opportunity
- delete_pipeline
- delete_sms_template
- update_contact
- update_email_template
- update_lead_smart_view
- update_lead_status
- update_lead
- update_opportunity_status_tool
- update_opportunity
- update_pipeline
- update_sms_template
About
The Close connector is a secure, standardized interface that lets Claude directly access and interact with your Close data. Core functionality with Claude: Connects Close to Claude via the Model Context Protocol so Claude can use Close as a trusted system of record. Read data (e.g., leads, contacts, opportunities, activities) based on your Close permissions. Optionally write data — you can allow only safe writes (e.g., create a lead) or full writes (e.g., edit/delete) during setup. Enables Claude to answer questions, summarize information, and perform actions in Close.
You can use the Close connector to:
Prioritize your pipeline:
"What are the deals in Close I should focus on today?"
Manage leads and contacts:
"Create a new Contact in Close with the following information: [Name, Email, Phone, Company]"
Get performance insights:
"How is my opportunity close rate trending over time?"
Automate workflows and tasks:
"Add this lead to my 'Follow-Up in 7 Days' workflow"
Coordinate scheduling:
"Find my available scheduling link and share it with this lead"