# Close MCP for AI Agents AI Agent Connect

> Close MCP lets you manage your entire sales pipeline through your AI client. You can create leads, track active deals, and check tasks without switching tabs. It turns your CRM into a conversational workspace where you can pull lead history or update opportunity stages just by asking your agent.

## Overview
- **Category:** communication-messaging
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_tuZRuPoRMmJUVbdnsoXHS4YTpiHutDMWBiXqZnSy/ai-agent-connect
- **Tags:** lead-management, pipeline-tracking, inside-sales, email-automation, calling-integration, activity-history

## Description

Managing a sales pipeline usually feels like a constant game of whack-a-mole between different tabs. You're moving from a lead list to a specific contact page, then over to a task manager just to see what's next. It's a lot of friction for a job that's supposed to be about closing deals. This Connector changes that by bringing your Close CRM data directly into your AI workspace. Instead of hunting for a company's history or checking if a follow-up is overdue, you just ask your agent to do it. You can pull up a full profile of a new lead, see the value of your current opportunities, or add a new prospect to the pipeline while you're still in the middle of a conversation. It makes the CRM feel like a part of your actual workflow rather than a destination you have to visit. By connecting through the Vinkius catalog, you get a way to keep your sales data moving as fast as your conversations do. You stop worrying about where the data lives and start focusing on the actual outreach.

## Tools

### list_opportunities
View your active deals and their current values. It's great for quickly checking your pipeline health.

### list_crm_tasks
See what you need to do next. This keeps your follow-ups on track without checking a separate app.

### get_lead_details
Pull up every detail on a specific lead. It's the quickest way to see history and custom fields in one go.

### get_current_user
Find out who is currently logged in and what they can do. This helps the agent understand your specific permissions.

### list_leads
See every lead in your CRM. Use this to get a bird's-eye view of your entire prospect list.

### create_lead
Add a new prospect to your pipeline with a name and website. This helps you move faster when a new lead comes in.

## Prompt Examples

**Prompt:** 
```
Who are my top 3 deals by value right now?
```

**Response:** 
```
You have 12 active opportunities. Here are your top 3 by value:

| Deal Name | Value | Stage |
| :--- | :--- | :--- |
| **Enterprise Deal - Acme Corp** | $85,000 | Negotiation |
| **DataBridge Annual Contract** | $52,000 | Proposal |
| **TechFlow Migration** | $41,000 | Demo |
```

**Prompt:** 
```
Create a lead for 'Solaris Tech' at solaris.io
```

**Response:** 
```
Done! I've added **Solaris Tech** to your pipeline with the website **solaris.io**. The new Lead ID is `lead_8312`. Would you like me to check for any existing opportunities for them?
```

**Prompt:** 
```
What tasks do I have overdue?
```

**Response:** 
```
You have 3 overdue tasks that need your attention:

*   **Call with Acme Corp** (2 days late)
*   **Proposal follow-up for DataBridge** (1 day late)
*   **Meeting note for NovaPay** (3 days late)
```

## Capabilities

### Create new leads from chat
Add new prospects to your pipeline by describing them in plain English.

### Pull full company profiles
Get every detail on a specific lead including history and custom fields.

### Track active deal values
View your current opportunities and their total values at a glance.

### Review pending tasks
See what follow-ups you need to complete to stay on track.

### Check user permissions
Verify your current role and access levels within the CRM.

## Use Cases

### Adding leads from meeting notes
A rep finishes a discovery call and asks their agent to use create_lead to add the company and website they just discussed.

### Quickly checking deal values
A manager asks the agent to list_opportunities to see which deals are worth the most and what stage they are in.

### Reviewing overdue follow-ups
A rep asks for a list of tasks to see which calls they missed yesterday using list_crm_tasks.

### Verifying user permissions
An admin uses get_current_user to confirm what actions the agent can take on behalf of the current logged-in user.

## Benefits

- Stop tab-switching between your CRM and your AI workspace by using list_leads to see your full prospect list instantly.
- Get a complete picture of any company by pulling data with get_lead_details instead of clicking through multiple profile pages.
- Keep your pipeline accurate by using list_opportunities to check deal values and stages during your planning sessions.
- Never miss a follow-up again by using list_crm_tasks to see exactly what's pending for the day.
- Save time on data entry by using create_lead to add new prospects directly from your conversation notes.

## How It Works

The bottom line is you get a conversational interface for your entire sales pipeline.

1. Subscribe to the Close MCP on Vinkius.
2. Enter your Close API Key from the Developer settings.
3. Ask your agent to list leads or create a new prospect.

## Frequently Asked Questions

**Can the Close MCP help me manage my sales pipeline?**
Yes, it lets your AI agent see and interact with your entire pipeline. You can ask questions about your deals or check your progress without leaving your AI workspace.

**How does the Close MCP handle new lead creation?**
You can just tell your agent to create a new lead by describing the company. It will automatically add the name and website to your Close CRM for you.

**Can I check my task list using the Close MCP?**
Absolutely. Your agent can pull your current list of tasks so you know exactly what follow-ups are pending or overdue for the day.

**Does the Close MCP support looking up company profiles?**
Yes, it can pull up full profiles for specific leads. This includes company history, custom fields, and contact information in one view.

**Is the Close MCP good for sales managers?**
It's great for managers who need to monitor team opportunities and task completion rates quickly through a conversational interface.

**Can I see my deal values with the Close MCP?**
Yes, your agent can list your active opportunities and show you the total values and current stages of each deal.

**Can I create new leads directly through the AI agent?**
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.

**How does the API authentication work with Close?**
Close uses HTTP Basic Authentication. Your API Key is sent as the username with an empty password. Navigate to Settings > Developer > API Keys in your Close dashboard to generate a new key. The key is encrypted at rest and injected securely at runtime.

**Can I view my sales opportunities and their current stages?**
Yes. The `list_opportunities` tool retrieves all active deals in your pipeline, including stage name, expected value, probability, and projected close date. Combine it with `list_crm_tasks` to check pending follow-ups associated with each opportunity.