# Close CRM MCP for AI Agents AI Agent Connect

> Close CRM MCP lets you manage your sales pipeline, leads, and contacts through any AI agent. It handles the heavy lifting of CRM data entry, allowing you to create opportunities, update lead statuses, and track deal values in real-time. You can automate repetitive sales tasks without leaving your preferred AI interface.

## Overview
- **Category:** sales-automation
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_NjN8kEFKeSR8UpPhFU68pwZLShuqhKWmw9ARirSd/ai-agent-connect
- **Tags:** crm, sales-pipeline, lead-tracking, inside-sales, opportunity-management

## Description

Close CRM MCP connects your sales data to your AI agent so you can manage your pipeline without switching tabs. You can tell your agent to create a new lead, update an opportunity's value, or list your recent calls. It handles the manual work of data entry, like recording notes or setting follow-up tasks, while you focus on the conversation. Instead of hunting through menus to find a specific contact, you can just ask your agent to find them for you. It turns your CRM into a workspace where your sales data stays current in real-time. By including this in the Vinkius catalog, you get a way to keep your database accurate without the usual headache of manual updates.

Think about the flow of a typical sales day. You're on a call, and the prospect mentions a specific budget. Usually, you'd have to pause, open a new tab, find the right record, and type in those numbers. With this connection, you just tell your agent what they said. It updates the deal value and the confidence level immediately. When you need to follow up, you don't have to remember to do it later. You just tell your agent to set a reminder, and it puts that task into your queue. This removes the friction between talking to people and keeping your records clean. It means your team spends more time selling and less time doing admin work. You get a reliable, updated view of your pipeline because the data entry happens as part of your natural workflow.

## Tools

### create_contact
Add a new contact to your CRM database. Use this to save individual people even if they aren't tied to a lead yet.

### create_lead
Create a new lead entry in your CRM. This helps you keep your database current as you meet new prospects.

### create_opportunity
Add a new sales opportunity to a lead. This ensures every potential deal is tracked in your pipeline.

### create_task
Generate a new task for a team member. Use this to set reminders for follow-ups or internal deadlines.

### create_webhook
Set up a webhook subscription for automated data triggers. This lets you connect other apps to your CRM data automatically.

### delete_lead
Remove a lead from your database. Use this to clean up old records or incorrect entries quickly.

### get_custom_field_schema
View the custom field setup for different object types. This helps your agent understand exactly what data you want to collect.

### list_calls
See a history of call activities. You can use this to review past conversations with specific leads.

### list_contacts
View all contacts currently in your Close account. This gives your agent a full directory of everyone you're talking to.

### list_emails
Look through your list of email activities. Use this to see the history of communication for any specific lead.

### list_events
See your event log from the last 30 days. This is useful for getting a quick pulse on recent CRM activity.

### list_form_submissions
View activity from your web form submissions. This helps you track how many people are reaching out through your site.

### list_forms
See your web forms and their specific field definitions. Use this to understand the data being collected from your website visitors.

### list_leads
Get a paginated list of all your current leads. This allows your agent to browse through your entire prospect database.

### list_notes
Read through the notes recorded in your CRM. This gives your agent context on what has already been discussed with a lead.

### list_opportunities
View all active and past sales opportunities. This helps you see your entire pipeline at a glance.

### list_sequences
See your automated outreach workflows and sequences. Use this to manage your automated email and SMS campaigns.

### list_sms
View your history of SMS activities. This lets you track text message conversations in one central place.

### list_tasks
See all current tasks in your CRM. Use this to help your team stay organized and meet their daily goals.

### search_data
Filter leads or contacts using advanced search criteria. This is the fastest way to find specific people in a large database.

### update_contact
Modify the details of an existing contact. Use this to keep phone numbers and email addresses up to date.

### update_lead
Edit specific fields on an existing lead. This is perfect for changing a lead's status or organization name.

### update_opportunity
Change the value, stage, or confidence of an opportunity. Use this to keep your sales forecast accurate as deals progress.

### activity_report
Generate a report on recent sales activities. This helps you see how much work your team is getting done.

### bulk_email
Send a mass email to a specific list of leads. This is great for launching a new product or sending a company update.

### list_meetings
Review your scheduled and past meeting activities. Use this to stay on top of your calendar and upcoming appointments.

## Prompt Examples

**Prompt:** 
```
List the last 5 leads we've added and show me their current status.
```

**Response:** 
```
I've pulled the 5 most recent leads from your Close CRM:

| Lead Name | Status | Last Activity |
| :--- | :--- | :--- |
| **TechFlow** | Qualified | Call - 2 hours ago |
| **GreenEnergy** | Discovery | Email - 5 hours ago |
| **BlueSky** | Meeting Scheduled | Call - Yesterday |
| **AlphaCorp** | New | Form Submission - Today |
| **Zenith** | Qualified | Call - 2 days ago |
```

**Prompt:** 
```
Create a new opportunity for the 'Acme Corp' lead with a value of $5,000 and a 70% confidence level.
```

**Response:** 
```
I've added that opportunity for you. Here are the details recorded in Close CRM:

*   **Lead:** Acme Corp
*   **Value:** $5,000.00 (500,000 cents)
*   **Confidence:** 70%
*   **Status:** New Opportunity

Would you like me to create a follow-up task for this deal?
```

**Prompt:** 
```
Who are our top contacts in the 'Enterprise' category?
```

**Response:** 
```
Searching your contacts for the 'Enterprise' category... I found 3 key contacts:

1. **Alice Smith** (Enterprise) - Last contacted 1 day ago
2. **Bob Johnson** (Enterprise) - Last contacted 4 days ago
3. **Charlie Davis** (Enterprise) - No recent activity

Would you like me to list the specific leads associated with any of these people?
```

## Capabilities

### Create new leads and contacts
Add new people and companies to your CRM using natural language commands.

### Track deal values and pipeline stages
Keep your sales forecast accurate by updating opportunity details on the fly.

### Update lead statuses and opportunity details
Change the status of a deal or lead instantly as your conversation progresses.

### Manage tasks and meeting activities
Schedule follow-ups and view past meetings without leaving your agent interface.

### Send mass emails to filtered lead lists
Initiate outreach campaigns to specific segments of your audience automatically.

### List and search CRM data
Find specific leads or contacts in your database using advanced filters.

## Use Cases

### Immediate lead capture after a discovery call
After a call, an SDR asks the agent to use `create_lead` for a new prospect and then `create_contact` for the primary stakeholder.

### Real-time pipeline updates for deal changes
A manager wants to know the status of all deals over $5k. They ask the agent to `list_opportunities` with a value over 500,000 cents.

### Cleaning up outdated CRM records
A Sales Ops person needs to remove dead leads. They ask the agent to `search_data` for leads with no activity in 6 months and then `delete_lead`.

### Launching a targeted email campaign
A founder wants to start a campaign. They ask the agent to `bulk_email` all leads currently in the 'Interested' stage.

## Benefits

- Stop manual data entry by using `create_lead` and `create_contact` to add new info instantly during calls.
- Keep your pipeline accurate by using `update_opportunity` to change deal values and stages as they evolve.
- Quickly find information using `search_data` to filter through thousands of leads in seconds.
- Automate outreach with `bulk_email` to reach out to specific segments of your audience without manual work.
- Stay on top of follow-ups by listing and creating items with `list_tasks` and `create_task` to keep the momentum going.
- Monitor team performance by generating an `activity_report` for your sales department to see what's moving.

## How It Works

The bottom line is you stop manually typing data into your CRM and start managing your sales pipeline through natural conversation.

1. Subscribe to the Close CRM MCP on Vinkius.
2. Provide your Close API Key in the configuration settings.
3. Start asking your AI client to update leads or create deals.

## Frequently Asked Questions

**Can the Close CRM MCP create new leads for me?**
Yes, it lets your agent create new leads and contacts directly. You just tell the agent the name and details, and it handles the rest.

**How does this help with my sales pipeline?**
It allows your agent to update deal values, stages, and confidence levels instantly. This keeps your forecast accurate without manual clicks.

**Can I use this to send mass emails?**
Yes, you can use the bulk email tool to send messages to a filtered list of leads. Your agent can help identify the right audience first.

**Does the Close CRM MCP support custom fields?**
It can read your custom field schema. This means your agent can understand and interact with the specific data points you've set up.

**Can it help with task management?**
Yes, you can have your agent list all current tasks or create new ones. This ensures no follow-ups fall through the cracks.

**Is it hard to set up?**
No, you just need your Close API key. Once it's connected via Vinkius, you can start using it in any compatible AI client.

**Can I permanently remove a lead from my CRM using this server?**
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.

**How do I track the financial value and confidence of a potential deal?**
Use the `create_opportunity` or `update_opportunity` tools. You can specify the `value` (in cents), the `value_period` (monthly, annual, or one_time), and a `confidence` percentage from 0 to 100.

**Can I filter or limit the number of leads returned when listing them?**
Yes! The `list_leads` tool supports `_limit` for result counts, `_skip` for pagination, and `_fields` to specify exactly which data points (like name or status) you want to retrieve.