# Close MCP for AI Agents AI Agent Connect

> Close MCP lets you manage your sales pipeline and leads directly from your AI agent. You can pull lead details, track deal values across different pipelines, and stay on top of follow-up tasks without leaving your chat interface. It connects your CRM data to your daily workflow so you can act on opportunities faster.

## Overview
- **Category:** communication-messaging
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_NDWFJozLhyVYhsG4Rd3EHbVUHD0aTWo7gcAufNM1/ai-agent-connect
- **Tags:** crm, lead-management, sales-pipeline, deal-tracking, sales-automation, communication-tools

## Description

Close MCP connects your CRM data to your AI agent so you can handle sales operations through a natural conversation. Instead of jumping between tabs to check where a deal stands or who needs a follow-up, you just ask your agent. It pulls in the specific details you need to keep moving. If you're looking for a way to manage your sales funnel without the constant context switching, this is how you do it. You can find this within the Vinkius catalog to get your CRM connected to your workspace in minutes. It's about getting the right info at the right time so you can actually close more deals rather than spending your day managing a database.

## Tools

### list_lead_statuses
See all the available stages for leads. Use this to keep your data organized and consistent.

### get_lead_details
Get specific info about a company or lead. This helps you see contact details and status quickly.

### get_my_close_profile
See your own account profile and core CRM data. It's useful for checking your personal permissions or settings.

### get_opportunity_details
Pull specific data on a sales deal. You can see the value and current stage of a deal.

### list_close_leads
Get a list of every lead in your CRM. It's the fastest way to see your entire prospect list.

### list_close_opportunities
See all your active sales opportunities. This gives you a bird's-eye view of your deals.

### list_close_pipelines
See the different sales pipelines you have set up. It helps you understand how your funnels are structured.

### list_close_tasks
See all your CRM tasks and reminders. This keeps your follow-ups from falling through the cracks.

## Prompt Examples

**Prompt:** 
```
What are my top 3 most valuable deals right now?
```

**Response:** 
```
Here are your highest-value opportunities across all pipelines:

| Deal Name | Value | Stage |
| :--- | :--- | :--- |
| **Acme Corp** | $50,000 | Negotiation |
| **TechFlow** | $42,000 | Proposal |
| **Global Dist** | $35,000 | Discovery |

Would you like me to pull more details on any of these?
```

**Prompt:** 
```
Give me a summary of my follow-up tasks for today.
```

**Response:** 
```
You have 8 tasks due today. Here's the breakdown:

*   **3 Calls:** Acme Corp, TechFlow, Global Dist
*   **2 Emails:** Smith & Co, Jones Retail
*   **3 Contract Reviews:** BlueSky, Nova, Zenith

I can pull the specific lead details for any of these if you'd like.
```

**Prompt:** 
```
Do we have any leads in the 'Qualified' stage?
```

**Response:** 
```
I'm checking your lead statuses... 

I found 12 leads currently in the **Qualified** stage. The most recent ones are:
*   **GreenLeaf** (Added 2 hours ago)
*   **Solaris** (Added 4 hours ago)
*   **Apex** (Added 1 day ago)

Do you want to see the contact info for any of these?
```

## Capabilities

### Pull lead contact info
Get specific details for any company or lead in your CRM instantly.

### Check deal values in pipelines
See the monetary value and current stage of your active sales opportunities.

### View pending follow-up tasks
List all your CRM tasks and reminders to ensure no follow-up falls through the cracks.

### See available sales stages
Check the specific stages available in your account to keep your data consistent.

### Look up user profile data
Retrieve your own profile information and core CRM metadata through your agent.

## Use Cases

### Quick lead history check during a call
A rep is on a call and forgets a lead's history. They ask the agent to pull get_lead_details to see previous notes and contact info instantly.

### Summarizing pipeline value for a meeting
A manager needs a quick pulse on the week's value. They ask for list_close_opportunities and the agent summarizes the total value across all pipelines.

### Prioritizing daily follow-ups
A rep is overwhelmed by tasks. They ask the agent to check list_close_tasks and prioritize the top 3 follow-ups for the afternoon.

### Verifying lead status mappings
RevOps needs to check if a lead is in the right stage. They use list_lead_statuses to verify the mapping across different sales funnels.

## Benefits

- Stop switching tabs by using list_close_leads to see your prospects without leaving your chat.
- Get instant deal context by pulling data with get_opportunity_details during live calls.
- Keep your follow-ups on track using list_close_tasks to see what needs doing today.
- Maintain clean data by checking available stages with list_lead_statuses before updating records.
- Audit pipeline health across different funnels using list_close_pipelines to spot bottlenecks.

## How It Works

The bottom line is you get a direct line to your CRM data without ever opening the Close dashboard.

1. Subscribe to the Close MCP on Vinkius.
2. Paste your Close API Key into your client settings.
3. Ask your agent to list leads or check deal statuses.

## Frequently Asked Questions

**Can I use the Close MCP to see my sales pipeline in Claude?**
Yes, you can. Once connected, your AI client can pull your deal values and list your active opportunities so you can discuss your sales goals directly in the chat.

**How does the Close MCP help with lead management?**
It lets your agent pull specific contact info and status updates for any lead. You can ask your agent for summaries of your prospect list without having to manually search for them in the CRM.

**Can I see my tasks from Close using this Connector?**
Yes, you can. The Connector pulls your CRM tasks and reminders into your chat interface. You can ask your agent to list what's pending for the week or check specific follow-up items.

**Does the Close MCP work for multiple pipelines?**
Yes, it can. You can ask your agent to list all your configured pipelines or check the status of deals across different sales funnels to get a full view of your business.

**Is the Close MCP good for sales managers?**
It's great for managers who need a quick pulse on team activity. You can use it to audit pipeline health or check task lists to see where deals might be stalling without opening the full dashboard.

**Can I use the Close MCP to see my own profile?**
Yes, you can. It allows your agent to retrieve your own profile information and core CRM metadata, making it easy to verify your account details or permissions through your AI client.

**Can I see my open opportunities through the agent?**
Yes! Use the `list_close_opportunities` tool. The agent will return all deals, and you can ask it to filter for those in an 'Open' or specific pipeline stage.

**How do I check the tasks due for today?**
Use the `list_close_tasks` tool. Your agent will fetch the list of CRM tasks, and you can ask it to identify those with a due date of today.

**Where do I find my Close API Key?**
Log in to Close, go to **Settings**, and select **API Keys**. You can generate and copy a new API key from that section.