# Cloze MCP for AI Agents AI Agent Connect > Cloze is a smart CRM that handles your relationship data automatically. It tracks every interaction and provides insights into your deals and projects. Instead of manual logging, your AI agent pulls contact histories, checks tags, and updates project statuses in real-time, keeping your pipeline accurate without you having to lift a finger. ## Overview - **Category:** productivity - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_9JODQy5v34d0evNVHcTetXImCTl9Wo3kQUhoNAYf/ai-agent-connect - **Tags:** relationship-intelligence, contact-management, email-tracking, deal-pipeline, contextual-insights, automation ## Description Cloze is a smart CRM that handles your relationship data automatically. It tracks every interaction and provides insights into your deals and projects. Instead of manual logging, your AI agent pulls contact histories, checks tags, and updates project statuses in real-time, keeping your pipeline accurate without you having to lift a finger. Imagine you're heading into a high-stakes meeting with a long-term client. Usually, you'd have to dig through old emails, check your notes, and try to remember the last time you actually spoke. With this Connector, your AI agent does that heavy lifting for you. It can instantly pull a full history of every interaction, summarize where things left off, and tell you exactly how strong that relationship is based on recent activity. It's about moving from "I think we talked about this" to "I know exactly where we stand." You can manage your entire sales pipeline or real estate portfolio without constant manual data entry. By connecting this to your favorite AI client through the Vinkius catalog, you turn your CRM from a static database into an active partner. Your agent can find specific contacts based on custom tags, update project statuses as things progress, or create new records on the fly. It keeps your data clean because the AI handles the tedious updates, allowing you to focus on closing deals and building actual human connections. You can find a specific person's history or see which projects are lagging in a single prompt. ## Tools ### create_person Add a new contact to your CRM using just a name or email address. This helps you keep your database current without manual typing. ### create_project Set up a new project, deal, or property record in your pipeline. This ensures every new opportunity is tracked from day one. ### get_person Look up every detail about a specific contact using their email address. This gives you instant context before any meeting. ### list_companies Pull a complete list of all companies currently in your Cloze account. Use this to see your full corporate reach at a glance. ### list_custom_fields See the definitions for all custom fields you've set up in your account. This helps you understand your unique data structure. ### update_person Modify an existing contact's information by matching their email address. Use this to keep your lead details accurate. ### list_people Get a full list of every contact currently stored in your CRM. This provides a high-level view of your entire database. ### list_projects View all your active projects, properties, and deals at once. This helps you see what's moving and what's stalled. ### search_people_by_tag Find every contact that has been assigned a specific tag in your system. This is the fastest way to segment your leads. ## Prompt Examples **Prompt:** ``` Tell me about the last time we talked to Sarah Johnson. ``` **Response:** ``` ### Recent Interaction: Sarah Johnson **Last Contact:** March 20, 2025 **Summary:** Sarah inquired about the enterprise pricing tier. She seemed interested but requested a demo for her team next month. **Key Details:** * **Status:** Active Lead * **Sentiment:** Positive * **Next Step:** Schedule a demo for the week of April 1st. * **Tags:** VIP, Enterprise ``` **Prompt:** ``` Show me all my active projects. ``` **Response:** ``` ### Active Projects & Deals | Project Name | Status | Due Date | | :--- | :--- | :--- | | Website Redesign | In Progress | April 15 | | Q2 Marketing | Planning | May 1 | | CRM Migration | Blocked | April 30 | | Sales Training | Completed | April 10 | | Product Launch | Planning | June 1 | ``` **Prompt:** ``` Find all the VIP contacts and tell me their total pipeline value. ``` **Response:** ``` ### VIP Contacts Summary Found 8 contacts tagged as **VIP**. **Total Pipeline Value:** $320,000 **Top Contacts:** * **Sarah Johnson** (TechStart Inc.) - Score: 85 * **David Chen** (FinServe Ltd.) - Score: 92 * **Maria Garcia** (CloudFirst) - Score: 78 ``` ## Capabilities ### Pull full contact histories Your agent can instantly summarize every past interaction with a specific person. ### Create new people or projects Add new contacts or deals to your CRM using only a name or email. ### Search contacts by tags Filter your database to find specific groups like VIPs or hot leads. ### Update project statuses Change the state of a deal or property record automatically via your agent. ### View custom field definitions See exactly how your custom CRM data is structured and organized. ### List all companies Get a complete list of every organization in your current CRM account. ## Use Cases ### Finding high-priority contacts A marketing lead wants to see all their high-priority contacts. They ask their agent to find everyone tagged as 'VIP' and get a summary of the last interaction for each. The agent uses `search_people_by_tag` and `get_person` to provide a clean list. ### Updating property deal status A real estate agent just finished a viewing. They tell their agent that the property deal is now 'Under Contract.' The agent uses `update_person` to change the status, keeping the pipeline updated without the agent leaving their phone. ### Adding a new prospect on the fly A salesperson is meeting a new prospect. They ask the agent to create a new record for 'John Doe' at 'TechCorp.' The agent uses `create_person` to add the contact to the CRM instantly so the team can start tracking them. ### Reviewing active project pipelines An account manager needs to see all active projects. They ask the agent to list every project and deal currently in the pipeline. The agent uses `list_projects` to show a structured list of active work and upcoming deadlines. ## Benefits - Stop manual data entry by using `create_person` and `create_project` to add new records via voice or text. This keeps your pipeline current without you having to open a new tab and type out every detail manually. - Get instant context before every meeting by using `get_person` to see full interaction histories. You'll know exactly what was discussed last time and what the next steps are before you even dial the number. - Organize your leads more effectively by using `search_people_by_tag` to find specific segments instantly. You can group contacts by status, priority, or interest level and pull them into your workspace in one go. - Keep your pipeline accurate with `update_person` and `list_projects` to see what's moving and what's stalled. Your agent can handle the status changes as you talk through them, ensuring your data never goes stale. - Understand your unique data structure better by using `list_custom_fields` to see how your CRM is organized. This helps your agent understand the specific categories of data you track for your unique business needs. - Save hours of research by using `list_companies` to get a bird's-eye view of your corporate reach. You can quickly identify which organizations you have the strongest ties with and where to focus your efforts. ## How It Works The bottom line is your CRM becomes an active, queryable knowledge base for your AI agent. 1. Connect your Cloze account to your AI client via the Vinkius catalog. 2. Ask your agent to find a contact, project, or specific data point. 3. Receive structured summaries and real-time updates to your CRM. ## Frequently Asked Questions **How does Cloze help my sales team?** It gives your team instant access to relationship history and deal statuses. Your agent can summarize past interactions so your reps never walk into a meeting unprepared. **Can it create new leads?** Yes, your agent can create new person records in Cloze automatically. You just tell your agent the person's name and email, and it handles the entry for you. **Does it update my property deals?** It does. Your agent can update project and property statuses in real-time as you talk through your progress, keeping your pipeline accurate without manual clicks. **How do I see my VIP contacts?** You can ask your agent to find all contacts with a specific tag. It will quickly pull a list of everyone you've marked as VIP or any other custom category. **Can it show me my custom fields?** Yes, the Connector can retrieve your custom field definitions. This allows your agent to understand the specific data points you track for your unique business. **Will it keep my CRM organized?** Absolutely. By automating the creation of records and the updating of statuses, it ensures that your CRM stays current and clean without extra effort from your team. **How do I get history for a specific contact?** Just ask your agent for the history of a specific person. It will pull all relevant interaction data and provide a concise summary of where things stand. **Where do I find my Cloze API key?** You can generate an API key in the Cloze web app. Go to Settings > Accounts and Services, and click the 'API Key' section to add a new token. **Which email address should I use for authentication?** Use the exact primary email address registered to your active Cloze account. **Can I manage custom fields with this server?** Yes, you can retrieve custom field definitions and command the agent to set specific values when creating or updating contacts.