Close MCP for AI Agents. Manage leads, track deals, and clear out follow-ups.
Close MCP connects your entire sales pipeline to any AI client. You manage leads, track opportunities, and handle CRM tasks by simply talking to your agent instead of switching between tabs and dashboards.
Give Claude and any AI agent real-world access
You can create brand new leads directly from conversation, giving them company names and website URLs.
The MCP pulls up all the information on a specific prospect, including their full contact details and activity history.
You can pull up a list of every active sales opportunity and monitor their current stage and expected close date.
Reviewing your pending or completed CRM tasks keeps you on top of all necessary follow-ups.
Retrieves information about the logged-in API user, clarifying current roles and permissions.
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What AI agents can do with Close MCP: 6 Tools for Pipeline Management
Use these tools to programmatically interact with your Close CRM data, allowing your AI agent to list leads, create opportunities, and manage daily tasks.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Close MCPCreate Lead
Creates a new prospect record in Close CRM for a specified company.
Get Lead Details
Retrieves the full profile and history for one specific lead.
Get Current User
Pulls information about the authenticated user connected to the API.
List Leads
Retrieves a list of every lead currently tracked in your Close CRM account.
List Opportunities
Gets an overview and status report on all active sales opportunities.
List Crm Tasks
Lists out any pending or completed follow-up tasks tracked in the CRM.
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on each call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Close, then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,200+ others, all in one place
- Add new capabilities to your AI anytime you want
- Connections are secured and governed automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog weekly
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Close. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS INFRASTRUCTURE
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on each call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
The constant context switching kills sales momentum. Solved with Vinkius AI Gateway
Right now, to check a prospect's full history, you have to open Close. Then, find the lead. You copy their name and company ID into your notes app. Next, if you need to see what deals are active—you have to navigate to the opportunities tab. This manual process eats up minutes, and those minutes add up fast.
With this MCP, that entire flow disappears. You just tell your agent, 'Give me a full rundown on Acme Corp.' The system runs `get_lead_details` and pulls everything—contacts, history, deals—and presents it back to you immediately in plain text.
Manage leads, opportunities & tasks with the Close MCP.
You no longer need to manually update records after a call. Instead of going into three different sections of your CRM just to log notes and create a follow-up task, you simply instruct your agent to do it all in one go.
The result is pure efficiency. Your AI client acts as the bridge between your conversation and your core sales system. You're talking to data, not clicking buttons.
What your AI can actually do with this
Need to update a deal or check on a prospect's history? This MCP pulls your complete Close CRM data—your active leads, current deals, and pending tasks—right into the conversation with your AI client. You keep full control over your sales workflow without ever leaving your chat window. Instead of copying account numbers from one tab to another, you can ask your agent to retrieve a full company profile or create a new lead using just plain English.
If you're working in a complex environment, connecting via Vinkius gives you access to this and thousands of other operational tools through the same simple connection.
Your agent handles the complexity. You tell it to review all your active opportunities, and it pulls the stage, value, and expected close dates instantly. It can even help you see if there are any overdue follow-up tasks or pull up the details on a specific contact record. This means sales reps stop wasting time navigating complex software and start focusing on selling.
019dd0d1-0c30-7306-b5dd-099c39cc1fc7 Here's how it actually works
The bottom line is you get access to your entire CRM data set without having to switch between applications.
Subscribe to this MCP and enter your Close API Key in the Vinkius settings.
Connect your preferred AI client (like Claude or Cursor) through the MCP-compatible interface.
Ask your agent to perform a sales action, such as 'list all my leads' or 'create a new lead for X company'.
Who is this actually for?
This MCP is built for sales teams who spend too much time context-switching. If your job involves moving data from a spreadsheet into a CRM, or pulling up prospect details in multiple tabs before making a call, you need this.
Using the MCP, you can query your entire pipeline and quickly create new prospects without leaving your AI workspace.
You monitor team opportunities and task completion rates by asking conversational questions about the whole sales process.
RevOps staff automate lead creation workflows and gain immediate, organization-wide visibility into pipeline status.
What Changes When You Connect
Stop context switching. Instead of jumping between your CRM and chat app to check a prospect's history, just ask for get_lead_details. The information comes straight into the conversation.
Build prospects on the fly. When you get a name in an email, use create_lead directly through your agent instead of manually entering data into a form.
Keep track of deals with ease. You can ask to list_opportunities and instantly see who's winning or losing and why.
Never miss a follow-up again. Use list_crm_tasks to review exactly what needs your attention today, helping you prioritize calls before you even log in.
Get instant data context. By calling get_current_user, your agent knows exactly what permissions it has and who is making the request.
See it in action
A prospect changes their company website.
The rep asks, 'What's the latest info on Acme Corp?' The agent uses get_lead_details to pull up the full profile and confirms the new website URL. The rep then updates the record using a simple conversation prompt.
Quarterly pipeline review.
The manager asks, 'Show me all active deals worth over $50k.' The agent executes list_opportunities, filtering and presenting only high-value prospects for the meeting prep.
Need to log a new contact immediately.
During a call, the rep notes a key person. They ask the agent to 'create a lead for John Doe at XYZ Corp.' The agent uses create_lead, logging the data instantly without opening the CRM.
Prioritizing end-of-week tasks.
The team member asks, 'What follow-ups do I owe this week?' The agent runs list_crm_tasks, providing a prioritized list of overdue items so the user can close out their day.
The honest tradeoffs
What to watch out for, and the recommended way to handle each one.
Copying and pasting data
Opening the CRM, finding lead X's name, copying it. Opening a spreadsheet, pasting it. Going back to the chat window, pasting it again.
Just talk to your agent. Tell it, 'List all leads from last month,' or 'Get details for Acme Corp.' It handles the retrieval and presentation so you don't copy anything.
Guessing required fields
Trying to create a lead by only giving the company name, but failing because the CRM requires a website URL.
When using create_lead, remember that you can give multiple details like the company name and its associated URL in one go. It'll build out the record correctly.
Overlooking old tasks
Assuming a task is done because it was visible yesterday, but forgetting about follow-ups that were due last week.
Always check your status with list_crm_tasks. This guarantees you see everything pending and overdue across the account.
When It Fits, When It Doesn't
Use this MCP if your primary bottleneck is moving sales data from structured systems (like Close) into fluid conversation. You need to perform read/write actions on leads, opportunities, or tasks without leaving your chat interface. This connector excels at cross-referencing CRM context with AI logic.
Don't use this if you only need general knowledge retrieval, like market statistics or legal definitions. For those things, a generic data source MCP is better. If you need to run complex, multi-step calculations (like forecasting based on external economic indices), you might need an integration specializing in advanced financial modeling, not just CRM tracking.
Questions you might have
How does the Close MCP handle user permissions? +
The get_current_user tool retrieves information about who you are logged in as and what your current API role is. This confirms to the agent exactly what data it can access for you.
Can I list leads or opportunities using the Close MCP? +
Yes, you can use list_leads to see all prospects and list_opportunities to track your active deals. This gives you a high-level view of your entire pipeline.
What if I need to create multiple leads at once? +
While the system supports creating one lead via create_lead, you should prompt your agent with all necessary data points for each new prospect in a single conversation turn. It will handle them sequentially.
Does the Close MCP only work for internal sales? +
No, it works for any team that manages client relationships through structured leads and opportunities, regardless of whether they are inside or field sales teams.