How to Use the Close MCP in Claude Code

Q: How do I install the Close MCP server in Claude Code?

Run claude mcp add --transport http close-crm -- in your terminal. All transport flags must appear before the server name.

Q: Can Claude Code and Close handle automated pipeline reports?

Yes. Your terminal agent uses the listopportunities tool to pull active deals and can pipe that data into a Slack notification script.

Q: Does the Close MCP integration support headless lead creation with Claude Code?

The CLI client executes the createlead command silently in the background. You just feed it the raw contact data via standard input.

Manage Close CRM data directly from your terminal using Claude Code to automate lead creation and pipeline reporting via MCP.

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Connect Close MCP to Claude Code

Create your Vinkius account to connect Close to Claude Code and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Close with Claude Code

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Script Lead Creation in Claude Code

The `create_lead` and `list_leads` tools enable your CLI environment to process bulk contact imports without a graphical interface. You can pipe a CSV file into your terminal agent and watch it fire off API requests to populate your CRM. Running these commands in a CI/CD pipeline saves hours of manual data entry. The headless client verifies each new entry and logs the resulting IDs straight to your standard output.

Query Opportunities via this MCP Server

Invoking `list_opportunities` gives your terminal agent the ability to generate automated sales reports. DevOps engineers can set up a cron job that asks the CLI to fetch active deals and format them into a markdown summary every morning. Checking pipeline health no longer requires logging into a web dashboard. Your shell script grabs the raw JSON response and filters it down to just the high-value accounts.

Track CRM Tasks from the Command Line

Calling `list_crm_tasks` and `get_current_user` lets you inspect your daily sales queue right in your SSH session. The agent pulls your authenticated profile and lists every pending call or email assigned to your specific user ID. Developers working on backend integrations need fast access to test data. Asking the terminal to dump the details of a specific task proves that your API connection works correctly.

Setup guide

Set up Close MCP in Claude Code

Prerequisites

Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
Active Vinkius subscription with a valid endpoint token

1

Run the add command

Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.
2

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see close-alternative-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest Close transactions." It will automatically discover and invoke the available Close tools.

Terminal

claude mcp add --transport http close-alternative-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Get your connection token →

Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the Close MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "close-alternative-mcp": {
      "type": "url",
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

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Common questions about Close MCP in Claude Code

Run `claude mcp add --transport http close-crm -- ` in your terminal. All transport flags must appear before the server name.

Yes. Your terminal agent uses the `list_opportunities` tool to pull active deals and can pipe that data into a Slack notification script.

The CLI client executes the `create_lead` command silently in the background. You just feed it the raw contact data via standard input.

Ask your agent to fetch a record by its ID. It queries the API and prints the exact JSON payload to your console.

Your sales totals and contact profiles remain entirely private. Vinkius manages the connection through a stateless proxy that holds no data after the terminal session closes.

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