How to Use the Close MCP in Claude

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

To set this up locally, open your claudedesktopconfig.json file. Add the server command and arguments under the mcpServers key. Save the file and restart the application completely to see the hammer icon appear.

Connect Close to Claude Desktop to read CRM pipelines and draft follow-up emails directly from your local environment or the web app.

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Connect Close MCP to Claude Desktop

Create your Vinkius account to connect Close to Claude Desktop 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 Desktop

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Read sales pipelines with this MCP Server

Your agent uses `list_opportunities` and `list_leads` to pull live pipeline data straight into your chat interface. You don't have to switch tabs to check if a deal moved stages. Claude reads the exact state of your Close CRM and builds a status report right there. The web integration means you can paste the server URL into your Custom Connectors and immediately ask questions about your accounts. If a manager needs a quick rundown of open deals, they just ask the chat. The agent fetches the real numbers instead of guessing.

Draft and create new contacts instantly

The `create_lead` tool lets Claude Desktop write a personalized outreach message and push the new contact straight into your database. You drop a raw CSV of event attendees into your local chat. The agent parses the file, checks for duplicates, and adds the fresh targets. Running this through the desktop application means you keep your source files local while updating the remote system. You get the convenience of a conversational interface without sacrificing your established data entry rules.

Clear out daily sales tasks

Triggering `list_crm_tasks` and `get_lead_details` gives your AI client the context it needs to prioritize your daily call sheet. It looks at who you need to contact today and pulls their entire history. You sit down in the morning and see exactly who to call first. This MCP setup saves you from clicking through five different screens just to remember why you set a follow-up reminder. Claude presents the task alongside the relevant contact notes. You make the call and move on.

Setup guide

Set up Close MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Close MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Close MCP configuration

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

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under close-alternative-mcp.

json

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

Get your connection token →

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.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

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Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Close MCP in Claude Desktop

To set this up locally, open your `claude_desktop_config.json` file. Add the server command and arguments under the `mcpServers` key. Save the file and restart the application completely to see the hammer icon appear.

Yes, the browser version supports remote connections. Go to Settings, find Integrations, and add a custom connector. Paste your Vinkius HTTPS URL there to authenticate.

It reads leads, opportunities, and tasks based on your user permissions. The `get_current_user` endpoint confirms exactly who is making the request. You only see what your account allows.

You might need to check your authentication token. Ensure the MCP configuration includes the correct API key for your workspace. A quick restart usually fixes connection drops.

Your pipeline numbers and lead contact details remain strictly isolated. Vinkius runs the connection inside a zero-trust V8 sandbox that destroys itself after the request finishes. The client only sees the exact task or opportunity requested.

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