How to Use the Close MCP in VS Code Copilot

Q: How do I share the Close MCP server with my team in VS Code Copilot?

Create a .vscode/mcp.json file in your project root. Add the connection details and commit it to your Git repository. Anyone who pulls the repo will automatically get access to the same CRM tools.

Deploy Close access across your engineering team in VS Code Copilot to pull live CRM tasks into your shared development environment.

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Connect Close MCP to VS Code Copilot

Create your Vinkius account to connect Close to VS Code Copilot 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 VS Code Copilot

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Claude

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Sync sales pipelines with this MCP Server

The `list_opportunities` and `list_leads` tools give your entire engineering team access to live sales data right inside their editor. You commit the configuration file to your repository once. Every developer on the project instantly gains the ability to query real customer records while building internal dashboards. Copilot Chat uses these endpoints to answer specific questions about account statuses without requiring anyone to log into the web interface. A frontend engineer can ask for the current pipeline stages, and the agent returns the exact array structure. They spend less time chasing down API keys and more time writing code.

Debug specific account problems

Running `get_lead_details` alongside `get_current_user` helps developers troubleshoot issues reported by the sales team. A rep complains that a specific contact page is crashing. The engineer asks the AI client to fetch that exact record and immediately sees a malformed data field causing the error. You fix bugs faster when you have the actual payload in front of you. The agent retrieves the messy, real-world data that broke your application. You write a patch, test it against the same record, and push the fix before lunch.

Manage CRM follow-ups in the editor

Executing `list_crm_tasks` pulls your assigned follow-ups into the VS Code sidebar. A developer working on a sales engineering ticket can see exactly what calls they need to make that day. They never have to break focus by switching to a browser window. This MCP architecture keeps the team focused on their IDE. The agent reads the pending list and can even suggest which technical tasks align with high-value prospects. You merge your coding workflow directly with your revenue goals.

Setup guide

Set up Close MCP in VS Code Copilot

Prerequisites

VS Code 1.99 or later with GitHub Copilot extension
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and run "MCP: Add Server". Select HTTP (Streamable) as the server type. VS Code will create .vscode/mcp.json in your workspace.
2

Add the Close MCP

Paste the JSON snippet shown on the right into your .vscode/mcp.json. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Switch to Agent mode

Open Copilot Chat (Cmd+Shift+I / Ctrl+Shift+I) and switch to Agent mode using the dropdown. MCP tools are only available in Agent mode — they do not appear in Edit or Ask modes.
4

Verify the connection

In the Copilot Chat input, type # to list available tools. You should see the Close tools listed. Try asking: "List my recent Close transactions" and Copilot will invoke them automatically.

.vscode/mcp.json

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

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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.

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Common questions about Close MCP in VS Code Copilot

Create a `.vscode/mcp.json` file in your project root. Add the connection details and commit it to your Git repository. Anyone who pulls the repo will automatically get access to the same CRM tools.

You must be running version 1.96 or higher. Older builds do not support the agent mode required to execute these external commands. Update your editor before trying to connect.

Permissions rely entirely on the API token provided in your configuration. If you supply a read-only token, the creation endpoints will simply reject the request. Provide different tokens based on what a specific developer needs to do.

The most common culprit is a network block or an expired token. Check your workspace settings to ensure the command has permission to reach the internet. Sometimes opening the MCP User Configuration panel and resetting the path fixes temporary glitches.

Your lead lists and pipeline metrics stay strictly protected. Vinkius manages the routing through a zero-trust sandbox that retains absolutely zero state. The information flows directly from the API to your editor, bypassing any persistent storage.

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