Close MCP Server for AutoGenGive AutoGen instant access to 6 tools to Create Lead, Get Current User, Get Lead Details, and more
Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add Close as an MCP tool provider through Vinkius and every agent in the group can access live data and take action.
Ask AI about this App Connector for AutoGen
The Close app connector for AutoGen is a standout in the Communication Messaging category — giving your AI agent 6 tools to work with, ready to go from day one.
Vinkius delivers Streamable HTTP and SSE to any MCP client
import asyncio
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench
async def main():
# Your Vinkius token. get it at cloud.vinkius.com
async with McpWorkbench(
server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
transport="streamable_http",
) as workbench:
tools = await workbench.list_tools()
agent = AssistantAgent(
name="close_alternative_agent",
tools=tools,
system_message=(
"You help users with Close. "
"6 tools available."
),
)
print(f"Agent ready with {len(tools)} tools")
asyncio.run(main())
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
About Close MCP Server
Connect your Close CRM account to any AI agent and take full control of your sales workflows through natural conversation.
AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Close tools. Connect 6 tools through Vinkius and assign role-based access. a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.
What you can do
- Lead Management — List all leads in your pipeline and retrieve full company profiles with contacts, custom fields, and activity history
- Lead Creation — Add new leads directly from conversation, including company name and website URL
- Opportunity Tracking — Monitor your active deals with stage, value, and expected close dates
- Task Management — Review pending and completed CRM tasks to stay on top of follow-ups
- User Context — Retrieve your authenticated user profile to understand your current permissions and role
The Close MCP Server exposes 6 tools through the Vinkius. Connect it to AutoGen in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
All 6 Close tools available for AutoGen
When AutoGen connects to Close through Vinkius, your AI agent gets direct access to every tool listed below — spanning lead-management, pipeline-tracking, inside-sales, and more. Every call is secured with network, filesystem, subprocess, and code evaluation entitlements inside a sandboxed runtime. Beyond a simple connection, you get a full AI Gateway with real-time visibility into agent activity, enterprise governance, and optimized token usage.
Create a new lead
Get information about the authenticated API user
Get details of a specific lead
List CRM tasks
List all leads in Close CRM
List sales opportunities
Connect Close to AutoGen via MCP
Follow these steps to wire Close into AutoGen. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.
Install AutoGen
pip install "autogen-ext[mcp]"Replace the token
[YOUR_TOKEN_HERE] with your Vinkius tokenIntegrate into workflow
Explore tools
Why Use AutoGen with the Close MCP Server
AutoGen provides unique advantages when paired with Close through the Model Context Protocol.
Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Close tools to solve complex tasks
Role-based architecture lets you assign Close tool access to specific agents. a data analyst queries while a reviewer validates
Human-in-the-loop support: agents can pause for human approval before executing sensitive Close tool calls
Code execution sandbox: AutoGen agents can write and run code that processes Close tool responses in an isolated environment
Close + AutoGen Use Cases
Practical scenarios where AutoGen combined with the Close MCP Server delivers measurable value.
Collaborative analysis: one agent queries Close while another validates results and a third generates the final report
Automated review pipelines: a researcher agent fetches data from Close, a critic agent evaluates quality, and a writer produces the output
Interactive planning: agents negotiate task allocation using Close data to make informed decisions about resource distribution
Code generation with live data: an AutoGen coder agent writes scripts that process Close responses in a sandboxed execution environment
Example Prompts for Close in AutoGen
Ready-to-use prompts you can give your AutoGen agent to start working with Close immediately.
"List all my leads in Close and highlight the ones added this week."
"Create a new lead for the company 'Nordic AI Labs' with their website nordicailabs.com."
"Show my active sales opportunities and any overdue tasks I need to handle."
Troubleshooting Close MCP Server with AutoGen
Common issues when connecting Close to AutoGen through the Vinkius, and how to resolve them.
McpWorkbench not found
pip install "autogen-ext[mcp]"Close + AutoGen FAQ
Common questions about integrating Close MCP Server with AutoGen.