Can I create new leads directly through the AI agent?

Yes! The `create_lead` tool accepts a company name and an optional website URL. Your agent will create the lead record in Close and return the new Lead ID for immediate reference.

How does the API authentication work with Close?

Close uses HTTP Basic Authentication. Your API Key is sent as the username with an empty password. Navigate to Settings > Developer > API Keys in your Close dashboard to generate a new key. The key is encrypted at rest and injected securely at runtime.

Can I view my sales opportunities and their current stages?

Yes. The `list_opportunities` tool retrieves all active deals in your pipeline, including stage name, expected value, probability, and projected close date. Combine it with `list_crm_tasks` to check pending follow-ups associated with each opportunity.

INSTANT PLUG AND PLAY

Close MCP Server for WindsurfGive Windsurf instant access to 6 tools to Create Lead, Get Current User, Get Lead Details, and more

Name: Close
Availability: InStock
Author: Vinkius

Built by Vinkius GDPR 6 Tools IDE

Windsurf brings agentic AI coding to a purpose-built IDE. Connect Close through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.

Use with Your AI Agent

Ask AI about this App Connector for Windsurf

Open in ChatGPT Open in Claude Open in Perplexity

The Close app connector for Windsurf 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

RecommendedModern Approach — Zero Configuration

Vinkius Desktop App

The modern way to manage MCP Servers — no config files, no terminal commands. Install Close and 3,400+ MCP Servers from a single visual interface.

Download Free Open SourceNo signup required

Classic Setup·json

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

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* 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.

Windsurf's Cascade agent chains multiple Close tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 6 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.

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 Windsurf 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 Windsurf

When Windsurf 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_lead

Create a new lead

get_current_user

Get information about the authenticated API user

get_lead_details

Get details of a specific lead

list_crm_tasks

List CRM tasks

list_leads

List all leads in Close CRM

list_opportunities

List sales opportunities

Connect Close to Windsurf via MCP

Follow these steps to wire Close into Windsurf. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.

Open MCP Settings

Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"

Add the server

Paste the JSON configuration above into mcp_config.json

Save and reload

Windsurf will detect the new server automatically

Start using Close

Open Cascade and ask: "Using Close, help me...". 6 tools available

Why Use Windsurf with the Close MCP Server

Windsurf provides unique advantages when paired with Close through the Model Context Protocol.

Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention

Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively

JSON-based configuration means zero code changes: paste a URL, reload, and all 6 tools are immediately available

Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts

Close + Windsurf Use Cases

Practical scenarios where Windsurf combined with the Close MCP Server delivers measurable value.

Automated code generation: ask Cascade to fetch data from Close and generate models, types, or handlers based on real API responses

Live debugging: query Close tools mid-session to inspect production data while debugging without leaving the editor

Documentation generation: pull schema information from Close and have Cascade generate comprehensive API docs automatically

Rapid prototyping: combine Close data with Cascade's code generation to scaffold entire features in minutes

Example Prompts for Close in Windsurf

Ready-to-use prompts you can give your Windsurf 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 Windsurf

Common issues when connecting Close to Windsurf through the Vinkius, and how to resolve them.

Server not connecting

Check Settings → MCP for the server status. Try toggling it off and on.

Close + Windsurf FAQ

Common questions about integrating Close MCP Server with Windsurf.

How does Windsurf discover MCP tools?

Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.

Can Cascade chain multiple MCP tool calls?

Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.

Does Windsurf support multiple MCP servers?

Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.