Close CRM MCP. Manage Leads, Contacts, and Opportunities via AI Chat
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Close CRM (Inside Sales CRM & Automation API) MCP Server. Manage your entire sales pipeline directly from your AI client.
Use this to list, create, update, and delete leads, contacts, and opportunities. Automate status updates and track deal values without ever leaving your chat window.
What your AI agents can do
Activity report
Generates a report summarizing recent activity for a given record.
Bulk email
Sends a single mass email to a filtered list of leads.
Create contact
Creates a new individual contact record in Close CRM.
Create, list, update, and delete company leads, ensuring your database stays accurate.
Create and update specific individual contacts associated with leads for precise communication.
Create and update sales opportunities, tracking their value, confidence level, and current stage.
Schedule follow-up tasks and tasks associated with specific leads or opportunities.
Pull full client context by listing calls, emails, meetings, and form submissions for a lead.
Initiate mass emails or activity reports across filtered lists of leads.
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Supported MCP Clients
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Close CRM MCP Server: 26 Tools for Sales Automation
These 26 tools let your AI client perform every core sales function: listing, creating, updating, and retrieving all data points from your CRM.
019e5d08activity report
Generates a report summarizing recent activity for a given record.
019e5d08bulk email
Sends a single mass email to a filtered list of leads.
019e5d08create contact
Creates a new individual contact record in Close CRM.
019e5d08create lead
Creates a new company lead record in Close CRM.
019e5d08create opportunity
Creates a new sales opportunity associated with a lead.
019e5d08create task
Schedules a new follow-up task for a lead or contact.
019e5d08create webhook
Sets up a new webhook subscription for data changes.
019e5d08delete lead
Removes an existing lead record from Close CRM.
019e5d08get custom field schema
Retrieves the structure and definitions for custom fields on any object type.
019e5d08list calls
Lists all call activities, including call details and transcripts.
019e5d08list contacts
Retrieves a list of all individual contacts in Close CRM.
019e5d08list emails
Retrieves a list of email activities associated with leads and contacts.
019e5d08list events
Lists system events that occurred in the last 30 days.
019e5d08list form submissions
Retrieves a history of submissions from web forms attached to leads.
019e5d08list forms
Lists all active web forms and their corresponding field definitions.
019e5d08list leads
Retrieves a list of company leads, supporting pagination and field selection.
019e5d08list meetings
Lists meeting activities, including scheduled and completed appointments.
019e5d08list notes
Retrieves a list of all manual notes and activity logs attached to records.
019e5d08list opportunities
Retrieves a list of all current sales opportunities in the pipeline.
019e5d08list sequences
Lists automated outreach workflows and sequences running in the account.
019e5d08list sms
Retrieves a list of all SMS message activities.
019e5d08list tasks
Retrieves a list of all scheduled tasks and reminders.
019e5d08search data
Performs advanced filtering across leads or contacts using specific criteria.
019e5d08update contact
Modifies specific details for an existing individual contact record.
019e5d08update lead
Updates the core information (like name or industry) of an existing lead.
019e5d08update opportunity
Modifies the value, stage, or details of an existing sales opportunity.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Close CRM (Inside Sales CRM & Automation API), then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
Manage your entire sales pipeline right from your chat window. This server connects your AI client directly to Close CRM, letting you handle leads, contacts, and opportunities using plain English. You'll ditch the manual data entry and the endless clicking. You can use your agent to list, create, update, and delete leads, contacts, and opportunities, keeping your whole database accurate and current.
You'll also set up follow-up tasks by using create_task or list_tasks for any lead or contact. You can get a rundown of all your current sales opportunities with list_opportunities, and you'll modify the value, stage, or details of any deal using update_opportunity. You'll also create new opportunities with create_opportunity and set up new individual contacts using create_contact or update_contact.
You can get a complete picture of a client by pulling all their history: call logs with list_calls, email history with list_emails, scheduled meetings with list_meetings, and manual notes with list_notes. You'll find out what web forms clients filled out by checking list_form_submissions or listing the forms themselves with list_forms and get_custom_field_schema.
For companies, you can list them with list_leads and perform advanced filtering using search_data, and you'll keep the data clean by using update_lead or delete_lead. You can handle bulk communication by sending a mass email to a filtered list of leads using bulk_email. You'll also set up data change monitoring with create_webhook and review all system events that happened in the last thirty days using list_events.
You can review all scheduled automated outreach flows by listing sequences with list_sequences or sending out a mass email to a filtered group of leads with bulk_email. You'll get a report summarizing recent activity for any record using activity_report and can view all recorded SMS messages with list_sms. You'll also list all active individual contacts using list_contacts and check out all available activity reports by listing call, email, meeting, and SMS activities.
Finally, you can review all system activity by listing tasks with list_tasks or listing all recorded notes with list_notes.
How Close CRM MCP Works
- 1 Subscribe to the server and provide your Close API Key.
- 2 Ask your AI client to perform a sales action (e.g., 'Create an opportunity for Acme Corp').
- 3 The agent calls the appropriate tool (e.g.,
create_opportunity), and the data is written back to Close CRM.
The bottom line is, your AI client handles all the API calls; you just talk to it.
Who Is Close CRM MCP For?
The sales representative who needs to log call notes immediately after a meeting. The sales operations manager who needs to clean up and standardize lead data across hundreds of records. The executive who needs a rapid, cross-system overview of the entire sales pipeline without clicking through dashboards.
Logging call outcomes, updating lead statuses after client calls, and creating follow-up tasks on the fly.
Running bulk actions, cleaning lead lists, and automating data entry across large sets of contacts and opportunities.
Getting a quick, current view of the entire pipeline, including key opportunities and overdue tasks, without deep menu navigation.
What Changes When You Connect
- Update records instantly. Don't manually navigate to a lead and click 'Edit'. Simply ask your agent to update the lead status or change a contact's email, and the
update_leadorupdate_contacttool handles it. - Full context on demand. Instead of checking five different tabs for a client's history, your agent uses
list_calls,list_emails, andlist_meetingsto compile a single, comprehensive activity report. - Build the pipeline on the fly. When a conversation suggests a deal, don't wait until the end of the day. Use
create_opportunityto record the value and confidence level right after the call. - Automate follow-up. If a client mentions a next step, your agent can immediately use
create_taskto schedule a reminder for you, linking it directly to the associated lead or opportunity. - Clean up data in bulk. Use
search_datato filter all leads by criteria (e.g., 'Industry: Tech' and 'Status: Cold'), then usebulk_emailto target them all at once. - Never lose context. The agent can pull records using
list_notesandlist_form_submissionsto ensure every detail discussed is logged against the correct client record.
Real-World Use Cases
Client Follow-up After a Discovery Call
A client just left a call. Instead of opening the CRM, finding the lead, and manually logging notes, the user tells their agent, 'Log the call and set up a follow-up for next week.' The agent uses list_calls to pull the context, list_notes to record the details, and create_task to schedule the next step.
Cleaning Up Stale Leads
Sales Ops identifies 300 leads that haven't engaged in 90 days. Instead of manually filtering and updating them, the agent runs a search_data query, identifies the stale leads, and uses update_lead to change their status to 'Nurture' across the board.
Mid-Call Deal Qualification
During a meeting, a prospect mentions a key requirement that was previously unrecorded. The user tells the agent, 'Hold up, create a new opportunity for this deal.' The agent uses create_opportunity, specifying the value and confidence level, capturing the deal while the conversation is still happening.
Attaching Proof of Work
The user needs to show a client the web forms they filled out. Instead of navigating to the forms tab, the agent uses list_form_submissions and provides the relevant history to the client instantly, proving the client's engagement.
The Tradeoffs
Iterating through all records
Trying to get all activity details by calling list_contacts repeatedly without filtering or using pagination, which quickly hits rate limits and fails.
→
Always use search_data first to narrow the list of contacts. If you need all history, use list_emails or list_calls with a specific date range filter, not simple iteration.
Missing the full client view
Logging only the meeting notes without checking the historical calls or form submissions, resulting in an incomplete client profile.
→
Always start by calling list_calls and list_emails to gather full context before running list_notes or create_task. This ensures you capture the entire story.
Updating records manually
Opening the CRM, finding the lead, and manually clicking the status dropdown to change it from 'Qualified' to 'Proposal Sent'.
→
Tell your agent to update_lead directly. You just state the desired change, and the agent handles the API update for you.
When It Fits, When It Doesn't
Use this if your primary workflow involves managing the full lifecycle of a sales deal: from initial lead capture to final opportunity closure. You need the ability to cross-reference contacts, leads, and opportunities, and record activities (calls, emails, notes) against the same record. It's essential if you want to automate status changes or create tasks based on conversational context.
Don't use this if you only need to perform a single, isolated action, like just listing forms or managing webhooks. For those specific needs, those dedicated tools are better. If your goal is pure reporting without updating data, you might only need list_form_submissions or activity_report.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Close CRM. 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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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 26 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Dealing with scattered data across tabs is a waste of time.
Right now, logging a single client interaction means opening the CRM, finding the lead, jumping to the 'Activity' tab, and then copy-pasting notes from your meeting app. If you have to do this multiple times a day, you're spending hours just stitching data together.
With this MCP server, you just tell your agent, 'Log the call and summarize the next steps.' The agent runs the necessary tools (`list_calls`, `list_notes`, `create_task`) and writes everything back to the correct record, period. The whole process happens in chat.
Create Opportunity MCP Server: Capture deals instantly.
Before, if a deal was confirmed during a call, you had to leave the call, find the lead, and then manually create a new opportunity record, filling in the value, confidence, and stage. That friction kills momentum.
Now, you tell your agent, 'Create a new opportunity for Acme Corp, value $50,000, 90% confidence.' The agent uses `create_opportunity` and captures the deal data while you're still in the flow.
Common Questions About Close CRM MCP
How do I use the `create_lead` tool with my AI agent? +
You ask your agent to create a new lead by providing the company name, key contacts, and industry. The agent executes the create_lead tool and registers the company in your CRM.
Can I use `list_opportunities` to see all my deals? +
Yes. The agent uses list_opportunities to fetch all current deals in your pipeline. You can then ask it to filter or summarize specific groups of opportunities.
What's the difference between `update_lead` and `update_contact`? +
Use update_lead when changing the main company record (e.g., industry or main address). Use update_contact when changing an individual person's details within that company.
Does `list_form_submissions` include all client data? +
No. list_form_submissions only shows data submitted through web forms. For a full client view, you must also check list_calls and list_emails.
How do I schedule a follow-up using `create_task`? +
Simply tell your agent to create a task. You must specify the task description, the due date, and which lead or contact the task belongs to.
How do I check for new leads using `list_leads`? +
The list_leads tool allows you to filter leads by criteria like creation date or status. You can pass specific date ranges or status filters to get only the leads you need.
Can I use `search_data` to find a contact by email? +
Yes, search_data provides advanced filtering across both leads and contacts. You just need to specify the email address or other unique identifiers in your search parameters.
If I need to change a lead's company name, should I use `update_lead` or `update_contact`? +
Use update_lead because it manages the organization (company) record. update_contact only modifies individual person details associated with a lead.
Can I permanently remove a lead from my CRM using this server? +
Yes, you can use the delete_lead tool by providing the specific Lead ID. Please note that this action is permanent and cannot be undone.
How do I track the financial value and confidence of a potential deal? +
Use the create_opportunity or update_opportunity tools. You can specify the value (in cents), the value_period (monthly, annual, or one_time), and a confidence percentage from 0 to 100.
Can I filter or limit the number of leads returned when listing them? +
Yes! The list_leads tool supports _limit for result counts, _skip for pagination, and _fields to specify exactly which data points (like name or status) you want to retrieve.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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