Close CRM MCP. Manage every detail of your deal pipeline.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
Just plug in your AI agents and start using Vinkius.
Close CRM automates your entire sales pipeline management. Manage leads, update contacts, and track deals directly from any AI agent using natural conversation.
This MCP gives you full control over company data, call logs, emails, and opportunities without ever leaving your chat window.
What your AI agents can do
Activity report
Generates a summary report covering various activities within your CRM.
Bulk email
Sends the same message to several filtered leads at once.
Create contact
Adds a new individual contact record to an existing company lead.
Create new companies or update existing lead records to keep your database clean.
Add individual contacts under a company and pull up lists of past email activity for quick reference.
Create new sales deals, update their values, or change their stage in the pipeline.
Record calls, meetings, notes, or set follow-up tasks directly into the record.
List historical records like forms submitted, events logged, or all recorded phone calls over time.
Ask AI about this MCP
Supported MCP Clients
OAuth 2.0 Compatible Gemini Waiting for input…
Close CRM (Inside Sales CRM & Automation API) with 26 Tools
These tools let your agent manage every part of the sales cycle: creating new companies or leads, updating contact details, logging all activities, and tracking financial opportunities.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Close CRM (Inside Sales CRM & Automation API) on Vinkius019e5d08activity report
Generates a summary report covering various activities within your CRM.
019e5d08bulk email
Sends the same message to several filtered leads at once.
019e5d08create contact
Adds a new individual contact record to an existing company lead.
019e5d08create lead
Creates an entirely new company or organization lead in the system.
019e5d08create opportunity
Sets up a brand-new potential deal with specific value and confidence levels.
019e5d08create task
Schedules a reminder or to-do item for a user related to a lead or contact.
019e5d08create webhook
Sets up an automated notification endpoint when specific data changes occur in the CRM.
019e5d08delete lead
Permanently removes a company or organization lead from your database.
019e5d08get custom field schema
Retrieves the structure and details of custom fields used in specific records.
019e5d08list calls
Lists all recorded phone call activities associated with leads or contacts.
019e5d08list contacts
Retrieves a list of individual contacts within your CRM records.
019e5d08list emails
Lists all email communication activities associated with leads and contacts.
019e5d08list events
Shows an activity log of major system events that occurred in the last 30 days.
019e5d08list form submissions
Retrieves all data submitted through web forms connected to your account.
019e5d08list forms
Lists all available web forms and shows their field definitions.
019e5d08list leads
Retrieves a paginated list of companies or organizations in your CRM.
019e5d08list meetings
Lists records and details from scheduled meetings within the system.
019e5d08list notes
Retrieves a history of all general notes added to leads, contacts, or opportunities.
019e5d08list opportunities
Lists the current status and details for all open sales opportunities.
019e5d08list sequences
Shows ongoing automated outreach workflows set up in your account.
019e5d08list sms
Lists recorded text message activities for specific contacts or leads.
019e5d08list tasks
Retrieves a list of all pending and completed to-do tasks across the system.
019e5d08search data
Performs advanced filtering searches on both leads and contacts using multiple criteria.
019e5d08update contact
Changes specific details for an existing individual contact record.
019e5d08update lead
Modifies the general information on an existing company lead record.
019e5d08update opportunity
Changes the value, stage, or owner of a specific 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 4,800+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,800+ 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
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.
VINKIUS INFRASTRUCTURE
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on every call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
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.
The Sticky Habit of Copy-Pasting Data
Right now, your day probably looks like this: You get a call. You take notes in Notion. You open the CRM, find the right lead record, and then manually copy names, company IDs, and key takeaways into separate fields. Then you switch to your email client to send follow-up materials. It's constant switching between tabs and apps.
With this MCP, that whole sequence of steps collapses. Your agent listens to the call summary or reads the notes and executes the data transfer automatically. You just tell it: 'Update the lead with these three points,' and it handles the field mapping and updates for you.
Consolidating All Activity Records
Before this, if a manager wanted to see everything that happened on an account—a call, an email, and a form submission—they had to check the 'Calls' tab, then open the 'Emails' section, then find the 'Forms' history. It was three separate views just for one overview.
Now, you simply ask your agent: 'Show me all activities for this account.' The system pulls together logs from `list_calls`, `list_emails`, and `list_form_submissions` into a single, chronological timeline view. You get the full story instantly.
What you can do with this MCP connector
Need to keep up with deal flow but hate the manual data entry? Connecting this MCP lets your AI client manage all aspects of your sales process—from initial lead capture to closing a major opportunity. You can use natural language to update status, add new contacts, or even list every interaction that happened last month.
Your agent doesn't just read the CRM; it acts like an internal assistant, updating records instantly based on context you provide. When dealing with critical deal values and contact changes, trust matters. That’s where Vinkius helps: every single action your agent takes generates a cryptographically signed audit trail, so you always know exactly who changed what and when.
This means the data is tamper-proof by design, which is huge for compliance and accurate sales reporting.
019e5d08-5d53-73b4-95ed-d87d09153fd4 
How Close CRM MCP Works
- 1 Subscribe to this MCP and enter your Close CRM API key.
- 2 Connect your preferred AI client (Cursor, Claude, etc.) once through the Vinkius platform.
- 3 Ask your agent to perform a task—for example, 'Create an opportunity for TechFlow worth $50k.' The agent handles the rest.
The bottom line is you tell the AI what you need done in plain English; it executes the required changes across your entire sales database.
Who Is Close CRM MCP For?
This MCP is for anyone whose job requires keeping track of moving targets: deals, contacts, and activities. If your day involves reading reports and then manually updating records in a separate system, this saves you hours.
Updates lead status or adds an opportunity immediately after client calls so the deal record is current.
Runs batch updates, cleans up stale leads, and organizes complex data lists across multiple accounts.
Generates an overview of the entire sales pipeline health or tracks key deal milestones without navigating deep menus.
What Changes When You Connect
- Stop losing context. After calls or meetings, your agent can immediately update lead records and create opportunities without you lifting a finger. Use the
create_opportunitytool to record new deals instantly. - Never miss an interaction. You don't have to jump between tabs to see history; ask for
list_calls,list_emails, andlist_notestogether, and your agent compiles everything into one readable summary. - Stay ahead of the data mess. Use
search_datato pinpoint a specific contact or lead across massive datasets using advanced filters, saving you hours of manual searching. - Maintain perfect compliance records. Because Vinkius tracks every action with a cryptographically signed audit trail, you have proof of who updated which field and when—vital for sales governance.
- Keep your pipeline clean. Use
list_leadsfollowed byupdate_leadto automate list hygiene, flagging stale or incomplete company profiles in bulk.
Real-World Use Cases
The Post-Meeting Follow-Up
A rep just finished a call with 'GlobalTech'. Instead of opening the CRM and manually updating fields, they ask their agent: 'Update GlobalTech's lead status to Qualified and set an opportunity for $250k.' The agent handles the update_lead and create_opportunity calls in one go.
The Data Cleanup Project
Sales Ops needs to check 100 leads that haven't been active in six months. They ask the agent to 'List all leads that have no activity in the last ninety days.' The agent uses list_leads and filters the list for cleanup.
The Deal Overview
An executive needs a quick health check on the top 5 deals. They ask the agent to 'List all open opportunities and summarize their current value.' The agent uses list_opportunities to provide an immediate, aggregated report.
The Outreach Campaign
A marketer needs to send a quick announcement to 50 contacts who downloaded a specific form. They ask the agent to 'Bulk email all contacts associated with the recent webinar signup.' The agent uses list_form_submissions and then triggers bulk_email.
The Tradeoffs
Trying to update a record without knowing what's there.
An agent tries to 'update the contact for Acme Corp.' but doesn't specify which person or if the data is current. They might overwrite critical details by accident.
→
Always start by listing the relevant records first. Use list_contacts or search_data to pull up the exact profile ID, then use that specific ID when you call update_contact.
Over-relying on memory for history.
A user thinks they remember an email exchange from three weeks ago but can't find it in the main record view. They waste time digging through different sections.
→
Ask your agent to combine historical data. Call list_emails and include a date range, or use list_calls to get comprehensive activity logs.
Forgetting the money details.
A deal is won, but the user only remembers the company name and doesn't record the value or confidence level. The deal is lost in tracking because it wasn't formally entered.
→
When a deal closes, immediately use create_opportunity to log its final status, expected revenue, and calculated closing probability.
When It Fits, When It Doesn't
Use this MCP if your job depends on maintaining an accurate, centralized record of people, deals, and every interaction. If you spend more than 15 minutes a week copy-pasting notes or updating statuses across different systems, this is for you. Don't use it if you only need to send a single message; then a dedicated messaging MCP works fine. You don't need this if your primary data source is already perfectly structured and rarely changes. But if you are building complex automations—like triggering a sequence of actions after a form submission, or combining deal status with outreach history—then chaining multiple services together using Vinkius becomes incredibly powerful.
Common Questions About Close CRM MCP
How do I update an opportunity using create_opportunity? +
You tell your agent to 'Create an opportunity for Acme Corp with a value of $50,000.' The agent handles the required data points (company ID, value, stage) and executes the creation.
Can I list all my calls using list_calls? +
Yes. You can ask your agent to use list_calls to pull a history of every phone interaction on an account within a specific date range for review.
What is the best way to update lead info? Should I use update_lead? +
Yes, using update_lead is correct. If you're changing basic company details like the address or name, that tool manages those general profile changes.
How does create_webhook help my automation? +
You use create_webhook to set up automatic notifications. For instance, when a lead status changes to 'Closed Won,' the webhook can trigger an external process automatically.
How do I find leads or contacts that match specific criteria using `search_data`? +
search_data allows you to run advanced filtering queries on your entire lead or contact database. You can pinpoint records based on multiple conditions, going far beyond simple list views.
What information do I need to provide when using `bulk_email`? +
You must specify the filtered list of leads and the exact content for the email body. This function sends a mass communication run, which is much faster than emailing contacts individually.
Before I update records, how can I check available fields using `get_custom_field_schema`? +
Running get_custom_field_schema returns a list of all custom and standard field names for an object type. This ensures your agent uses the precise syntax required when updating data.
How do I review past client conversations using `list_emails`? +
list_emails pulls every recorded email activity tied to your accounts. It's critical for tracking communication history and building a full context of the sales cycle.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.