How to Use the Close CRM (Inside Sales CRM & Automation API) MCP in Claude Code

Q: How do I add the Close CRM (Inside Sales CRM & Automation API) MCP Server to Claude Code?

Run claude mcp add --transport http close-crm in your terminal. This registers the 26 sales automation tools inside your MCP config file located at /.claude.json.

Q: How does Claude Code run bulk email campaigns from the command line?

You ask Claude Code to filter your contacts using searchdata and trigger the campaign via bulkemail. It processes the command headlessly and displays a terminal progress bar showing the dispatch status.

Run database syncs, pipeline audits, and bulk sales tasks directly from your terminal using Claude Code.

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Connect Close CRM (Inside Sales CRM & Automation API) MCP to Claude Code

Create your Vinkius account to connect Close CRM (Inside Sales CRM & Automation API) to Claude Code 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 CRM (Inside Sales CRM & Automation API) with Claude Code

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Run CLI-based sales audits

The `list_events` tool fetches the last 30 days of CRM activity logs straight to your command line. Claude Code pipes this event log into terminal utilities, greps for specific anomalies, and exports clean CSV summaries for your security reviews. You can audit user actions, track deleted leads, and monitor API changes without opening a browser. It makes compliance checking a simple one-line terminal command.

Terminal-driven lead generation

The `create_lead` tool spins up new customer profiles directly from shell inputs, piped files, or local database queries. Claude Code parses raw text files from your terminal workspace and runs this tool to populate your CRM database in seconds. You can chain this with `create_contact` to build out complete organization profiles. It replaces manual CSV uploads with fast, scriptable terminal commands.

Scriptable task queues via MCP Server

The `create_task` tool inserts follow-up items and deadlines directly into your reps' queues from your terminal. Claude Code uses this to automate end-of-day task assignments based on local cron job outputs or failed build notifications. You can script complex conditional triggers. If a deployment fails, Claude Code can automatically assign a high-priority task to the account owner to warn the client.

Setup guide

Set up Close CRM (Inside Sales CRM & Automation API) MCP in Claude Code

Prerequisites

Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
Active Vinkius subscription with a valid endpoint token

1

Run the add command

Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.
2

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see close-crm-inside-sales-crm-automation-api-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest Close CRM (Inside Sales CRM & Automation API) transactions." It will automatically discover and invoke the available Close CRM (Inside Sales CRM & Automation API) tools.

Terminal

claude mcp add --transport http close-crm-inside-sales-crm-automation-api-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

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Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the Close CRM (Inside Sales CRM & Automation API) MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "close-crm-inside-sales-crm-automation-api-mcp": {
      "type": "url",
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

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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Common questions about Close CRM (Inside Sales CRM & Automation API) MCP in Claude Code

Run `claude mcp add --transport http close-crm ` in your terminal. This registers the 26 sales automation tools inside your MCP config file located at `~/.claude.json`.

Yes, you can pipe local command outputs, log files, or database queries directly into Claude Code. It parses the incoming text stream and uses `create_lead` or `update_lead` to populate your CRM database.

You ask Claude Code to filter your contacts using `search_data` and trigger the campaign via `bulk_email`. It processes the command headlessly and displays a terminal progress bar showing the dispatch status.

Yes, you can run Claude Code inside a cron job or CI/CD pipeline. It can execute tools like `list_tasks` or `update_opportunity` on a schedule to keep your pipeline clean without manual intervention.

Your CRM data, including phone numbers and email history, is processed through ephemeral Vinkius sandboxes. No customer data is written to disk or used for training models, and the transport layer uses industry-standard TLS encryption.

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