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

Q: Can Claude Desktop automate multi-step sales workflows using Close CRM (Inside Sales CRM & Automation API)?

Yes, it can. Your agent uses listsequences to find active workflows and can trigger bulk actions or assign tasks. This lets you run complex outreach campaigns directly from your conversational interface.

Q: What tools does the Close CRM (Inside Sales CRM & Automation API) MCP server provide to Claude Desktop?

The server exposes 26 tools, including createlead, listopportunities, and bulkemail. These allow your client to read, write, and update your entire sales pipeline.

Run your sales pipeline directly from Claude Desktop with this Close CRM integration.

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

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

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Run bulk outreach from Claude Desktop

This MCP server lets your Claude Desktop client trigger mass sales campaigns without leaving the chat window. By using `bulk_email` and `list_sequences`, you can target specific subsets of your prospects and drop them into automated workflows instantly. Instead of exporting CSVs and uploading them manually, you just tell your agent who to target. The tool handles the heavy lifting, pulling lead details and initiating the outreach sequence directly from your local setup or web interface.

Manage leads and opportunities in real-time

This MCP server connects your Claude Desktop workspace directly to your active sales pipelines. You can instantly create or update records using `create_lead`, `update_lead`, and `update_opportunity` during your daily standups or planning sessions. Your agent reads the current state of your pipeline, flags bottlenecked deals, and modifies contact records on the fly. It cuts down on manual CRM admin work, keeping your data accurate without the constant tab-switching.

Track communication history inside Claude Desktop

This MCP server exposes your team's entire touchpoint history, including calls, emails, and SMS logs. By calling `list_calls`, `list_emails`, and `list_sms`, your agent pulls up full context on any account before you write a follow-up. You get an instant summary of what was discussed, who called whom, and when the last contact happened. It makes preparing for client meetings or drafting personalized responses fast and accurate.

Setup guide

Set up Close CRM (Inside Sales CRM & Automation API) MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Close CRM (Inside Sales CRM & Automation API) MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Close CRM (Inside Sales CRM & Automation API) MCP configuration

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

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under close-crm-inside-sales-crm-automation-api-mcp.

json

{
  "mcpServers": {
    "close-crm-inside-sales-crm-automation-api-mcp": {
      "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 Desktop

Setup is simple. For the desktop app, add the server configuration to your `claude_desktop_config.json` file. If you are on the web version, go to Settings, open Integrations, and paste the remote server URL.

Yes, it can. Your agent uses `list_sequences` to find active workflows and can trigger bulk actions or assign tasks. This lets you run complex outreach campaigns directly from your conversational interface.

The server exposes 26 tools, including `create_lead`, `list_opportunities`, and `bulk_email`. These allow your client to read, write, and update your entire sales pipeline.

Look for the hammer icon in your chat input box inside the desktop app. Clicking it shows the list of active tools, confirming your agent has access to your sales data.

All operations run through a secure V8 isolate sandbox. Your sales opportunities, lead details, and communication logs are never stored or used for model training. The connection uses your direct API token, which remains encrypted and ephemeral.

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