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

Q: How do I configure Close CRM (Inside Sales CRM & Automation API) in Cursor?

Add the MCP server to your .cursor/mcp.json file in your project root or global directory. Once saved, enable Agent mode in your chat window to start using the tools.

Q: Can Cursor write integration scripts using Close CRM (Inside Sales CRM & Automation API)?

Yes, the agent can use tools like getcustomfieldschema to inspect your sales database structure. It then writes accurate scripts based on your actual custom fields instead of generic templates.

Q: Can I use this server across multiple projects?

Yes. If you configure it in your global /.cursor/mcp.json file, the tools will be available in every workspace you open.

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

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

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Generate code with live Close CRM schema data

This MCP server feeds live schema definitions directly into your Cursor editor. Using `get_custom_field_schema`, your editor understands your exact custom fields, allowing Agent mode to write precise integration code without guessing API payloads. You don't need to write mock objects or check API docs in another window. The editor pulls real-time definitions, so the code you generate fits your specific sales database structure on the first try.

Query and filter live leads in Cursor Agent mode

This MCP server allows your editor to query your live sales database using advanced filters. By executing `search_data` and `list_leads`, your agent grabs actual records to test your scripts or populate local UI components. Having live CRM data inside your coding workspace means you can test edge cases instantly. You see how your code handles actual customer records, missing fields, and pagination before committing your work.

Manage webhooks and events during development

This MCP server gives your Cursor agent the ability to inspect event logs and set up webhooks. With `list_events` and `create_webhook`, you can debug your local webhooks or inspect the last 30 days of sales events. Instead of manually triggering test events through the CRM interface, your agent sets up the subscriptions and monitors the event payload. This speeds up your backend development cycle significantly.

Setup guide

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

Prerequisites

Cursor installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP Settings

Go to Cursor Settings → MCP or open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and search for "MCP: Add Server".
2

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

Cursor will create or open .cursor/mcp.json in your project root. Paste the JSON snippet on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Enable Agent mode

Open Composer (Cmd+I / Ctrl+I) and switch to Agent mode using the dropdown at the top. MCP tools are only available in Agent mode.
4

Verify the connection

Ask Cursor something like "List my recent Close CRM (Inside Sales CRM & Automation API) transactions." If the MCP tools are loaded correctly, Cursor will call the Close CRM (Inside Sales CRM & Automation API) tools automatically. You can also check Settings → MCP for a green status indicator.

.cursor/mcp.json

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

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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 Cursor

Add the MCP server to your `.cursor/mcp.json` file in your project root or global directory. Once saved, enable Agent mode in your chat window to start using the tools.

Yes, the agent can use tools like `get_custom_field_schema` to inspect your sales database structure. It then writes accurate scripts based on your actual custom fields instead of generic templates.

Absolutely, Agent mode is where this server shines. The editor uses tools like `update_lead` and `list_opportunities` to fetch real-time context and modify records as you build.

Yes. If you configure it in your global `~/.cursor/mcp.json` file, the tools will be available in every workspace you open.

Your API keys, contact details, and sales opportunities are processed in an isolated environment. The server uses secure, ephemeral tokens that are never cached on disk or shared with third parties.

Use it with your favorite AI tools

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