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

Q: How can I connect external events to my Close CRM (Inside Sales CRM & Automation API) automation with Mastra AI?

Use the createwebhook tool. Your Mastra AI agent can programmatically create a webhook in Close, telling it to notify your agent when a specific event occurs, like a lead status changing.

Build bulletproof sales automation for Close CRM with Mastra AI. Create multi-step workflows that handle errors and keep running.

See Vinkius in Action

Works with every AI agent you already use

…and any MCP-compatible client

MCP Servers - Free for Subscribers

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

Create your Vinkius account to connect Close CRM (Inside Sales CRM & Automation API) to Mastra AI and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

GDPR Free for Subscribers

Setup Close CRM (Inside Sales CRM & Automation API) with Mastra AI

Ask AI about this MCP

ChatGPT

Claude

Perplexity

Unbreakable Sales Workflows

Use Mastra AI's workflow engine to chain together Close CRM actions. You can `create_lead`, then `create_opportunity`, and finally `create_task` for a sales rep, all in one automated sequence. It’s a huge time-saver. The real power is in the error handling. If creating the opportunity fails, Mastra can automatically retry or branch to a different path, like sending a notification. Your automation doesn't just stop when something goes wrong.

Automate Lead Processing with Mastra AI

Stop processing leads by hand. Build a Mastra AI agent that uses `list_form_submissions` to find new leads, then `search_data` to check if they already exist. If not, it uses `create_lead` to add them to Close. You can make this process as smart as you need. Have your agent check custom fields with `get_custom_field_schema` and then use `update_lead` to add enrichment data before assigning the lead to a sales sequence.

Manage Outreach at Scale

This MCP Server lets you build powerful outreach automation. Your Mastra agent can pull a specific segment of leads using `search_data` and then fire off a campaign using `bulk_email`. You can also manage your automation infrastructure. The agent can use `create_webhook` to set up new triggers in Close CRM, making your system responsive to events as they happen. It's all managed through your Mastra workflow.

Setup guide

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

Prerequisites

Node.js 18+ and a TypeScript project
@mastra/mcp + @mastra/core packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run npm install @mastra/mcp @mastra/core plus your preferred model provider (e.g. @ai-sdk/openai).
2

Configure the MCPClient
Create an MCPClient with your Vinkius endpoint as a URL object. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and inject tools
Call mcpClient.listTools() and spread the result into your agent's tools object. All Close CRM (Inside Sales CRM & Automation API) tools become native Mastra tools.
4

Run with any model
Swap openai("gpt-4o") for any AI SDK-compatible provider. Call agent.generate() and the agent routes tool calls through MCP automatically.

agent.ts

import { MCPClient } from "@mastra/mcp";
import { Agent } from "@mastra/core/agent";
import { openai } from "@ai-sdk/openai";

const mcpClient = new MCPClient({
  id: "close-crm-inside-sales-crm-automation-api-mcp-client",
  servers: {
    "close-crm-inside-sales-crm-automation-api-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

const agent = new Agent({
  name: "Close CRM (Inside Sales CRM & Automation API) Agent",
  model: openai("gpt-4o"),
  instructions: "You have access to Close CRM (Inside Sales CRM & Automation API) tools.",
  tools: {
    ...(await mcpClient.listTools()),
  },
});

const result = await agent.generate(
  "List recent Close CRM (Inside Sales CRM & Automation API) transactions"
);
console.log(result.text);

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.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Connect Close CRM (Inside Sales CRM & Automation API) now

Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Close CRM (Inside Sales CRM & Automation API) MCP in Mastra AI

After installing the Mastra MCP package, you instantiate the MCP client with your Vinkius URL. Call `mcpClient.listTools()` and pass the returned Close CRM tools directly into your agent's configuration.

Yes, Mastra AI supports this. You can configure your agent with `requireToolApproval`. For example, your agent could find leads with `list_leads`, but it would need your 'OK' before it runs `delete_lead` on any of them.

The server provides the tools; Mastra AI provides the logic. You can build workflows that say, "If `list_opportunities` for this lead returns empty, then run `create_opportunity`." It's perfect for complex sales processes.

Use the `create_webhook` tool. Your Mastra AI agent can programmatically create a webhook in Close, telling it to notify your agent when a specific event occurs, like a lead status changing.

Yes. Your Mastra AI agent's access is scoped by the tools on this server. It can only interact with Close CRM data like Leads, Contacts, and Activities. The connection is secured by your private token, and Vinkius runs the server in a sandboxed environment that's wiped after your session.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

OpenAI Agents SDK sdk-python

Google ADK sdk-python

Pydantic AI sdk-python

Vercel AI SDK sdk-typescript