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

Q: How do we roll out Close CRM (Inside Sales CRM & Automation API) to our team in VS Code Copilot?

Create a .vscode/mcp.json file in your repository root and add the server configuration. When your team members open the project in VS Code 1.96 or higher, Copilot Chat will automatically detect the MCP server.

Q: Can VS Code Copilot update sales pipelines using Close CRM (Inside Sales CRM & Automation API)?

Yes, Copilot can modify records using tools like updateopportunity and updatecontact. This lets developers build automation scripts that keep your sales pipelines in sync with production events.

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

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

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Commit this MCP Server to your team repository

This MCP server lets you define your sales tools at the workspace level using a shared configuration. By placing the settings in `.vscode/mcp.json`, every developer on your team gets instant access to `list_leads` and `list_opportunities` as soon as they clone the repo. This eliminates individual setup friction and ensures everyone works with the same API capabilities. Your team can collaboratively build, debug, and maintain your internal sales tools using a unified configuration.

Automate CRM task management from the editor

This MCP server connects VS Code Copilot directly to your team's daily task list. Using `create_task` and `list_tasks`, developers can log issues, assign follow-ups, and track progress without leaving their coding environment. When a bug is fixed or a feature is deployed, your agent can instantly update the corresponding sales tasks. It keeps your development and sales teams aligned without manual status updates.

Debug form submissions and customer touchpoints

This MCP server exposes customer interaction history directly to your VS Code terminal and chat. By calling `list_form_submissions` and `list_forms`, your team can quickly verify if web leads are flowing correctly into your sales pipeline. If a user reports an issue with a signup form, your agent pulls up the exact submission payload. You can trace the data from the frontend form to the CRM record in seconds.

Setup guide

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

Prerequisites

VS Code 1.99 or later with GitHub Copilot extension
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and run "MCP: Add Server". Select HTTP (Streamable) as the server type. VS Code will create .vscode/mcp.json in your workspace.
2

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

Paste the JSON snippet shown on the right into your .vscode/mcp.json. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Switch to Agent mode

Open Copilot Chat (Cmd+Shift+I / Ctrl+Shift+I) and switch to Agent mode using the dropdown. MCP tools are only available in Agent mode — they do not appear in Edit or Ask modes.
4

Verify the connection

In the Copilot Chat input, type # to list available tools. You should see the Close CRM (Inside Sales CRM & Automation API) tools listed. Try asking: "List my recent Close CRM (Inside Sales CRM & Automation API) transactions" and Copilot will invoke them automatically.

.vscode/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 VS Code Copilot

Create a `.vscode/mcp.json` file in your repository root and add the server configuration. When your team members open the project in VS Code 1.96 or higher, Copilot Chat will automatically detect the MCP server.

Yes, it is. The integration runs within a secure V8 sandbox, conforming to enterprise security standards.

Yes, Copilot can modify records using tools like `update_opportunity` and `update_contact`. This lets developers build automation scripts that keep your sales pipelines in sync with production events.

You can use a shared team token in your configuration or have developers set their own environment variables. The server supports both approaches securely.

The server processes all customer emails, SMS logs, and contact details in a zero-trust, ephemeral environment. No customer data is ever saved locally or used for training model datasets.

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