Close MCP. Manage deals, leads, and tasks directly from chat.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
Just plug in your AI agents and start using Vinkius.
Close MCP manages your entire sales cycle directly through conversation. Pull detailed information on every lead, monitor pipeline status, and review task history without ever opening the Close CRM dashboard.
It gives your agent instant access to opportunity values, allowing you to keep selling from any chat window.
What your AI agents can do
Get lead details
Gets the specific information for a single, identified lead record.
Get my close profile
Retrieves basic metadata and profile details for the user who is authenticated to the account.
Get opportunity details
Gets all detailed information concerning a specific sales opportunity, including its current value.
Retrieves detailed data about any specific company or prospect listed in Close CRM.
Pulls a complete list of every single lead record currently tracked in your account.
Accesses and reports on the current financial value and status of any sales deal or opportunity.
Lists all pending CRM tasks, follow-ups, and scheduled reminders so you don't miss a deadline.
Displays the available stages (statuses) for both leads and opportunities to keep your data consistent.
Ask AI about this MCP
Supported MCP Clients
OAuth 2.0 Compatible Gemini Waiting for input…
Close CRM: 8 Tools for Sales Data Management
Use these eight tools to retrieve every kind of structured data from your Close account, from lead history to total opportunity value.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Close on Vinkius019d7573get lead details
Gets the specific information for a single, identified lead record.
019d7573get my close profile
Retrieves basic metadata and profile details for the user who is authenticated to the account.
019d7573get opportunity details
Gets all detailed information concerning a specific sales opportunity, including its current value.
019d7573list close leads
Retrieves a comprehensive list of every lead in the CRM, useful for bulk review.
019d7573list close opportunities
Lists all sales opportunities currently tracked, giving a quick overview of active deals.
019d7573list close pipelines
Shows every configured sales pipeline within the account for organizational context.
019d7573list close tasks
Pulls a list of all scheduled CRM tasks and reminders that need to be actioned.
019d7573list lead statuses
Provides the definitive list of stages or statuses available for leads within your organization’s process.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Close, then connect any of our 4,800+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,800+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Close. 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.
VINKIUS INFRASTRUCTURE
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on every call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 8 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Juggling dashboards to track who’s talking to whom
Right now, managing sales means logging into the Close dashboard. You click through tabs for leads, then switch over to opportunities to check values. If you need a task reminder, you open the calendar view. It's constant context switching and copy-pasting status updates just to build one coherent picture of your sales team's day.
With this MCP, that entire process disappears. You don't log into anything. Instead, you ask your agent about your pipeline health or a specific client. The agent pulls the data from Close CRM and presents it back to you instantly in plain text, letting you keep the conversation flowing.
The `get_opportunity_details` tool gives instant deal depth
Before this MCP, getting a full view of an opportunity meant opening that specific record and scrolling through multiple sections to verify the value, associated tasks, and current stage. It was slow work.
Now, you just ask your agent for `get_opportunity_details`. It pulls everything into one concise answer, letting you know exactly what's at stake with zero clicks or manual data verification.
What you can do with this MCP connector
Need visibility into leads and deals? This MCP connects your entire Close CRM account to your AI client so you can manage sales and pipeline tasks using natural language. Instead of jumping between tabs and writing complex reports, you simply ask your agent what you need—like listing all active opportunities or finding a specific lead’s full history.
The real power shows up when you combine this with other platforms. For instance, chaining the Close MCP with a messaging service means your agent can not only retrieve a client's full deal value but also instantly draft and send a follow-up message about it. All of that data flows through Vinkius’s zero-trust proxy, meaning your sensitive API keys are used in transit but never stored on disk.
This gives you total visibility into the entire sales process, right from your chat interface.
019d7573-9f55-71a9-901c-14b35d38ac88 
How Close MCP Works
- 1 Subscribe to this MCP and provide your Close API Key, found in your account settings.
- 2 Connect your preferred AI client (Claude, Cursor, or any compatible agent) to the Vinkius platform using that single connection point.
- 3 Ask your agent a conversational question, like 'What are my tasks for next week?' and it executes the required data pull.
The bottom line is, you talk to your AI client as if it were logged directly into your CRM dashboard, without needing credentials or complex API calls.
Who Is Close MCP For?
Sales Representatives who are tired of clicking through dashboards at 2 am for lead status updates. Account Executives who need to quickly pull historical opportunity values during a client call. Revenue Operations staff auditing the health of the entire sales pipeline.
Uses this MCP to look up specific lead details or check the history of an existing deal value right from their chat interface.
Audits the team's pipeline health and reviews collective task lists without ever having to open the main CRM dashboard.
Verifies lead status mappings or monitors overall sales throughput by cross-referencing multiple data points in natural language.
What Changes When You Connect
- Instantly check any lead's full record using
get_lead_details, giving you immediate context during a call without leaving your messaging window. - Get a clear view of the entire sales funnel by calling
list_close_pipelinesand understanding exactly where every deal sits in the process. - Never miss a follow-up. Use
list_close_tasksto see all pending reminders and actions across the team, keeping your workflow organized. - Calculate real-time revenue potential by running
list_close_opportunities, which aggregates and reports on the total value of all active deals. - Maintain data integrity when updating records; you can use
list_lead_statusesto confirm the correct naming conventions for leads and opportunities.
Real-World Use Cases
Auditing pipeline health after a meeting
A Sales Manager asks their agent, 'What is our total deal value in the Discovery stage?' The agent calls list_close_opportunities and provides an immediate calculated sum, allowing the manager to spot bottlenecks without opening the dashboard.
Preparing for a client call
An Account Executive needs quick context on a prospect. They ask their agent to 'get me details for Acme Corp.' The agent calls get_lead_details and provides contact info, status, and history instantly.
Daily task triage
A Sales Representative asks, 'What follow-ups do I have this week?' The agent uses list_close_tasks, reviewing all deadlines in one chat response so the rep can prioritize their day immediately.
Understanding deal progression
A Revenue Ops specialist needs to verify if a lead's status is mapped correctly. They use list_lead_statuses and compare it against the available stages for opportunities using list_close_pipelines, ensuring process compliance.
The Tradeoffs
Assuming basic info is always visible
A user types, 'Tell me about Acme Corp' and expects the agent to know everything.
→
To get full details for a single record, you must use get_lead_details. This tool ensures the agent pulls all necessary context instead of guessing.
Confusing leads with deals
A user asks to 'list my sales opportunities' but means they want to see raw prospect lists.
→
Use list_close_leads for a comprehensive list of prospects. If you are interested in money and progress, use list_close_opportunities instead.
Trying to get status without knowing the list
A user tries to change a lead status but doesn't know if 'Potential' or 'Qualified' is the correct term.
→
Always run list_lead_statuses first. This provides the exact, current options your account uses for clean data entry.
When It Fits, When It Doesn't
Use this MCP when your core workflow requires understanding specific sales records—leads, deals, or tasks. If you need to know what a deal is worth, or who a prospect is, this is the right toolset. However, don't use it if your goal is purely messaging (use a dedicated communication MCP) or general knowledge retrieval; those tools aren't designed for structured CRM data. This set of tools excels at deep dives into record-specific data points and cross-referencing lists.
Common Questions About Close MCP
How do I find out the status options using list_lead_statuses? +
Running list_lead_statuses pulls a definitive, real-time list of every stage your account uses for leads. This prevents you from accidentally using an old or incorrect status name.
Can I see all my pending reminders with list_close_tasks? +
Yes, list_close_tasks gathers all scheduled tasks and follow-ups across your account. This is perfect for a quick morning review of everything you need to hit today.
I need to know the value of one deal; should I use get_opportunity_details? +
Yes, get_opportunity_details pulls all granular information on that specific sales opportunity. It tells you not just the dollar amount, but also its current stage and associated data.
How can I check my own user profile using get_my_close_profile? +
Use get_my_close_profile. This tool retrieves your core metadata directly from the CRM, confirming who you are within the system without needing to log into a separate settings page.
When I use `list_close_leads`, how do I filter results to only show leads from a specific quarter? +
You can pass date range parameters directly into the request body. This lets you narrow down the list of companies by creation or last activity dates, making historical research quick and precise.
What information does `list_close_pipelines` give me? Is it useful for setting up new automations? +
This tool lists every sales pipeline defined in your Close account. It helps you audit the exact stages available, which is critical context when building multi-step workflows or process checks.
If I run `list_close_opportunities`, does it provide a total monetary value for my entire funnel? +
It returns an aggregated summary view of all active opportunities. You get the name, current stage, and the associated monetary deal size, letting you gauge overall pipeline health at a glance.
If `get_lead_details` fails due to permissions, what should I check about my API key? +
An access error means your provided API key lacks the necessary read scope. You must verify in your Close settings that the key has explicit permission to retrieve lead data for your account.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.