Close MCP. Talk to your CRM data, not the dashboard.
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 Server manages your entire sales pipeline. You can track leads, monitor opportunities, and handle tasks directly from any AI agent.
Get detailed lead information (`get_lead_details`), review sales deals (`get_opportunity_details`), or list all pending tasks (`list_close_tasks`) without ever opening the Close dashboard.
It brings your CRM data into your conversation.
What your AI agents can do
Get lead details
Gets specific information for a single lead.
Get my close profile
Retrieves the current user's profile data from Close.
Get opportunity details
Gets detailed information for a specific sales opportunity.
Retrieves specific information about one company lead in the CRM.
Retrieves specific data, including value and stage, for one sales deal.
Pulls a list of every lead currently recorded in the Close CRM.
Retrieves a complete list of all active sales opportunities in the system.
Shows all scheduled tasks and reminders assigned to the user in the CRM.
Lists all the configured sales pipelines within the account.
Ask AI about this MCP
Supported MCP Clients
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Close MCP Server: 8 Tools for Sales Data
Use these 8 tools to retrieve lead details, opportunity specifics, and pipeline statuses directly through your AI agent.
019d7573get lead details
Gets specific information for a single lead.
019d7573get my close profile
Retrieves the current user's profile data from Close.
019d7573get opportunity details
Gets detailed information for a specific sales opportunity.
019d7573list close leads
Lists all leads currently in the Close CRM.
019d7573list close opportunities
Lists all sales opportunities in the account.
019d7573list close pipelines
Lists all configured sales pipelines in the account.
019d7573list close tasks
Lists all CRM tasks and reminders for the user.
019d7573list lead statuses
Lists all available status stages for leads.
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 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ 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
What you can do with this MCP connector
Close MCP Server - Manage Sales Leads & Opportunities
This server hooks your Close CRM data up to your AI agent. You'll manage your whole sales process by just talking to it. You don't gotta open the Close dashboard to handle leads, deals, or your to-dos. It brings all that CRM data right into your chat.
Get Lead Details
Use get_lead_details to pull specific info on one company lead in the CRM. You can run list_close_leads to get a rundown of every lead sitting in the Close CRM. You'll also see all available status stages for leads by calling list_lead_statuses.
Get Opportunity Details
Need the scoop on a sales deal? Use get_opportunity_details to grab specific data, including the deal's value and its current stage. You can check out all active sales opportunities in the system using list_close_opportunities.
Manage Tasks and Pipelines
Check out all scheduled tasks and reminders assigned to you using list_close_tasks. You can also see every configured sales pipeline in the account by calling list_close_pipelines.
Know Your Profile
Run get_my_close_profile to grab your own profile data from Close.
How Close MCP Works
- 1 Subscribe to the Close MCP Server and provide your API Key (found in Close Settings > API Keys).
- 2 Ask your AI agent to perform a task (e.g., 'What are my pending tasks?').
- 3 The agent calls the appropriate tool, and the tool returns the specific, actionable data directly to your conversation.
The bottom line is, you talk to your CRM data instead of clicking through dashboards.
Who Is Close MCP For?
Sales Representatives who hate context-switching. Sales Managers who need a quick, high-level audit of pipeline health without logging into the main dashboard. Account Executives who need instant lead history. Or Revenue Ops staff who need to verify data mapping quickly.
Reviews lead history and checks deal progress using natural language prompts.
Audits team pipeline health and checks collective task lists without opening the dedicated dashboard.
Quickly looks up specific lead details and historical opportunity values straight from their chat interface.
Verifies lead status mapping and monitors overall sales throughput metrics.
What Changes When You Connect
- Instantly check deal values and stage progression. Use
get_opportunity_detailsto pull the financials for any deal, without navigating multiple tabs. - Never miss a follow-up. Call
list_close_tasksto get a consolidated list of all pending tasks and reminders for the week. - Quickly vet a prospect. Use
get_lead_detailsto get the full background on a company lead right from your chat interface. - See the entire funnel at a glance.
list_close_opportunitiesprovides a list of every deal, letting you understand the current pipeline size. - Verify data mapping. Use
list_lead_statusesto check the available stages for leads, ensuring your data is clean before reporting. - Understand your full scope.
list_close_pipelinesshows every sales pipeline configured, helping you map the deal flow accurately.
Real-World Use Cases
Need to audit pipeline health fast?
A Sales Manager needs to know the total value of all active deals. Instead of opening the dashboard, they ask the agent to run list_close_opportunities and review the results. The agent aggregates the necessary data, giving the manager an immediate, high-level view of the pipeline's current financial status.
On a call, what's the lead's background?
An Account Executive is talking to a prospect and needs to quickly recall the lead's industry and last contact date. They ask the agent to use get_lead_details. The agent pulls the necessary data, allowing the AE to stay focused on the conversation instead of switching apps.
Preparing for a Quarterly Review.
A Revenue Ops Analyst needs to verify if the 'Qualified' status is correctly mapped. They use list_lead_statuses to get the full list of available stages, confirming data integrity before building a report.
Juggling follow-ups across multiple clients.
A Sales Rep wakes up and asks, 'What do I need to do today?' The agent runs list_close_tasks, pulling together all pending reminders and follow-up calls, giving the rep a clear, prioritized list for the day.
The Tradeoffs
Manual Dashboard Diving
A user tries to find a single lead's status by clicking through the main dashboard, then opening the dedicated 'Leads' tab, and finally searching by name. This takes multiple clicks and is prone to navigation errors.
→
Just ask your agent to run get_lead_details and provide the lead ID. The data comes straight to the chat, skipping the entire dashboard navigation.
Sequential Data Retrieval
Trying to get lead details and opportunity details by manually running two different reports in the CRM, one after the other. This wastes time and often requires manually linking the two data sets.
→
Ask your agent to use both get_lead_details and get_opportunity_details in one prompt. The agent handles the context linking and presents a unified view.
Assuming Data Completeness
Relying on memory or partial notes to remember a deal's exact value or stage when discussing it with a colleague. This leads to inaccurate discussions and stalled deals.
→
Run get_opportunity_details and cite the exact data returned. This forces the data to be accurate and provides immediate, verifiable context.
When It Fits, When It Doesn't
Use this server if you need to read, list, or retrieve specific data points from Close CRM—period. If your goal is to get a quick list of leads, use list_close_leads. If you need the deep financials of one deal, use get_opportunity_details. If you just need to know what status types are available, use list_lead_statuses. Don't use this if you need to change data (e.g., updating a deal stage) or if you need to integrate data from a non-CRM source (like an external billing system). For writes, look into other MCP servers designed for record creation.
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.
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Sandboxed per request
Zero-Trust Proxy
No stored credentials
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Policy on every call
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Token Compression
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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.
Available Capabilities
Reviewing the CRM usually means clicking through five different screens.
Right now, checking a deal's status means opening the CRM, navigating to the Opportunity tab, finding the deal name, and then clicking into the record to check the stage, value, and owner. If you need to check five deals, that's at least 25 clicks and half a dozen context switches.
With this MCP Server, you simply ask your agent to check the deal. It runs the necessary tool and drops the status, value, and owner right into your chat. You get the data, instantly.
Close MCP Server: Manage Leads & Opportunities
You don't have to jump between the 'Leads' section for background info and the 'Deals' section for financials. You can ask the agent for both in one go. It uses `get_lead_details` and `get_opportunity_details` to bring both streams of data together for you.
The deal is that you get a single, conversational source of truth. Your AI agent handles the data plumbing so you don't have to.
Common Questions About Close MCP
How do I use the `list_close_leads` tool to see my contacts? +
The list_close_leads tool gives you a list of all leads in the CRM. If you need the specific contact info for one lead, you'll need to follow up with get_lead_details and provide the required lead ID.
Can I see my assigned tasks using the `list_close_tasks` tool? +
Yes, the list_close_tasks tool pulls all scheduled tasks and reminders assigned to your account. This is useful for quickly reviewing your daily follow-ups.
What is the difference between listing and getting opportunity details? +
Running list_close_opportunities gives you a general list of every deal. Running get_opportunity_details drills down into the specifics—like the current value or stage—for one specific deal.
Do I need to know the lead status list before using `get_lead_details`? +
No. While list_lead_statuses shows you all available stages, get_lead_details only requires the lead ID to pull all the data you need.
Can I check my own user profile using `get_my_close_profile`? +
Yes. This tool retrieves core metadata about the authenticated user, confirming your user ID and profile details within the Close system.
How do I use `list_close_opportunities` to see my total pipeline value? +
The list_close_opportunities tool gives you a list of all sales opportunities. Your AI agent processes this list to calculate the total pipeline value by summing the 'value' field of each opportunity.
What kind of data can `get_opportunity_details` retrieve about a specific deal? +
It gets comprehensive details for one opportunity. You can retrieve the deal's current value, associated pipeline stage, and the last recorded activity, giving you a full snapshot of the deal's status.
Does `list_lead_statuses` help me understand lead data integrity? +
Yes, list_lead_statuses provides a definitive list of all valid lead stages. This ensures your AI agent uses the correct status names when reading or reporting on lead data.
Can I see my open opportunities through the agent? +
Yes! Use the list_close_opportunities tool. The agent will return all deals, and you can ask it to filter for those in an 'Open' or specific pipeline stage.
How do I check the tasks due for today? +
Use the list_close_tasks tool. Your agent will fetch the list of CRM tasks, and you can ask it to identify those with a due date of today.
Where do I find my Close API Key? +
Log in to Close, go to Settings, and select API Keys. You can generate and copy a new API key from that section.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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