Close MCP, Ready to Go
Use the Close MCP to manage your CRM leads and sales pipelines with Claude or Cursor. Get instant deal insights and task tracking via your AI agent.
No credit card required. Experience the power of this integration risk-free.
Manage your sales pipeline and CRM leads through a natural chat interface.
Works with every AI agent you already use
…and any MCP-compatible client
How fast is the Close Connector?
Average time for the server to become ready for requests over the last 14 days, measured until the initialize / tools/list handshake completes. Metrics are updated daily between 00:00 and 04:00 UTC. Create a free account, use this Connector on Vinkius Cloud, and connect it to your AI agent in seconds.
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What AI agents can do with Close MCP: 8 Tools for CRM Sales Management
Use these tools to pull lead details, monitor deal values, and manage your CRM tasks through your AI agent.
Get lead details
Get specific info about a company or lead. This helps you see contact details and status quickly.
Get my close profile
See your own account profile and core CRM data. It's useful for checking your personal permissions or settings.
Get opportunity details
Pull specific data on a sales deal. You can see the value and current stage of a deal.
List lead statuses
See all the available stages for leads. Use this to keep your data organized and consistent.
List close leads
Get a list of every lead in your CRM. It's the fastest way to see your entire prospect list.
List close opportunities
See all your active sales opportunities. This gives you a bird's-eye view of your deals.
List close pipelines
See the different sales pipelines you have set up. It helps you understand how your funnels are structured.
List close tasks
See all your CRM tasks and reminders. This keeps your follow-ups from falling through the cracks.
A Connector is a URL. Vinkius runs it: hosting, security, governance, observability.
You're looking at one of 5,800+ managed Connectors. The real value isn't the catalog. It's the control plane that secures, governs, audits, and manages every interaction between your agents and the tools they use.
No Shadow AI
Every agent action is visible, approved, and auditable. Nothing runs outside your governance.
Absolute agent control
Fine-grained permissions for every agent, MCP, and tool. Instantly revoke access and audit every execution.
Cost control per token
Spend broken down to the token, tool, and agent. Budgets and hard limits. No surprise invoices.
Managed & monitored infra
We operate the runtime, authentication, scaling, retries, and monitoring. Your team manages AI, not infrastructure.
Data protection, DLP by design
Sensitive data is filtered before reaching the model. Access is governed so agents receive only the information they're allowed to use.
Token optimization, real savings
Lower AI costs by delivering the right context instead of unnecessary tools. Better accuracy, faster responses, and fewer wasted tokens.
Close CRM Sales Pipeline Management for AI Agents
This is for sales teams who are tired of manual data entry and constant tab-switching. It's for the rep who needs to know their next move instantly and the manager who wants a pulse on the pipeline without digging through filters.
Sales Representative
Checks lead history and follow-up tasks during calls to stay updated on every interaction.
Sales Manager
Audits pipeline health and team task lists to spot bottlenecks and manage team throughput.
Revenue Ops
Verifies lead status mappings and monitors overall sales throughput across multiple funnels.
Frequently Asked Questions
Can I use the Close MCP to see my sales pipeline in Claude? +
Yes, you can. Once connected, your AI client can pull your deal values and list your active opportunities so you can discuss your sales goals directly in the chat.
How does the Close MCP help with lead management? +
It lets your agent pull specific contact info and status updates for any lead. You can ask your agent for summaries of your prospect list without having to manually search for them in the CRM.
Can I see my tasks from Close using this Connector? +
Yes, you can. The Connector pulls your CRM tasks and reminders into your chat interface. You can ask your agent to list what's pending for the week or check specific follow-up items.
Does the Close MCP work for multiple pipelines? +
Yes, it can. You can ask your agent to list all your configured pipelines or check the status of deals across different sales funnels to get a full view of your business.
Is the Close MCP good for sales managers? +
It's great for managers who need a quick pulse on team activity. You can use it to audit pipeline health or check task lists to see where deals might be stalling without opening the full dashboard.
Can I use the Close MCP to see my own profile? +
Yes, you can. It allows your agent to retrieve your own profile information and core CRM metadata, making it easy to verify your account details or permissions through your AI client.
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.
Your AI, connected to everything.
No credit card required · Free tier available
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