How to Use the Close MCP in Claude

Q: How do I connect the Close MCP Server to Claude Desktop?

You add the Vinkius MCP endpoint URL to your claudedesktopconfig.json file. Once you restart the app, Claude recognizes the CRM tools immediately.

Q: What opportunity details can I see?

Your agent fetches the full deal context. Running getopportunitydetails returns the expected value, confidence level, and current stage of any specific deal.

Manage Close CRM leads and sales pipelines directly from Claude Desktop without breaking your conversation flow.

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Connect Close MCP to Claude Desktop

Create your Vinkius account to connect Close to Claude Desktop 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 with Claude Desktop

Ask AI about this MCP

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Claude

Perplexity

Track pipelines inside Claude Desktop

The `list_close_pipelines` tool brings your real-time deal stages directly into your chat. Your sales data lives in Close, but you do your thinking in Claude. Ask your agent for a pipeline breakdown, and it grabs the exact stages your sales team configured. You see where every deal sits right now.

Pull detailed lead profiles

The `get_lead_details` tool fetches a prospect's entire profile so you can stop switching tabs. When you need background on a specific account, your agent grabs the facts. Claude reads the lead status, custom fields, and contact info, then summarizes the account state. You get the context you need to draft that follow-up email immediately.

Monitor your sales tasks with this MCP Server

By calling `list_close_tasks`, your agent reads your pending calls, emails, and reminders straight from the CRM. Sales reps live and die by their task lists, and this keeps you focused. You combine this with `get_my_close_profile` to filter tasks assigned specifically to you. Claude then helps you prioritize who to contact first based on opportunity size.

Setup guide

Set up Close MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Close MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Close MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under close-mcp.

json

{
  "mcpServers": {
    "close-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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. 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 MCP in Claude Desktop

You add the Vinkius MCP endpoint URL to your `claude_desktop_config.json` file. Once you restart the app, Claude recognizes the CRM tools immediately.

This specific server focuses on reading data. Your agent pulls information using tools like `list_close_leads`, but it does not overwrite your existing CRM records.

Your agent fetches the full deal context. Running `get_opportunity_details` returns the expected value, confidence level, and current stage of any specific deal.

You just ask Claude what is on your plate today. The agent executes `list_close_tasks` and formats your pending calls and emails into a clean list.

Your lead contact info and opportunity values stay protected. Vinkius runs the MCP integration in an ephemeral V8 Isolate sandbox, meaning your customer data passes through securely without being stored.

Use it with your favorite AI tools

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