Integrate Close with Claude, Cursor, Chatbots & AI Agents MCP Server

Q: How do I check the tasks due for today?

Use the listclosetasks tool. Your agent will fetch the list of CRM tasks, and you can ask it to identify those with a due date of today.

Manage sales and pipelines via Close CRM — track leads, monitor opportunities, and manage tasks directly from any AI agent.

GDPR Free for Subscribers

Compatible with every major AI agent and IDE

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

+ other MCP clients

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Get lead details on Close

Get detailed information for a specific lead

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Get my close profile on Close

Retrieve information about the authenticated user

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Get opportunity details on Close

Get detailed information for a specific opportunity

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List close leads on Close

List all leads in Close CRM

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List close opportunities on Close

List all sales opportunities

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List close pipelines on Close

List sales pipelines configured in the account

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List close tasks on Close

List CRM tasks and reminders

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List lead statuses on Close

List available stages/statuses for leads

Security & Code Integrity Audit

Every tool in the Close MCP Server is continuously audited by the Vinkius Security Engine. We guarantee zero-trust payload isolation, strict data boundaries, and deterministic execution for enterprise-grade AI agents.

A+Score: 100

How Vinkius protects your data

Can I set different limits for each virtual assistant on my team?

Absolutely. You have full control in our command center. You can create an AI agent that only "reads" data so the support team can answer questions, and another superpowered agent that can "edit" and "create" information exclusively for your operations team. Each AI gets exactly the level of access you allow.

Can I audit what my AI agents are doing with this integration?

Yes, Vinkius provides an immutable, HMAC-chained audit log. Every tool execution, payload, and response is tracked in real-time on your dashboard, giving you complete visibility into your agent's actions.

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.

What if the AI ends up reading customer data or confidential information?

We have a built-in digital "bodyguard" called DLP (Data Loss Prevention). If a tool fetches data and the response contains social security numbers, credit cards, or personal customer info, Vinkius magically blocks and erases that information before it is delivered to the AI. The AI works only with what is strictly necessary, and your sensitive data never leaks.

How Chatbots Interact with Close

Build automated workflows with Cursor and Claude Code by connecting to the Close MCP server.

AI-Driven crm Workflows

Integrate Close to access native crm capabilities. This allows LLMs to perform secure, deterministic execution of communication messaging tasks without hard-coded API scripts.

AI Semantic Routing for lead management

The Close toolkit provides structured tools for lead management. It enables conversational interfaces like Claude Code to query and modify data within your communication messaging infrastructure.