Close MCP Server for AutoGen 8 tools — connect in under 2 minutes
Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add Close as an MCP tool provider through Vinkius and every agent in the group can access live data and take action.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
import asyncio
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench
async def main():
# Your Vinkius token. get it at cloud.vinkius.com
async with McpWorkbench(
server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
transport="streamable_http",
) as workbench:
tools = await workbench.list_tools()
agent = AssistantAgent(
name="close_agent",
tools=tools,
system_message=(
"You help users with Close. "
"8 tools available."
),
)
print(f"Agent ready with {len(tools)} tools")
asyncio.run(main())
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
About Close MCP Server
Connect your Close CRM account to any AI agent and take full control of your sales automation through natural conversation. Streamline how you manage leads, deals, and daily to-dos natively.
AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Close tools. Connect 8 tools through Vinkius and assign role-based access. a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.
What you can do
- Lead Oversight — List and retrieve details for all leads (companies) including status and contact info natively
- Opportunity Intelligence — Access and monitor sales deals and their values across different pipelines flawlessly
- Task Management — List and review CRM tasks and reminders to stay on top of your follow-ups securely
- Pipeline Logistics — Monitor sales pipelines and understand where deals are in the funnel flawlessly
- Status Tracking — List available stages for leads and opportunities to maintain clean data flawlessly
- User Visibility — Access your own profile and core CRM metadata directly within your workspace flawlessly
The Close MCP Server exposes 8 tools through the Vinkius. Connect it to AutoGen in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
How to Connect Close to AutoGen via MCP
Follow these steps to integrate the Close MCP Server with AutoGen.
Install AutoGen
Run pip install "autogen-ext[mcp]"
Replace the token
Replace [YOUR_TOKEN_HERE] with your Vinkius token
Integrate into workflow
Use the agent in your AutoGen multi-agent orchestration
Explore tools
The workbench discovers 8 tools from Close automatically
Why Use AutoGen with the Close MCP Server
AutoGen provides unique advantages when paired with Close through the Model Context Protocol.
Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Close tools to solve complex tasks
Role-based architecture lets you assign Close tool access to specific agents. a data analyst queries while a reviewer validates
Human-in-the-loop support: agents can pause for human approval before executing sensitive Close tool calls
Code execution sandbox: AutoGen agents can write and run code that processes Close tool responses in an isolated environment
Close + AutoGen Use Cases
Practical scenarios where AutoGen combined with the Close MCP Server delivers measurable value.
Collaborative analysis: one agent queries Close while another validates results and a third generates the final report
Automated review pipelines: a researcher agent fetches data from Close, a critic agent evaluates quality, and a writer produces the output
Interactive planning: agents negotiate task allocation using Close data to make informed decisions about resource distribution
Code generation with live data: an AutoGen coder agent writes scripts that process Close responses in a sandboxed execution environment
Close MCP Tools for AutoGen (8)
These 8 tools become available when you connect Close to AutoGen via MCP:
get_lead_details
Get detailed information for a specific lead
get_my_close_profile
Retrieve information about the authenticated user
get_opportunity_details
Get detailed information for a specific opportunity
list_close_leads
List all leads in Close CRM
list_close_opportunities
List all sales opportunities
list_close_pipelines
List sales pipelines configured in the account
list_close_tasks
List CRM tasks and reminders
list_lead_statuses
List available stages/statuses for leads
Example Prompts for Close in AutoGen
Ready-to-use prompts you can give your AutoGen agent to start working with Close immediately.
"List my last 5 leads in Close."
"Show me the value of my current sales pipeline."
"What are my pending tasks for this week?"
Troubleshooting Close MCP Server with AutoGen
Common issues when connecting Close to AutoGen through the Vinkius, and how to resolve them.
McpWorkbench not found
pip install "autogen-ext[mcp]"Close + AutoGen FAQ
Common questions about integrating Close MCP Server with AutoGen.
How does AutoGen connect to MCP servers?
Can different agents have different MCP tool access?
Does AutoGen support human approval for tool calls?
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Microsoft's framework for multi-agent collaborative conversations.
Connect Close to AutoGen
Get your token, paste the configuration, and start using 8 tools in under 2 minutes. No API key management needed.