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.

Close MCP Server for VS Code Copilot 8 tools — connect in under 2 minutes

Name: Close
Availability: InStock
Author: Vinkius

code.visualstudio.com/docs/copilot/chat/mcp-servers

Built by Vinkius GDPR 8 Tools IDE

GitHub Copilot in VS Code is the most widely adopted AI coding assistant, embedded directly into the world's most popular code editor. With MCP support in Agent mode, Copilot can access external data and APIs to generate context-aware code grounded in real-time information.

Get MCP Server for AI Agents

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Vinkius supports streamable HTTP and SSE.

RecommendedModern Approach — Zero Configuration

Vinkius Desktop App

The modern way to manage MCP Servers — no config files, no terminal commands. Install Close and 2,500+ MCP Servers from a single visual interface.

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Classic Setup·json

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

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* 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.

GitHub Copilot Agent mode brings Close data directly into your VS Code workflow. With a project-scoped config, the entire team shares access to 8 tools. Copilot queries live data, generates typed code, and writes tests from actual API responses, all without leaving the editor.

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 VS Code Copilot 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 VS Code Copilot via MCP

Follow these steps to integrate the Close MCP Server with VS Code Copilot.

Create MCP config

Create a .vscode/mcp.json file in your project root

Add the server config

Paste the JSON configuration above

Enable Agent mode

Open GitHub Copilot Chat and switch to Agent mode using the dropdown

Start using Close

Ask Copilot: "Using Close, help me...". 8 tools available

Why Use VS Code Copilot with the Close MCP Server

GitHub Copilot for Visual Studio Code provides unique advantages when paired with Close through the Model Context Protocol.

VS Code is used by over 70% of developers. adding MCP tools to Copilot means your team can leverage external data without leaving their primary editor

Project-scoped MCP configs (`.vscode/mcp.json`) let you commit server configurations to your repository, ensuring the entire team shares the same tool access

Copilot's Agent mode integrates MCP tools seamlessly with file editing, terminal commands, and workspace search in a single agentic loop

GitHub's enterprise compliance and audit features extend to MCP tool usage, providing visibility into how AI interacts with external services

Close + VS Code Copilot Use Cases

Practical scenarios where VS Code Copilot combined with the Close MCP Server delivers measurable value.

Live API integration: Copilot can query an MCP server, inspect the response schema, and generate typed API client code in the same step

DevSecOps workflows: security teams can give developers access to domain intelligence tools directly in their editor for real-time vulnerability assessment during code review

Data pipeline development: Copilot fetches sample data via MCP and generates transformation scripts, validators, and test fixtures from actual API responses

Documentation generation: Copilot queries available tools and auto-generates README sections, API reference docs, and usage examples

Close MCP Tools for VS Code Copilot (8)

These 8 tools become available when you connect Close to VS Code Copilot 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 VS Code Copilot

Ready-to-use prompts you can give your VS Code Copilot 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 VS Code Copilot

Common issues when connecting Close to VS Code Copilot through the Vinkius, and how to resolve them.

MCP tools not available

Ensure you are in Agent mode in Copilot Chat. MCP tools only appear in Agent mode.

Close + VS Code Copilot FAQ

Common questions about integrating Close MCP Server with VS Code Copilot.

Which VS Code version supports MCP?

MCP support requires VS Code 1.99 or later with the GitHub Copilot extension. Ensure both are updated to the latest version. Older versions of Copilot may not expose the Agent mode toggle.

How do I switch to Agent mode?

Open the Copilot Chat panel and look for two mode options: "Ask" and "Agent". Click "Agent" to enable autonomous tool calling. In Ask mode, Copilot provides conversational answers but cannot invoke MCP tools.

Can I restrict which MCP tools Copilot can access?

Yes. VS Code shows a tool consent dialog before any MCP tool is invoked for the first time. You can also configure tool access policies at the organization level through GitHub Copilot settings.

Does MCP work in VS Code Remote or Codespaces?

Yes. MCP servers configured via .vscode/mcp.json work in Remote SSH, WSL, and GitHub Codespaces environments. The MCP connection is established from the remote host, so ensure the server URL is accessible from that environment.