Cloze MCP. Manage your entire deal pipeline through conversation.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
Just plug in your AI agents and start using Vinkius.
Cloze. This MCP Server manages your entire CRM data—contacts, companies, and projects. It lets your AI agent pull contact histories, find custom tags, and update deal status without leaving your chat window.
You'll get a full picture of who's doing what, when, and how much money is involved, all while keeping your workflow moving.
What your AI agents can do
Create person
Adds a new contact record to Cloze, requiring at least a name or email.
Create project
Establishes a new record for a project, deal, or property in Cloze.
Get person
Retrieves full details for a specific person by supplying their email address.
The agent can add a new contact to your system if you provide a name or email.
You can use the agent to set up a new project, a deal, or a property record.
Retrieve a detailed record for a person using their email address.
Get a comprehensive list of all company records stored in Cloze.
The agent retrieves the definitions for custom fields configured in your Cloze account.
Get a list of all people contacts stored in Cloze.
Retrieves a list of all active projects, properties, or deals.
Find all people contacts that share a specific custom tag.
Modify an existing contact's data, matching the record by their email address.
Ask AI about this MCP
Supported MCP Clients
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Cloze MCP Server: 9 Tools for CRM Management
Use these tools to manage contacts, projects, and company records. Your AI client can pull data, create new records, or update existing ones directly from the chat.
019d7574create person
Adds a new contact record to Cloze, requiring at least a name or email.
019d7574create project
Establishes a new record for a project, deal, or property in Cloze.
019d7574get person
Retrieves full details for a specific person by supplying their email address.
019d7574list companies
Fetches a complete list of all company records from Cloze.
019d7574list custom fields
Retrieves the definitions of all custom data fields set up in your Cloze account.
019d7574list people
Gets a list of all contacts (people) stored in Cloze.
019d7574list projects
Retrieves a list of all projects, properties, or deals in Cloze.
019d7574search people by tag
Filters and finds all contacts that share a specific, user-defined tag.
019d7574update person
Modifies an existing contact's data, using their email address as the unique identifier.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Cloze, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
This Cloze MCP Server lets your AI agent manage your whole CRM—contacts, companies, and projects—right from your chat. You'll get a full picture of who's doing what, when, and how much cash is involved, without ever leaving your workflow.
Your agent can create_person a new contact if you give it a name or an email. You can create_project a new record for a project, a deal, or a property. Need to know what's up with someone? get_person pulls up all the details for a specific person just by using their email address.
Wanna see everything in your company records? list_companies gives you a complete rundown of every company in Cloze. You can check what custom fields you've got set up with list_custom_fields, and to see all your contacts, run list_people. If you wanna see what deals are moving, list_projects gives you a list of all active projects, properties, or deals.
You can search_people_by_tag to find every contact that shares a specific tag. And if you gotta update someone's info, update_person modifies an existing contact's data using their email address.
Here's the lowdown on what that means for you:
- Making Contacts and Projects: You can have your agent
create_persona new contact using just a name or an email, and you cancreate_projecta new project, deal, or property record. You're always adding things. - Looking Up Details: You can get deep into a person's history with
get_person, and you can see all company records withlist_companies. If you need to know what custom fields are available,list_custom_fieldsshows you that. To see every single person, uselist_people, or narrow it down by runningsearch_people_by_tagfor a specific tag. You can also get a rundown of every active deal or project usinglist_projects. - Changing Data: If a contact's info changes,
update_personlets your agent modify it, matching the record by their email address. It's all tied together.
How Cloze MCP Works
- 1 First, you tell your AI agent what data you need to manage—for example, 'Find all VIP contacts' or 'Update Project Alpha's status.'
- 2 The agent translates that request into specific Cloze API calls, selecting the right tool (like
search_people_by_tagorupdate_person). - 3 The agent executes the calls and gives you the structured data or confirmation, letting you continue your conversation without switching tools.
The bottom line is, it lets your AI client talk to Cloze like a native user, handling complex data tasks through simple conversation.
Who Is Cloze MCP For?
This is for the Account Executive who needs a real-time view of every prospect's history, the Sales Operations Manager who needs to run reports on deal stages, and the Real Estate Agent who manages dozens of properties. If your job involves tracking relationships or managing a pipeline, you need this.
Uses the agent to look up a prospect's full history (get_person) or update their deal status (update_person) immediately after a call.
Runs list reports (list_people, list_projects) and verifies custom field definitions (list_custom_fields) to ensure data quality across the organization.
Creates new properties (create_project) and searches contacts by status tags (search_people_by_tag) to manage listings and leads.
What Changes When You Connect
- Stop manually switching between CRM tabs. Use
get_personto pull a contact's entire history right from your chat. - Keep your data clean. Use
update_personto change a lead's status or add notes without logging into Cloze. - Identify high-value leads fast.
search_people_by_taglets you pull every contact tagged 'VIP' or 'Enterprise' instantly. - Build out your data set. Use
create_personandcreate_projectto log new leads and opportunities the second they happen. - See the whole picture.
list_peopleandlist_projectsgive you a quick inventory of who you know and what deals are active. - Know your data structure.
list_custom_fieldsshows you exactly what data points are available for tracking, so you don't miss anything.
Real-World Use Cases
Needs to qualify a new lead after a call
The Account Executive just finished a call with Jane Doe. Instead of opening the CRM, they prompt their agent: 'Get all details for Jane Doe at jane@example.com.' The agent runs get_person and instantly provides the company, the last interaction date, and the total open pipeline value.
Needs to find all key accounts for a board meeting
The Sales Manager needs to present the top 5 strategic accounts. They ask the agent to run search_people_by_tag for the 'Enterprise' tag. The agent returns a list of all relevant contacts, and the manager can immediately see the combined pipeline value.
Needs to log a new opportunity quickly
The team just met a potential client and needs to start tracking a new deal. The agent runs create_project with the client name and the deal value, instantly logging the opportunity and setting it up in the system.
Needs to audit the entire portfolio of properties
The Real Estate Agent needs to see all active listings for Q3. They prompt the agent to run list_projects to get a list of all properties and deals, letting them track deadlines and remaining tasks.
Needs to update stale contact records
The Sales Rep remembers a client's phone number changed. Instead of finding the record and manually editing it, they tell the agent: 'Update the person record for John Smith with the email john@example.com, and use the new phone number.' The agent runs update_person.
The Tradeoffs
Using general search for specific data
The user tries to search for 'Sarah Johnson' and gets a list of 50 people. They then manually scan the list to find the right one and copy the details.
→
Don't search generally. Use get_person and provide the exact email address (e.g., 'sarah@example.com') to pull the specific record you need.
Ignoring data structure limitations
The user tries to assume the CRM has a 'Financial Score' field, but the agent fails because the field doesn't exist in the system's schema.
→
Before making assumptions, run list_custom_fields. This shows you the exact fields you can use, preventing failed updates or searches.
Attempting massive data dumps
The user asks the agent to 'list all people' and expects a single, giant JSON file containing tens of thousands of records.
→
If you need to see everything, run list_people. But remember to use pagination or filter by a tag first, so the agent doesn't time out on a massive request.
When It Fits, When It Doesn't
Use this server if your primary need is to interact with structured CRM data—managing contacts, tracking deals, or listing properties. It's built for operational data handling.
Don't use this if you need to analyze unstructured text (like parsing an email thread for sentiment) or if your workflow requires complex, multi-step data transformations outside of standard CRUD operations. For those, you'll need a dedicated document analysis tool.
If you only need a simple list of names, list_people works. But if you need to verify that list against a specific tag or update a record, you need the full capabilities of the Cloze MCP Server.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Cloze. 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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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 9 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Manually gathering deal insights is a massive time sink.
Every day, you open the CRM, navigate to a contact, click into their history tab, copy the last interaction date, and paste it into a spreadsheet. Then you repeat this for ten different people, manually verifying the current status of each deal against its last recorded action. It's slow, and you always risk forgetting a key detail.
With the Cloze MCP Server, your agent handles that whole sequence. You tell it, 'What's the status of the Enterprise leads?' The agent runs `search_people_by_tag` and returns the aggregated data instantly. You get the summary, not 50 individual tabs to click through.
Use Cloze to Manage Contacts and Projects
You no longer have to open the CRM's dedicated form to log a new deal or contact. You just tell your agent: 'Create a project for Client X' or 'Update person Y's role.' The agent handles the API calls and data validation in the background.
It's about keeping the context. The data gets logged, the record gets updated, and you never lose your conversational thread. It's immediate, reliable, and keeps your focus where it belongs: on the client.
Common Questions About Cloze MCP
How do I use the `get_person` tool in the Cloze MCP Server? +
You must provide the person's email address. The agent uses this unique identifier to pull all associated data, including company details and deal history.
Can I list all my deals and properties using the Cloze MCP Server? +
Yes, use the list_projects tool. It pulls a list of all active projects, properties, or deals, giving you an overview of your current pipeline.
How do I find all people with a specific status? +
Use search_people_by_tag. This tool lets you filter the entire contact list by a custom tag, like 'Needs Followup' or 'VIP'.
Can I add a completely new person to Cloze? +
Yes, run the create_person tool. Just provide the person's name or email, and the agent handles the creation in Cloze.
What is the difference between `list_people` and `search_people_by_tag`? +
+
list_people gives you every single person record. search_people_by_tag is a filter that only shows people who have a specific tag, making it much more targeted.
What happens if I try to update a person using `update_person` with an email that isn't in Cloze? +
The system returns an error code indicating the person was not found. You'll need to use get_person first to verify the email address before attempting an update.
Can I retrieve definitions for custom fields using `list_custom_fields`? +
Yes, list_custom_fields retrieves a full definition list of all custom fields in your Cloze account. This helps your agent know exactly what data points are available for context.
Where do I find my Cloze API key? +
You can generate an API key in the Cloze web app. Go to Settings > Accounts and Services, and click the 'API Key' section to add a new token.
Which email address should I use for authentication? +
Use the exact primary email address registered to your active Cloze account.
Can I manage custom fields with this server? +
Yes, you can retrieve custom field definitions and command the agent to set specific values when creating or updating contacts.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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