Bring Lead Management
to AutoGen
Learn how to connect Close to AutoGen and start using 6 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the Close MCP Server?
Connect your Close CRM account to any AI agent and take full control of your sales workflows through natural conversation.
What you can do
- Lead Management — List all leads in your pipeline and retrieve full company profiles with contacts, custom fields, and activity history
- Lead Creation — Add new leads directly from conversation, including company name and website URL
- Opportunity Tracking — Monitor your active deals with stage, value, and expected close dates
- Task Management — Review pending and completed CRM tasks to stay on top of follow-ups
- User Context — Retrieve your authenticated user profile to understand your current permissions and role
How it works
1. Subscribe to this server
2. Enter your Close API Key from Settings > Developer > API Keys
3. Start managing your sales pipeline from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Sales Representatives — query your pipeline, check lead details, and create new prospects without leaving your AI workspace
- Sales Managers — monitor team opportunities and task completion rates through conversational analytics
- Revenue Operations — automate lead creation workflows and pipeline visibility across the organization
Built-in capabilities (6)
Create a new lead
Get information about the authenticated API user
Get details of a specific lead
List CRM tasks
List all leads in Close CRM
List sales opportunities
Why AutoGen?
AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Close tools. Connect 6 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.
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Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Close tools to solve complex tasks
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Role-based architecture lets you assign Close tool access to specific agents. a data analyst queries while a reviewer validates
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Human-in-the-loop support: agents can pause for human approval before executing sensitive Close tool calls
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Code execution sandbox: AutoGen agents can write and run code that processes Close tool responses in an isolated environment
Close in AutoGen
Close and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Close to AutoGen through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 3,400+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for Close in AutoGen
The Close 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. All 6 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in AutoGen only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.
* 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
How Vinkius secures
Close for AutoGen
Every tool call from AutoGen to the Close MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
Can I create new leads directly through the AI agent?
Yes! The create_lead tool accepts a company name and an optional website URL. Your agent will create the lead record in Close and return the new Lead ID for immediate reference.
How does the API authentication work with Close?
Close uses HTTP Basic Authentication. Your API Key is sent as the username with an empty password. Navigate to Settings > Developer > API Keys in your Close dashboard to generate a new key. The key is encrypted at rest and injected securely at runtime.
Can I view my sales opportunities and their current stages?
Yes. The list_opportunities tool retrieves all active deals in your pipeline, including stage name, expected value, probability, and projected close date. Combine it with list_crm_tasks to check pending follow-ups associated with each opportunity.
How does AutoGen connect to MCP servers?
Create an MCP tool adapter and assign it to one or more agents in the group chat. AutoGen agents can then call Close tools during their conversation turns.
Can different agents have different MCP tool access?
Yes. AutoGen's role-based architecture lets you assign specific MCP tools to specific agents, so a querying agent has different capabilities than a reviewing agent.
Does AutoGen support human approval for tool calls?
Yes. Configure human-in-the-loop mode so agents pause and request approval before executing sensitive MCP tool calls.
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Install: pip install "autogen-ext[mcp]"