Bring Crm
to LlamaIndex
Create your Vinkius account to connect Close to LlamaIndex and start using all 8 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the 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.
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
How it works
- Subscribe to this server
- Enter your Close API Key (found in Settings > API Keys)
- Start managing your sales from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Sales Representatives — monitor deal progress and review lead history using natural language
- Sales Managers — audit pipeline health and team task lists without opening the dashboard
- Account Executives — quickly look up lead details and historical opportunity values straight from their chat interface
- Revenue Ops — verify lead status mapping and monitor sales throughput
Built-in capabilities (8)
Get detailed information for a specific lead
Retrieve information about the authenticated user
Get detailed information for a specific opportunity
List all leads in Close CRM
List all sales opportunities
List sales pipelines configured in the account
List CRM tasks and reminders
List available stages/statuses for leads
Why LlamaIndex?
LlamaIndex agents combine Close tool responses with indexed documents for comprehensive, grounded answers. Connect 8 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.
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Data-first architecture: LlamaIndex agents combine Close tool responses with indexed documents for comprehensive, grounded answers
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Query pipeline framework lets you chain Close tool calls with transformations, filters, and re-rankers in a typed pipeline
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Multi-source reasoning: agents can query Close, a vector store, and a SQL database in a single turn and synthesize results
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Observability integrations show exactly what Close tools were called, what data was returned, and how it influenced the final answer
Close in LlamaIndex
Why run Close with Vinkius?
The Close connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 8 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Close using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Close and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Close to LlamaIndex through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Close for LlamaIndex
Every request between LlamaIndex and Close is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
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.
How does LlamaIndex connect to MCP servers?
Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.
Can I combine MCP tools with vector stores?
Yes. LlamaIndex agents can query Close tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.
Does LlamaIndex support async MCP calls?
Yes. LlamaIndex's async agent framework supports concurrent MCP tool calls for high-throughput data processing pipelines.
BasicMCPClient not found
Install: pip install llama-index-tools-mcp
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