Bring Lead Management
to Mastra AI
Learn how to connect Close to Mastra AI 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 Mastra AI?
Mastra's agent abstraction provides a clean separation between LLM logic and Close tool infrastructure. Connect 6 tools through Vinkius and use Mastra's built-in workflow engine to chain tool calls with conditional logic, retries, and parallel execution. deployable to any Node.js host in one command.
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Mastra's agent abstraction provides a clean separation between LLM logic and tool infrastructure. add Close without touching business code
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Built-in workflow engine chains MCP tool calls with conditional logic, retries, and parallel execution for complex automation
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TypeScript-native: full type inference for every Close tool response with IDE autocomplete and compile-time checks
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One-command deployment to any Node.js host. Vercel, Railway, Fly.io, or your own infrastructure
Close in Mastra AI
Close and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Close to Mastra AI 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 Mastra AI
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 Mastra AI 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 Mastra AI
Every tool call from Mastra AI 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 Mastra AI connect to MCP servers?
Create an MCPClient with the server URL and pass it to your agent. Mastra discovers all tools and makes them available with full TypeScript types.
Can Mastra agents use tools from multiple servers?
Yes. Pass multiple MCP clients to the agent constructor. Mastra merges all tool schemas and the agent can call any tool from any server.
Does Mastra support workflow orchestration?
Yes. Mastra has a built-in workflow engine that lets you chain MCP tool calls with branching logic, error handling, and parallel execution.
createMCPClient not exported
Install: npm install @mastra/mcp