Verbinden Sie Close CRM Inside Sales CRM Automa mit Ihrer KI

• 01 / 01Sales Opportunities aktualisieren

Schnellster Tag

917ms

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1225ms

14-Tage-Trend

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Close CRM Connector

Alles bereit. Wählen Sie Ihren MCP-Client und folgen Sie den Einrichtungsschritten.

Connector-Linkhttps://edge.vinkius.com/vk_preview_NjN8kEFKeSR8UpPhFU68pwZLShuqhKWmw9ARirSd/mcpKopieren

Claude Desktop

Folgen Sie den Schritten unten, um sich in Sekunden zu verbinden.

1. 1In Claude Desktop, open Settings → Connectors.
2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
3. 3Click Add and start a new chat — Close CRM capabilities are ready to use.

Konfiguration · claude_desktop_config.jsonKopieren

{
  "mcpServers": {
    "close-crm-inside-sales-crm-automation-api-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_NjN8kEFKeSR8UpPhFU68pwZLShuqhKWmw9ARirSd/mcp"
    }
  }
}

• Claude
• ChatGPT
• Cursor
• VS Code
• Windsurf
• Claude Code
• JetBrains
• Cline

Schritt-für-Schritt-Anleitungen für jeden Client finden Sie im Guide. Verbinden

Geführte Einrichtung für Claude? Close CRM in Claude und anderen KI-Tools einrichten

Alle KI-Clients ansehen, mit denen dieser Connector funktioniert ↑

• 01

  Vertriebsteams

  Aktualisieren Sie Lead-Informationen und Chancen direkt während oder nach Telefonaten.

• 02

  Sales Operations

  Automatisieren Sie die Bereinigung von Lead-Listen und Feldaktualisierungen über KI-Workflows.

• 03

  Gründer & Führungskräfte

  Erhalten Sie schnelle Einblicke in die Sales-Pipeline, ohne sich durch CRM-Menüs klicken zu müssen.

• 01

  How do I connect my Close CRM to my AI client?

  You subscribe to the MCP on Vinkius and enter your Close API Key. Once connected, you can use it in any MCP-compatible client like Claude or Cursor.

• 02

  Can I update deal values using this MCP?

  Yes, you can use the capability to create or update opportunities, including setting specific deal values in cents and confidence levels.

• 03

  Does this MCP support bulk actions?

  Yes, it includes a capability to initiate bulk emails to a filtered list of leads.

• 04

  What kind of activity can I track?

  You can list and track emails, calls, SMS, meetings, notes, and form submissions.

• 05

  Is my data secure?

  Vinkius manages your credentials and hosts the MCP, allowing you to connect securely via your API key.

• 06

  Can I permanently remove a lead from my CRM using this server?

  Yes, you can use the delete_lead capability by providing the specific Lead ID. Please note that this action is permanent and cannot be undone.

• 07

  How do I track the financial value and confidence of a potential deal?

  Use the create_opportunity or update_opportunity capabilities. You can specify the value (in cents), the value_period (monthly, annual, or one_time), and a confidence percentage from 0 to 100.

• 08

  Can I filter or limit the number of leads returned when listing them?

  Yes! The list_leads capability supports _limit for result counts, _skip for pagination, and _fields to specify exactly which data points (like name or status) you want to retrieve.

• 

  Salesforce Sales Cloud KI-Connector

  Manage leads, opportunities, accounts, contacts, and your entire sales pipeline through natural conversation w

  Ansehen
• 

  Freshsales (Sales CRM & Lead Scoring API) KI-Connector

  Manage your sales pipeline via Freshsales — create leads, track contacts, manage deals, and automate CRM workf

  Ansehen
• 

  Close KI-Connector

  Manage sales and pipelines via Close CRM — track leads, monitor opportunities, and manage tasks directly from

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• 

  Capsule CRM KI-Connector

  Manage your CRM via Capsule — track contacts, opportunities, and tasks directly from any AI agent.

  Ansehen

Vorschläge

• 

  Pipeliner KI-Connector

  Manage sales pipelines and opportunities via Pipeliner CRM — list leads, track deals, and monitor activities d

  Ansehen
• 

  Zoho CRM (Full) KI-Connector

  Manage leads, contacts, accounts, deals, and notes — complete Zoho CRM access through natural conversation.

  Ansehen
• 

  Pipedrive CRM (Full) KI-Connector

  Manage deals, contacts, organizations, activities, notes, and pipelines — complete Pipedrive CRM access throug

  Ansehen
• 

  Zoho CRM Sales KI-Connector

  Deep deal management with quotes, products, sales orders, and invoices — complete sales cycle in Zoho CRM.

  Ansehen