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Connect Close CRM Inside Sales CRM Automation API to your AI

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Manage your entire sales pipeline through natural language.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 26 capabilities

We ship only the actions that matter.

Capability set01 / 07

01-04

4 capabilities in this set.

Part of 26 available through Close CRM.

  1. 01

    Create contact

    This capability adds a new contact to your Close CRM database.

  2. 02

    List sequences

    This capability lists your automated outreach sequences.

  3. 03

    List SMS

    This capability retrieves your recent SMS activity logs.

  4. 04

    List calls

    This capability retrieves a list of your call activities.

Capability set02 / 07

05-08

4 capabilities in this set.

Part of 26 available through Close CRM.

  1. 05

    List events

    This capability pulls the event log from the last 30 days.

  2. 06

    List opportunities

    This capability provides a list of all current opportunities.

  3. 07

    Create lead

    This capability creates a brand new lead in your CRM.

  4. 08

    Create opportunity

    Use this to add a new sales opportunity to a lead.

Capability set03 / 07

09-12

4 capabilities in this set.

Part of 26 available through Close CRM.

  1. 09

    Create task

    Use this to generate a new task for your sales team.

  2. 10

    Create webhook

    This capability sets up a new webhook subscription for your account.

  3. 11

    Delete lead

    This capability removes a specific lead from your CRM.

  4. 12

    Get custom field schema

    This capability retrieves the custom field schema for a specific object type.

Capability set04 / 07

13-16

4 capabilities in this set.

Part of 26 available through Close CRM.

  1. 13

    List contacts

    This capability pulls a list of all contacts in your Close CRM.

  2. 14

    List emails

    Use this to view your recent email activity.

  3. 15

    List form submissions

    This capability retrieves a list of recent form submission activities.

  4. 16

    List forms

    This capability lists your web forms and their field definitions.

Capability set05 / 07

17-20

4 capabilities in this set.

Part of 26 available through Close CRM.

  1. 17

    List leads

    This capability provides a paginated list of leads in your CRM.

  2. 18

    List notes

    Use this to see your recent note activities.

  3. 19

    Activity report

    Use this to generate a report on your recent activity.

  4. 20

    Bulk email

    This capability sends mass emails to a filtered list of leads.

Capability set06 / 07

21-23

3 capabilities in this set.

Part of 26 available through Close CRM.

  1. 21

    List tasks

    This capability pulls a list of your current tasks.

  2. 22

    Search data

    This capability performs advanced filtering to find specific leads or contacts.

  3. 23

    Update contact

    Use this to modify details for an existing contact.

Capability set07 / 07

24-26

3 capabilities in this set.

Part of 26 available through Close CRM.

  1. 24

    Update lead

    This capability performs a patch request to update lead information.

  2. 25

    Update opportunity

    Use this to change the details of an existing sales opportunity.

  3. 26

    List meetings

    This capability retrieves your recent meeting activity.

Real work

What teams actually run

01

Post-Call Updates

Tell your agent to create a new opportunity and set the deal value right after you hang up.

02

Lead Cleaning

Ask your agent to find and delete outdated leads or update contact details in bulk.

03

Pipeline Audits

Request an activity report to see what your team has been doing over the last 30 days.

04

Outreach Management

Check the status of your automated sequences or send mass emails to specific lead groups.

Automate a task

Put Close CRM to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Close CRM works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put Close CRM to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

1046ms average. Fast in production.

Close CRM is checked daily against the live service.

Daily averagePeak 1225ms
Oct 3Today
Fastest day
917ms
Slowest day
1225ms
14-day trend
Slowing+8%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 26 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Close CRM, so you can see the experience inside your AI.

It does not authenticate your account with Close CRM. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Close CRM Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_NjN8kEFKeSR8UpPhFU68pwZLShuqhKWmw9ARirSd/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  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.
Configuration · claude_desktop_config.jsonCopy
{
  "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

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Close CRM in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Close CRM owners hand off.

This MCP is built for anyone managing a high-velocity sales pipeline through Close CRM.

  • 01

    Sales Teams

    Update lead info and deal stages immediately after calls.

  • 02

    Sales Ops

    Clean up lead lists and manage field updates via AI workflows.

  • 03

    Founders

    Check pipeline health and key opportunities without opening the CRM.

FAQ

Questions Close CRM owners ask.

  • 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.

Explore

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