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Use Close CRM with your AI.

Connect your account once and let the AI you already use work with it, without building another integration. Manage leads, contacts, and sales opportunities in Close CRM. automate your inside sales pipeline and lead tracking directly from any AI agent.

Included with plan

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

Complete set · 26 capabilities

The complete Close CRM capability set.

These are the exact actions your AI can choose when you ask it to work with Close CRM.

Capability set01 / 07

01-04

4 capabilities in this set.

Part of 26 available through Close CRM.

  1. 01

    Create contact

    Create a new Contact

  2. 02

    Create task

    Create a new Task

  3. 03

    Create webhook

    Create a Webhook subscription

  4. 04

    Delete lead

    Delete a Lead

Capability set02 / 07

05-08

4 capabilities in this set.

Part of 26 available through Close CRM.

  1. 05

    Get custom field schema

    Get Custom Field Schema for an object type

  2. 06

    List contacts

    List Contacts in Close CRM

  3. 07

    List emails

    List Email activities

  4. 08

    List forms

    List web forms and their field definitions

Capability set03 / 07

09-12

4 capabilities in this set.

Part of 26 available through Close CRM.

  1. 09

    List form submissions

    List Form Submission activities

  2. 10

    List leads

    Supports pagination and field selection. List Leads in Close CRM

  3. 11

    List notes

    List Note activities

  4. 12

    List sequences

    List Sequences (automated outreach workflows)

Capability set04 / 07

13-16

4 capabilities in this set.

Part of 26 available through Close CRM.

  1. 13

    List SMS

    List SMS activities

  2. 14

    List tasks

    List Tasks

  3. 15

    Search data

    Advanced Filtering for Leads or Contacts

  4. 16

    Update contact

    Update an existing Contact

Capability set05 / 07

17-20

4 capabilities in this set.

Part of 26 available through Close CRM.

  1. 17

    Update lead

    Behaves as a PATCH request. Update an existing Lead

  2. 18

    Update opportunity

    Update an existing Opportunity

  3. 19

    Create lead

    Create a new Lead

  4. 20

    Create opportunity

    Create a new Opportunity

Capability set06 / 07

21-23

3 capabilities in this set.

Part of 26 available through Close CRM.

  1. 21

    List calls

    List Call activities

  2. 22

    List events

    List Event Log (last 30 days)

  3. 23

    List opportunities

    List Opportunities

Capability set07 / 07

24-26

3 capabilities in this set.

Part of 26 available through Close CRM.

  1. 24

    Activity report

    Generate an Activity Report

  2. 25

    Bulk email

    Initiate a mass email to a filtered list of leads

  3. 26

    List meetings

    List Meeting activities

Observed, not estimated

1063ms average. Fast in production.

Close CRM is checked daily against the live service.

Daily averagePeak 1394ms
Aug 20Today
Fastest day
826ms
Slowest day
1394ms
14-day trend
Slowing+10%

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

FAQ

Questions Close CRM owners ask.

  • 01

    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.

  • 02

    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.

  • 03

    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.

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