• IDENTITY
  • ACCESS
  • AUDIT
  • HUMAN

How to check user permissions with your AI

Connect Close to your AI client once. After that, you can ask your agent about your specific role and what you're allowed to do in the CRM.

Ask AI about this page

Short answer

How do I see my Close permissions?

Ask your AI to check your current user profile. It uses the get_current_user tool to pull your role and access details from Close. You'll see your specific permissions immediately.

The outcomes.

What you'll find.

The AI pulls your data so you don't have to hunt through settings.

IDENTITY

Your user profile

The AI identifies your name and user ID. You'll know exactly which account is active.

ACCESS

Current role

The agent finds your assigned role. This shows you what you can actually do in the CRM.

AUDIT

Permission check

You can confirm your access levels. This helps you verify if you have the right permissions for a task.

HUMAN

Manual updates

The AI can't change your role. You still need to go into Close settings to modify any permissions.

The workflow

What your AI does when the request arrives.

The AI handles the data retrieval to give you a clear picture of your access.

  1. Identify you

    The AI looks up your account information in Close.

    get_current_user

  2. Fetch role

    It pulls your specific user role from the system.

    get_current_user

  3. Check access

    The agent reviews your permission levels.

    get_current_user

  4. Report back

    Your AI tells you exactly what your permissions are.

    get_current_user

Try it

Copy these to start.

Paste these into your chat to get started.

Starting points

These are opening lines. You can change the specific details to fit what you need to know.

Close Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_tuZRuPoRMmJUVbdnsoXHS4YTpiHutDMWBiXqZnSy/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 capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "close-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_tuZRuPoRMmJUVbdnsoXHS4YTpiHutDMWBiXqZnSy/mcp"
    }
  }
}
Copy into chat04

  • What is my current role in Close?

  • Check my permissions and tell me what I can access.

  • Who am I logged in as in Close right now?

  • Show me my user profile details from Close.

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

Start here

Connect Close once, then ask.

Connect your account once and your login stays encrypted on our side. You'll find the full walkthrough on the Connector page.

Connect Close to your AI

FAQ

How this task behaves

  • 01

    Can the AI change my permissions?

    No. The AI can only read your current role. You have to change permissions manually in Close.

  • 02

    Can I see other people's roles?

    No. This tool only retrieves the profile for the user currently connected.

  • 03

    Does this work in Cursor?

    Yes. It works in any MCP-compatible client like Cursor, Claude, or Windsurf.

  • 04

    Can the AI delete my user account?

    No. The AI only has permission to read your profile data.

  • 05

    How do I know if the connection is working?

    Just ask your AI 'Who am I in Close?' to test it.

  • More questions about Close? The Connector page answers them. See everything the Close Connector can do

Connect Close to Claude, Cursor, ChatGPT & more