• NEW
  • MOVE
  • EDIT
  • REVIEW

How to update sales opportunities with your AI

Connect Close CRM to your AI client once. From then on, your agent handles the data entry and pipeline management for you.

Ask AI about this page

Short answer

How can I use my AI to manage Close CRM deals?

Your AI uses the Close CRM MCP to create new opportunities and move existing ones through your sales stages based on your conversation notes. You get a clean, updated pipeline without manual typing.

The outcomes.

Where your sales data lands.

The AI maps your verbal updates directly to these CRM outcomes.

NEW

New deal creation

The AI identifies new business from your notes and creates a fresh record in Close CRM.

MOVE

Pipeline stage shifts

When a deal progresses, the AI updates the opportunity stage to keep your forecast accurate.

EDIT

Lead profile updates

The AI changes contact details or lead status when you mention new info during a call.

REVIEW

Human verification

You check the updated stages and deal amounts in Close CRM to ensure everything looks right.

The workflow

What your AI does when a call ends.

The AI takes your raw notes and turns them into structured CRM actions.

  1. Identify new business

    The AI scans your notes for new prospects and sets up their initial records.

    create_opportunity

  2. Update deal progress

    The AI moves a deal to a new stage if the conversation shows the prospect is moving forward.

    update_opportunity

  3. Refine contact info

    The AI updates lead details like email or phone numbers mentioned in the transcript.

    update_lead

  4. Audit the pipeline

    The AI looks up existing deals to find the right record before making any changes.

    list_opportunities

Try it

Copy these to start.

Use these prompts to trigger CRM actions in your chat.

Starting points

These are starting points. Swap out the bracketed info with your specific deal names or lead details.

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"
    }
  }
}
Copy into chat04

  • Create a new opportunity in Close CRM for Acme Corp worth $5,000.

  • Move the deal for Globex to the 'Negotiation' stage.

  • Update the lead contact info for Sarah Jenkins from the last call.

  • List my current opportunities to see which ones need updates.

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

Start here

Connect Close CRM once, then ask.

Just click the link to connect. Your login stays encrypted and you can start using the tools in your preferred AI client immediately.

Connect Close CRM to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete opportunities?

    No. The AI only has tools to create, list, and update records.

  • 02

    Does the AI change my Close CRM password?

    No. The AI cannot access or modify your account credentials.

  • 03

    Can I ask the AI to find a specific deal?

    Yes, it can search through your existing records to find the right opportunity.

  • 04

    Will the AI automatically update my CRM without me asking?

    No. The AI only performs actions when you give it a direct instruction or ask it to process your notes.

  • 05

    Can the AI create new users in my CRM?

    No. The tools are limited to managing opportunities and leads.

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

Connect Close CRM to Claude, Cursor, ChatGPT & more