• DATA
  • STATUS
  • LISTS
  • HUMAN

How to retrieve lead information with your AI

Connect Close to your AI client once. After that, you can pull lead data directly through your chat window.

Ask AI about this page

Short answer

How do I get lead details and status updates?

You ask your AI for the specific lead you're looking for, and it pulls the contact info and status directly from Close. This gives you a clear view of where every prospect stands without switching tabs. You'll see the specific details you need for your next move.

The outcomes

What you get from your AI

The AI handles the data fetching so you can focus on the conversation.

DATA

Instant contact details

The AI pulls names, emails, and phone numbers for specific leads. You get the exact info needed to reach out.

STATUS

Current lead stage

Get real-time updates on where a lead sits in your pipeline. This keeps your context fresh during calls.

LISTS

Lead overview

Ask for a list of leads to see a broad view of your current prospects. It's a quick way to scan your pipeline.

HUMAN

Manual updates needed

The AI only reads and retrieves data. You still need to manually update lead stages or notes in Close yourself.

The workflow

What your AI does when you ask for lead data.

The AI acts as a bridge between your chat and your Close account.

  1. Find the leads

    The AI scans your Close account to find the specific leads or groups you mentioned.

    list_close_leads

  2. Fetch specific info

    Once the lead is identified, the AI pulls the deep details for that individual.

    get_lead_details

  3. Summarize status

    The AI looks at the lead's current position in your sales process.

    get_lead_details

  4. Present results

    The AI displays the contact info and status directly in your chat interface.

    get_lead_details

Try it

Copy these to start.

Use these prompts to begin interacting with your Close data.

Starting points

These are just starting points. Swap out the names and stages for your actual Close data.

Close Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_NDWFJozLhyVYhsG4Rd3EHbVUHD0aTWo7gcAufNM1/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-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_NDWFJozLhyVYhsG4Rd3EHbVUHD0aTWo7gcAufNM1/mcp"
    }
  }
}
Copy into chat04

  • Show me all my leads in the 'Qualified' stage.

  • What is the email address for the lead named Sarah Jenkins?

  • Give me the status update for the Acme Corp lead.

  • List my most recent leads from this week.

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

Start here

Connect Close once, then ask.

Just follow the link to connect. Your login stays encrypted on our end, and you can find the full technical breakdown on the Connector page.

Connect Close to your AI

FAQ

How this task behaves

  • 01

    Can the AI change a lead's status?

    No. The AI can only retrieve information. You must change statuses manually in Close.

  • 02

    Can the AI delete leads from my account?

    No. This Connector is read-only. It cannot delete or modify any records.

  • 03

    How does the AI find the right lead?

    It uses the names or identifiers you provide to search through your Close lead list.

  • 04

    Do I need to keep the Close tab open?

    No. Once connected, your AI client talks to Close in the background.

  • 05

    Can I see custom fields?

    Yes, if those fields are part of the lead details retrieved by the tool.

  • More questions about Close? See everything the Close Connector can do

Connect Close to Claude, Cursor, ChatGPT & more