• AUTOMATION
  • VISIBILITY
  • OVERSIGHT
  • HUMAN

How to manage deal pipelines with your AI

Connect Cloze to your AI agent to automate project setup and track deal progress. Once linked, your agent handles the heavy lifting in your CRM.

Ask AI about this page

Short answer

How can I use AI to manage my Cloze deal pipeline?

Your AI agent uses Cloze tools to spin up new projects and pull lists of existing ones to check their status. This lets you move deals forward through chat instead of clicking through the CRM interface. You get a real-time view of your pipeline directly in your AI client.

Pipeline outcomes

Where your deals land.

What happens when your agent interacts with Cloze.

AUTOMATION

Instant project creation

The agent uses the connection to build new projects in Cloze immediately. You skip the manual setup forms.

VISIBILITY

Live status updates

Your agent pulls current project lists to show you exactly where every deal stands. You stay updated without opening a browser.

OVERSIGHT

Pipeline monitoring

The AI scans your active deals to identify which ones need attention. It keeps your focus on the right opportunities.

HUMAN

Manual intervention

You decide when a deal needs a custom update or a complex change. The AI flags the status, but you keep the final control.

The workflow

What your AI does when the request arrives.

The agent translates your chat commands into direct actions within Cloze.

  1. Analyze request

    Your agent determines if you want to start something new or check on what is already running.

    list_projects

  2. Fetch existing data

    The agent looks through your current Cloze setup to find the specific deals or projects you mentioned.

    list_projects

  3. Execute new setup

    When you tell the agent to start a new deal, it builds the project entry in Cloze for you.

    create_project

  4. Report status

    The agent summarizes the findings from your project list so you can see the pipeline health.

    list_projects

Try it

Copy these to start.

Use these prompts to trigger the Cloze Connector.

Starting points

These are basic commands. Swap out the names like 'Acme Corp' or 'Q4 Leads' with your actual Cloze project names.

Cloze Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_9JODQy5v34d0evNVHcTetXImCTl9Wo3kQUhoNAYf/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 — Cloze capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "cloze-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_9JODQy5v34d0evNVHcTetXImCTl9Wo3kQUhoNAYf/mcp"
    }
  }
}
Copy into chat04

  • Create a new project in Cloze for the Acme Corp deal.

  • List all my active projects in Cloze so I can see my pipeline.

  • Check the status of the Q4 Leads project in Cloze.

  • Find the project named 'Global Expansion' in Cloze and tell me its current stage.

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

Start here

Connect Cloze once, then ask.

Click the link to authorize the connection. Your credentials stay encrypted, and you can start managing deals in your preferred AI client immediately.

Connect Cloze to your AI

FAQ

How this task behaves

  • 01

    Can my AI delete projects in Cloze?

    No. The agent can only create new projects or list existing ones.

  • 02

    Does the AI change my contact details in Cloze?

    No. This specific connection is limited to project and deal management.

  • 03

    How does the AI know which project I am talking about?

    The agent uses the list tool to scan your existing projects and match your request to the right one.

  • 04

    Can I use this with any AI client?

    Yes, as long as you are using an MCP-compatible client like Claude, Cursor, or Windsurf.

  • 05

    Do I need to keep Cloze open while using the AI?

    No. Once the connection is live, the agent communicates with Cloze in the background.

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

Connect Cloze to Claude, Cursor, ChatGPT & more