Close MCP Server
Manage sales and pipelines via Close CRM — track leads, monitor opportunities, and manage tasks directly from any AI agent.
Vinkius AI Gateway prend en charge le streamable HTTP et le SSE.
Fonctionne avec tous les agents IA que vous utilisez déjà
…et tout client compatible MCP
Close MCP Server : voyez votre AI Agent en action
Capacités intégrées (8)
get_lead_details
Get detailed information for a specific lead
get_my_close_profile
Retrieve information about the authenticated user
get_opportunity_details
Get detailed information for a specific opportunity
list_close_leads
List all leads in Close CRM
list_close_opportunities
List all sales opportunities
list_close_pipelines
List sales pipelines configured in the account
list_close_tasks
List CRM tasks and reminders
list_lead_statuses
List available stages/statuses for leads
Ce que ce connecteur débloque
Connect your Close CRM account to any AI agent and take full control of your sales automation through natural conversation. Streamline how you manage leads, deals, and daily to-dos natively.
What you can do
- Lead Oversight — List and retrieve details for all leads (companies) including status and contact info natively
- Opportunity Intelligence — Access and monitor sales deals and their values across different pipelines flawlessly
- Task Management — List and review CRM tasks and reminders to stay on top of your follow-ups securely
- Pipeline Logistics — Monitor sales pipelines and understand where deals are in the funnel flawlessly
- Status Tracking — List available stages for leads and opportunities to maintain clean data flawlessly
- User Visibility — Access your own profile and core CRM metadata directly within your workspace flawlessly
How it works
1. Subscribe to this server
2. Enter your Close API Key (found in Settings > API Keys)
3. Start managing your sales from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Sales Representatives — monitor deal progress and review lead history using natural language
- Sales Managers — audit pipeline health and team task lists without opening the dashboard
- Account Executives — quickly look up lead details and historical opportunity values straight from their chat interface
- Revenue Ops — verify lead status mapping and monitor sales throughput
Questions fréquemment posées
Donnez à vos agents IA la puissance de Close
Accédez à Close et à plus de 2 000 serveurs MCP — prêts à être utilisés par vos agents, dès maintenant. Pas de code glue. Pas d'intégrations personnalisées. Branchez simplement Vinkius AI Gateway et laissez vos agents travailler.
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