Connectez Close CRM Inside Sales CRM Automation A à votre IA

• 01 / 01Mettre à jour vos opportunités de vente

Jour le plus rapide

917ms

Jour le plus lent

1225ms

Tendance sur 14 jours

En ralentissement+8%

Close CRM Connector

Tout est prêt. Choisissez votre client MCP et suivez les instructions de configuration.

Lien du connecteurhttps://edge.vinkius.com/vk_preview_NjN8kEFKeSR8UpPhFU68pwZLShuqhKWmw9ARirSd/mcpCopier

Claude Desktop

Suivez les étapes ci-dessous pour vous connecter en quelques secondes.

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.jsonCopier

{
  "mcpServers": {
    "close-crm-inside-sales-crm-automation-api-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_NjN8kEFKeSR8UpPhFU68pwZLShuqhKWmw9ARirSd/mcp"
    }
  }
}

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

Les instructions pas à pas pour chaque client sont dans le guide. Comment connecter

Configuration guidée pour Claude ? Configurer Close CRM avec Claude et les autres IA

Voyez tous les clients IA avec lesquels ce connector fonctionne ↑

• 01

  Équipes commerciales

  Pour mettre à jour les informations des leads et des opportunités en temps réel après un appel.

• 02

  Sales Ops

  Pour automatiser le nettoyage des listes de leads et la mise à jour des champs via l'IA.

• 03

  Fondateurs et Dirigeants

  Pour obtenir une vue d'ensemble rapide du pipeline de vente sans naviguer dans les menus du CRM.

• 01

  How do I connect my Close CRM to my AI client?

  You subscribe to the MCP on Vinkius and enter your Close API Key. Once connected, you can use it in any MCP-compatible client like Claude or Cursor.

• 02

  Can I update deal values using this MCP?

  Yes, you can use the capability to create or update opportunities, including setting specific deal values in cents and confidence levels.

• 03

  Does this MCP support bulk actions?

  Yes, it includes a capability to initiate bulk emails to a filtered list of leads.

• 04

  What kind of activity can I track?

  You can list and track emails, calls, SMS, meetings, notes, and form submissions.

• 05

  Is my data secure?

  Vinkius manages your credentials and hosts the MCP, allowing you to connect securely via your API key.

• 06

  Can I permanently remove a lead from my CRM using this server?

  Yes, you can use the delete_lead capability by providing the specific Lead ID. Please note that this action is permanent and cannot be undone.

• 07

  How do I track the financial value and confidence of a potential deal?

  Use the create_opportunity or update_opportunity capabilities. You can specify the value (in cents), the value_period (monthly, annual, or one_time), and a confidence percentage from 0 to 100.

• 08

  Can I filter or limit the number of leads returned when listing them?

  Yes! The list_leads capability supports _limit for result counts, _skip for pagination, and _fields to specify exactly which data points (like name or status) you want to retrieve.

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