CloseをChatGPT、Claude、Geminiに接続

• 01 / 02パイプラインの合計金額を算出する
• 02 / 02リード情報の取得方法

最速日

727ms

最遅日

1139ms

14日間の傾向

遅延傾向+13%

Close Connector

準備完了です。MCPクライアントを選択し、セットアップ手順に従ってください。

コネクタリンクhttps://edge.vinkius.com/vk_preview_NDWFJozLhyVYhsG4Rd3EHbVUHD0aTWo7gcAufNM1/mcpコピー

Claude Desktop

以下の手順で数秒で接続できます。

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.

設定 · claude_desktop_config.jsonコピー

{
  "mcpServers": {
    "close-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_NDWFJozLhyVYhsG4Rd3EHbVUHD0aTWo7gcAufNM1/mcp"
    }
  }
}

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

各クライアントの手順ガイドはこちらです。 接続方法

Claude向けのガイド付きセットアップ？ CloseをClaudeや他のAIに設定する

このConnectorが対応するすべてのAIクライアントを見る ↑

• 01

  営業担当者

  自然言語を使って商談の進捗を確認したり、リードの履歴を素早く調査したりできます。

• 02

  営業マネージャー

  ダッシュボードを開くことなく、パイプラインの状態やチームのタスク状況を監査できます。

• 03

  アカウントエグゼクティブ

  チャットインターフェースから直接、リードの詳細や過去の商談価値を即座に検索できます。

• 04

  レベニューOps

  リードのステータスマッピングの検証や、営業スループットの監視を効率化できます。

• 01

  How do I connect my Close account?

  You need to provide your Close API Key, which you can find in your Close Settings under API Keys, after subscribing to the MCP on Vinkius.

• 02

  Which AI clients can I use with this MCP?

  You can use this with any MCP-compatible client, including Claude, Cursor, Windsurf, and VS Code.

• 03

  Can I see my sales pipeline value?

  Yes, your agent can access pipeline data to show you the total value of deals in various stages.

• 04

  Does this MCP work with my existing tasks?

  Yes, it can list and review your CRM tasks and reminders so you can manage follow-ups through your agent.

• 05

  Is my data secure?

  Vinkius hosts the MCP and manages the connection using your provided API credentials to ensure a secure link to your CRM.

• 06

  Can I see my open opportunities through the agent?

  Yes! Use the list_close_opportunities capability. The agent will return all deals, and you can ask it to filter for those in an 'Open' or specific pipeline stage.

• 07

  How do I check the tasks due for today?

  Use the list_close_tasks capability. Your agent will fetch the list of CRM tasks, and you can ask it to identify those with a due date of today.

• 08

  Where do I find my Close API Key?

  Log in to Close, go to Settings, and select API Keys. You can generate and copy a new API key from that section.

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