Close (Alternative)をChatGPTとClaudeに接続

• 01 / 01権限を確認する

最速日

650ms

最遅日

957ms

14日間の傾向

改善傾向-6%

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_tuZRuPoRMmJUVbdnsoXHS4YTpiHutDMWBiXqZnSy/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-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_tuZRuPoRMmJUVbdnsoXHS4YTpiHutDMWBiXqZnSy/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

  AIワークスペースから離れることなく、パイプラインの照会やリードの詳細確認、新規見込み客の作成を行えます。

• 02

  営業マネージャー

  チームの案件状況やタスクの完了率を、対話形式の分析を通じてリアルタイムで把握できます。

• 03

  レベニューオペレーション

  リード作成ワークフローの自動化や、組織全体でのパイプラインの可視化を実現します。

• 01

  How do I connect my Close account?

  You need to provide your Close API Key, which you can find in your Close account under Settings, then Developer, and finally API Keys.

• 02

  Which AI clients can I use with this MCP?

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

• 03

  Can I create new leads through the AI?

  Yes, you can create new leads by providing the company name and website URL to your agent.

• 04

  Does this MCP handle task management?

  Yes, it can list both your pending and completed CRM tasks so you can stay on top of follow-ups.

• 05

  Is my data secure?

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

• 06

  Can I create new leads directly through the AI agent?

  Yes! The create_lead capability accepts a company name and an optional website URL. Your agent will create the lead record in Close and return the new Lead ID for immediate reference.

• 07

  How does the API authentication work with Close?

  Close uses HTTP Basic Authentication. Your API Key is sent as the username with an empty password. Navigate to Settings > Developer > API Keys in your Close dashboard to generate a new key. The key is encrypted at rest and injected securely at runtime.

• 08

  Can I view my sales opportunities and their current stages?

  Yes. The list_opportunities capability retrieves all active deals in your pipeline, including stage name, expected value, probability, and projected close date. Combine it with list_crm_tasks to check pending follow-ups associated with each opportunity.

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