Close CRM Inside Sales CRM AutomatioをAIに接続

• 01 / 01商談情報の更新方法

最速日

917ms

最遅日

1225ms

14日間の傾向

遅延傾向+8%

Close CRM 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_NjN8kEFKeSR8UpPhFU68pwZLShuqhKWmw9ARirSd/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 CRM capabilities are ready to use.

設定 · claude_desktop_config.jsonコピー

{
  "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

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 CRM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

  営業チーム

  通話中や通話直後に、即座にリード情報や商談状況を更新し、営業の勢いを維持したい方。

• 02

  セールス・オペレーション

  AIを活用したワークフローを通じて、リードリストのクリーニングやフィールド更新を自動化したい方。

• 03

  創業者・経営層

  CRMの複雑なメニューを操作することなく、営業パイプラインや主要な商談の概要を素早く把握したい方。

• 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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