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Vinkius

Close Connector for AI agents.

6 live capabilities

Manage your sales pipeline and lead tracking inside your AI workspace.

Live agent request Close / Connector

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AI Agent

Why people use Close

Close CRM Lead Management for Sales Teams

With this Connector, that friction disappears. You can just ask your agent to pull up the history for a specific company or check the next task on your list. The data comes to you, so you can stay focused on the conversation.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • Visual Studio Code
  • Windsurf

What Vinkius changes

You get a conversational interface for your entire sales pipeline.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

  1. Real-world use case 01

    Adding leads from meeting notes

    A rep finishes a discovery call and asks their agent to use create_lead to add the company and website they just discussed.

  2. Real-world use case 02

    Quickly checking deal values

    A manager asks the agent to list_opportunities to see which deals are worth the most and what stage they are in.

  3. Real-world use case 03

    Reviewing overdue follow-ups

    A rep asks for a list of tasks to see which calls they missed yesterday using list_crm_tasks.

Complete set · 6capabilities

The complete Close capability set.

These are the exact actions your AI can choose when you ask it to work with Close.

Capability set01 / 02

01—03

3 capabilities in this set.

Part of 6 available through Close.

  1. 01 Capability

    List opportunities

    View your active deals and their current values. It's great for quickly checking your pipeline health.

  2. 02 Capability

    List crm tasks

    See what you need to do next. This keeps your follow-ups on track without checking a separate app.

  3. 03 Capability

    Get lead details

    Pull up every detail on a specific lead. It's the quickest way to see history and custom fields in one go.

Capability set02 / 02

04—06

3 capabilities in this set.

Part of 6 available through Close.

  1. 04 Capability

    Get current user

    Find out who is currently logged in and what they can do. This helps the agent understand your specific permissions.

  2. 05 Capability

    List leads

    See every lead in your CRM. Use this to get a bird's-eye view of your entire prospect list.

  3. 06 Capability

    Create lead

    Add a new prospect to your pipeline with a name and website. This helps you move faster when a new lead comes in.

Set up in minutes

One URL. Then ask Close to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Close from the conversation.

Choose your client

Live preview
Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP
https://edge.vinkius.com/vk_preview_tuZRuPoRMmJUVbdnsoXHS4YTpiHutDMWBiXqZnSy/mcp
  1. Step 01

    Open Connectors

    In Claude Web or Claude Desktop, open Settings and choose Connectors.

  2. Step 02

    Add the URL

    Choose Add custom connector, name it Close, and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable Close for the conversation.

Where the request belongs

Work Close can move forward.

Built around the request

This is for sales teams who are tired of manual data entry and constant tab switching. It's for the reps who want to stay in their flow and the managers who need a clear view of the pipeline.

01

Sales Representative

Checks lead history and pulls up company details while on a live call to provide accurate info.

02

Sales Manager

Monitors team opportunities and checks task completion rates to keep the pipeline moving.

03

Revenue Operations

Automates lead creation from meeting notes to ensure data consistency across the team.

Bring your own AI

Change the model, client or framework. Keep Close connected.

  • Claude
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Before you connect

Questions about Close.

The practical details behind the request, access and result.

Can the Close MCP help me manage my sales pipeline?

Yes, it lets your AI agent see and interact with your entire pipeline. You can ask questions about your deals or check your progress without leaving your AI workspace.

How does the Close MCP handle new lead creation?

You can just tell your agent to create a new lead by describing the company. It will automatically add the name and website to your Close CRM for you.

Can I check my task list using the Close MCP?

Absolutely. Your agent can pull your current list of tasks so you know exactly what follow-ups are pending or overdue for the day.

Does the Close MCP support looking up company profiles?

Yes, it can pull up full profiles for specific leads. This includes company history, custom fields, and contact information in one view.

Is the Close MCP good for sales managers?

It's great for managers who need to monitor team opportunities and task completion rates quickly through a conversational interface.

Can I see my deal values with the Close MCP?

Yes, your agent can list your active opportunities and show you the total values and current stages of each deal.

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.

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.

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.

One connection away

Give your agent a direct line to Close.

Connect Close once. Keep it beside 5,900+ managed Connectors when the next task needs more.

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