Close MCP for AI. Manage leads, opportunities, and tasks with natural conversation.
Works with every AI agent you already use
…and any MCP-compatible client








Connect to your AI in seconds.
Close MCP connects your entire sales pipeline directly into your AI agent. You can manage deals, track leads, and handle tasks conversationally, all without leaving your chat window.
Stop switching tabs to update status or pull reports; just talk to your data. It gives you full visibility into every lead and opportunity in your Close CRM account.
What your AI can do
Create lead
Adds a completely new prospect record into your Close CRM using details you provide.
Get lead details
Retrieves all historical data, contacts, and custom fields for a single specified lead record.
Get current user
Pulls information about the specific user account that is currently connected and authenticated to the system.
List and analyze active sales opportunities to see their current stage and projected value.
Add brand-new leads to your pipeline conversationally, specifying company details and website URLs.
Retrieve a complete profile for any specific lead, including all contacts, custom data points, and activity logs.
Get an overview of pending and completed CRM tasks so you never miss a critical follow-up date.
Confirm your own user profile details and access level within the Close system.
Ask an AI about this
Waiting for input…
Close with 6 Tools
Use these six tools to read all key information from your Close CRM—from listing every lead to tracking specific deal opportunities.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Close on VinkiusCreate Lead
Adds a completely new prospect record into your Close CRM using details you provide.
Get Lead Details
Retrieves all historical data, contacts, and custom fields for a single specified...
Get Current User
Pulls information about the specific user account that is currently connected and...
List Leads
Generates a list of every lead currently registered in your entire Close CRM account.
List Opportunities
Pulls an overview of all active sales deals and their current status in the pipeline.
List Crm Tasks
Lists out upcoming or overdue follow-up tasks that are tracked within the CRM.
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Close, then connect any of our 5,000+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,000+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Close. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS INFRASTRUCTURE
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on every call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This connection provides 6 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
Tracking deal status used to mean clicking through three different tabs.
Today, tracking a single opportunity means jumping between the main pipeline view, checking the activity history tab for last-minute notes, and then maybe opening the contact card just to confirm who was on the call. It's slow, it’s tedious clicking, and you often lose track of which stage is truly accurate.
With this MCP, you simply ask your agent what's going on with a specific deal. Instead of clicks, you get an immediate, conversational summary that pulls in data from `list_opportunities` and relevant activity logs. You know the status instantly.
List Opportunities: Getting Real-Time Pipeline Visibility
Before, if you wanted to see all deals over a certain value, you had to run a complex report and then manually filter it down. You might miss the one deal that was about to move stages but wasn't flagged correctly.
Now, your agent runs `list_opportunities` on demand. It gives you an accurate, up-to-the-minute view of every active deal without requiring a single export or manual filter. The data is always live.
What your AI can actually do with this
This MCP lets your AI client treat your entire sales system like a natural extension of your conversation. Instead of logging into the Close dashboard, clicking through five different menus, or copying and pasting raw CSV reports, you just ask for what you need. You can get a snapshot list of all active opportunities, see who hasn't responded to an email, or create a new prospect based on a quick call note—all in one go.
It means your agent doesn't just talk about sales; it actively manages the process. If you’re using Vinkius for multiple integrations, adding Close here centralizes all your operational data into one place, letting your agent act as the single source of truth for your revenue team.
019dd0d1-0c30-7306-b5dd-099c39cc1fc7 Here's how it actually works
The bottom line is, your AI client treats your complex CRM data as simple facts within a chat thread, letting you act on insights instantly.
Subscribe to this MCP on Vinkius and plug in your API key from your Close account settings.
Your AI agent automatically recognizes the connection and makes sales data available for conversational commands.
You tell your agent what you need—like 'Show me all deals over $50k'—and it runs the query against your live CRM data.
Who is this actually for?
This MCP is built for the sales floor. It's for reps who hate context switching and managers who need instant visibility into pipeline health without running manual reports.
Needs to query their own leads, check contact details, or quickly create a new prospect after an initial meeting, all while staying in their chat workspace.
Uses it to review team-wide opportunities and task completion rates by asking the agent for aggregated status reports on deals.
Automates lead ingestion workflows, ensuring that new contacts are immediately recorded in the CRM and added to the correct pipeline visibility group.
What Changes When You Connect
Stop context switching. You can check lead details or list all opportunities directly through your AI agent instead of leaving the chat to open the CRM dashboard.
Instant pipeline status reports. Need an overview of active deals? Call list_opportunities to get a summarized view, showing stages and values immediately.
Never lose a follow-up again. Use list_crm_tasks to instantly check for overdue items, keeping your team accountable without checking a calendar widget.
Quick data entry. Instead of manually navigating screens, you can use the agent to create_lead, providing company names and websites in a single prompt.
Full visibility on prospects. Need to see who was added this week? Running list_leads gives you an immediate, filterable view of your entire pipeline.
See it in action
Reviewing the weekly forecast
A sales manager needs a summary of all high-value deals. They prompt their agent to list_opportunities and ask for a breakdown by stage, getting a clear report on the total potential revenue without exporting anything.
Processing a cold call
A rep just finished a discovery call. Instead of opening Close to manually enter data, they tell their agent to create_lead and provide all the necessary details (company name, website), instantly logging it.
Catching up on overdue work
A rep logs in and asks for follow-ups. The agent runs a query that essentially calls list_crm_tasks, immediately presenting them with all the three most critical, late items they need to handle.
Investigating a stalled deal
A rep has a suspicious lead. They ask their agent for details and run get_lead_details on that specific record, instantly pulling up the full activity history and all associated contacts to understand why things stalled.
The honest tradeoffs
Treating the AI like a search engine
Prompting: 'What are my leads? List them, but also tell me if I need to call Acme Corp and what their last project was.' (Too vague; mixes listing with task management.)
Break it into two parts. First, run list_leads for a general overview. Then, ask the agent specifically: 'What is the status of the tasks related to Acme Corp?' This uses the dedicated tools properly.
Over-relying on manual data export
Exporting a spreadsheet of opportunities and trying to update them via email or another system. (High risk of stale data.)
Let your agent manage the flow. Ask it to list_opportunities and then tell it: 'Update Acme Corp's stage to Negotiation.' The action happens directly in the CRM.
Ignoring user context
Starting a chat and forgetting who you are or what permissions you have. (Leads to failed actions.)
Always start by confirming your access level using get_current_user. This confirms the agent knows exactly which account it's working under.
When It Fits, When It Doesn't
Use this MCP if your core workflow involves converting raw data—like meeting notes, call transcripts, or emails—into actionable records within Close CRM. If you need to read data and then perform a structured write (e.g., 'List leads with status X, then update those leads to status Y'), this is essential. Don't use it if your goal is purely internal reporting that doesn't touch the CRM record itself, or if all of your sales activities happen outside of Close entirely. If you only need a basic calendar reminder system (a simple task list), a dedicated scheduling tool might be enough; but since you need to tie those tasks back to specific deals and leads, this MCP is necessary.
Questions you might have
How do I use the list_leads tool with Close? +
You simply ask your agent to run list_leads. It pulls every lead in your CRM into the chat, allowing you to filter them by date or status right from the conversation.
Can I use create_lead after a discovery call? +
Yes. You ask the agent to create_lead and provide all the necessary company information (name, website). It handles the logging directly into your Close account.
What does list_crm_tasks do for my sales flow? +
list_crm_tasks shows you every task that is pending or overdue. This keeps you and your team focused on follow-ups, so nothing falls through the cracks.
Is get_lead_details better than list_leads? +
They serve different purposes. Use list_leads when you need an overview of many prospects. Use get_lead_details when you have one specific lead and need to see its entire history, contacts, and custom fields.
How can I check my role and permissions using the get_current_user tool? +
It returns your authenticated user profile data. This lets your agent confirm if you have the necessary access rights before attempting actions like listing opportunities or updating leads.
What happens if I use get_lead_details with a lead ID that doesn't exist? +
The MCP returns a specific 'Not Found' error. Your agent can catch this error and prompt you to verify the ID or run list_leads first for confirmation.
If I need to track my entire sales pipeline, is list_opportunities enough? +
Yes, it gives you a comprehensive view of all open deals. The data includes stage and current value, allowing your agent to calculate total potential revenue across the board.
Are there rate limits if I run multiple commands like list_leads or list_opportunities? +
The MCP handles API throttling automatically. If you hit a usage limit, it returns a clear error message, so your agent can prompt you to wait and retry later.
Can I create new leads directly through the AI agent? +
Yes! The create_lead tool 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 tool 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.
We've already built the connector for Close. Just plug in your AI agents and start using Vinkius.
No hosting. No infrastructure. No complex setup.
All 6 tools are live and waiting.
You're up and running in seconds.
Vinkius gives your AI agents access to the full catalog of app connectors, all fully managed, secure, and enterprise-ready. One subscription, every tool you need.
Built, hosted, and secured by Vinkius. You just connect and go.