Close Connector for AI agents.
6 live capabilities
Manage your sales pipeline and lead tracking inside your AI workspace.
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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.
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
- 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.
- 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.
- 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.
01—03
3 capabilities in this set.
Part of 6 available through Close.
- 01 Capability
List opportunities
View your active deals and their current values. It's great for quickly checking your pipeline health.
- 02 Capability
List crm tasks
See what you need to do next. This keeps your follow-ups on track without checking a separate app.
- 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.
04—06
3 capabilities in this set.
Part of 6 available through Close.
- 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.
- 05 Capability
List leads
See every lead in your CRM. Use this to get a bird's-eye view of your entire prospect list.
- 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 previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_tuZRuPoRMmJUVbdnsoXHS4YTpiHutDMWBiXqZnSy/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Close, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Close for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_tuZRuPoRMmJUVbdnsoXHS4YTpiHutDMWBiXqZnSy/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Close URL.
- Step 03
Save and start
Save the connection and enable Close in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"close-alternative": {
"url": "https://edge.vinkius.com/vk_preview_tuZRuPoRMmJUVbdnsoXHS4YTpiHutDMWBiXqZnSy/mcp"
}
}
} - Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Close
Open Agent mode in chat and ask: "Using Close, help me...". 6 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"close-alternative": {
"url": "https://edge.vinkius.com/vk_preview_tuZRuPoRMmJUVbdnsoXHS4YTpiHutDMWBiXqZnSy/mcp"
}
}
} - Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Close
Ask Copilot: "Using Close, help me...". 6 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"close-alternative": {
"url": "https://edge.vinkius.com/vk_preview_tuZRuPoRMmJUVbdnsoXHS4YTpiHutDMWBiXqZnSy/mcp"
}
}
} - Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Close
Open Cascade and ask: "Using Close, help me...". 6 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"close-alternative": {
"url": "https://edge.vinkius.com/vk_preview_tuZRuPoRMmJUVbdnsoXHS4YTpiHutDMWBiXqZnSy/mcp"
}
}
} - Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Close
Ask Cline: "Using Close, help me...". 6 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add close-alternative --transport http "https://edge.vinkius.com/vk_preview_tuZRuPoRMmJUVbdnsoXHS4YTpiHutDMWBiXqZnSy/mcp" - Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Close
Ask Claude: "Using Close, show me...". 6 tools are ready
Where the request belongs
Work Close can move forward.
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.
Sales Representative
Checks lead history and pulls up company details while on a live call to provide accurate info.
Sales Manager
Monitors team opportunities and checks task completion rates to keep the pipeline moving.
Revenue Operations
Automates lead creation from meeting notes to ensure data consistency across the team.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
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Manage leads, contacts, and sales opportunities in Close CRM. automate your inside sales pipeline and lead tracking directly from any AI agent.
Close
Manage sales and pipelines via Close CRM. track leads, monitor opportunities, and manage tasks directly from any AI agent.
Clientify
Grow your sales pipeline with a CRM that combines lead capture, email marketing, and deal tracking for Spanish-speaking markets.
Pipeliner
Manage sales pipelines and opportunities via Pipeliner CRM. list leads, track deals, and monitor activities directly from any AI agent.
Agendor
CRM for sales teams. manage leads, organizations, and pipelines via AI.
Bring your own AI
Change the model, client or framework. Keep Close connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
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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