# Close MCP MCP

> 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.

## Overview
- **Category:** communication-messaging
- **Price:** Free
- **Tags:** lead-management, pipeline-tracking, inside-sales, email-automation, calling-integration, activity-history

## Description

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.

## Tools

### 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_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.

## Prompt Examples

**Prompt:** 
```
List all my leads in Close and highlight the ones added this week.
```

**Response:** 
```
I retrieved 47 leads from your Close account. 5 were added this week: 'Acme Corp' (lead_8291), 'TechFlow Inc' (lead_8294), 'DataBridge Solutions' (lead_8297), 'NovaPay' (lead_8301), and 'Quantum Systems' (lead_8305). Would you like to see the full details for any of these?
```

**Prompt:** 
```
Create a new lead for the company 'Nordic AI Labs' with their website nordicailabs.com.
```

**Response:** 
```
Done! Lead created successfully. The new Lead ID is lead_8312 for 'Nordic AI Labs' with URL nordicailabs.com. The record is now active in your pipeline. Would you like me to check for existing opportunities or create a follow-up task?
```

**Prompt:** 
```
Show my active sales opportunities and any overdue tasks I need to handle.
```

**Response:** 
```
You have 12 active opportunities worth a total of $284,500. The top 3 by value: 'Enterprise Deal - Acme Corp' ($85,000, Negotiation stage), 'DataBridge Annual Contract' ($52,000, Proposal stage), and 'TechFlow Migration' ($41,000, Demo stage). You also have 3 overdue tasks: a call with Acme Corp (2 days late), a proposal follow-up for DataBridge (1 day late), and a meeting note for NovaPay (3 days late).
```

## Capabilities

### Track deal health
List and analyze active sales opportunities to see their current stage and projected value.

### Manage new prospects
Add brand-new leads to your pipeline conversationally, specifying company details and website URLs.

### Review lead history
Retrieve a complete profile for any specific lead, including all contacts, custom data points, and activity logs.

### Check required follow-ups
Get an overview of pending and completed CRM tasks so you never miss a critical follow-up date.

### See current data permissions
Confirm your own user profile details and access level within the Close system.

## Use Cases

### 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.

## Benefits

- 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.

## How It 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.

1. Subscribe to this MCP on Vinkius and plug in your API key from your Close account settings.
2. Your AI agent automatically recognizes the connection and makes sales data available for conversational commands.
3. You tell your agent what you need—like 'Show me all deals over $50k'—and it runs the query against your live CRM data.

## Frequently Asked Questions

**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.