Close CRM (Inside Sales CRM & Automation API) Connector for AI agents.

26 live capabilities

Manage your sales pipeline and lead tracking through natural conversation.

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AI Agent

Why people use Close CRM (Inside Sales CRM & Automation API)

Close CRM for Automated Lead Tracking and Sales Data Entry

With this Connector, that manual cycle ends. You just tell your AI agent what happened during the call. It creates the lead, logs the notes, and sets the next task automatically. You get a perfectly updated CRM without ever leaving your conversation.

What Vinkius changes

You stop manually typing data into your CRM and start managing your sales pipeline through natural conversation.

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

One account · 5,900+ Connectors

Real-world use case 01

Immediate lead capture after a discovery call

After a call, an SDR asks the agent to use `create_lead` for a new prospect and then `create_contact` for the primary stakeholder.
Real-world use case 02

Real-time pipeline updates for deal changes

A manager wants to know the status of all deals over $5k.
Real-world use case 03

Cleaning up outdated CRM records

A Sales Ops person needs to remove dead leads.

Complete set · 26capabilities

The complete Close CRM (Inside Sales CRM & Automation API) capability set.

These are the exact actions your AI can choose when you ask it to work with Close CRM (Inside Sales CRM & Automation API).

Capability set01 / 07

01—04

4 capabilities in this set.

Part of 26 available through Close CRM (Inside Sales CRM & Automation API).

01 Capability
Create contact
Add a new contact to your CRM database. Use this to save individual people even if they aren't tied to a lead yet.
02 Capability
Create lead
Create a new lead entry in your CRM. This helps you keep your database current as you meet new prospects.
03 Capability
Create opportunity
Add a new sales opportunity to a lead. This ensures every potential deal is tracked in your pipeline.
04 Capability
Create task
Generate a new task for a team member. Use this to set reminders for follow-ups or internal deadlines.

Capability set02 / 07

05—08

4 capabilities in this set.

Part of 26 available through Close CRM (Inside Sales CRM & Automation API).

05 Capability
Create webhook
Set up a webhook subscription for automated data triggers. This lets you connect other apps to your CRM data automatically.
06 Capability
Delete lead
Remove a lead from your database. Use this to clean up old records or incorrect entries quickly.
07 Capability
Get custom field schema
View the custom field setup for different object types. This helps your agent understand exactly what data you want to collect.
08 Capability
List calls
See a history of call activities. You can use this to review past conversations with specific leads.

Capability set03 / 07

09—12

4 capabilities in this set.

Part of 26 available through Close CRM (Inside Sales CRM & Automation API).

09 Capability
List contacts
View all contacts currently in your Close account. This gives your agent a full directory of everyone you're talking to.
10 Capability
List emails
Look through your list of email activities. Use this to see the history of communication for any specific lead.
11 Capability
List events
See your event log from the last 30 days. This is useful for getting a quick pulse on recent CRM activity.
12 Capability
List form submissions
View activity from your web form submissions. This helps you track how many people are reaching out through your site.

Capability set04 / 07

13—16

4 capabilities in this set.

Part of 26 available through Close CRM (Inside Sales CRM & Automation API).

13 Capability
List forms
See your web forms and their specific field definitions. Use this to understand the data being collected from your website visitors.
14 Capability
List leads
Get a paginated list of all your current leads. This allows your agent to browse through your entire prospect database.
15 Capability
List notes
Read through the notes recorded in your CRM. This gives your agent context on what has already been discussed with a lead.
16 Capability
List opportunities
View all active and past sales opportunities. This helps you see your entire pipeline at a glance.

Capability set05 / 07

17—20

4 capabilities in this set.

Part of 26 available through Close CRM (Inside Sales CRM & Automation API).

17 Capability
List sequences
See your automated outreach workflows and sequences. Use this to manage your automated email and SMS campaigns.
18 Capability
List sms
View your history of SMS activities. This lets you track text message conversations in one central place.
19 Capability
List tasks
See all current tasks in your CRM. Use this to help your team stay organized and meet their daily goals.
20 Capability
Search data
Filter leads or contacts using advanced search criteria. This is the fastest way to find specific people in a large database.

Capability set06 / 07

21—23

3 capabilities in this set.

Part of 26 available through Close CRM (Inside Sales CRM & Automation API).

21 Capability
Update contact
Modify the details of an existing contact. Use this to keep phone numbers and email addresses up to date.
22 Capability
Update lead
Edit specific fields on an existing lead. This is perfect for changing a lead's status or organization name.
23 Capability
Update opportunity
Change the value, stage, or confidence of an opportunity. Use this to keep your sales forecast accurate as deals progress.

Capability set07 / 07

24—26

3 capabilities in this set.

Part of 26 available through Close CRM (Inside Sales CRM & Automation API).

24 Capability
Activity report
Generate a report on recent sales activities. This helps you see how much work your team is getting done.
25 Capability
Bulk email
Send a mass email to a specific list of leads. This is great for launching a new product or sending a company update.
26 Capability
List meetings
Review your scheduled and past meeting activities. Use this to stay on top of your calendar and upcoming appointments.

Set up in minutes

One URL. Then ask Close CRM (Inside Sales CRM & Automation API) to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Close CRM (Inside Sales CRM & Automation API) 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_NjN8kEFKeSR8UpPhFU68pwZLShuqhKWmw9ARirSd/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 CRM (Inside Sales CRM & Automation API), and paste the URL above.
Step 03

Turn it on in chat

Select +, open Connectors, and enable Close CRM (Inside Sales CRM & Automation API) for the conversation.

ChatGPT · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP

https://edge.vinkius.com/vk_preview_NjN8kEFKeSR8UpPhFU68pwZLShuqhKWmw9ARirSd/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 CRM (Inside Sales CRM & Automation API) URL.
Step 03

Save and start

Save the connection and enable Close CRM (Inside Sales CRM & Automation API) in your conversation. Desktop may ask you to restart once.

Cursor · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "close-crm-inside-sales-crm-automation-api": {
      "url": "https://edge.vinkius.com/vk_preview_NjN8kEFKeSR8UpPhFU68pwZLShuqhKWmw9ARirSd/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 CRM (Inside Sales CRM & Automation API)

Open Agent mode in chat and ask: "Using Close CRM (Inside Sales CRM & Automation API), help me...". 26 tools available

VS Code Copilot · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "close-crm-inside-sales-crm-automation-api": {
      "url": "https://edge.vinkius.com/vk_preview_NjN8kEFKeSR8UpPhFU68pwZLShuqhKWmw9ARirSd/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 CRM (Inside Sales CRM & Automation API)

Ask Copilot: "Using Close CRM (Inside Sales CRM & Automation API), help me...". 26 tools available

Windsurf · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "close-crm-inside-sales-crm-automation-api": {
      "url": "https://edge.vinkius.com/vk_preview_NjN8kEFKeSR8UpPhFU68pwZLShuqhKWmw9ARirSd/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 CRM (Inside Sales CRM & Automation API)

Open Cascade and ask: "Using Close CRM (Inside Sales CRM & Automation API), help me...". 26 tools available

Cline · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "close-crm-inside-sales-crm-automation-api": {
      "url": "https://edge.vinkius.com/vk_preview_NjN8kEFKeSR8UpPhFU68pwZLShuqhKWmw9ARirSd/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 CRM (Inside Sales CRM & Automation API)

Ask Cline: "Using Close CRM (Inside Sales CRM & Automation API), help me...". 26 tools available

Claude Code · Terminal command

Official guide ↗

Advanced setup

claude mcp add close-crm-inside-sales-crm-automation-api --transport http "https://edge.vinkius.com/vk_preview_NjN8kEFKeSR8UpPhFU68pwZLShuqhKWmw9ARirSd/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 CRM (Inside Sales CRM & Automation API)

Ask Claude: "Using Close CRM (Inside Sales CRM & Automation API), show me...". 26 tools are ready

Where the request belongs

Work Close CRM can move forward.

Built around the request

This is for sales leaders and ops people who are tired of spending hours on admin work. If you're tired of your team's CRM data being out of date because they hate manual entry, this is for you.

01

Sales Development Rep (SDR)

Updates lead statuses and creates new opportunities immediately after a call to stay organized.

02

Sales Operations Manager

Cleans up lead lists and organizes contacts using automated AI workflows to maintain data integrity.

03

Sales Executive

Gets a quick overview of the pipeline and deal values without digging through complex CRM menus.

Build the capability set

Each Connector adds new actions and data without changing how you work.

Browse Connectors

01 8 capabilities

Close

Manage sales and pipelines via Close CRM. track leads, monitor opportunities, and manage tasks directly from any AI agent.

02 10 capabilities

Nutshell CRM

Manage sales and relationships via Nutshell CRM. track leads, contacts, and accounts directly from your AI agent.

03 6 capabilities

Agendor

CRM for sales teams. manage leads, organizations, and pipelines via AI.

04 10 capabilities

Pipeliner

Manage sales pipelines and opportunities via Pipeliner CRM. list leads, track deals, and monitor activities directly from any AI agent.

05 10 capabilities

Zoho CRM

Manage leads, contacts, and deals on Zoho CRM. the AI-powered sales platform for growing teams.

06 10 capabilities

Freshsales

Close deals faster with AI-powered lead scoring, visual deal pipelines, and built-in phone and email in one sales CRM.

Bring your own AI

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

Before you connect

Questions about Close CRM.

The practical details behind the request, access and result.

Can the Close CRM MCP create new leads for me?

Yes, it lets your agent create new leads and contacts directly. You just tell the agent the name and details, and it handles the rest.

How does this help with my sales pipeline?

It allows your agent to update deal values, stages, and confidence levels instantly. This keeps your forecast accurate without manual clicks.

Can I use this to send mass emails?

Yes, you can use the bulk email capability to send messages to a filtered list of leads. Your agent can help identify the right audience first.

Does the Close CRM MCP support custom fields?

It can read your custom field schema. This means your agent can understand and interact with the specific data points you've set up.

Can it help with task management?

Yes, you can have your agent list all current tasks or create new ones. This ensures no follow-ups fall through the cracks.

Is it hard to set up?

No, you just need your Close API key. Once it's connected via Vinkius, you can start using it in any compatible AI client.

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.

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.

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.

One connection away

Give your agent a direct line to Close CRM.

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

Explore every Connector No credit card required · Free tier available