Close CRM MCP for AI. Manage leads and pipeline data without leaving your AI agent.
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Close CRM (Inside Sales CRM & Automation API) gives your AI agent full control over your sales pipeline. You can manage leads, update contacts, and track opportunities directly through natural conversation.
Stop switching tabs; automate lead tracking and activity logging with this MCP.
What your AI can do
Activity report
Generates a summary report covering various sales activities for review.
Bulk email
Sends the same email message to a defined group of leads at once.
Create contact
Adds a new individual contact record into the CRM system.
Create, update, list, or delete entire company leads in your CRM.
Add new contacts to existing companies or retrieve lists of current contacts for communication purposes.
Create, update, and list sales opportunities, including their value and confidence level.
Retrieve records of past calls, emails, meetings, and form submissions for historical context.
Update fields on leads, contacts, or opportunities with a single command from your AI agent.
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Close CRM (Inside Sales CRM & Automation API) with 26 Tools
This MCP provides access to over two dozen tools that let your agent manage every aspect of your sales cycle, from listing contacts to generating activity reports.
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 CRM (Inside Sales CRM & Automation API) on VinkiusActivity Report
Generates a summary report covering various sales activities for review.
Bulk Email
Sends the same email message to a defined group of leads at once.
Create Contact
Adds a new individual contact record into the CRM system.
Create Lead
Creates an entirely new company lead account in your database.
Create Opportunity
Records a potential deal with specific value and confidence metrics.
Create Task
Schedules a follow-up action item for the sales team to complete later.
Create Webhook
Sets up an automated notification whenever specific data changes occur in the CRM.
Delete Lead
Permanently removes a lead account from your database if it's obsolete.
Get Custom Field Schema
Retrieves the structure and types of custom fields used on any object type.
List Calls
Fetches a list of recorded phone calls associated with your accounts.
List Contacts
Retrieves a directory listing of all individual contacts in the CRM.
List Emails
Lists records of sent and received emails for any given account.
List Events
Retrieves a log of major platform events that occurred within the last 30 days.
List Form Submissions
Gathers data from web forms that were submitted to your company's site.
List Forms
Lists all the web forms used on your website and their field definitions.
List Leads
Retrieves a paginated list of company leads, supporting specific field filtering.
List Meetings
Lists records and details from scheduled or completed meetings.
List Notes
Retrieves a chronological list of notes taken on various accounts.
List Opportunities
Lists all existing sales opportunities and their current stage in the pipeline.
List Sequences
Retrieves details about automated outreach workflows (Sequences).
List Sms
Lists records of text message communications sent or received.
List Tasks
Retrieves a list of all outstanding follow-up tasks assigned to the team.
Search Data
Performs advanced searches across leads or contacts using specific criteria.
Update Contact
Modifies a single existing contact's information, such as their email address.
Update Lead
Makes changes to an existing company lead account using specific data updates.
Update Opportunity
Adjusts the stage, value, or confidence level of a current sales opportunity.
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.
Claude AI
Open Claude Settings
Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
Add Custom Connector
Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:
https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp
Replace [YOUR_TOKEN_HERE] with your token
from cloud.vinkius.com. For OAuth-protected servers, expand
Advanced settings to add credentials.
Start a conversation
Open a new chat. The Close CRM integration is available immediately — no restart needed.
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 CRM (Inside Sales CRM & Automation API), 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 CRM. 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 26 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
The daily grind of updating sales data feels like navigating an archaeological dig.
You know the drill: finish a call. You open your laptop and have to jump through hoops—logging into Close CRM, finding the right lead record, then opening the activity timeline to make sure you capture all the details. Then you switch tabs to update the opportunity stage in a different section of the app. It's constant clicking, copying text snippets from your notes, and praying you don't miss an important detail.
With this MCP, that whole process is abstracted away. You just tell your AI agent what needs doing: 'Log these meeting details for AlphaCorp and update their opportunity stage.' The agent handles the multiple steps—finding the lead, creating the note, updating the status—and you get back a simple confirmation message. No manual clicks required.
list_tasks. Get follow-ups done without remembering to manually schedule them.
Instead of leaving your notes and making a mental promise to yourself, you have to stop what you're doing, open the CRM task list, find the right lead, and then create a task with a due date. It’s an extra step that often gets skipped when you're tired.
Now, simply tell your agent: 'Set a reminder for me to follow up on Zenith next Tuesday.' The agent uses `create_task` to put it directly into the system calendar and assigns it to the right person. You walk away from the computer knowing the task is locked in.
What your AI can actually do with this
This connector lets you treat your Close CRM account like an extension of your own workflow. Instead of manually navigating menus to clean up data or log call notes, your AI agent handles the work for you. You can list companies that need attention, create new contacts from meeting transcripts, and adjust deal values when a conversation changes things.
The system lets your agent perform complex actions—like updating multiple leads or generating an activity report—all without you needing to write API calls. It’s all exposed through Vinkius, making it accessible from any MCP-compatible client, so you just talk to your AI and watch the data move.
019e5d08-5d53-73b4-95ed-d87d09153fd4 
Here's how it actually works
The bottom line is, you talk to your AI client using plain English, and it executes the necessary data changes inside Close CRM.
Subscribe to this MCP and provide the required Close API Key.
Connect your preferred AI client (like Cursor or Claude) to the Vinkius catalog.
Ask your agent to perform an action, for example: 'Find all leads in California that haven't had a call logged in 30 days.'
Who is this actually for?
This MCP is for anyone who spends time in a CRM but hates the administrative overhead. If you're constantly switching between calling notes, spreadsheets, and your CRM to keep records straight, this is for you.
Logging call notes or updating lead statuses immediately after a discovery call so the next rep has accurate context.
Running bulk clean-up tasks, like deleting old leads or generating an activity report for quarterly reviews.
Quickly retrieving all historical communication—calls, emails, and meeting notes—on a prospect before making the next pitch.
What Changes When You Connect
Stop manually logging notes. You can tell your agent to update a lead's status or add call details using the update_lead tool, instantly keeping the CRM current.
Never lose context before a meeting again. Your agent pulls together all communication history—using tools like list_calls, list_emails, and list_meetings—so you know exactly where to start.
Automate data cleaning for Sales Ops. You can use the search_data tool combined with bulk actions to find stale records or update fields across hundreds of leads quickly.
Improve forecasting accuracy. Instead of manual entries, your agent helps track deals by creating new opportunities using create_opportunity, recording specific values and confidence levels automatically.
Streamline outreach workflows. You can manage entire sequences of communication by listing automated workflows with list_sequences or sending a mass update via the bulk_email tool.
See it in action
The AE needs to adjust deal value after a demo.
An Account Executive just finished a detailed product demo. Instead of logging into Close CRM and manually changing fields, they tell their agent: 'Update the opportunity for TechFlow; increase the value by $5k and set confidence to 90%.' The agent uses update_opportunity instantly.
Sales Ops needs to clean up old database entries.
The Sales Operations team notices a segment of leads that haven't had activity in months. They ask the agent to run a search using search_data, identify these cold accounts, and then use delete_lead on those marked for cleanup.
A rep needs full context before calling a prospect.
Before a call with GreenEnergy, the rep asks their agent to gather all recent activity. The agent pulls records from list_calls, list_emails, and list_meetings into one summary for the rep's review.
A founder needs an immediate view of pipeline health.
The executive asks, 'Give me a count of all open opportunities in the finance sector.' The agent uses list_opportunities and filters the results to provide the necessary high-level overview without opening any complex dashboards.
The honest tradeoffs
Treating the MCP as a general database.
Asking your AI agent, 'Show me all my last 10 Slack messages.' The system can't do that because it only knows about Close CRM data (calls, emails, etc.).
Keep requests focused on CRM objects. If you need communication history, ask for list_emails or list_notes. Use the agent to pull structured data from within the sales platform.
Attempting complex web development.
Asking your agent to 'Write me a new Python script that connects to Stripe and reads payment history.' This MCP only handles Close CRM records, not external financial systems.
Focus on data within the CRM. If you need to automate triggers based on lead changes, use create_webhook to alert another system.
Overwriting crucial audit trails.
Telling the agent to just 'reset all opportunity values' without checking who authorized it or why. This could erase important deal context.
Always confirm destructive actions. Use update_opportunity only after verifying the current stage and value, ensuring a clear audit trail remains.
When It Fits, When It Doesn't
Use this MCP if your primary workflow bottleneck is data entry or context switching between multiple systems (e.g., logging calls vs. updating opportunities). You need an AI agent to read existing CRM state and write changes back into the Close platform.
Don't use it if you simply need raw analytics, reporting on non-CRM sources (like website traffic), or complex data modeling outside of the defined schema. For pure report generation that doesn't modify records, a dedicated business intelligence tool is better. If your task is 'What happened last week?' and requires deep integration with external systems, look at general API connectors instead.
Questions you might have
How do I update an opportunity using the update_opportunity tool? +
You simply tell your agent, 'Increase the value of the XYZ Opportunity by $10k.' The agent handles finding the correct record and executing the update_opportunity action for you.
What if I need to search data on leads? Does search_data work? +
Yes, search_data allows advanced filtering across your lead or contact records. You can ask it to find all companies matching specific criteria like industry and last activity date.
Can I use create_webhook for notifications? +
Yes, using create_webhook, you can tell the system what event—like a lead status change or opportunity creation—should trigger an automated alert to another service.
What is the difference between list_leads and search_data? +
The list_leads tool fetches paginated results using standard filters. Use search_data when you need complex, highly specific criteria that go beyond simple filtering.
Before I use an update function, how do I check what fields are available with `get_custom_field_schema`? +
It provides a full JSON schema of the object type you specify. This lets your agent know exactly which field names and data types you can write to for accurate updates.
If I run a massive outreach campaign using `bulk_email`, does this MCP handle API rate limits? +
The underlying Close API manages standard rate limiting. If your AI client hits these limits, the system will return an explicit error code that your agent can catch and retry later.
When I use `delete_lead`, does it automatically remove all associated contacts or opportunities? +
No. Deleting a lead only removes the main company record. Associated contacts or open opportunities remain intact, allowing you to manage them separately.
How do I verify that my automated actions are working correctly using `list_calls` and other activity tools? +
All list activities store historical records with timestamps and user IDs. Your agent can filter this data to confirm when specific changes, like status updates or calls, occurred.
Can I permanently remove a lead from my CRM using this server? +
Yes, you can use the delete_lead tool 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 tools. 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 tool supports _limit for result counts, _skip for pagination, and _fields to specify exactly which data points (like name or status) you want to retrieve.
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