# Close MCP for AI Agents MCP

> Close MCP connects your entire sales operation to any AI client, letting you manage leads, opportunities, and tasks using natural language. Get real-time access to pipeline data, check lead statuses, or review task lists without ever leaving your chat window.

## Overview
- **Category:** communication-messaging
- **Price:** Free
- **Tags:** crm, lead-management, sales-pipeline, deal-tracking, sales-automation, communication-tools

## Description

Managing sales usually means clicking through dashboards, switching tabs, and constantly referencing different reports. This MCP changes that. It connects your Close CRM account directly to your AI agent, putting your entire sales workflow under conversational control.

You can instantly pull up detailed lead profiles, track the value of every active deal, or verify exactly where an opportunity sits in a multi-stage pipeline—all by asking a question. You’ll also get full visibility into team tasks and know who you are within the system using your profile data. Because this MCP is hosted on Vinkius, you connect once and gain access to powerful sales automation tools from any compatible AI client.

Stop opening multiple apps just to track down one piece of information. Start asking your agent to do it for you.

## Tools

### get_lead_details
Retrieves detailed information for one specific lead within the CRM.

### get_my_close_profile
Pulls up metadata about the authenticated user in the system.

### get_opportunity_details
Retrieves comprehensive details for a single, specified sales opportunity.

### list_lead_statuses
Provides a list of all possible stages and statuses leads can be assigned to.

### list_close_leads
Lists every lead recorded in the Close CRM account for a high-level overview.

### list_close_opportunities
Generates an overview list of all existing sales opportunities and their current status.

### list_close_pipelines
Lists all the different sales pipelines configured in your account's settings.

### list_close_tasks
Retrieves a list of scheduled CRM tasks and reminders for follow-up action.

## Prompt Examples

**Prompt:** 
```
Show me my top 3 leads from this week and what stage they are in.
```

**Response:** 
```
Here's a quick look at your recent activity:

*   **Acme Corp**: Status: Qualified. Last contact: Yesterday.
*   **TechFlow Systems**: Status: Potential. Next action: Send proposal.
*   **Global Distributors**: Status: Interested. Value: $25,000.

You can get more details on any of these if you need to.
```

**Prompt:** 
```
What tasks are due for me today and who needs to review the pipeline?
```

**Response:** 
```
**✅ Today's To-Dos:**
*   Call: Global Distributors (Priority High)
*   Review: Q3 Pipeline Forecast document.
*   Follow Up: Acme Corp contact regarding pricing.

You have 3 items scheduled. I recommend tackling the call first.
```

**Prompt:** 
```
What are all the stages available for leads so I can update my understanding?
```

**Response:** 
```
Close uses a standardized set of statuses across your accounts. Here is the full list:

*   **Qualified:** Ready for deep discovery.
*   **Potential:** Initial interest shown.
*   **Interested:** Just received initial contact.
*   **Lost:** Closed, but with notes.
*   **Nurturing:** Needs periodic follow-up.
```

## Capabilities

### List all company leads
Retrieve a list containing details and statuses for every lead recorded in the system.

### Review specific lead data
Pull up detailed information, including contact history, for any single specified lead.

### Monitor opportunity progress
Get a complete view of an individual sales deal, showing its value and current stage in the funnel.

### View active sales pipelines
List all established sales pipelines configured within your account to understand your process flow.

### Manage follow-up tasks
Pull up a list of scheduled CRM tasks and reminders, ensuring nothing falls through the cracks.

### Identify lead stages
Retrieve an exhaustive list of all available statuses that leads or opportunities can hold.

## Use Cases

### Auditing a Team's Progress
A manager needs to know if the team is following up on old leads. They ask their agent to list all leads using `list_close_leads` and immediately see which accounts are stalled, directing coaching efforts where they're needed most.

### Preparing for a Pitch Meeting
An Account Executive is about to pitch a client. They ask the agent to get the opportunity details using `get_opportunity_details` to ensure they have the absolute latest deal value and status, guaranteeing accurate talking points.

### Handling Missed Follow-ups
A rep wakes up and remembers a follow-up call. They ask their agent to list all tasks using `list_close_tasks` and get a clear rundown of everything due today, prioritizing calls they've forgotten.

### Understanding Process Gaps
A RevOps specialist wants to audit the sales process. They ask the agent to list all pipelines using `list_close_pipelines` and check available lead statuses with `list_lead_statuses`, identifying gaps in their current workflow.

## Benefits

- Instead of opening the dashboard to check status, you can ask your agent to list available stages for leads or opportunities using `list_lead_statuses`, getting clean data instantly.
- You never have to manually track follow-ups again. The agent reads and reviews all CRM tasks and reminders by invoking `list_close_tasks` right in the chat.
- Want a quick snapshot of deals? You can list all sales opportunities using `list_close_opportunities`, giving you immediate visibility into your entire funnel's health.
- Need context on an old deal? Use `get_opportunity_details` to pull up precise information on any specific opportunity, saving deep dives into multiple tabs.
- Forget searching for your own credentials. You can access core system data and view your profile details using `get_my_close_profile`, all from natural conversation.

## How It Works

The bottom line is that you control complex sales operations by simply talking to your AI client.

1. Subscribe to this MCP and provide your Close API Key (you find this in the platform's settings).
2. Connect your AI client—like Cursor or Claude—to the Vinkius catalog using this MCP.
3. Ask your agent a conversational question, like 'What are my high-priority tasks?' and get immediate data returned to your chat.

## Frequently Asked Questions

**How does the Close MCP help me track my daily sales tasks?**
The Close MCP lets you list and review all your scheduled CRM tasks and reminders directly through conversation. You instantly see what needs follow-up, so you never miss a critical step in your pipeline.

**Can I use the Close MCP to check deal values?**
Yes. This MCP lets you get detailed information on specific opportunities, including their current financial value and where they sit within the sales funnel. It keeps your pitch data accurate.

**Is this Close MCP better than just looking at my dashboard?**
It's faster because it eliminates context switching. Instead of opening the CRM, navigating to a tab, and filtering by date, you ask your agent, and the data appears immediately in your chat window.

**Does this MCP help with finding lead status?**
Absolutely. You can list all available stages for leads or opportunities instantly. This is crucial for ensuring consistent data entry across your whole team.

**What if I need to check my own profile details using the Close MCP?**
You can easily pull up core CRM metadata about yourself with one command. It keeps everything you need—from contact info to assigned user roles—in one place.