# Cloze MCP MCP

> Cloze MCP connects your AI agent directly to a smart CRM, giving it full access to your contacts, deals, and company data. Your agent can automatically pull interaction histories, verify relationship scores, create new people records, or update project statuses without you having to switch apps or manually copy fields.

## Overview
- **Category:** productivity
- **Price:** Free
- **Tags:** relationship-intelligence, contact-management, email-tracking, deal-pipeline, contextual-insights, automation

## Description

Managing relationships shouldn't require switching between five different tabs. This MCP connects your AI client to a full suite of CRM tools for managing contacts and deals. Your agent can handle the heavy lifting: it pulls contact histories, checks for specific tags across your database, finds details on entire companies, and updates project records—all in one go. Instead of manually looking up Sarah Johnson's deal pipeline or checking if a new lead needs an account created, you just ask your AI client to do it. The whole process is managed through Vinkius, giving you access to this deep data inside the natural flow of conversation. It keeps all your relationship intelligence and project details centralized.

## Tools

### create_person
Adds a brand new person record to your Cloze contact database using basic details like name or email.

### create_project
Initializes a new deal, project, or property record within the CRM.

### get_person
Pulls detailed information for a specific person using their email address as the primary key.

### list_companies
Retrieves a comprehensive list of all companies tracked in your Cloze account.

### list_custom_fields
Shows you the names and definitions for custom data fields used across your organization's records.

### list_people
Gives a basic list of all contacts in your CRM, useful for checking existence.

### list_projects
Retrieves a summary list of all active projects and deals you manage.

### search_people_by_tag
Finds and lists contacts that have been assigned one or more specific tags, like 'VIP'.

### update_person
Modifies an existing person's details, matching the record only by their email address.

## Prompt Examples

**Prompt:** 
```
Get all details for the person with email 'sarah@example.com' in Cloze.
```

**Response:** 
```
Contact found: Sarah Johnson (sarah@example.com). Company: TechStart Inc. Stage: Active Lead. Last interaction: March 20, 2025. Score: 85/100. Tags: VIP, Enterprise. Open deals: 2 ($45,000 total pipeline).
```

**Prompt:** 
```
Show me my active projects in Cloze.
```

**Response:** 
```
You have 5 active projects:
1. Website Redesign — Due: April 15 (3 tasks remaining)
2. Q2 Marketing Campaign — Due: May 1 (7 tasks)
3. CRM Migration — Due: April 30 (12 tasks)
4. Sales Training — Due: April 10 (1 task)
5. Product Launch — Due: June 1 (15 tasks)
```

**Prompt:** 
```
Find all contacts tagged with 'VIP' in Cloze.
```

**Response:** 
```
Found 8 contacts tagged 'VIP':
1. Sarah Johnson — TechStart Inc. (Score: 85)
2. David Chen — FinServe Ltd. (Score: 92)
3. Maria Garcia — CloudFirst (Score: 78)
... Showing 3 of 8. Combined pipeline value: $320,000.
```

## Capabilities

### Manage Contact Records
Create new person profiles or update existing contact details using just their email.

### Track Deal Statuses
Generate and retrieve a full list of active projects, deals, and properties you are working on.

### Identify Key Contacts by Tag
Search for people who share specific tags, like 'VIP' or 'Enterprise,' to instantly see their combined deal value.

### List Organizational Entities
Retrieve a complete list of companies and the definitions for custom fields used in your account.

## Use Cases

### Onboarding a New Client
A project manager needs to build a deal pipeline overview. The agent first runs `list_companies` to get all organizational names, then uses `list_projects` to see which deals are currently active under those companies, giving the PM an instant status report.

### Reacting to a Key Prospect
An AE finds a contact's email and needs their full file. The agent immediately runs `get_person` to pull up the score, tags, and last interaction date, allowing the AE to tailor their pitch instantly.

### Cleaning Up Stale Data
A sales ops analyst notices old contacts are missing details. They use `list_people` to get a list of emails, then run `update_person` for the necessary records to ensure data integrity.

### Targeting an Elite Segment
A team lead wants to see all high-value leads. The agent runs `search_people_by_tag` for 'Enterprise' and immediately reports back the total combined pipeline value of those specific contacts.

## Benefits

- Stop manually checking deal status. Use `list_projects` to get an immediate overview of all active properties or deals without logging into the dedicated project dashboard.
- Never lose a lead's context again. Your agent can use `get_person` to pull up detailed information about any contact instantly, including their last interaction date and score.
- Keep your data clean by using `create_person` or `update_person`. You ensure that every person record is current before making changes or reports.
- Find high-value targets fast. Instead of filtering manually, use `search_people_by_tag` to pull up all 'VIP' contacts and see their combined pipeline value in seconds.
- Automate reporting structure. If you need to know what fields are available for a new report, running `list_custom_fields` gives you the exact definitions needed.

## How It Works

The bottom line is that your AI client acts as the single interface, running complex CRM queries and updates on your behalf.

1. Tell your agent what you need to do. For example, 'Show me all VIP contacts working on property deals.'
2. The MCP identifies the required actions and calls the relevant tools in sequence (e.g., it uses `search_people_by_tag`, then checks for projects).
3. Your agent receives a structured report—a list of people, their deal pipeline values, or project statuses—and presents it directly to you.

## Frequently Asked Questions

**How do I find all my contacts with the 'Enterprise' tag using search_people_by_tag?**
You simply ask for it. The agent executes `search_people_by_tag` and returns a list of those people, including their company details and combined pipeline value.

**Can I update a person's record using the create_person tool?**
No, `create_person` is for adding brand new contacts. If you need to change an existing person, you must use the `update_person` tool and provide their email address.

**What if I want a list of all my current deals? Should I use list_projects or list_people?**
You need to use `list_projects`. This specific tool retrieves the dedicated record for deals and projects, which is separate from simply listing all people in your account.

**Does this MCP help me know what custom fields are available?**
Yes. Use the `list_custom_fields` tool. It retrieves definitions for every custom field configured in your Cloze account, so you always know what data is trackable.

**What happens if I use `get_person` with an email that isn't in Cloze?**
The tool returns a specific error message confirming no record was found. You can then adjust your query or run `list_people` first to verify the contact exists under a different identifier.

**When I use `update_person`, how do I know which fields are safe to change?**
You should always check the definitions using `list_custom_fields` before running an update. This step ensures you're targeting valid, existing data points in your account.

**Does `list_companies` give me company details for all my contacts?**
No, it only returns a general list of every company registered across your Cloze account. To get specific company details tied to an individual, you must use the `get_person` tool.

**What data is required when I use `create_project`?**
You need to provide enough context to define the deal or property type. The tool requires specific parameters for project details, so always check your Cloze documentation before running this command.

**Where do I find my Cloze API key?**
You can generate an API key in the Cloze web app. Go to Settings > Accounts and Services, and click the 'API Key' section to add a new token.

**Which email address should I use for authentication?**
Use the exact primary email address registered to your active Cloze account.

**Can I manage custom fields with this server?**
Yes, you can retrieve custom field definitions and command the agent to set specific values when creating or updating contacts.