Close MCP Server
Provides MCP resources and tools for AI assistants to access and manage leads, opportunities, and tasks in Close CRM.
opportunities
DatasetRepresents a potential deal with a given company/lead, including status, value, and custom fields.
tasks
DatasetRepresents scheduled activities or follow-ups associated with leads or users.
leads
DatasetRepresents companies or individuals that are potential customers.
create_opportunity
ToolCreates a new opportunity, optionally creating a new lead if lead_id is omitted.
update_opportunity
ToolUpdates an existing opportunity. Setting status_id to 'won' automatically sets date_won.
delete_opportunity
ToolDeletes a specific opportunity.
create_task
ToolCreates a new task.
update_task
ToolUpdates an existing task.
delete_task
ToolDeletes a specific task.
create_lead
ToolCreates a new lead.
update_lead
ToolUpdates an existing lead.
delete_lead
ToolDeletes a specific lead.
Close Resources
Close MCP Server
Connect your AI to Close data through the Model Context Protocol.
- Granularly control which tools your AI can access
- Full visibility with logging and auditing
- Standard MCP protocol - no custom wrappers needed
Select a dataset or tool from the left to see more details
Universal MCP Server for Close
Connect Claude, Microsoft Copilot, and any MCP-compatible AI to Close. One server, instant access to datasets, tools, and workflows.
- Model Context Protocol: Industry standard supported by Claude and Microsoft Copilot
- Fine-Grained Control: Choose exactly which datasets and tools your AI can access
- Connect Once, Use Everywhere: Single authentication for all your AI assistants
Get Started with Your Favorite AI Tool
Follow our step-by-step guides for popular AI frameworks and tools