Close MCP: connect Close to Claude, ChatGPT and Cursor
Access and manage leads, opportunities, and tasks in Close CRM.
Examples of what your AI apps can do in Close. You'll see the exact list of tools after you connect it.
create_task
ToolThis tool creates a new task in close.com. tasks are used to track to-do items and can be associated with leads. the tool will create a task with the specified parameters using the provided text, due date, and is complete flags.
create_lead
ToolThis tool creates a new lead in close crm. it allows users to create a lead with basic company information and optional contact details, including company name, description, website url, lead status, contacts, and addresses. it operates by sending a request to the api endpoint /lead/ on the close crm platform.
close_create_sms
ToolThis tool creates a new sms message in close. the tool allows sending immediate sms messages or logging received sms messages using the provided phone numbers and message content. it includes parameters such as local phone, remote phone, text, status, and source.
create_call
ToolCreates a new call record in close.com. this tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead id, direction, and optional support for contact id, phone, duration, note, recording url, and user id.
delete_call
ToolThis tool allows you to delete a specific call activity in close.com. it is useful for removing incorrectly logged calls or cleaning up call records. the action deletes a call activity using its unique call id and cannot be undone.
get_note
ToolThis tool retrieves a list of note activities from close. it allows users to fetch notes with optional filtering parameters, including filtering by lead id, user id, and date ranges. the tool returns details such as note content, creation and update dates, and any associated attachments.
Free. No card needed.
How to connect Close to Claude or ChatGPT via MCP
- 1Create a free ContextGate workspace and add the Close connector.
- 2Choose which Close tools stay on. Switch off the ones that create, update or delete leads, tasks and opportunities until you need them.
- 3Add ContextGate to your AI app as a connector or MCP server. The steps for each app are onthe Works with page.
- 4Ask your AI app to use Close through ContextGate, then open Activity to see the call.
What you get with Close and ContextGate
- Your AI apps can use Close Claude, Cursor, ChatGPT and other AI apps reach Close through the one ContextGate connection you add to them.
- You choose which tools they can use Switch off any Close tool you don't want used. It's hidden from your AI apps and refused if called.
- Every call is checked and recorded Your policies check each call (for example, personal data is hidden and secrets are blocked), and Activity keeps a record of it.
ContextGate sees only the tool calls that go through it, not your AI app's built-in tools or your chats.
Select a tool on the left to see its parameters
What you get with Close and ContextGate
- Your AI apps can use Close: Claude, Cursor, ChatGPT and other AI apps reach Close through the one ContextGate connection you add to them.
- You choose which tools they can use: Switch off any Close tool you don't want used. It's hidden from your AI apps and refused if called.
- Every call is checked and recorded: Your policies check each call (for example, personal data is hidden and secrets are blocked), and Activity keeps a record of it.
ContextGate sees only the tool calls that go through it, not your AI app's built-in tools or your chats.
Free. No card needed.
How to connect Close to Claude or ChatGPT via MCP
- Create a free ContextGate workspace and add the Close connector.
- Choose which Close tools stay on. Switch off the ones that create, update or delete leads, tasks and opportunities until you need them.
- Add ContextGate to your AI app as a connector or MCP server. The steps for each app are onthe Works with page.
- Ask your AI app to use Close through ContextGate, then open Activity to see the call.