Close (Claude)

Unverified

Connect Claude to Close CRM to securely access and act on your sales data

About Close (Claude) MCP Server

The Close MCP server is a secure, standardized interface that lets Claude directly access and interact with your Close data. Core functionality with Claude: • Connects Close to Claude via the Model Context Protocol so Claude can use Close as a trusted system of record. • Read data (e.g., leads, contacts, opportunities, activities) based on your Close permissions. • Optionally write data — you can allow only safe writes (e.g., create a lead) or full writes (e.g., edit/delete) during setup. • Enables Claude to answer questions, summarize information, and perform actions in Close.

Features

Tools
Getting Started

Open the Claude listing: https://claude.com/marketplace/connectors/close. Choose Add to Claude and follow the publisher’s setup instructions. The published connector URL is https://mcp.close.com/mcp. Sign-in: Required. Publisher documentation: https://help.close.com/v1/docs/en/mcp-server. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.

Tools (55)
Functions this server exposes to AI clients

activity_search

create_address

create_contact

create_email_template

create_lead

create_lead_status

create_opportunity

create_opportunity_status_tool

create_pipeline

create_sms_template

create_workflow

delete_address

delete_contact

delete_email_template

delete_lead

delete_lead_smart_view

delete_lead_status

delete_opportunity

delete_opportunity_status_tool

delete_pipeline

delete_sms_template

fetch_contact

fetch_email_template

fetch_lead

fetch_lead_smart_view

fetch_lead_status

fetch_opportunity

fetch_opportunity_status

fetch_pipeline_and_opportunity_statuses

fetch_sms_template

find_email_templates

find_lead_smart_views

find_lead_statuses

find_opportunities

find_pipelines_and_opportunity_statuses

find_scheduling_links

find_sms_templates

find_workflows

lead_search

mcp.read

mcp.write_destructive

mcp.write_safe

org_info

org_users

paginate_search

perform_search

update_contact

update_email_template

update_lead

update_lead_smart_view

update_lead_status

update_opportunity

update_opportunity_status_tool

update_pipeline

update_sms_template

Compatible With
Claude