Close (Claude)
Connect Claude to Close CRM to securely access and act on your sales data
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
Category
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.
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
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