Close

official

Close is a CRM built for inside sales teams, combining leads, calls, email, and pipeline management. Its remote MCP server gives assistants direct access to CRM data so leads can be looked up, activity summarized, and records updated from conversation.

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What can you do with Close MCP?

  • Look up leads — Ask your assistant to search for a lead by name or email using search_leads and return matching CRM records.
  • Summarize activity — Request a summary of recent calls, emails, or notes for a specific lead via get_lead_activity.
  • Update records — Instruct your assistant to modify lead details or pipeline status directly in Close using update_lead.

Hosted MCP Server

npx add-mcp 'https://mcp.close.com/mcp'

Installs into Claude Code, Codex, Cursor, VS Code and more

Documentation

Close is a CRM built for inside sales teams, combining leads, calls, email, and pipeline management. Its remote MCP server gives assistants direct access to CRM data so leads can be looked up, activity summarized, and records updated from conversation.

An eligible provider account or plan may be required for authenticated features. Consult the official setup documentation for access requirements and client compatibility.

Setup documentation