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CRM and sales - official Close server

Close MCP server

Close's remote MCP server gives AI clients access to Close CRM data. It can search and fetch leads, contacts, opportunities, activities, tasks, templates and workflows, and can create, update or delete them depending on the granted scope (mcp.read, mcp.write_safe or mcp.write_destructive). Close hosts it at https://mcp.close.com/mcp with OAuth or API key auth.

Last verified 15 tools4 sources

Install

Claude Code

About Claude Code
Terminal
claude mcp add --scope user --transport http close https://mcp.close.com/mcp --header "Close-API-Key: \$`{CLOSE_API_KEY}`" --header "Close-Scope: mcp.read"

Cursor

About Cursor
Snippet
https://cursor.com/en-US/install-mcp?name=Close&config=eyJ1cmwiOiJodHRwczovL21jcC5jbG9zZS5jb20vbWNwIiwidHlwZSI6InN0cmVhbWFibGVIdHRwIn0%3D

VS Code

JSON
{
	...
	"mcp": {
		"servers": {
			"close": {
				"url": "https://mcp.close.com/mcp",
				"type": "http",
				"headers": {
					"Close-API-Key": "${input:close-api-key}",
					"Close-Scope": "mcp.read"
				}
			}
		},
		"inputs": [
			{
				"id": "close-api-key",
				"description": "Enter your Close API key",
				"type": "promptString"
			}
		]
	}
}

Generic

Snippet
https://mcp.close.com/mcp

Tools

search
Perform a natural language search for leads or contacts
lead_search
Perform a simple lead search and return the initial set of results
activity_search
Search for activities, ordered by date descending
aggregation
Perform an aggregation to answer questions like how many emails were sent this week
fetch_lead
Fetch an existing lead (company) by ID
fetch_opportunity
Fetch a specific opportunity by ID
find_opportunities
Find opportunities by status, owner, lead, or close-date range
fetch_call
Fetch a single call activity by ID, including its transcript if available
org_info
Return general information about the organization and the user
create_lead
Create a new lead (company)
create_contact
Create a new contact for a lead
create_opportunity
Create a new opportunity
create_task
Create a new task for a lead
update_lead
Update an existing lead (company)
delete_lead
Permanently delete an existing lead by ID including all of its addresses, contacts, opportunities, tasks, and activities

As documented on October 17, 2026. A running server reports its current list through tools/list.

Notes and caveats

  • Supports HTTP Streamable transport and OAuth 2.0 Dynamic Client Registration.
  • SSE is not supported.
  • Custom setups can authenticate with an OAuth app, or with the Close-API-Key and Close-Scope headers.
  • Scopes are tiered, and each higher scope includes the tools of the lower ones: mcp.read is read-only; mcp.write_safe adds the create tools (the vendor describes this scope as creating and updating data, but its published tool list holds only create_* tools); mcp.write_destructive adds the update_* and delete_* tools, for example update_lead and delete_lead.
  • The Claude Code command is copied verbatim from the vendor page, including its unusual backtick-and-escape quoting around CLOSE_API_KEY; the docs tell you to set CLOSE_API_KEY in the shell first.
  • The Cursor entry is the vendor's one-click deeplink, which decodes to {"url":"https://mcp.close.com/mcp","type":"streamableHttp"}.
  • The VS Code snippet goes in settings.json; the leading "..." is the vendor's own placeholder.
  • Claude connector-library access needs a paid Claude plan, though Claude Desktop free users can add Close from the connector browser. n8n supports only the mcp.read scope.
  • An official ChatGPT app also exists.
  • Hosted only: no public repo.

More MCP servers for CRM and sales

Related reading

FAQ

What does the Close MCP server do?

Close's remote MCP server gives AI clients access to Close CRM data. It can search and fetch leads, contacts, opportunities, activities, tasks, templates and workflows, and can create, update or delete them depending on the granted scope (mcp.read, mcp.write_safe or mcp.write_destructive). The vendor documents 15 tools, including search, lead_search, activity_search and aggregation.

How do I add the Close MCP server to Claude Code?

Close documents a Claude Code config; copy it from the Claude Code section of this page. Snippets for Cursor, VS Code and Generic are there too.

Does the Close MCP server need authentication?

Yes, OAuth or API key. Transport: Streamable HTTP. Status: GA, last checked October 17, 2026.

Sources

Last verified against 4 Close pages, then re-checked independently.

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