The MCP server is free to connect; it works within your existing Close plan and its API limits, and you pay only for Close itself.

Close MCP server

OfficialCloseConfig last verified Jun 1, 2026

Close's official remote MCP server connects AI agents to the Close sales CRM over OAuth to read, create, and update leads, contacts, and deals.

Close MCP is the official hosted server from Close, the CRM built for high-velocity sales teams. It connects any MCP-compatible AI client to a Close organization over OAuth and exposes the CRM end to end: search leads and contacts (including a natural-language search tool), fetch and create leads, contacts, opportunities, notes, tasks, addresses, pipelines, and statuses, run activity searches and aggregations for reporting, and manage email and SMS templates, smart views, workflows, and even voice agents. An agent can answer pipeline questions, log activity after a call, or draft and schedule follow-ups without a rep leaving the conversation.

The canonical deployment is the remote endpoint at https://mcp.close.com/mcp over Streamable HTTP, authenticated with OAuth 2.0 using Dynamic Client Registration so supported clients like Claude, ChatGPT, and Cursor connect with one flow and no long-lived key. Which tools are available is governed by a Close-Scope header: mcp.read is read-only, mcp.write_safe permits reads and non-destructive writes, and mcp.write_destructive additionally allows delete operations. Because the destructive scope can permanently remove leads, contacts, and other records, grant it deliberately and keep mutating actions behind review.

Quick install

Copy-paste configs are provided for all 8 supported clients. Pick your client below.

Add to ~/.claude.json

~/.claude.json

json

{
  "mcpServers": {
    "close": {
      "type": "http",
      "url": "https://mcp.close.com/mcp"
    }
  }
}

Or via CLI

bash

claude mcp add --transport http close https://mcp.close.com/mcp

Heads up

First tool call opens a browser to authorize.

Step-by-step guides

Available tools

Tool	Description
search	Performs a natural-language search for leads or contacts.
lead_search	Performs a structured lead search with filters and pagination.
activity_search	Searches activities, returned ordered by date descending.
paginate_search	Paginates an existing search using a cursor.
aggregation	Runs aggregations to answer questions about activity metrics.
get_fields	Gets the field list available for use with the aggregation tool.
find_reporting_metrics	Finds the available predefined reporting metrics.
org_info	Returns general organization and user information.
org_users	Returns the active users (memberships) in the organization.
close_product_knowledge_search	Searches Close documentation for feature and integration guidance.
fetch	Retrieves the contents of an arbitrary object by its ID.
fetch_lead	Fetches an existing lead (company) by ID.
fetch_contact	Retrieves a contact's details including name, title, emails, and phones.
fetch_opportunity	Retrieves a complete opportunity with all details.
fetch_note	Retrieves a note's details including title, text, and metadata.
fetch_task	Retrieves a task's details including assignee, due date, and status.
fetch_lead_status	Fetches a lead status by ID.
fetch_opportunity_status	Fetches an opportunity status by ID.
fetch_pipeline_and_opportunity_statuses	Retrieves a pipeline with its opportunity statuses.
fetch_lead_smart_view	Retrieves a saved lead search (smart view) by ID.
fetch_email_template	Retrieves a complete email template with all details.
fetch_sms_template	Retrieves a complete SMS template with all details.
find_notes	Finds notes based on various filters.
find_tasks	Finds tasks filtered by lead, assignee, completion, and dates.
find_opportunities	Finds opportunities filtered by lead, user, status, and dates.
find_lead_statuses	Lists or finds lead statuses for the organization.
find_pipelines_and_opportunity_statuses	Lists all opportunity pipelines and their statuses.
find_lead_smart_views	Lists lead smart views (saved searches).
find_lead_custom_fields	Lists lead custom fields with IDs, types, and choices.
find_custom_activities	Lists all active (non-archived) custom activity types.
find_email_templates	Lists or finds email templates.
find_sms_templates	Lists or finds SMS templates.
find_workflows	Lists or finds workflows.
find_forms	Lists all web forms in the organization.
find_groups	Lists all groups in the organization.
find_scheduling_links	Lists available scheduling links for the user and organization.
find_call_outcomes	Lists all call outcome options in the organization.
find_meeting_outcomes	Lists all meeting outcome options available.
find_voice_agents	Lists all voice agents configured for the organization.
get_voice_agents	Returns detailed voice agent configuration.
create_lead	Creates a new lead (company).
create_contact	Creates a new contact for a lead.
create_address	Adds a new address to an existing lead.
create_opportunity	Creates a new opportunity, requiring lead and status IDs.
create_note	Creates a text-based activity note attached to a lead.
create_task	Creates a new to-do task for a lead.
create_lead_status	Creates a new lead status.
create_opportunity_status_tool	Creates a new opportunity status.
create_pipeline	Creates a new opportunity pipeline.
create_email_template	Creates a new email template with an HTML body.
create_sms_template	Creates a new SMS template.
create_workflow	Creates a new workflow (sequence) in Draft status.
update_lead	Updates fields on an existing lead.
update_contact	Updates a contact's name, title, emails, phones, and URLs.
update_opportunity	Updates fields on an existing opportunity.
update_task	Updates fields on an existing task.
update_lead_status	Updates the label of an existing lead status.
update_opportunity_status_tool	Updates the label of an existing opportunity status.
update_pipeline	Updates an existing opportunity pipeline.
update_lead_smart_view	Updates a lead smart view (saved search).
update_email_template	Updates fields on an existing email template.
update_sms_template	Updates fields on an existing SMS template.
schedule_voice_agent_call	Schedules a voice agent to call a lead's contact.
propose_voice_agent_update	Proposes a voice agent configuration update.
apply_voice_agent_update	Applies a previously proposed voice agent update.
delete_lead	Permanently deletes an existing lead (company) by ID.
delete_contact	Permanently deletes an existing contact.
delete_note	Permanently deletes an existing note.
delete_task	Permanently deletes an existing task by ID.
delete_opportunity	Permanently deletes an opportunity.
delete_address	Deletes an address from an existing lead.
delete_lead_status	Permanently deletes a lead status.
delete_opportunity_status_tool	Permanently deletes an opportunity status.
delete_pipeline	Permanently deletes an opportunity pipeline.
delete_lead_smart_view	Permanently deletes a lead smart view.
delete_email_template	Permanently deletes an email template.
delete_sms_template	Permanently deletes an SMS template.

What you can do with it

Answer pipeline questions

An agent runs lead and activity searches and aggregations to report on pipeline status, win rates, or a specific account's history without a rep opening the CRM.

Log and follow up after a call

The agent creates a note, updates the opportunity status, and schedules a task or follow-up so Close reflects the latest state of the deal immediately.

FAQ

Is it free?: The MCP server is free to connect; it works within your existing Close plan and its API limits, and you pay only for Close itself.
Does it support remote/OAuth?: Yes. The canonical deployment is the remote endpoint at https://mcp.close.com/mcp over Streamable HTTP, authenticated with OAuth 2.0 using Dynamic Client Registration, so supported clients connect with no long-lived key.
How do I control what it can change?: A Close-Scope header sets the permission level: mcp.read is read-only, mcp.write_safe allows non-destructive writes, and mcp.write_destructive additionally allows deletes. Grant the destructive scope deliberately and keep mutating actions behind review.

← Browse all crm servers