Connect your AI to Close CRM to securely access and act on your sales data
Close stores every call, email, SMS, and meeting your team touches, not just contact records. Connect it to your AI and your conversation history becomes something you can actually work from. More
MCP connector Server URL https://mcp.close.com/mcpCopy Login OAuth Tools Reads data73 activity_ searchaggregation close_ product_ knowledge_ searchcustomized_ builtin_ labelsfetch fetch_ callfetch_ call_ taskfetch_ commentfetch_ contactfetch_ custom_ activity_ instancefetch_ custom_ object_ instancefetch_ custom_ object_ typefetch_ emailfetch_ email_ templatefetch_ email_ threadfetch_ invoicefetch_ leadfetch_ lead_ mergefetch_ lead_ smart_ viewfetch_ lead_ statusfetch_ meeting_ transcriptfetch_ membershipfetch_ notefetch_ opportunityfetch_ opportunity_ statusfetch_ pipeline_ and_ opportunity_ statusesfetch_ rolefetch_ smsfetch_ sms_ templatefetch_ taskfetch_ workflowfind_ agent_ configsfind_ call_ outcomesfind_ call_ tasksfind_ contact_ custom_ fieldsfind_ custom_ activitiesfind_ custom_ activity_ instancesfind_ custom_ object_ instancesfind_ custom_ object_ typesfind_ email_ templatesfind_ formsfind_ groupsfind_ invoicesfind_ lead_ custom_ fieldsfind_ lead_ smart_ viewsfind_ lead_ statusesfind_ meeting_ outcomesfind_ membershipsfind_ notesfind_ notificationsfind_ opportunitiesfind_ opportunity_ custom_ fieldsfind_ pipelines_ and_ opportunity_ statusesfind_ scheduling_ linksfind_ sms_ templatesfind_ tasksfind_ voice_ agentsfind_ workflowsget_ ai_ credit_ usageget_ billing_ summaryget_ fieldsget_ voice_ agent_ overview_ reportget_ voice_ agent_ performance_ reportget_ voice_ agentslead_ searchlist_ membership_ requestslist_ rolesorg_ infoorg_ userspaginate_ searchpropose_ voice_ agent_ updaterender_ email_ templatesearch
Changes data19 create_ addresscreate_ commentcreate_ contactcreate_ custom_ activity_ instancecreate_ custom_ object_ instancecreate_ draft_ emailcreate_ email_ templatecreate_ leadcreate_ lead_ statuscreate_ notecreate_ opportunitycreate_ opportunity_ status_ toolcreate_ pipelinecreate_ smart_ viewcreate_ sms_ templatecreate_ taskcreate_ workflowpin_ smart_ viewunpin_ smart_ view
Deletes or can't be undone37 apply_ voice_ agent_ updatecreate_ call_ taskdelete_ addressdelete_ call_ taskdelete_ contactdelete_ custom_ activity_ instancedelete_ custom_ object_ instancedelete_ email_ templatedelete_ leaddelete_ lead_ smart_ viewdelete_ lead_ statusdelete_ notedelete_ opportunitydelete_ opportunity_ status_ tooldelete_ pipelinedelete_ sms_ templatedelete_ taskenrich_ fieldmark_ notifications_ donemerge_ leadsschedule_ voice_ agent_ callsnooze_ notificationsupdate_ call_ taskupdate_ contactupdate_ custom_ activity_ instanceupdate_ custom_ object_ instanceupdate_ draft_ emailupdate_ email_ templateupdate_ leadupdate_ lead_ smart_ viewupdate_ lead_ statusupdate_ noteupdate_ opportunityupdate_ opportunity_ status_ toolupdate_ pipelineupdate_ sms_ templateupdate_ task
Skills 1 in the ChatGPT listing
Close CRM Use Close CRM via MCP to research leads, review pipeline and activity, prepare follow-ups, answer Close product questions, and safely create or update CRM records.