Close
Marketing and Sales · by Close · Verified
Connector Connect Claude to Close CRM to securely access and act on your sales data
Install
- In Claude, open Settings, then Connectors.
- Find Close in the directory, or choose Add custom connector and paste the URL below.
- Sign in to Close and review what it asks to reach.
https://mcp.close.com/mcpAdd in Claude Open on claude.com
About
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.
Tools
- mcp.read
- activity_search
- fetch_contact
- fetch_email_template
- fetch_lead_smart_view
- fetch_lead_status
- fetch_lead
- fetch_opportunity_status
- fetch_opportunity
- 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
- org_info
- org_users
- paginate_search
- perform_search
24 of 55 tools. claude.com lists the rest. The maker decides what the tools do and can change them. Add connectors only from makers you trust.
From the maker
Facts
- Kind
- Connector
- Category
- Marketing and Sales
- Made by
- Close
- Runs
- Remote server
- Works in
- Claude, Claude API
- Sign-in
- Required
- Added
- 2025-11-12
- Source
- Verified
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