Close CRM MCP

Overview

Key features

• ●Lead + opp CRUD
• ●Calls + SMS log
• ●Email send + log
• ●Tasks
• ●API key auth

Exposed tools

The MCP-tool names this server exposes. Your agent can invoke any of these when this server is connected.

• org_info
  Return general information about the organization and the user.
• org_users
  Return active users in the current org.
• find_lead_statuses
  List or find lead statuses for the organization.
• fetch_lead_status
  Fetch a lead status by ID.
• create_lead_status
  Create a new lead status.
• update_lead_status
  Update the label of an existing lead status.
• delete_lead_status
  Permanently delete a lead status.
• find_email_templates
  List or find email templates.
• fetch_email_template
  Fetch an email template by ID.
• create_email_template
  Create a new email template (HTML body).
• update_email_template
  Update an existing email template.
• delete_email_template
  Permanently delete an email template.
• find_sms_templates
  List or find SMS templates.
• fetch_sms_template
  Fetch an SMS template by ID.
• create_sms_template
  Create a new SMS template.
• update_sms_template
  Update an existing SMS template.
• delete_sms_template
  Permanently delete an SMS template.
• create_lead
  Create a new lead (company).
• update_lead
  Update an existing lead.
• fetch_lead
  Fetch an existing lead by ID.
• delete_lead
  Permanently delete an existing lead by ID.
• create_address
  Add a new address to an existing lead.
• delete_address
  Delete an address from an existing lead.
• find_lead_smart_views
  List lead smart views (saved searches).
• fetch_lead_smart_view
  Fetch a lead smart view by ID.
• update_lead_smart_view
  Update a lead smart view.
• delete_lead_smart_view
  Permanently delete a lead smart view.
• create_contact
  Create a new contact for a lead.
• fetch_contact
  Fetch an existing contact by ID.
• update_contact
  Update an existing contact.
• delete_contact
  Permanently delete an existing contact.
• lead_search
  Perform a simple lead search and return initial results.
• paginate_search
  Paginate an existing search to retrieve more results.
• activity_search
  Search for activities, ordered by date descending.
• search
  Natural language search for leads or contacts.
• fetch
  Retrieve contents of an arbitrary object by ID.
• aggregation
  Run aggregation queries (counts, sums) over Close data.
• get_fields
  Get list of fields for the aggregation tool.
• close_product_knowledge_search
  Search Close product docs and knowledge base.
• find_workflows
  List or find workflows.
• create_workflow
  Create a new workflow (sequence) in Draft status.
• find_pipelines_and_opportunity_statuses
  List all opportunity pipelines and statuses.
• fetch_pipeline_and_opportunity_statuses
  Fetch an opportunity pipeline including statuses.
• create_pipeline
  Create a new opportunity pipeline.
• update_pipeline
  Update an existing opportunity pipeline.
• delete_pipeline
  Permanently delete an opportunity pipeline.
• fetch_opportunity_status
  Fetch an opportunity status by ID.
• create_opportunity_status_tool
  Create a new opportunity status.
• update_opportunity_status_tool
  Update the label of an existing opportunity status.
• delete_opportunity_status_tool
  Permanently delete an opportunity status.
• find_opportunities
  Find opportunities by various filters.
• fetch_opportunity
  Fetch a specific opportunity by ID.
• create_opportunity
  Create a new opportunity.
• update_opportunity
  Update an existing opportunity.
• delete_opportunity
  Permanently delete an opportunity.
• find_call_outcomes
  List all call outcomes.
• find_meeting_outcomes
  List all meeting outcomes.
• find_scheduling_links
  List available scheduling links for user and org.
• create_task
  Create a new task for a lead.
• find_custom_activities
  List all active Custom Activity Types.
• find_forms
  List all web forms in the org.
• find_lead_custom_fields
  List all lead custom fields defined for the org.

Best use cases

Integrations

Close

Gmail

Slack

Zapier