# Close MCP

> Work your Close CRM from your agent: search leads and activity, run reports, log notes and tasks, draft emails and update your pipeline.

Close MCP is Close's hosted MCP server for Close, the sales CRM. It lets your agent work in your Close organisation: find leads and contacts, look through calls, emails and meetings, answer reporting questions, and create or update leads, opportunities, notes, tasks and more, at the access level you choose.

What you can do with it
- Search leads and contacts in plain words, such as leads not contacted in the past week or leads with an active opportunity over $500
- Read activity: calls, emails and email threads, SMS, notes and Notetaker meeting transcripts
- Answer reporting questions, such as how many emails were sent this week or who made the most calls
- Create leads, contacts, opportunities, notes, tasks, smart views, pipelines, workflows and email or SMS templates
- Draft emails on a lead for you to review and send from Close; it never sends them itself
- With full access, update or delete records, merge duplicate leads and fill in fields with Close's AI field enrichment
- Ask how Close works: it searches Close's product docs and knowledge base

How it connects
- Close hosts it at https://mcp.close.com/mcp, over streamable HTTP (SSE isn't supported).
- Sign in with OAuth: when you connect, you pick the Close organisation and the access level. For a custom setup you can send a Close API key in a Close-API-Key header, with a Close-Scope header for the access level.
- Close documents setup for Claude (the Close connector, and Claude Code), ChatGPT (Close's official app), Cursor, VS Code and n8n, and it works with any client that supports streamable HTTP.

Three access levels
- mcp.read: read-only tools
- mcp.write_safe: read and write
- mcp.write_destructive: read, write and delete, including merging leads

Good to know
- You need a Close account, and your agent works only in the organisation you authorise.
- To work with more than one Close organisation, add one connection per organisation.

- Type: Plugin
- Made by: Close
- Category: Sales
- Formats: Remote MCP
- Version: 1.0.1
- Website: https://developer.close.com/mcp
- Page: https://pluginboard.ai/plugins/close-mcp

## Works with

- ChatGPT
- Claude
- Muse
- Grok Bot
- Gemini
- Grok
- GitHub Copilot
- Cursor
- Claude Code
- Codex
- Antigravity
- Gemini CLI
- Replit
- OpenClaw
- OpenCode
- Hermes Agent

## Install

### ChatGPT

In ChatGPT on the web: Plugins → + → Add custom MCP server, then paste https://mcp.close.com/mcp under Connection. Business and Enterprise plans; Pro can add read-only servers.

### Claude

In Claude (web or desktop): Customize → Connectors → Add custom connector, then paste https://mcp.close.com/mcp

### Muse

In Muse: In a Muse chat, ask it to create a custom connector for the MCP server at https://mcp.close.com/mcp. Then tap Connect on the card it shows and sign in, or add your key.

### Grok Bot

In Grok Bot: In a chat with your Bot, say "Add this MCP server: https://mcp.close.com/mcp". It confirms the details with you and sets it up, and the tools are ready from your next message.

### Gemini

In Gemini: At gemini.google.com: Settings → Connected Apps → Add a custom app, then paste https://mcp.close.com/mcp

### Grok

In Grok on the web: At grok.com/connectors: New Connector → Custom, then enter https://mcp.close.com/mcp and sign in if it asks.

### GitHub Copilot

Add to VS Code: vscode:mcp/install?%7B%22name%22%3A%22close-mcp%22%2C%22type%22%3A%22http%22%2C%22url%22%3A%22https%3A%2F%2Fmcp.close.com%2Fmcp%22%7D

Copilot CLI:

```shell
copilot mcp add --transport http close-mcp https://mcp.close.com/mcp
```

### Cursor

Add to Cursor: cursor://anysphere.cursor-deeplink/mcp/install?name=close-mcp&config=eyJ1cmwiOiJodHRwczovL21jcC5jbG9zZS5jb20vbWNwIn0%3D

Add to .cursor/mcp.json:

```json
{
  "mcpServers": {
    "close-mcp": {
      "url": "https://mcp.close.com/mcp"
    }
  }
}
```

### Claude Code

Run in your terminal:

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

### Codex

Run in your terminal:

```shell
codex mcp add close-mcp --url https://mcp.close.com/mcp
```

### Antigravity

Add to ~/.gemini/config/mcp_config.json:

```json
{
  "mcpServers": {
    "close-mcp": {
      "url": "https://mcp.close.com/mcp"
    }
  }
}
```

### Gemini CLI

Run in your terminal:

```shell
gemini mcp add --transport http close-mcp https://mcp.close.com/mcp
```

### Replit

In Replit: At replit.com/integrations, open MCP Servers → + Add MCP server, paste https://mcp.close.com/mcp (add any headers under Advanced settings), then click Test & save.

### OpenClaw

Run in your terminal:

```shell
openclaw mcp add close-mcp --url https://mcp.close.com/mcp --transport streamable-http
```

If it needs a key or sign-in: For https://mcp.close.com/mcp, add --header NAME=value for each header it needs, or --auth oauth and then run openclaw mcp login close-mcp.

### OpenCode

Run in your terminal:

```shell
opencode mcp add close-mcp --url https://mcp.close.com/mcp
```

If it needs a key: For https://mcp.close.com/mcp, add --header 'NAME=value' for each header it needs. Add --global to use it in every project.

### Hermes Agent

Run in your terminal:

```shell
hermes mcp add close-mcp --url https://mcp.close.com/mcp
```

Add to ~/.hermes/config.yaml:

```json
{
  "mcp_servers": {
    "close-mcp": {
      "url": "https://mcp.close.com/mcp"
    }
  }
}
```

If it signs in with OAuth: If https://mcp.close.com/mcp asks you to sign in, add --auth oauth to the command, or auth: oauth to its entry.

---
From Pluginboard (https://pluginboard.ai).