Close MCP Server

A Model Context Protocol (MCP) server that connects your AI applications with Close CRM, enabling seamless access to your sales data, customer relationships, and pipeline management directly from your AI workflows.

Overview

The Close MCP server provides a bridge between AI assistants and your Close CRM account. By integrating Close's powerful sales platform with MCP-compatible AI tools, you can query customer data, manage leads, track opportunities, and access sales metrics without leaving your AI environment. This server transforms how sales teams interact with their CRM by making data retrieval and updates conversational and context-aware.

Key Features

Contact and Lead Management

• Search and retrieve contact information across your entire database
• Access detailed lead profiles including communication history
• View custom field data and contact attributes
• Filter leads by status, assignee, or custom criteria

Opportunity Tracking

• Query open opportunities and pipeline status
• Access deal values, stages, and probability metrics
• Review opportunity timelines and associated contacts
• Track forecast data and revenue projections

Activity Insights

• Retrieve call logs, emails, and meeting notes
• Access task lists and follow-up schedules
• Review team member activities and engagement history
• Pull communication threads for complete context

Reporting and Analytics

• Generate sales performance summaries
• Access pipeline reports and conversion metrics
• Query historical data for trend analysis
• Retrieve team performance statistics

Use Cases

Sales Intelligence: Enable your AI assistant to provide instant answers about deal status, customer history, and pipeline health during meetings or planning sessions.

Customer Context: Quickly gather comprehensive customer information before calls or meetings, ensuring your team is always prepared with relevant context.

Pipeline Management: Monitor deals, identify bottlenecks, and get proactive insights about opportunities requiring attention.

Performance Analysis: Generate on-demand reports about team performance, conversion rates, and revenue forecasts through natural language queries.