Close
Connect Claude to Close CRM to securely access and act on your sales data
Add to Claude (opens in new tab)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
Only use connectors from developers you trust. Anthropic does not control which tools developers make available and cannot verify that they will work as intended or that they won’t change.
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