Connect your account, then chat with AI to run tools.
Close is a sales CRM platform designed for inside sales teams, offering built-in communication tools including power dialer, email sequences, and SMS. It focuses on streamlining sales processes with features like lead management, pipeline tracking, and sales automation.
Opens MCPBundles Studio with this server selected. After sign-in, chat and run tools from the same thread.
Domain knowledge for Close — workflow patterns, data models, and gotchas for your AI agent.
Close is a sales-focused CRM that helps inside sales teams manage leads, track opportunities, and execute communications at scale. This MCP provider gives you comprehensive read access to Close's sales data and one write capability for documentation searches.
Lead & Contact Management: Access complete lead (company) records, contact details, and perform both simple and natural language searches across your sales database. Retrieve lead statuses and use smart views (saved searches) to find specific segments.
Sales Pipeline: View opportunity pipelines, track deals through different stages, and analyze opportunity statuses. Filter opportunities by lead, user, status, or date ranges to understand pipeline health.
Communication Templates: Access email and SMS templates for consistent messaging. Retrieve complete template details for use in sales sequences and automated outreach campaigns.
Activity Tracking: Search and analyze sales activities ordered by date. Track calls, emails, meetings, and custom activities across leads and team members.
Team & Organization: Get user information, group structures, and organizational details. Access scheduling links and call/meeting outcomes for coordination.
Analytics & Automation: Perform aggregations to answer questions like "How many emails were sent this week?" or analyze activity by user. List available workflows for automation insights.
Documentation Access: Search Close's product documentation and knowledge base when you need help with platform features or best practices.
The platform excels at providing a complete view of sales operations, from initial lead capture through deal closure, with strong emphasis on communication tracking and sales process optimization.
Close is a sales CRM platform designed for inside sales teams, offering built-in communication tools including power dialer, email sequences, and SMS. It focuses on streamlining sales processes with features like lead management, pipeline tracking, and sales automation. It provides tools that AI agents can use through the Model Context Protocol (MCP).
Add the MCPBundles server URL to your MCP client configuration (Claude Desktop, Cursor, VS Code, etc.). The URL format is: https://mcp.mcpbundles.com/bundle/close-mcp. Authentication is handled automatically.
Close uses One-click sign in. Close requires credentials. Connect via MCPBundles and authentication is handled automatically.
Connect Close to any MCP client in minutes
Model Context Protocol lets AI tools call external capabilities securely through a single URL. This bundle groups tools behind an MCP endpoint that many clients can use.
Skip the manual setup! Use the .mcpb file format for one-click installation. Check the Claude Desktop tab for setup instructions.
Select ChatGPT, Cursor, Claude Code, or another tab for copy-paste config.
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