Close MCP Server
Pull leads, opportunities, and activity data from Close CRM, update records, and create new leads through natural-language prompts.
- Maintained by
- Close
Frequently asked questions
What is the Close MCP server?
It is a Model Context Protocol (MCP) server — a small piece of software that gives AI assistants like Claude a secure, governed connection to Close. Pull leads, opportunities, and activity data from Close CRM, update records, and create new leads through natural-language prompts.
Is there an official Close MCP server?
Yes. The Close MCP server is an official integration, maintained by the vendor or the Model Context Protocol project, which makes it the safest default for business use. It is maintained by Close.
What can an AI assistant actually do with Close?
Through this server an assistant can work with lead management, opportunity tracking, activity history, record updates — reading from and acting on Close directly instead of you copy-pasting between windows. What you allow it to do is controlled by the permissions you grant.
How do I set this up for my business?
Technically-minded teams can connect an MCP server themselves; our plain-English guide to MCP explains how the pieces fit. Once it is running against real systems, the question becomes what catches it when it acts wrongly, which is what Crox's Safety Diagnostic looks at.
New to MCP? Start with our plain-English guide to the Model Context Protocol or see how to connect AI to your business tools without writing code .
Already running this in production?
An agent with a live connection to your tools is a model that can act. Crox looks at what catches it when it acts wrongly: the layers around it, who can stop it, and where a near miss gets reported. Two days, one team, one model.