Close

Close.com is a sales productivity platform designed for small to medium-sized businesses, providing tools to manage leads, track sales activities, and optimize customer relationships. Use it to streamline sales processes and enhance CRM functions.

This Close MCP server is compatible with any MCP client including Claude Desktop, Cursor, and other Model Context Protocol implementations.

Customer Relations
API Key, One-click sign in

Close
SKILL.md

Domain knowledge for using Close tools effectively

Tools From This Provider (36)

Close Com List Contacts

Get a comprehensive list of all contacts in your Close.com account. Use this for contact management, segmentation, or...

Close Com List Delete Bulk Actions

Retrieve documentation of bulk deletions conducted in your Close.com account. Use this tool when you need to review or...

Close Com List Lead Statuses

Retrieve all lead statuses configured in your Close.com account. Use this to understand or modify how leads are...

Close Com List Sequence Subscription Bulk Actions

Access a list of sequence subscription actions made in bulk, enabling oversight of automated email sequences. Utilize...

Close Com List Zoom Connected Accounts

Retrieve information about Zoom accounts linked to your Close.com system. This is useful for managing video...

Close Com List Contact Custom Fields

Retrieve all custom fields applied to contacts in your Close.com account. Ideal for managing and viewing specific...

Close Com List Dialer

Retrieve a list of all dialer activities from your Close.com account, including activity details and timestamps. Use...

Close Com List Opportunity Status Change Activities

Get a detailed history of status changes for sales opportunities. This is useful for auditing the lifecycle of your...

Close Com List Lead Status Change Activities

Fetch a log of status changes for leads in your CRM. Use this tool to track and analyze the progression of leads...

Close Com List Roles

Retrieve a complete list of user roles defined within your Close.com environment. Use this for permission audits or...

Close Com List Custom Activities

Extract a list of custom activities logged in your Close.com system to expand tracking beyond standard metrics. Use...

Close Com List Activity Custom Fields

List all custom fields related to activities in your Close.com setup. Useful for enhancing activity tracking with...

Close Com List Note Activities

List all note-taking activities connected with your leads and opportunities, optimizing documentation practices. Ideal...

Close Com List Events

Access a comprehensive list of all events logged in your sales platform for activity tracking and analysis. Utilize...

Close Com List Opportunities

Fetch a list of opportunities within your sales pipeline, assisting in sales forecasting and progression analysis. Use...

Close Com List Leads

Gather a list of all your sales leads from the Close.com platform for a comprehensive overview of potential clients....

Close Com List Send As

Compile a record of 'send-as' email identities used within Close.com for corporate or alias sending. Critical for...

Close Com List Email Thread Activities

Extracts a list of all email thread activities, aiding in managing and reviewing email communications with clients....

Close Com List Pipelines

List all sales pipelines configured in your Close.com account. Employ this for pipeline management, adjustments, or...

Close Com List Edit Bulk Actions

Get a record of all bulk edit actions performed, providing insight into mass data updates. Apply this tool to audit...

Close Com List Email Sequences

Retrieve all email sequences set up in your Close.com environment. Utilize this for automating follow-ups and nurturing...

Close Com List Created Activities

Retrieve a record of all created activities, helping you keep a keen track of sales team efforts and customer...

Close Com List Integration Links

Generate a list of all integration links set up in Close.com to manage third-party connections. Use it to review...

Close Com List Voicemail Tasks

List tasks created from voicemails to ensure timely follow-up actions. Ideal for maintaining a structured communication...

Close Com List Opportunity Statuses

Access all opportunity statuses available in your Close.com system. Ideal for tracking and managing the sales pipeline...

Close Com List Email Templates

Fetch a list of pre-defined email templates from your Close.com account. Useful for quickly accessing and sending...

Close Com List Email Activities

Provide a comprehensive list of email activities, useful for analyzing email engagement or preparing follow-up...

Close Com List Meeting Activities

Retrieve a list of scheduled meeting activities in your Close.com account. Use this tool to review and analyze all...

Close Com List Users

Retrieve a list of users from your Close.com account. Use this to view or manage team members and their roles within...

Close Com List Opportunity Custom Fields

Fetch custom fields associated with opportunities in your Close.com platform. Use this to enhance opportunity tracking...

Close Com List Sms Activities

Access a list of SMS activities for efficient communication tracking and evaluation. Utilize when reviewing outbound...

Close Com List Lead Custom Fields

Access all custom fields configured for leads in your Close.com account. Use this when you need to reference or...

Close Com List Call Activities

Compile a list of call activities within the sales platform, supporting detailed analysis of telecommunication...

Close Com List Email Bulk Actions

Fetch a list of all bulk email actions performed in your Close.com system, such as mass email sends and campaigns....

Close Com List Smart Views

Retrieve a collection of your saved Smart Views, which are custom filters for leads and opportunities. Use this tool...

Close Com List Task Completed Activities

Retrieve a list of completed task activities in your sales workflow. Use this when you need to review finished tasks to...

Connect Close to your AI assistant via MCP

Works with Claude, Cursor, ChatGPT · API Key, One-click sign in setup

Set Up Server

Provider Information

CategoryCustomer Relations
SetupAPI Key, One-click sign in
AddedOctober 29, 2025
UpdatedMarch 25, 2026
Used By Tools
36

Quick Links

Need Help?

Having trouble configuring Close? Check the available resources below.