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.
This server uses the MCP protocol with a live tool list. Tools are discovered when your MCP client connects (often after authentication), so they are not enumerated on this public page. Open Studio or connect from your client to see the tools available to your workspace.
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 MCP tools that your client discovers when it connects (this page may not list every tool name) 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 is a remote MCP server. The live tool list is supplied by the server when your MCP client connects, so the count is not fixed on this public page. After you connect in MCPBundles Studio or your client, you will see the tools your session can call. A SKILL.md is still included to guide your agent on capabilities and workflows.
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
https://mcp.mcpbundles.com/bundle/close-mcpThe link prefills the Add custom connector dialog — you still review the values and click Add, then Connect to complete OAuth.
Close and paste the MCP URL into Remote MCP server URL.Custom connectors at claude.ai require a paid Claude plan (Pro, Max, Team, or Enterprise).
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Operate Close? You can take over the listing's metadata.
Take over this listing's metadata — name, description, category, logo, website, contact email, and skill content. Verification is a 6-digit code we email to one of the maintainer addresses your server already publishes in /.well-known/security.txt or /.well-known/mcpbundles.json. Free, takes about a minute.