Connect your account, then chat with AI to run tools.
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.
Opens MCPBundles Studio with this server selected. After sign-in, chat and run tools from the same thread.
Browse all toolsDomain knowledge for Close — workflow patterns, data models, and gotchas for your AI agent.
Sales CRM built for outbound teams. Everything revolves around Leads — contacts, opportunities, and all activities are children of a lead.
status_id linking to Lead Statuses for pipeline progression.activity_custom_fields, contact_custom_fields, lead_custom_fields, opportunity_custom_fields. Each returns field definitions with type, choices, and display config.has_more with _skip / _limit; default window is 100 rows.custom.cf_XXXXX format in lead/contact/opportunity objects.List all custom fields related to activities in your Close.com setup. Useful for enhancing activity tracking with specific metrics or attributes. Prov...
Compile a list of call activities within the sales platform, supporting detailed analysis of telecommunication touchpoints. Best used for validating c...
Retrieve all custom fields applied to contacts in your Close.com account. Ideal for managing and viewing specific contact information that extends bey...
Get a full list of all contacts in your Close.com account. Use this for contact management, segmentation, or campaign targeting. Returns contact detai...
Retrieve a record of all created activities, helping you keep a keen track of sales team efforts and customer interactions. Best used for performance ...
Extract a list of custom activities logged in your Close.com system to expand tracking beyond standard metrics. Use this tool to customize performance...
Retrieve documentation of bulk deletions conducted in your Close.com account. Use this tool when you need to review or audit mass data removal activit...
Retrieve a list of all dialer activities from your Close.com account, including activity details and timestamps. Use this tool to monitor and analyze ...
Get a record of all bulk edit actions performed, providing insight into mass data updates. Apply this tool to audit changes or coordinate large-scale ...
Provide a full list of email activities, useful for analyzing email engagement or preparing follow-up strategies. Employ this tool to review sent and ...
Fetch a list of all bulk email actions performed in your Close.com system, such as mass email sends and campaigns. Ideal for reviewing past email acti...
Retrieve all email sequences set up in your Close.com environment. Utilize this for automating follow-ups and nurturing leads over email. Returns sequ...
Fetch a list of pre-defined email templates from your Close.com account. Useful for quickly accessing and sending customized emails during sales outre...
Extracts a list of all email thread activities, aiding in managing and reviewing email communications with clients. Perfect for ensuring continuity in...
Access a full list of all events logged in your sales platform for activity tracking and analysis. Utilize this tool when auditing past sales interact...
Generate a list of all integration links set up in Close.com to manage third-party connections. Use it to review current integrations or diagnose conn...
Access all custom fields configured for leads in your Close.com account. Use this when you need to reference or customize lead attributes tailored to ...
Gather a list of all your sales leads from the Close.com platform for a full overview of potential clients. Suitable for organizing lead follow-ups or...
Fetch a log of status changes for leads in your CRM. Use this tool to track and analyze the progression of leads through your sales funnel. Returns de...
Retrieve all lead statuses configured in your Close.com account. Use this to understand or modify how leads are categorized through your sales workflo...
Retrieve a list of scheduled meeting activities in your Close.com account. Use this tool to review and analyze all upcoming and past meetings for opti...
List all note-taking activities connected with your leads and opportunities, optimizing documentation practices. Ideal for reviewing written insights ...
Fetch a list of opportunities within your sales pipeline, assisting in sales forecasting and progression analysis. Use it to prioritize tasks and acti...
Fetch custom fields associated with opportunities in your Close.com platform. Use this to enhance opportunity tracking with tailored information. Retu...
Get a detailed history of status changes for sales opportunities. This is useful for auditing the lifecycle of your opportunities and optimizing the o...
Access all opportunity statuses available in your Close.com system. Ideal for tracking and managing the sales pipeline stages effectively. Returns sta...
List all sales pipelines configured in your Close.com account. Employ this for pipeline management, adjustments, or performance assessment. It returns...
Retrieve a complete list of user roles defined within your Close.com environment. Use this for permission audits or role management tasks. It provides...
Compile a record of 'send-as' email identities used within Close.com for corporate or alias sending. Critical for compliance auditing or configuring s...
Access a list of sequence subscription actions made in bulk, enabling oversight of automated email sequences. Utilize this tool to track and audit seq...
Retrieve a collection of your saved Smart Views, which are custom filters for leads and opportunities. Use this tool when you need to access or manage...
Access a list of SMS activities for efficient communication tracking and evaluation. Utilize when reviewing outbound and inbound SMS interactions. Ret...
Retrieve a list of completed task activities in your sales workflow. Use this when you need to review finished tasks to ensure accountability and prod...
Retrieve a list of users from your Close.com account. Use this to view or manage team members and their roles within your organization. This tool retu...
List tasks created from voicemails to ensure timely follow-up actions. Ideal for maintaining a structured communication workflow by responding to miss...
Retrieve information about Zoom accounts linked to your Close.com system. This is useful for managing video communication integrations and verifying a...
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. It provides 36 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-com. Authentication is handled automatically.
Close provides 36 tools that can be called by AI agents, along with a SKILL.md that gives your AI agent domain knowledge about when and how to use them.
Close uses API Key or 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.
More customer relation integrations you might like
Affinity is a relationship intelligence CRM platform designed for deal flow and relationship managem...
AgileCRM is a customer relationship management platform that helps businesses manage sales, marketin...
Aircall is a cloud-based call center and phone system that integrates with various CRM and Helpdesk ...
Apptivo is a cloud-based suite of CRM applications designed to manage sales, marketing, and support ...
Attio communication and activity data — email threads, call recordings with transcripts, and meeting...
Attio workspace administration — manage objects, attributes, select options, statuses, list schemas,...