Close CRM MCP Server

A Model Context Protocol (MCP) server that connects your AI assistant to Close CRM, enabling seamless interaction with your sales pipeline, contacts, and opportunities directly through natural language conversations. This integration brings the full power of Close CRM into your AI workflow, making customer relationship management faster and more intuitive.

Overview

The Close CRM MCP server bridges the gap between your AI assistant and your Close CRM account. Instead of switching between applications or manually entering data, you can manage your entire sales process through conversational commands. Query leads, update opportunities, create tasks, and retrieve contact information without leaving your AI environment.

Key Features

Lead Management

• Search and filter leads based on custom criteria
• View detailed lead information including contact details and custom fields
• Create new leads with all relevant information
• Update existing lead records
• Track lead status and lifecycle stages

Contact Operations

• Access complete contact profiles
• Search contacts across your entire database
• Add new contacts to existing or new leads
• Update contact information
• View contact activity history and engagement

Opportunity Tracking

• View and manage sales opportunities
• Track deal stages and values
• Update opportunity status and details
• Monitor pipeline progression
• Access opportunity-related communications

Task Management

• Create follow-up tasks and reminders
• View assigned tasks and deadlines
• Update task status and completion
• Organize activities across your sales team

Activity and Communication

• Access call logs and email history
• View complete activity timelines
• Retrieve communication records
• Track customer interactions

Use Cases

Sales Team Productivity: Enable sales representatives to update CRM records during or immediately after customer calls using natural language, reducing administrative overhead.

Pipeline Analysis: Quickly gather insights about deal stages, lead quality, and sales velocity by asking questions in plain English.

Contact Discovery: Find specific contacts or leads based on complex criteria without navigating through multiple filters and menus.

Data Entry Automation: Create and update records through conversation, minimizing the time spent on manual data entry.

Getting Started

Once configured with your Close CRM credentials, simply start interacting with your AI assistant using natural language queries related to your CRM data. Ask questions about leads, request contact information, update opportunities, or create new records as needed. The server handles the technical communication with Close CRM's API, translating your requests into appropriate actions.