Connect AI Agents to
Close CRM
Automate workflows and connect AI agents to Close CRM. Metorial is built for developers. Handling OAuth, compliance, observability, and more.
Close CRM on Metorial
The Close CRM integration lets you manage leads, contacts, and opportunities directly from your workflow, allowing you to create, update, and search records without switching between tools.
Combine Close CRM with other tools
Metorial has 600+ integrations available. Here are some related ones you might find interesting.
Hackernews
The Hackernews integration lets you search and retrieve stories, comments, and user data from Hackernews directly within your workflow, enabling you to analyze trends, monitor discussions, and gather insights from the tech community.
Exa
The Exa integration lets you search the web using neural search capabilities and retrieve high-quality, AI-ready content directly within your MCP-enabled applications.
Slack
The Slack integration lets you read messages, send messages to channels and users, and manage your workspace directly from your AI assistant. Use it to stay connected with your team, search conversation history, and automate routine Slack tasks without leaving your workflow.
Neon
The Neon integration lets you connect to your Neon Postgres databases to query data, inspect schemas, and manage database operations directly from your AI assistant.
Supabase
The Supabase integration lets you query and manage your database, authentication, and storage directly from your AI assistant, enabling natural language database operations and real-time data access.
Linear
The Linear integration lets you create, update, and search issues directly from your workspace, enabling seamless project management and task tracking without leaving your development environment.
Sentry
The Sentry integration lets you monitor and debug application errors directly from your development environment, enabling you to query issues, view stack traces, and manage error reports without leaving your workflow.
Firecrawl
The Firecrawl integration lets you scrape websites, extract structured data, and convert web pages into LLM-ready formats directly from your MCP-enabled applications.
Apify
The Apify integration lets you run web scraping and automation actors directly from Claude, enabling you to extract data from websites, automate browser tasks, and access datasets without leaving your conversation.
Connect anything. Anywhere.
Supported tools and capabilities
Metorial helps you connect AI agents to Close CRM with various tools and resources. Tools allow you to interact with perform specific actions, while resources provide read-only access to data and information.
Help & Documentation
Find guides and articles to help you get started with Close CRM on Metorial.
Learn about Metorial APIs
Deploying MCP Servers on Metorial
Observability & Monitoring in Metorial
Close CRM
How to Retrieve Top Stories and Story Feeds
Close CRM
Getting Started with the Hacker News MCP Server
Close CRM
Accessing and Navigating Comment Threads
Close CRM
Retrieving User Profiles and Activity History
Close CRM
Querying Specific Items by ID
Close CRM
Setting Up Real-Time Monitoring for Hacker News Topics
Close CRM
Understanding Story Data Structure and Fields
Close CRM
Troubleshooting Connection Issues with Hacker News API
Close CRM
Best Practices for Analyzing Community Trends and Discussions
More about Close CRM
Close CRM MCP Server
A Model Context Protocol (MCP) server that connects your AI applications directly to Close CRM. This server enables seamless interaction with your Close CRM data, allowing AI assistants to read, search, and manage your customer relationships, sales pipeline, and communication history without leaving your workflow.
Overview
The Close CRM MCP Server bridges the gap between AI-powered tools and your sales operations. By implementing the Model Context Protocol, it provides a standardized interface for AI applications to access and manipulate your Close CRM data in real-time. Whether you're looking to automate routine tasks, generate insights from customer data, or streamline your sales processes, this server makes Close CRM functionality available to your AI assistant.
Key Features
Lead and Contact Management
- Search and retrieve lead information across your entire database
- Access detailed contact records including communication history
- View and update lead statuses and custom fields
- Create new leads and contacts directly through AI commands
Opportunity Tracking
- Monitor your sales pipeline and opportunity stages
- Access opportunity details including values, probabilities, and expected close dates
- Update opportunity information as deals progress
- Generate pipeline reports and forecasts
Communication History
- Review complete email threads and call logs
- Access SMS conversations and notes
- Track all touchpoints with prospects and customers
- Search communication history across your organization
Task and Activity Management
- View upcoming tasks and overdue items
- Create and assign tasks to team members
- Log calls, emails, and meetings automatically
- Set reminders and follow-up activities
Data Intelligence
- Search across all CRM data using natural language queries
- Filter and sort information based on multiple criteria
- Aggregate data for reporting and analysis
- Export information for use in other contexts
Use Cases
The Close CRM MCP Server excels in scenarios where AI-assisted sales operations can drive efficiency. Sales teams can quickly pull customer context before calls, marketing teams can segment audiences based on CRM data, and managers can generate reports without navigating through multiple dashboards. The server empowers your AI assistant to act as a knowledgeable sales operations partner, instantly accessing the information you need when you need___it.
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Let's take your AI-powered applications to the next level, together.
About Metorial
Metorial provides developers with instant access to 600+ MCP servers for building AI agents that can interact with real-world tools and services. Built on MCP, Metorial simplifies agent tool integration by offering pre-configured connections to popular platforms like Google Drive, Slack, GitHub, Notion, and hundreds of other APIs. Our platform supports all major AI agent frameworks—including LangChain, AutoGen, CrewAI, and LangGraph—enabling developers to add tool calling capabilities to their agents in just a few lines of code. By eliminating the need for custom integration code, Metorial helps AI developers move from prototype to production faster while maintaining security and reliability. Whether you're building autonomous research agents, customer service bots, or workflow automation tools, Metorial's MCP server library provides the integrations you need to connect your agents to the real world.