Close MCP server

Connect Close to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

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What you can do with the Close MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the list activities tool in Close
  • Use the manage opportunity tool in Close
  • Use the search leads tool in Close
  • Use the delete lead tool in Close
  • Use the list opportunities tool in Close
  • Use the manage contact tool in Close

Supported Tools

list_activities

List Activities

List activities in Close CRM with optional filters. Activities include calls, emails, notes, meetings, SMS, and other interaction types logged against leads and contacts.

manage_opportunity

Manage Opportunity

Create a new opportunity or update an existing one in Close CRM. When creating: provide at least a leadId to associate the opportunity with. When updating: provide the opportunityId along with any fields to change.

search_leads

Search Leads

Search leads in Close using advanced search/filtering. Uses the POST /data/search/ endpoint which supports complex query objects with boolean logic, field conditions, and nested queries. Useful for finding leads matching specific criteria like status, custom fields, activity dates, etc.

delete_lead

Delete Lead

Delete a lead from Close CRM by its ID. Removes the lead and its contacts, activities, opportunities, and tasks from the active CRM. Audit history and provider recovery copies may remain.

list_opportunities

List Opportunities

List opportunities in Close CRM with optional filtering by lead, user, status, and search query. Returns a paginated list of opportunities along with total results and whether more results are available.

manage_contact

Manage Contact

Create a new contact or update an existing one in Close CRM. When creating: provide leadId and at least a name. When updating: provide contactId along with any fields to change.

list_smart_views

List Smart Views

List saved Smart Views (saved search filters) in Close. Smart Views are pre-configured search queries that can be reused. Optionally filter by view type (lead or contact).

list_contacts

List Contacts

List contacts in Close CRM, optionally filtered by lead. Returns paginated results with contact details including name, title, emails, and phones.

list_users

List Users

List users in the Close organization. Useful for looking up user IDs for lead/opportunity assignment, understanding team membership, and finding who is responsible for specific records.

list_leads

List Leads

Lists and searches leads in Close CRM with optional text query filtering and pagination. Returns a summary of each lead.

manage_task

Manage Task

Create a new task or update an existing one in Close CRM. Create a lead task with leadId and text, or an outgoing_call reminder with leadId and contactId. No call is placed. When updating: provide the taskId along with any fields to change.

manage_lead

Manage Lead

Creates or updates a lead in Close CRM. If a leadId is provided, the existing lead is updated with the supplied fields. If no leadId is provided, a new lead is created. Supports setting contacts, addresses, and custom fields. Nested contacts are supported only during creation. Use Manage Contact to change contacts on an existing lead.

get_lead

Get Lead

Retrieves a single lead from Close CRM by ID with full details including contacts, opportunities, and addresses.

list_pipelines_and_statuses

List Pipelines and Statuses

List pipelines, lead statuses, and/or opportunity statuses in Close. Useful for understanding the sales pipeline configuration, looking up status IDs for filtering or updating leads/opportunities, and seeing available pipeline stages.

send_email

Send Email

Send an email through Close CRM associated with a lead. Supports sending, drafting, specifying recipients, CC/BCC, and using email templates.

manage_email_template

Manage Email Template

Create or update an email template in Close CRM. If a templateId is provided the existing template is updated; otherwise a new template is created.

manage_note

Manage Note

Create or update a note on a lead in Close CRM. If a noteId is provided the existing note is updated; otherwise a new note is created on the specified lead.

delete_task

Delete Task

Delete a Close task by ID. Retrieve it with get_tasks first to confirm the intended task.

get_current_user

Get Current User

Identify the connected Close user, authorized organizations, permissions and email-account identities. Does not change account settings.

get_tasks

Get Tasks

List Close tasks or retrieve a single task by ID. Provides completion, assignment, lead and date metadata without downloading voicemail or message files.

Connect Close to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Close in Metorial. In your Metorial portal, enable the Close MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Close tools.

Run Close through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Close and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Close tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Close

Notion

Create, read, update, and archive pages and databases in a Notion workspace. Manage blocks (paragraphs, lists, headings, embeds, etc.) within pages. Query databases with filters and sorts across rich property types including text, numbers, dates, selects, relations, and formulas. Search across pages and databases by title. Add and read comments on pages and blocks. Upload files to pages. Manage workspace users and retrieve user profiles.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Slack

Slack: connect with bot OAuth or user OAuth to work with messages, conversations, search, files, Canvases, Lists, profiles, reactions, reminders, and workspace productivity settings.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Retrieve site properties and search for sites across Microsoft 365.

Technical notes for Close

Manage Close CRM leads, contacts, opportunities, tasks, notes and email templates. Read activities, users, Smart Views and pipeline configuration. Search leads with advanced filters, save email drafts or submit explicitly addressed email sends, and inspect the connected user and organization.

Frequently asked questions

Common questions about connecting Close to AI agents with Metorial.

  1. How many tools does the Close MCP server have?
    The Close MCP server exposes 20 tools, including List Activities, Manage Opportunity, Search Leads. Each one is governed and traced through Metorial.
  2. Close exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Close MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Close and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Close MCP server yourself or use the hosted gateway.

Connect Close to production AI agents

See how Metorial gives your team governed access to Close, with tracing and security controls built in.

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