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Close CRM

Close CRMMCP Server

by Close
Released
Docs
Productivity

Summary

Close's official remote MCP server for the sales pipeline — search activities, run aggregations, and read or write CRM data under three explicit permission scopes.

Features

  • Hosted at https://mcp.close.com/mcp with HTTP Streamable transport
  • OAuth 2.0 with Dynamic Client Registration, or an API key plus Close-Scope header
  • Three permission scopes: mcp.read, mcp.write_safe and mcp.write_destructive
  • activity_search for calls, emails and meetings, filterable by lead
  • aggregation for questions like 'who made the most calls this week'
  • close_product_knowledge_search answers Close product and API questions from the docs

Installation

Set up this MCP server in your favorite AI agent — copy a ready-made configuration below.

Any MCP-compatible agent

Most agents (Claude, Cursor, Windsurf, VS Code, and more) read a standard mcpServers configuration.

  1. Open your agent's MCP configuration file.
  2. Merge the snippet below into it.
  3. Restart the agent — the "Close CRM" tools will be available.
{
  "mcpServers": {
    "close-crm-mcp": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://mcp.close.com/mcp"
      ]
    }
  }
}

Description

Close's official remote MCP server puts a sales pipeline behind an agent, and its most useful
design decision is the permission model. Rather than one all-or-nothing token, access is graded across three scopes:
mcp.read for read-only work, mcp.write_safe for reading and writing, and mcp.write_destructive for anything
that deletes. Each higher scope includes the tools of the ones below it, so you can hand an agent exactly as much
reach as a task needs — a reporting assistant never gets the ability to delete a lead.

The tools reflect what CRM questions actually look like. activity_search returns activities newest-first and
filters by lead, which covers both "what happened with this account" and "show me the conversations". aggregation
answers counting questions — how many emails went out this week, which rep made the most calls — against a field
list you fetch first with get_fields, so the agent aggregates on real fields instead of guessing names. There is
also close_product_knowledge_search, which searches Close's own documentation, so an agent can answer "how do I
set up automated lead assignment?" without leaving the session.

The endpoint is https://mcp.close.com/mcp, using HTTP Streamable transport with OAuth 2.0 Dynamic Client
Registration — which means supported clients like Claude, ChatGPT and Cursor can connect without you pre-registering
an application. Custom setups can instead send a Close-API-Key header alongside a Close-Scope header naming the
scope they want.

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