Manage leads, contacts, opportunities, and activities in Close CRM.
Use with AI AssistantsMCP
Connect Claude, Cursor, or any MCP-compatible client — then call tools directly
① Add This MCP Server
Paste into your AI client config — then all its tools are available instantly.
{
"mcpServers": {
"close": {
"url": "https://mcp.aerostack.dev/s/aerostack/mcp-close",
"headers": {
"Authorization": "Bearer YOUR_AEROSTACK_TOKEN"
}
}
}
}Replace YOUR_AEROSTACK_TOKEN with your API token from the dashboard.
② Call a Tool
Ask your AI assistant to call a specific tool, or send raw JSON-RPC:
Natural Language Prompt
“Use the _ping tool to verify close api credentials by fetching the current user info”
Using a Workspace?
Add this MCP to your Workspace — your team shares one token, secrets are stored securely, and every AI agent in the workspace can call it without per-user setup.
Automate your entire Close CRM workflow — manage leads, contacts, opportunities, activities, and tasks from any AI agent.
Close is a CRM built specifically for inside sales teams, focused on speed, automation, and communication. This MCP server gives your agents complete access to the Close API: creating and qualifying leads, managing contacts and opportunities, logging notes, creating tasks, and querying activities — all programmatically.
Live endpoint: https://mcp.aerostack.dev/s/aerostack/mcp-close
| Tool | Description |
|---|---|
| _ping | Verify Close API credentials — returns current user info |
| list_leads | List leads with optional search query, status, and user filters |
| get_lead | Get full lead details including contacts, opportunities, and activities |
| create_lead | Create a new lead with contacts and addresses |
| update_lead | Update lead name, status, or description |
| delete_lead | Permanently delete a lead |
| list_contacts | List contacts optionally filtered by lead |
| get_contact | Get full contact details by ID |
| create_contact | Create a contact attached to a lead with emails and phones |
| update_contact | Update contact name, title, emails, or phones |
| delete_contact | Permanently delete a contact |
| list_opportunities | List opportunities filtered by status type, lead, user, or date range |
| get_opportunity | Get full opportunity details by ID |
| create_opportunity | Create an opportunity on a lead with value, currency, and expected date |
| update_opportunity | Update opportunity status, value, or expected date |
| search_opportunities | Search opportunities by query string |
| list_activities | List activities (notes, calls, emails, tasks) with filters |
| create_note | Add a note to a lead |
| create_task | Create a task on a lead with due date and assignment |
| list_tasks | List tasks filtered by assignee, completion, lead, or due date |
| list_users | List all users in the organisation |
| list_pipelines | List pipelines with all stages and status IDs |
| get_lead_statuses | Get all lead statuses — use to find valid status_id values |
| Variable | Required | Description | How to Get |
|---|---|---|---|
| CLOSE_API_KEY | Yes | Close CRM API key | Close Settings → Developer → API Keys — click "Generate New Key" |
CLOSE_API_KEY under Project → SecretsOnce added, every AI agent in your workspace can automate Close CRM — no per-user setup needed.
"Create a new lead in Close for TechCorp with contact Jane Smith, CEO, jane@techcorp.com"
"List all active opportunities worth more than $50,000 and create a summary"
"Find all leads in 'Potential' status and create a follow-up task for each one due next Monday"
"Log a note on lead_abc123 saying we had a discovery call and they are interested in the Pro plan"
curl -X POST https://mcp.aerostack.dev/s/aerostack/mcp-close \
-H 'Content-Type: application/json' \
-H 'X-Mcp-Secret-CLOSE-API-KEY: your-api-key' \
-d '{"jsonrpc":"2.0","id":1,"method":"tools/call","params":{"name":"list_leads","arguments":{"query":"Acme","_limit":10}}}'
MIT
Live Endpoint
https://mcp.aerostack.dev/s/aerostack/mcp-close
Sub-50ms globally · Zero cold start
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Yes. The Close MCP includes a create_lead tool that lets Claude create leads in your Close account from a plain-English prompt. You can also update and delete leads — no Close UI needed.
Yes. The Close MCP has search and list tools for opportunities. Ask Claude to find opportunities by any criteria and it runs the Close API query for you, returning results directly in the conversation.
Yes. The Close MCP uses the open Model Context Protocol standard, so it works in Claude, Cursor, Windsurf, and any other MCP-compatible AI tool. All 22 Close tools are available everywhere you connect it — install once on Aerostack.
Yes. The Close MCP includes tools to update leads in your Close account. Tell Claude what to change in plain English — it reads the current state and applies the update via the Close API.