Close MCP Server — Hosted Api Connectors Integration

mcp-close — Close CRM MCP Server

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

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What You Can Do

• Automatically create and qualify leads from inbound channels, web forms, or enrichment pipelines
• Create contacts and opportunities without touching the Close UI
• Log notes and create follow-up tasks automatically after calls or emails
• Query pipeline status, lead statuses, and user assignments to build reports and dashboards

Available Tools

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

Configuration

Variable	Required	Description	How to Get
CLOSE_API_KEY	Yes	Close CRM API key	Close Settings → Developer → API Keys — click "Generate New Key"

Quick Start

Add to Aerostack Workspace

1. Go to aerostack.dev → Your Project → MCPs
2. Search for "Close" and click Add to Workspace
3. Add your CLOSE_API_KEY under Project → Secrets

Once added, every AI agent in your workspace can automate Close CRM — no per-user setup needed.

Example Prompts

"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"

Direct API Call

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}}}'

License

MIT