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Summary
Drive Close (sales-team CRM) from any AI agent: leads, contacts, opportunities, activities (calls/emails/SMS/notes), tasks, smart views and custom fields. 16 tools, API-key Basic-auth.
Prueba a pedir
Prompts de ejemplo para Close CRM
Haz clic en un prompt para copiarlo. Pégalo en Claude, ChatGPT, Cursor, Gemini, Copilot u OpenClaw para ejecutarlo contra este conector.
Claude es IA y puede equivocarse. Verifica siempre las respuestas.
💡 ¿Sin instalación? Usa cloud.anythingmcp.com directamente. Inicia sesión, pulsa Connectors → Close CRM, pega tus credenciales, genera una MCP API key — listo. Sin Docker, sin
git clone, sin servidor local.
Close CRM
Drive Close (sales-team CRM) from any AI agent: leads, contacts, opportunities, activities (calls/emails/SMS/notes), tasks, smart views and custom fields. 16 tools, API-key Basic-auth.
Configuración
close.com).
Setup:
- Sign in to Close → top-right avatar → Settings → Developer → API Keys → New API Key.
- Name it ('AnythingMCP'), copy the key (starts with
api_). SetCLOSE_API_KEY.
Authentication: HTTP Basic auth with username=API_KEY and password empty. The adapter passes Authorization: Basic base64(API_KEY:). Same as Stripe's auth model.
…(continued in the in-app connector instructions)
Requisitos previos: CLOSE_API_KEY
Instalar el conector localmente
git clone https://github.com/HelpCode-ai/anythingmcp.git
cd anythingmcp && docker compose up -d
Abre http://localhost:3000/connectors/store, elige Close CRM e introduce las variables listadas en los Requisitos previos.
Herramientas disponibles
| Tool | What it does |
|---|---|
close_get_me | Return the user the API key belongs to plus the organization context (id, name, plan, addresses) |
close_list_leads | List leads (companies) with optional query filter and pagination |
close_get_lead | Fetch one lead by ID |
close_create_lead | Create a new lead (company) |
close_update_lead | Partial-update a lead |
close_list_contacts | List contacts (people) — typically scoped to a lead via the lead_id query param |
close_create_contact | Create a contact on a lead |
close_list_opportunities | List opportunities (deals) |
close_create_opportunity | Create an opportunity (deal) |
close_update_opportunity | Update an opportunity |
close_create_note_activity | Log a free-text note on a lead (timeline) |
close_list_activities | List activities (timeline events) — call, email, sms, note, meeting, etc |
close_create_task | Create a task on a lead |
close_list_lead_statuses | List the lead status values configured on the organization (e |
close_list_opportunity_statuses | List the opportunity (pipeline stage) status values — typically active stages + won/lost terminal states |
close_list_lead_custom_fields | List the custom fields defined on leads with their IDs (cf_XYZ), types, and pick-list options |
Siguientes pasos
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