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.
Guided setup
Connect Close CRM to Microsoft Copilot in 2 minutes
Start a free trial on AnythingMCP Cloud, connect Close CRM in the guided setup, then add your MCP URL to Microsoft Copilot. No code and no server to run.
No credit card · 7-day trial · Self-host alternative available
Try asking
Example prompts for Close CRM
Click any prompt to copy it. Paste into Claude, ChatGPT, Cursor, Gemini, Copilot or OpenClaw to run it against this connector.
Claude is AI and can make mistakes. Please double-check responses.
💡 No install? Use cloud.anythingmcp.com directly. Sign in, click Connectors → Close CRM, paste your credentials, mint an MCP API key — done. No Docker, no
git clone, no local server.
Close CRM + Microsoft Copilot
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.
Prerequisites
See the full setup instructions baked into the connector (visible in the in-app store when you select the connector). The required environment variables for this connector are:
CLOSE_API_KEY
Step 1 — Get credentials
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)
Step 2 — Install the adapter
curl -fsSL https://raw.githubusercontent.com/HelpCode-ai/anythingmcp/main/docker-compose.quickstart.yml -o docker-compose.yml
printf 'JWT_SECRET=%s\nENCRYPTION_KEY=%s\n' "$(openssl rand -hex 32)" "$(openssl rand -hex 32)" > .env
docker compose up -d
Step 3 — Add the connector in Microsoft Copilot
Your server URL: in AnythingMCP, open MCP Servers → the server this connector is on, and copy its URL (
https://cloud.anythingmcp.com/mcp/…). Use it wherever this guide showsYOUR_SERVER_ID.
Microsoft Copilot uses MCP servers through agents built in Copilot Studio: you add AnythingMCP to an agent as a tool, then publish the agent to Microsoft 365 Copilot and Teams. Copilot Studio connects from Microsoft's cloud over Streamable HTTP, which AnythingMCP supports.
- In Copilot Studio, open your agent (or create one), go to Tools and choose Add a tool → New tool → Model Context Protocol.
- Enter a Server name (for example
AnythingMCP), a Server description that says what the connector does, and the Server URLhttps://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID. Copilot Studio uses the description to decide when to call the server. - Under authentication, choose API key, set Type to Header and the header name to
X-API-Key, then select Create. - In Add tool, choose Create a new connection, paste an MCP API key from AnythingMCP (MCP Servers → your server → API keys) and select Add to agent.
- Try it in the agent's Test pane: ask for something that needs the
Close CRMtools. - Select Publish, then Channels → Microsoft 365 and Microsoft Teams, keep Make agent available in Microsoft Copilot selected and choose Add channel. See agent in Teams installs it for you; in Microsoft 365 Copilot, type @ and pick the agent.
Prefer per-user sign-in? Choose OAuth 2.0 → Dynamic discovery instead of an API key: each user then signs in to AnythingMCP the first time the agent calls it.
Self-hosting? Use your instance's public HTTPS address instead of https://cloud.anythingmcp.com. Copilot Studio connects from Microsoft's cloud, so localhost does not work.
Available tools
| 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 |
FAQ
Which Copilot is this for? Microsoft 365 Copilot at work, through agents built in Copilot Studio. The Microsoft Copilot app for personal accounts has no option to add your own MCP server.
What do I need? A work account with access to Copilot Studio (a license or a trial) to build the agent. People who use it in Microsoft 365 Copilot or Teams need access to the agent: share it with them, or ask an admin to publish it to the organization. If your organization applies data policies to Power Platform connectors, they cover MCP servers too.
The agent doesn't call the tools. Check that the header name is exactly X-API-Key and that the key belongs to the same MCP server as the URL, and make the server description specific: Copilot Studio uses it to decide when to call the server. Publish the agent again after each change; in an open chat, type "start over" to get the new version.
Next steps
- Connector landing page
- Connect to Claude
- Connect to ChatGPT
- Connect to Cursor
- Connect to Gemini
- Connect to Meta Muse
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