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Connector guide2-minute read16 MCP toolsEN · DE · IT

Close CRM を ChatGPT に接続する方法 — MCP 経由

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.

HCBy HelpCode teamUpdated 2 min read Open source on GitHub
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MCP connector

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.

Tools

16

Region

INTL

Category

CRM

Authentication

Basic Auth

Required env vars

CLOSE_API_KEY
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  • Open-source on GitHub
    Open source AGPL-3.0
  • Works with ChatGPT, Claude, Gemini
    Any MCP-compatible client

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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.

こう聞いてみよう

Close CRM のサンプルプロンプト

プロンプトをクリックでコピー。Claude / ChatGPT / Cursor / Gemini / Copilot / OpenClaw に貼り付けて、このコネクターで実行できます。

Close CRM · MCP 経由でライブ
共有
Opus 4.7

Claude は AI のため誤ることがあります。回答をご確認ください。

💡 インストール不要? cloud.anythingmcp.com を直接利用してください。 サインインし、Connectors → Close CRM をクリック、認証情報を貼り付け、MCP API キーを発行 — 完了です。Docker も git clone もローカルサーバーも不要。

Close CRM + ChatGPT

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.

前提条件

完全なセットアップ手順はコネクタ自体に組み込まれています (ストアでコネクタを選択すると表示)。必要な環境変数:

CLOSE_API_KEY

ステップ 1 — 認証情報を取得

close.com).

Setup:

  1. Sign in to Close → top-right avatar → Settings → Developer → API Keys → New API Key.
  2. Name it ('AnythingMCP'), copy the key (starts with api_). Set CLOSE_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)

ステップ 2 — アダプターをインストール

git clone https://github.com/HelpCode-ai/anythingmcp.git
cd anythingmcp && docker compose up -d

ステップ 3 — ChatGPT にコネクタを追加

ChatGPT は Connectors 機能 (Plus / Pro / Team / Enterprise プラン) で MCP サーバーをサポートします。無料プランはカスタムコネクタをサポートしません。

  1. ChatGPT → Settings → Connectors を開きます (またはコンポーザーの 🔧 アイコン → Manage connectors をクリック)。
  2. "Add custom connector" をクリック。
  3. 入力:
    • Name: Close CRM
    • MCP server URL: https://cloud.anythingmcp.com/mcp
    • Authentication: Bearer token → MCP API キーを貼り付け
  4. Connect をクリック。

利用可能なツール

ToolWhat it does
close_get_meReturn the user the API key belongs to plus the organization context (id, name, plan, addresses)
close_list_leadsList leads (companies) with optional query filter and pagination
close_get_leadFetch one lead by ID
close_create_leadCreate a new lead (company)
close_update_leadPartial-update a lead
close_list_contactsList contacts (people) — typically scoped to a lead via the lead_id query param
close_create_contactCreate a contact on a lead
close_list_opportunitiesList opportunities (deals)
close_create_opportunityCreate an opportunity (deal)
close_update_opportunityUpdate an opportunity
close_create_note_activityLog a free-text note on a lead (timeline)
close_list_activitiesList activities (timeline events) — call, email, sms, note, meeting, etc
close_create_taskCreate a task on a lead
close_list_lead_statusesList the lead status values configured on the organization (e
close_list_opportunity_statusesList the opportunity (pipeline stage) status values — typically active stages + won/lost terminal states
close_list_lead_custom_fieldsList the custom fields defined on leads with their IDs (cf_XYZ), types, and pick-list options

FAQ

ChatGPT 無料プランはカスタム MCP Connectors で動作しますか? いいえ — Plus、Pro、Team、Enterprise が必要です。

次のステップ

このガイドは役に立ちましたか?

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