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Close CRM を Gemini 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
Install in one click on Cloud

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  • 7-day free trial
    No credit card required
  • GDPR & SOC 2 ready
    EU data residency, audit logs
  • Open-source on GitHub
    Source-available BSL-1.1
  • Works with ChatGPT, Claude, Gemini
    Any MCP-compatible client

No install? Use cloud.anythingmcp.com directly.

Sign in, install the Close CRM in one click, paste the credentials, mint an MCP API key — done. No Docker, no git clone, no local server to run.

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TL;DR

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.

💡 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 + Gemini

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 — Gemini にコネクタを追加

Gemini CLI は ~/.gemini/settings.json (Windows は %APPDATA%\gemini\settings.json) から MCP サーバを読み込みます。追加:

{
  "mcpServers": {
    "anythingmcp": {
      "httpUrl": "https://cloud.anythingmcp.com/mcp",
      "headers": { "Authorization": "Bearer YOUR_MCP_API_KEY" }
    }
  }
}
  1. AnythingMCP の Profile → MCP API Keys → New KeyMCP API key を取得。
  2. ファイルを保存し gemini を再起動。
  3. Gemini CLI で /mcp を実行 — Close CRM が利用可能として表示されます。
  4. Vertex AI Studio: 同じ Bearer ヘッダーで https://cloud.anythingmcp.com/mcp をリクエストの tools 配列に渡してください。

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

Gemini 1.5 Pro / 2.x は MCP をサポートしますか? はい — Gemini CLI ≥ 0.4 と Vertex AI tools API は Bearer ヘッダー付きの httpUrl MCP コネクタを受け入れます。

次のステップ

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