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Как подключить Close CRM к Claude — через MCP

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

No credit card · 7-day trial · Self-host alternative available

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

Required env vars

CLOSE_API_KEY
Install in one click on Cloud

7-day free trial · No credit card

  • 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.

Open Cloud

💡 Без установки? Используйте cloud.anythingmcp.com напрямую. Войдите, нажмите Connectors → Close CRM, вставьте учётные данные, создайте MCP API key — готово. Без Docker, без git clone, без локального сервера.

Close CRM + Claude

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.

Предварительные требования

Полные инструкции по настройке встроены в коннектор (видны в магазине при выборе коннектора). Требуемые переменные окружения:

CLOSE_API_KEY

Шаг 1 — Получите учётные данные

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)

Шаг 2 — Установите адаптер

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

Шаг 3 — Добавьте коннектор в Claude

Рекомендуемый путь — работает в claude.ai web без редактирования конфигурационных файлов.

  1. Откройте claude.ai/customize/connectors.
  2. Нажмите "Add custom connector".
  3. Заполните:
    • Name: Close CRM
    • URL: https://cloud.anythingmcp.com/mcp
    • Authentication: Bearer token → вставьте ваш MCP API key (из AnythingMCP → Profile → MCP API Keys → New Key)
  4. Нажмите Connect для авторизации.

Все инструменты ниже появятся в чате — начинайте писать промпты.

Доступные инструменты

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

Работает ли с Claude Code так же как с Claude Desktop? Да — оба указывайте на https://cloud.anythingmcp.com/mcp.

Следующие шаги

Ready to ship

Your Close agent is one click away.

Install the connector, paste the key, prompt Claude. Free for 7 days, no credit card.