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

💡 无需安装? 直接使用 cloud.anythingmcp.com。 登录、点击 Connectors → Close CRM、粘贴凭证、生成 MCP API key — 完成。无 Docker、无 git clone、无本地服务器。

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.

前提条件

完整的设置说明已内置在连接器中 (在 store 中选择连接器时可见)。所需环境变量:

CLOSE_API_KEY

步骤 1 — 获取凭证

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_). 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)

步骤 2 — 安装 adapter

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

步骤 3 — 在 Claude 中添加连接器

推荐路径 — 在 claude.ai web 上工作，无需触碰任何配置文件。

打开 claude.ai/customize/connectors。
点击 "Add custom connector"。
填入:
- Name: Close CRM
- URL: https://cloud.anythingmcp.com/mcp
- Authentication: Bearer token → 粘贴你的 MCP API key (来自 AnythingMCP → Profile → MCP API Keys → New Key)
点击 Connect 授权。

下面所有工具都会出现在你的聊天中 — 开始输入提示。

可用工具

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

Claude Code 和 Claude Desktop 一样工作吗? 是的 — 两者都指向 https://cloud.anythingmcp.com/mcp。

如何将 Close CRM 连接到 Claude — 通过 MCP

Close CRM