Skip the install. Get this working in under 2 minutes.
Start a free trial on cloud.anythingmcp.com, add the Close CRM in one click, then point your AI client (Claude, ChatGPT, Copilot or Cursor) at the generated MCP endpoint. No Docker, no git clone, zero engineering experience required.
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.
试试这样问
Close CRM 的示例提示
点击任意提示即可复制，然后粘贴到 Claude、ChatGPT、Cursor、Gemini、Copilot 或 OpenClaw 中，在该连接器上运行。
Claude 是 AI，可能会出错。请核对回答。
💡 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_). 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)
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)
- Name:
- 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。
下一步
这份指南对你有帮助吗?
