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.
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.
💡 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 + Cursor
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 Cursor 中添加连接器
Cursor 从 ~/.cursor/mcp.json 读取 MCP 服务器。添加以下条目:
{
"mcpServers": {
"anythingmcp": {
"url": "https://cloud.anythingmcp.com/mcp",
"headers": { "Authorization": "Bearer YOUR_MCP_API_KEY" }
}
}
}
- 从 AnythingMCP 获取你的 MCP API key: Profile → MCP API Keys → New Key。
- 保存文件并重启 Cursor。
- 打开 Cursor → Settings → MCP 确认
Close CRM已列出且为 "Connected" 状态。 - 开始对话 — 所有
Close CRM工具均可调用。
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
Cursor 免费套餐支持自定义 MCP 服务器吗? 是的 — Hobby、Pro 和 Business 套餐均可用。
下一步
这份指南对您有帮助吗?