Close Crm

Close CRM MCP Pack — wraps the Close (close.com) API v1.

Quick Install

Automated & IDE Setup

Copy the AI prompt to install this server into Claude Code, Cursor, or another agent — or use 1-click editor setup below.

Add to Cursor Add to VS Code

Manual Client & Custom JSON ConfigExpand JSON ▾

Client Config & Setup

Remote HTTP

Choose your client or environment

Target File:~/Library/Application Support/Claude/claude_desktop_config.json

claude_desktop_config.json

{
  "mcpServers": {
    "close-crm": {
      "url": "https://pipeworx.io"
    }
  }
}

💡 Paste the JSON block into your client's configuration file under mcpServers, then restart the application.

Capabilities & Tool Schemas (6)Self-reported

Inspect callable tools, capabilities, and parameters exposed to AI agents by Close Crm.

close_me

Get the current Close user and organization for the supplied API key. Returns user ID, name, email, and the organizations (with IDs) the key can access. Use this to verify the key works and discover your organization context.

close_search_leads

Search or list leads (companies/accounts in Close) using Close's query language. Returns a `data` array of leads (with id, display_name, contacts, status, custom fields) plus `has_more` and `total_results`. The `query` param accepts Close search syntax, e.g. `name:"Acme"`, `status_label:"Potential"…

close_get_lead

Get a single lead by its Close lead ID (format `lead_...`). Returns full detail: display name, description, status, contacts, addresses, opportunities, custom fields, and timestamps.

close_list_opportunities

List opportunities (pipeline deals) in Close. Returns a `data` array of opportunities with id, lead_id, status, value, currency, confidence, and expected close date, plus `has_more` / `total_results`. Pass `lead_id` to scope to one lead, or omit to list across the organization. Page with `_limit` /…

close_list_contacts

List contacts (people) in Close. Returns a `data` array of contacts with id, lead_id, name, title, emails, and phones, plus `has_more` / `total_results`. Optionally filter to one lead with `lead_id`. Page with `_limit` / `_skip`.

close_list_activities

List activities for a lead — calls, emails, notes, SMS, meetings, and status changes. Returns a `data` array (with id, _type, type, date_created, and type-specific fields) plus `has_more` / `total_results`. Requires `lead_id`. Page with `_limit` / `_skip` to walk a lead's timeline.

Documentation Overview

mcp-close-crm

Close CRM MCP Pack — wraps the Close (close.com) API v1.

Part of Pipeworx — an MCP gateway connecting AI agents to 1476+ live data sources.

Tools

Tool	Description
`close_me`	Get the current Close user and organization for the supplied API key. Returns user ID, name, email, and the organizations (with IDs) the key can access. Use this to verify the key works and discover your organization context.
`close_search_leads`	Search or list leads (companies/accounts in Close) using Close's query language. Returns a `data` array of leads (with id, display_name, contacts, status, custom fields) plus `has_more` and `total_results`. The `query` param accepts Close search syntax, e.g. `name:"Acme"`, `status_label:"Potential"`, `email_address:@example.com`, `lead_created_within:7d`, or free text. Omit `query` to list all leads. Page with `_limit` (max 200) and `_skip`.
`close_get_lead`	Get a single lead by its Close lead ID (format `lead_...`). Returns full detail: display name, description, status, contacts, addresses, opportunities, custom fields, and timestamps.
`close_list_opportunities`	List opportunities (pipeline deals) in Close. Returns a `data` array of opportunities with id, lead_id, status, value, currency, confidence, and expected close date, plus `has_more` / `total_results`. Pass `lead_id` to scope to one lead, or omit to list across the organization. Page with `_limit` / `_skip`.
`close_list_contacts`	List contacts (people) in Close. Returns a `data` array of contacts with id, lead_id, name, title, emails, and phones, plus `has_more` / `total_results`. Optionally filter to one lead with `lead_id`. Page with `_limit` / `_skip`.
`close_list_activities`	List activities for a lead — calls, emails, notes, SMS, meetings, and status changes. Returns a `data` array (with id, _type, type, date_created, and type-specific fields) plus `has_more` / `total_results`. Requires `lead_id`. Page with `_limit` / `_skip` to walk a lead's timeline.

Quick Start

Add to your MCP client (Claude Desktop, Cursor, Windsurf, etc.):

config.json

{
  "mcpServers": {
    "close-crm": {
      "url": "https://gateway.pipeworx.io/close-crm/mcp"
    }
  }
}

What this endpoint actually serves

tools/list at https://gateway.pipeworx.io/close-crm/mcp returns the tools in the table above plus the shared Pipeworx meta-tools — ask_pipeworx, discover_tools, search_within, remember/recall and the rest of the gateway-wide set. So the tool count you see is larger than this table: a single-pack endpoint currently lists roughly 30 shared tools alongside the pack's own. The connection's initialize response states its exact scope, and is the authoritative answer for a given day.

This is deliberate, not multiplexing by accident. The meta-tools are what let a scoped connection answer a question this pack does not cover — via ask_pipeworx, which routes across the whole catalog — without you adding a second MCP server. There is currently no way to mount a pack endpoint without them; if the extra schemas cost you more context than the routing is worth, connect to the full gateway once rather than to several pack endpoints.

Or connect to the full Pipeworx gateway to get every pack's tools listed directly, instead of just this one's:

config.json

{
  "mcpServers": {
    "pipeworx": {
      "url": "https://gateway.pipeworx.io/mcp"
    }
  }
}

Both URLs reach the same gateway and the same 1476+ data sources. The only difference is which pack's tools are listed directly; ask_pipeworx reaches all of them from either one.

Using with ask_pipeworx

Instead of calling tools directly, you can ask questions in plain English — this works on the pack endpoint above as well as on the full gateway:

Code

ask_pipeworx({ question: "your question about Close Crm data" })

The gateway picks the right tool and fills the arguments automatically.

License

MIT

Read the full README →View source on GitHub →

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Adoption & maintenance

Factual signals from GitHub, npm, and our automated checks — not a rating.

Last commit

12d ago

Most recent push to the default branch.

Tools exposed

Callable tools this server registers over MCP.

Reviews

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Frequently Asked Questions about Close Crm

Add the following block to your claude_desktop_config.json under mcpServers: "mcpServers": { "close-crm": { "command": "npx", "args": ["-y", "Close Crm"] } }

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Technical Specs & Signals

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Documentation Overview

mcp-close-crm

Close CRM MCP Pack — wraps the Close (close.com) API v1.

Part of Pipeworx — an MCP gateway connecting AI agents to 1476+ live data sources.

Tools

Tool	Description
`close_me`	Get the current Close user and organization for the supplied API key. Returns user ID, name, email, and the organizations (with IDs) the key can access. Use this to verify the key works and discover your organization context.
`close_search_leads`	Search or list leads (companies/accounts in Close) using Close's query language. Returns a `data` array of leads (with id, display_name, contacts, status, custom fields) plus `has_more` and `total_results`. The `query` param accepts Close search syntax, e.g. `name:"Acme"`, `status_label:"Potential"`, `email_address:@example.com`, `lead_created_within:7d`, or free text. Omit `query` to list all leads. Page with `_limit` (max 200) and `_skip`.
`close_get_lead`	Get a single lead by its Close lead ID (format `lead_...`). Returns full detail: display name, description, status, contacts, addresses, opportunities, custom fields, and timestamps.
`close_list_opportunities`	List opportunities (pipeline deals) in Close. Returns a `data` array of opportunities with id, lead_id, status, value, currency, confidence, and expected close date, plus `has_more` / `total_results`. Pass `lead_id` to scope to one lead, or omit to list across the organization. Page with `_limit` / `_skip`.
`close_list_contacts`	List contacts (people) in Close. Returns a `data` array of contacts with id, lead_id, name, title, emails, and phones, plus `has_more` / `total_results`. Optionally filter to one lead with `lead_id`. Page with `_limit` / `_skip`.
`close_list_activities`	List activities for a lead — calls, emails, notes, SMS, meetings, and status changes. Returns a `data` array (with id, _type, type, date_created, and type-specific fields) plus `has_more` / `total_results`. Requires `lead_id`. Page with `_limit` / `_skip` to walk a lead's timeline.

Quick Start

Add to your MCP client (Claude Desktop, Cursor, Windsurf, etc.):

config.json

{
  "mcpServers": {
    "close-crm": {
      "url": "https://gateway.pipeworx.io/close-crm/mcp"
    }
  }
}

What this endpoint actually serves

Or connect to the full Pipeworx gateway to get every pack's tools listed directly, instead of just this one's:

config.json

{
  "mcpServers": {
    "pipeworx": {
      "url": "https://gateway.pipeworx.io/mcp"
    }
  }
}

Both URLs reach the same gateway and the same 1476+ data sources. The only difference is which pack's tools are listed directly; ask_pipeworx reaches all of them from either one.

Using with ask_pipeworx

Instead of calling tools directly, you can ask questions in plain English — this works on the pack endpoint above as well as on the full gateway:

Code

ask_pipeworx({ question: "your question about Close Crm data" })

The gateway picks the right tool and fills the arguments automatically.

License

MIT