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How to connect Close to Claude

Connect Claude Web, Desktop and Cowork to Close MCP. Create a new sales lead for acme corp, log an outbound call with follow-up notes, and more using natural language, with authentication handled for you.

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Close is a CRM platform built for sales teams, combining calling, email automation, and predictive dialers. It streamlines sales workflows and boosts productivity with all-in-one communication tools.

6 Tools

Introduction

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Close account to Claude via Composio Connect, enabling it to create a new sales lead for Acme Corp, log an outbound call with follow-up notes, send an SMS to a lead about a meeting, and more such actions on your behalf without compromising your account security.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

Also integrate Close with

Claude CodeChatGPTAntigravityOpenAI Agents SDKClaude Agent SDKCodexOpenClawHermesAtomic AgentGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAIPydantic AIAutoGen

Connecting Close to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

2. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Web, Desktop, and Cowork

3. Connect your Close account

Back in Claude, ask it to connect to Close or give it any Close-related task.

For example, ask Claude to:

  • "Create a new sales lead for Acme Corp"
  • "Log an outbound call with follow-up notes"
  • "Send an SMS to a lead about a meeting"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Claude, and your Close account is ready to use.

What is the Close Claude Connector, and what's possible with it?

The Close MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Close account. It provides structured and secure access to your sales pipeline, so your agent can perform actions like creating leads, logging calls, sending SMS, managing tasks, and retrieving notes on your behalf.

  • Lead creation and management: Instantly create new leads with company details and contact information, keeping your CRM fresh and organized without manual entry.
  • Automated call logging: Have your agent log both inbound and outbound calls to specific leads, capturing call notes, durations, and recordings for seamless tracking.
  • SMS communication: Direct your agent to send or log SMS messages with leads, enabling timely follow-ups and improved client engagement.
  • Task management: Let your agent create tasks, set due dates, and track completion, making sure nothing slips through the cracks in your sales workflow.
  • Note retrieval and analysis: Fetch notes by lead or date, so your agent can summarize past interactions, surface important insights, or prepare for upcoming calls.

Troubleshooting

1. Why does Claude not use the Composio connector for Close?

The connector can show as connected, but Claude must use it in each Close conversation.

  • Click + at the lower left of the chat, or type /.
  • Hover Connectors.
  • Turn on Composio.
  • Ask Claude to connect to Close again.

2. Why does Claude show an MCP server error before Close connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for Close.

  • Check that the connector URL is https://connect.composio.dev/mcp.
  • Connectors run from Anthropic's cloud, so your device network is usually not the problem.
  • Add the connector again from Customize > Connectors, then ask Claude to connect Close.
  • If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the Close authorization link not work?

The Composio connector is one server. Your Close account connects separately when Claude asks for it.

  • If the browser does not open, or the link expires, ask Claude to retry the Close connection.
  • Composio creates a fresh Close authorization link.
  • Open that link in your browser and finish the Close sign-in.

4. Why do Close actions fail after they worked before?

The Close connection can expire or lose permission.

  • Ask Claude to inspect the Close connection.
  • If the connection is unhealthy, disconnect it when Claude prompts you.
  • Reconnect the Close account and retry the action.
  • If Claude shows a permission prompt, approve it before Claude changes data in Close.
  • If the action still fails with a permission error, check that the connected account has that permission in Close itself.

5. How do I switch to a different Close account?

Claude can manage the Close connection for you.

  • Ask Claude to disconnect or delete the current Close account.
  • Ask Claude to connect Close again.
  • Open the new Composio authorization link for Close.
  • Sign in with the other Close account in the browser.
  • After the account connects, ask Claude to retry the Close task.

6. Why is my Close connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your Close connection works in Claude Web, Desktop, and Cowork.

  • In Claude Desktop, open Customize > Connectors.
  • Next to Composio, click ⋮ and click Clear cache.
  • If Close tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
  • On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect Close.
TOOLS

Supported Tools

Every Close action and event your agent gets out of the box.

Create Call

Creates a new call record in Close.

Create Lead

Creates a new lead in Close CRM.

Create SMS Message

This tool creates a new SMS activity in Close CRM.

Create Task

This tool creates a new task in Close.

Delete Call

This tool allows you to delete a specific call activity in Close.

Get Notes

This tool retrieves a list of note activities from Close.

FRAMEWORKS

How to build Close MCP Agent with another framework

Claude Code logo

Claude Code

Use Close MCP with Claude Code

ChatGPT logo

ChatGPT

Use Close MCP with ChatGPT

Antigravity logo

Antigravity

Use Close MCP with Antigravity

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Close MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Close MCP with Claude Agent SDK

Codex logo

Codex

Use Close MCP with Codex

OpenClaw logo

OpenClaw

Use Close MCP with OpenClaw

Hermes logo

Hermes

Use Close MCP with Hermes

Atomic Agent logo

Atomic Agent

Use Close MCP with Atomic Agent

Google ADK logo

Google ADK

Use Close MCP with Google ADK

LangChain logo

LangChain

Use Close MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Close MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Close MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Close MCP with LlamaIndex

CrewAI logo

CrewAI

Use Close MCP with CrewAI

Pydantic AI logo

Pydantic AI

Use Close MCP with Pydantic AI

AutoGen logo

AutoGen

Use Close MCP with AutoGen

FAQ

Frequently asked questions

With a standalone Close MCP server, the agents and LLMs can only access a fixed set of Close tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Close and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Claude Cowork fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Close tools.

Yes, absolutely. You can configure which Close scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Close data and credentials are handled as safely as possible.

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