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Close MCP server for AI agents and assistants

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Close MCP or direct API to read leads, update contacts, create activities, and search opportunities through natural language.

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Close MCP is a CRM MCP exposing leads, contacts, opportunities, activities, communications, and workflows. Use it to give agents scoped, auditable access to your CRM data.

109 Tools

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TOOL ROUTER PLAYGROUND
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TOOLS

Supported Tools

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

Activity search

Search for activities.

Aggregation

Perform an aggregation to answer questions like: - How many emails were sent this week?

Apply voice agent update

Apply a previously proposed voice agent update.

Close product knowledge search

Search Close product documentation and knowledge base for relevant information.

Create address

Add a new address to an existing lead (company).

Create call task

Schedule a call task on a lead, assigned to either a user or a voice agent (Chloe).

Create comment

Add a comment to a commentable object (note, call, opportunity, task, custom object, etc.

Create contact

Create a new contact for a lead.

Create custom activity instance

Create a new custom activity instance on a lead.

Create custom object instance

Create a new custom object instance on a lead.

Create draft email

Create a draft email on a lead.

Create email template

Create a new email template.

Create lead

Create a new lead (company).

Create lead status

Create a new lead status.

Create note

Create a new note on a lead.

Create opportunity

Create a new opportunity.

Create opportunity status tool

Create a new opportunity status.

Create pipeline

Create a new opportunity pipeline.

Create sms template

Create a new SMS template.

Create task

Create a new task for a lead.

Create workflow

Create a new workflow (a.

Customized builtin labels

Return the customized builtin labels.

Delete address

Delete an address from an existing lead (company) if there is an exact match.

Delete call task

Delete a call task.

Delete contact

Permanently delete an existing contact.

Delete custom activity instance

Permanently delete an existing custom activity instance.

Delete custom object instance

Permanently delete an existing custom object instance.

Delete email template

Permanently delete an email template.

Delete lead

Permanently delete an existing lead (company) by ID including all of its addresses, contacts, opportunities, tasks, and activities.

Delete lead smart view

Permanently delete a lead smart view (saved search).

Delete lead status

Permanently delete a lead status.

Delete note

Permanently delete an existing note.

Delete opportunity

Permanently delete an opportunity.

Delete opportunity status tool

Permanently delete an opportunity status.

Delete pipeline

Permanently delete an opportunity pipeline.

Delete sms template

Permanently delete an SMS template.

Delete task

Permanently delete an existing task by ID.

Enrich field

Use AI to determine and set the value of a field on a lead or contact.

Fetch call

Fetch a single call activity by ID.

Fetch call task

Fetch a single call task by ID.

Fetch comment

Fetch a single comment by ID.

Fetch contact

Fetch an existing contact by ID.

Fetch custom activity instance

Fetch an existing custom activity instance by ID.

Fetch custom object instance

Fetch an existing custom object instance by ID.

Fetch custom object type

Fetch a single custom object type by its ID.

Fetch email template

Fetch an email template by ID.

Fetch invoice

Fetch one of the organization's billing invoices by id.

Fetch lead

Fetch an existing lead (company) by ID.

Fetch lead smart view

Fetch a lead smart view (saved search) by ID.

Fetch lead status

Fetch a lead status by ID.

Fetch meeting transcript

Fetch a meeting's Notetaker transcript(s) by meeting activity ID.

Fetch note

Fetch an existing note by ID.

Fetch opportunity

Fetch a specific opportunity by ID.

Fetch opportunity status

Fetch an opportunity status by ID.

Fetch pipeline and opportunity statuses

Fetch an opportunity pipeline, including its opportunity statuses, by ID.

Fetch sms template

Fetch an SMS template by ID.

Fetch task

Fetch an existing task by ID.

Find call outcomes

List all outcomes applicable to calls available in the organization.

Find call tasks

Find call tasks based on various filters.

Find contact custom fields

List all contact custom fields defined for the organization.

Find custom activities

List all active (non-archived) Custom Activity Types in the organization, along with the custom fields defined on each type.

Find custom activity instances

Find a lead's custom activity instances based on various filters.

Find custom object instances

Find a lead's custom object instances.

Find custom object types

List all custom object types in the organization, along with the custom fields defined on each type.

Find email templates

List or find email templates

Find forms

List all web forms in the organization.

Find groups

List all groups in the organization.

Find invoices

Find the organization's billing invoices, newest first.

Find lead custom fields

List all lead custom fields defined for the organization.

Find lead smart views

List lead smart views (saved searches).

Find lead statuses

List or find lead statuses for the organization

Find meeting outcomes

List all outcomes applicable to meetings available in the organization.

Find notes

Find notes based on various filters.

Find opportunities

Find opportunities by status (active/won/lost), owner, lead, or close-date range, optionally only those needing attention, sorted by soonest close, largest value, or highest confidence.

Find opportunity custom fields

List all opportunity custom fields defined for the organization.

Find pipelines and opportunity statuses

List all opportunity pipelines and their opportunity statuses in the organization.

Find scheduling links

List available scheduling links for the user and org.

Find sms templates

List or find SMS templates

Find tasks

Find tasks based on various filters.

Find voice agents

List all voice agents configured for the organization.

Find workflows

List or find workflows

Get ai credit usage

AI credit usage for the billing account, broken down by feature.

Get fields

Use this field ONLY to get a list of fields for the aggregation tool.

Get voice agent overview report

Cross-agent rollup for the Voice Agents list page.

Get voice agent performance report

Performance metrics for one voice agent.

Get voice agents

Return detailed configuration for one or more voice agents.

Lead search

Perform a simple lead search and return the initial set of results.

List membership requests

List pending requests to join the current organization.

Org info

Return general information about the organization and the user.

Org users

Return active users (memberships) which are part of the current org.

Paginate search

Paginate a search to retrieve more results.

Propose voice agent update

Propose a voice agent configuration update from natural-language feedback.

Schedule voice agent call

Schedule a voice agent to call a lead's contact.

Search

Perform a natural language search for leads or contacts.

Update call task

Update a call task.

Update contact

Update an existing contact.

Update custom activity instance

Update an existing custom activity instance.

Update custom object instance

Update an existing custom object instance.

Update draft email

Update an existing draft email.

Update email template

Update an existing email template.

Update lead

Update an existing lead (company).

Update lead smart view

Update a lead smart view (saved search).

Update lead status

Update the label of an existing lead status.

Update note

Update an existing note.

Update opportunity

Update an existing opportunity.

Update opportunity status tool

Update the label of an existing opportunity status.

Update pipeline

Update an existing opportunity pipeline.

Update sms template

Update an existing SMS template.

Update task

Update an existing task.

SETUP GUIDE

Connect Close MCP Tool with your Agent

1

Install Composio

typescript
npm install @composio/core ai @ai-sdk/mcp @ai-sdk/openai
Install the Composio SDK and your agent framework
2

Create a session with MCP enabled

typescript
import { Composio } from "@composio/core";

const composio = new Composio();
const { mcp } = await composio.create("your-user-id", {
  toolkits: ["close_mcp"],
  mcp: true,
});
Create a session scoped to Close MCP and read its MCP URL and headers
3

Connect your agent to the MCP server

typescript
import { createMCPClient } from "@ai-sdk/mcp";
import { openai } from "@ai-sdk/openai";
import { generateText, stepCountIs } from "ai";

const client = await createMCPClient({
  transport: { type: "http", url: mcp.url, headers: mcp.headers },
});

const { text } = await generateText({
  model: openai("gpt-5.6-sol"),
  tools: await client.tools(),
  prompt: "List open leads assigned to me",
  stopWhen: stepCountIs(10),
});

console.log(text);
await client.close();
Pass the session's MCP URL and headers to your agent and run a Close MCP request
SETUP GUIDE

Connect Close MCP API Tool with your Agent

1

Install Composio

typescript
npm install @composio/core @composio/openai openai
Install the Composio SDK, the OpenAI provider, and the OpenAI SDK
2

Create a Composio session

typescript
import OpenAI from "openai";
import { Composio } from "@composio/core";
import { OpenAIResponsesProvider } from "@composio/openai";

const composio = new Composio({ provider: new OpenAIResponsesProvider() });
const client = new OpenAI();

const session = await composio.create("your-user-id", { toolkits: ["close_mcp"] });
const tools = await session.tools();
Initialize Composio with the OpenAI Responses provider and create a session scoped to Close MCP
3

Run Close MCP tools with your agent

typescript
let response = await client.responses.create({
  model: "gpt-5.6-sol",
  tools,
  input: [{ role: "user", content: "List open leads assigned to me" }],
});

while (response.output.some((o) => o.type === "function_call")) {
  const outputs = await composio.provider.handleToolCalls(session, response.output);
  response = await client.responses.create({
    model: "gpt-5.6-sol",
    tools,
    previous_response_id: response.id,
    input: outputs,
  });
}

console.log(response.output_text);
Send a request, execute the Close MCP tool calls through the session, and print the final answer

Why Use Composio?

AI Native Close MCP Integration

  • Supports both Close MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for reading, writing, and querying your Close MCP data

Managed Auth

  • Built-in OAuth handling with automatic token refresh and rotation
  • Central place to manage, scope, and revoke Close MCP access
  • Per user and per environment credentials instead of hard-coded keys

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Close MCP
  • Scoped, least privilege access to Close MCP resources
  • Full audit trail of agent actions to support review and compliance
FRAMEWORKS

Use Close MCP with any AI Agent Framework

Choose a Framework you want to connect Close MCP with

ChatGPT logo

ChatGPT

Use Close MCP with ChatGPT

Claude Cowork logo

Claude Cowork

Use Close MCP with Claude Cowork

Hermes logo

Hermes

Use Close MCP with Hermes

Atomic Agent logo

Atomic Agent

Use Close MCP with Atomic Agent

Rolling this out across your team?

Give your team centralized access control across every framework with Composio’s MCP Gateway.

EXPLORE MCP GATEWAY
FAQ

Frequently asked questions

Yes, Close MCP requires you to configure your own Dcr Oauth credentials. Once set up, Composio handles secure credential storage and management for you.

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Yes. Composio is SOC 2 Type II compliant and is built to keep your Close connection and credentials secure. OAuth tokens and API keys are encrypted, and sensitive customer data is protected at rest and in transit.

Composio also undergoes independent security testing and continuously monitors its systems for security threats. You can review the latest reports and policies in the Composio Trust Center.

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

When you connect a Close account through Composio, every action runs under that account, so anything the agent creates, sends, or changes shows up in Close as done by you. Keep an approval step in your prompt for actions with side effects, such as sending or deleting, and have the agent draft first.

Whatever the credentials you connect allow inside Close. If Close lets you scope a key to specific permissions, create a scoped one so the agent can only do what you intend. You can revoke the key inside Close at any time.

Yes. Composio supports multiple connected accounts for the same app, and that works in Claude, ChatGPT, or any other assistant you connect through Composio. Give each Close connection a name such as work or personal, and the assistant uses the one you mention in the request. Each account keeps its own credentials and nothing is merged.

Composio's free Hobby plan includes 100,000 tool calls per month with no credit card, which covers most personal Close use. Paid plans add higher limits and team features. Your Close plan and its API limits still apply as usual.

Built-in connectors usually give one AI access to a limited set of apps. Many people use Composio because it lets their AI connect to more apps than it normally supports, or connect to multiple accounts for the same app (e.g. connect Claude to multiple Close accounts).

With Composio, you connect Close once and then use it across different AI assistants without setting it up separately in each one. Connect your apps to Composio once, then connect Composio to whichever AI you use, whether that's Claude, ChatGPT, Hermes, or your own custom assistant.

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