How to connect Close MCP to Claude

Search for activities.

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

Apply a previously proposed voice agent update.

Search Close product documentation and knowledge base for relevant information.

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

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

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

Create a new contact for a lead.

Create a new custom activity instance on a lead.

Create a new custom object instance on a lead.

Create a draft email on a lead.

Create a new email template.

Create a new lead (company).

Create a new lead status.

Create a new note on a lead.

Create a new opportunity.

Create a new opportunity status.

Create a new opportunity pipeline.

Create a new SMS template.

Create a new task for a lead.

Create a new workflow (a.

Return the customized builtin labels.

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

Delete a call task.

Permanently delete an existing contact.

Permanently delete an existing custom activity instance.

Permanently delete an existing custom object instance.

Permanently delete an email template.

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

Permanently delete a lead smart view (saved search).

Permanently delete a lead status.

Permanently delete an existing note.

Permanently delete an opportunity.

Permanently delete an opportunity status.

Permanently delete an opportunity pipeline.

Permanently delete an SMS template.

Permanently delete an existing task by ID.

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

Fetch a single call activity by ID.

Fetch a single call task by ID.

Fetch a single comment by ID.

Fetch an existing contact by ID.

Fetch an existing custom activity instance by ID.

Fetch an existing custom object instance by ID.

Fetch a single custom object type by its ID.

Fetch an email template by ID.

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

Fetch an existing lead (company) by ID.

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

Fetch a lead status by ID.

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

Fetch an existing note by ID.

Fetch a specific opportunity by ID.

Fetch an opportunity status by ID.

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

Fetch an SMS template by ID.

Fetch an existing task by ID.

List all outcomes applicable to calls available in the organization.

Find call tasks based on various filters.

List all contact custom fields defined for the organization.

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

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

Find a lead's custom object instances.

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

List or find email templates

List all web forms in the organization.

List all groups in the organization.

Find the organization's billing invoices, newest first.

List all lead custom fields defined for the organization.

List lead smart views (saved searches).

List or find lead statuses for the organization

List all outcomes applicable to meetings available in the organization.

Find notes based on various filters.

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.

List all opportunity custom fields defined for the organization.

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

List available scheduling links for the user and org.

List or find SMS templates

Find tasks based on various filters.

List all voice agents configured for the organization.

List or find workflows

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

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

Cross-agent rollup for the Voice Agents list page.

Performance metrics for one voice agent.

Return detailed configuration for one or more voice agents.

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

List pending requests to join the current organization.

Return general information about the organization and the user.

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

Paginate a search to retrieve more results.

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

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

Perform a natural language search for leads or contacts.

Update a call task.

Update an existing contact.

Update an existing custom activity instance.

Update an existing custom object instance.

Update an existing draft email.

Update an existing email template.

Update an existing lead (company).

Update a lead smart view (saved search).

Update the label of an existing lead status.

Update an existing note.

Update an existing opportunity.

Update the label of an existing opportunity status.

Update an existing opportunity pipeline.

Update an existing SMS template.

Update an existing task.