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How to integrate Close MCP with Hermes

Connect Hermes to Close MCP. List open leads assigned to me, create follow-up activity for lead, and more using natural language, with authentication handled for you.

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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

Introduction

Hermes is a 24/7 autonomous agent that lives on your computer or server — it remembers what it learns and evolves as your usage grows.

This guide explains the easiest and most robust way to connect your Close account to Hermes. You can do this through either Composio Connect CLI or Composio Connect MCP. For personal use we recommend the CLI, but you won't go wrong with MCP either.

Also integrate Close MCP with

ChatGPT WorkClaude Cowork

What is Composio Connect?

Composio Connect is a consumer offering that lets anyone plug 1,500+ applications directly into their agent harness — including Hermes. It can:

  • Search and load tools from relevant toolkits on-demand, reducing context usage.
  • Chain multiple tools to accomplish complex workflows via a remote workbench, without excessive back-and-forth with the LLM.
  • Manage app authentication end-to-end with zero manual overhead.

Integrating Close with Hermes

Using Composio Connect CLI

1. Install the Composio CLI

Run the install script directly, or paste https://composio.dev/hermes into your Hermes chat box to have it installed for you.

bash
curl -fsSL https://composio.dev/install | bash
Hermes authenticating with Composio

2. Authenticate

Once the CLI is installed, ask Hermes to authenticate with Composio.

3. Connect to Close

Ask your agent to connect to Close, or simply request any Close-related task. Hermes will prompt you to authenticate and authorize access.

4. Done. You're all set with a new Close connection.

Using Composio Connect MCP

1. Get your MCP URL and API Key

Go to dashboard.composio.dev and copy your Connect MCP URL and API key.

Copy MCP URL and API key from Composio dashboard

2. Open the Hermes config file

bash
nano ~/.hermes/config.yaml

3. Add the Composio Connect MCP server

bash
mcp_servers:
  composio:
    url: "https://connect.composio.dev/mcp"
    headers:
      x-consumer-api-key: "YOUR_COMPOSIO_API_KEY"
    connect_timeout: 60
    timeout: 180

Save with Ctrl + O, Enter, then exit with Ctrl + X.

4. Restart your Hermes agent

Once restarted, ask your agent to connect to Close or request any Close-related task. It will prompt you to authenticate and authorize access.

5. Done!

What is the Close MCP server, 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 so your agent can perform Close operations on your behalf.

Way Forward

With Close connected, Hermes can now act on your behalf whenever it detects a relevant task or you ask it to.

From here, you can extend Hermes further:

  • Connect more apps: Calendar, Slack, Notion, Linear, and hundreds of others are available through the same Composio Connect setup. Each new integration compounds what Hermes can do for you.
  • Build workflows across tools: Once multiple apps are connected, Hermes can chain actions together — turn an email into a calendar invite, a Slack message into a Linear ticket, or a meeting note into a follow-up draft.
  • Let it learn your patterns: The more you use Hermes, the better it gets at anticipating how you'd handle recurring tasks. Give it feedback on drafts and decisions, and it will adapt.

If you run into trouble or want to share what you've built, join the community or check out the Docs for deeper configuration options.

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.

FRAMEWORKS

How to build Close MCP Agent with another framework

ChatGPT Work logo

ChatGPT Work

Use Close MCP with ChatGPT Work

Claude Cowork logo

Claude Cowork

Use Close MCP with Claude Cowork

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. Hermes 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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