# Close AI connector: IT approval and security

Close's MCP server can read and change data. The vendor's setup notes don't mention an admin step. This page covers what it can reach and change, how it signs in, who approves it and how to turn it off.

Online: https://mcpforgtm.com/toolkit/it-approval/close

- Server URL: https://mcp.close.com/mcp (Source: StackMCP listing, https://mcpforgtm.com/tools/close)
- Access: Read + write (Source: https://developer.close.com/mcp)
- Sign-in: OAuth 2.0 with Dynamic Client Registration (API key via Close-API-Key + Close-Scope headers for custom setups) (Source: StackMCP listing, https://mcpforgtm.com/tools/close)
- Who approves: Not confirmed
- Read-only option: Yes. The mcp.read scope is read-only access.
- Admin approval: Not confirmed
- Setup: Self-serve (Source: https://developer.close.com/mcp)
- Credits: Not confirmed
- Plan: Not confirmed

## What data can it reach?

Close's docs list these tools for its MCP server:

- lead/activity search & aggregation
- leads, contacts, opportunities CRUD
- tasks & call tasks
- notes & comments
- draft emails & email/SMS templates
- workflows (sequences)
- smart views & pipelines
- meeting transcripts
- AI field enrichment
- voice agents
(Source: https://developer.close.com/mcp)

- Close's scope header chooses the tools. mcp.read is read-only access. (Source: https://developer.close.com/mcp)

## What can it read, and what can it change?

Read + write. Things it can do in your Close account (Source: https://developer.close.com/mcp/tools.md):

- creates, updates and deletes leads, contacts and opportunities
- merges leads
- creates, updates and deletes tasks, call tasks and notes
- creates and updates draft emails
- creates, updates and deletes email and SMS templates
- creates workflows (sequences) in Draft status
- creates and edits pipelines, statuses and smart views
- writes AI-enriched field values to leads/contacts
- schedules voice agent calls

## Which actions should wait for a person's OK?

Have a person approve each change listed above before it runs. Every StackMCP recipe follows this rule: read freely, but create, change or send only after you approve it.

## How does it sign in?

Sign-in method (from the StackMCP listing): OAuth 2.0 with Dynamic Client Registration (API key via Close-API-Key + Close-Scope headers for custom setups) (Source: StackMCP listing, https://mcpforgtm.com/tools/close)

- Close recommends OAuth. You grant access to an organization and to scopes. (Source: https://developer.close.com/mcp)

## Does an admin need to approve it?

What Close's docs confirm about admin controls:

- An admin must approve or enable the connection: Not confirmed
- Scopes or permissions can limit what it reaches: Yes (Source: https://developer.close.com/mcp)
- Individual tools can be turned off: Not confirmed
- MCP activity shows in an audit log: Not confirmed

## How do we turn it off?

### In Close

The Close docs we checked don't say how to revoke MCP access. Ask your Close admin.

### In the AI assistant

- In Claude, you can revoke access at any time. Disconnect the connector in Claude's settings, or in the tool's own security settings. (Source: https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp)
- For other assistants, check that assistant's settings or ask your admin.

## Does it use credits or quota?

Not confirmed

## What do Claude and ChatGPT add?

Claude: an Owner or Primary Owner enables directory connectors on Team and Enterprise. Custom connectors on Enterprise can also be added by a custom role with Manage access to Libraries.
Claude Team and Enterprise owners set each tool to Always allow, Needs approval, or Blocked.
Claude commercial plans: inputs and outputs are not used for training by default. Consumer plans exclude raw connector content from the training set described in Anthropic's privacy article, unless it is copied into the chat.
An audit-log export for Claude is not confirmed on this page.
ChatGPT full custom MCP support is for Business and Enterprise or Edu on the web. Pro can connect with read and fetch permissions.
ChatGPT Business: only admins and owners create and publish custom MCP servers.
ChatGPT admins turn read and write actions on. Allow read actions still asks before a change. Allow all is not in the standard workspace-wide selector.
ChatGPT Business, Enterprise, and Edu workspace content, including app data, is not used for training by default.
ChatGPT's Compliance Platform is only for eligible Enterprise and Edu workspaces. The quote does not say it records MCP tool calls.
Sources include https://support.claude.com/en/articles/11176164-use-connectors-to-extend-claude-s-capabilities and https://help.openai.com/en/articles/12584461-connecting-custom-mcp-servers-in-chatgpt. Checked 2026-11-02.

## Send this to IT

Copy this, fill in the parts in [brackets] and send it.

```text
Subject: Request: connect Close to [your AI assistant] for my sales work

Hi [name],

I'd like to connect Close to [your AI assistant] using Close's official MCP connector. I want to use it for [task, for example call prep or pipeline review].

What I'm asking for:
- Approval to connect Close with OAuth, and to use the mcp.read scope if we want read-only access.
- Any admin step Close needs before I can connect.

How I'll use it:
- I'll approve each action that creates, changes or sends something before it runs.
- I'll disconnect it if you ask, or when I stop using it.

Quick facts:
- Access: Read + write
- Sign-in: OAuth 2.0 with Dynamic Client Registration (API key via Close-API-Key + Close-Scope headers for custom setups)
- Setup: Self-serve
- Who approves: Not confirmed
- Read-only option: Yes. The mcp.read scope is read-only access.
- How to revoke: Not confirmed
- Credits: Not confirmed

The facts and their sources: https://mcpforgtm.com/toolkit/it-approval/close

Thanks,
[your name]
```

_Each fact links to its source: the tool vendor's docs, the AI assistant's docs or the StackMCP listing. Anything without a source says Not confirmed. Vendors change their connectors, so confirm anything important on the linked page. The date beside each source is the day we last found that quote on the page. StackMCP listing facts on this page were checked on Oct 16, 2026._