Matrix / CRM & Deal Management / Close

Close MCP server

CRM & Deal Management · remote · Not probed · Docs checked 2026-10-16

Close has an official hosted MCP server at https://mcp.close.com/mcp. It uses OAuth 2.0 with Dynamic Client Registration (API key via Close-API-Key + Close-Scope headers for custom setups) over Streamable HTTP. Agents can use: lead/activity search & aggregation, leads, contacts, opportunities CRUD, tasks & call tasks.

Works in: ClaudeChatGPTClaude CodeCursorCopilot
Access: Read + write
Credits: Credits not confirmed
Plan: Not confirmed
Useful for: AEs, SDRs, Sales leaders, RevOps

Close MCP endpoint and transport

https://mcp.close.com/mcp

Transport: Streamable HTTP
Docs: Official Close MCP docs

Connect Close without code

Close's docs confirm it works in Claude and ChatGPT. You don't need a terminal or a config file. Check Close's docs first: some vendors give you a personal URL or an API key to use in place of the plain endpoint.

Claude (web and desktop app)

If Close shows up when you browse connectors in Claude, connect it from there instead. That skips steps 2 to 4.

In Claude, open Customize → Connectors.
Click + Add, then Add custom connector.
Name it “Close”, paste the server URL https://mcp.close.com/mcp, and click Continue.
Review the sign-in settings Claude detected and click Add.
Click Connect and sign in to Close. Then ask Claude something like “What can the Close connector do?”

On Team and Enterprise plans, an Owner adds the connector first under Organization settings → Connectors → Add → Custom → Web. Each person then connects it from Customize → Connectors. Free plans can add one custom connector.

Steps from the Claude Help Center: support.claude.com, checked 2026-10-16

ChatGPT

If Close has its own plugin in ChatGPT's directory, install that instead.

Go to chatgpt.com/plugins.
Select +, then Add custom MCP server. If you don't see it, your plan or workspace settings may not allow custom servers, so ask your workspace admin.
Enter a name and description. Under Connection, paste the server URL https://mcp.close.com/mcp.
Set up sign-in, read the warning, and select I understand and want to continue.
Select Create as a plugin. In a new chat, type @ and pick Close.

Steps from the OpenAI developer docs: developers.openai.com, checked 2026-10-16

From Close's docs: Claude has a directory connector; multiple Close orgs need separate custom connectors using https://mcp.close.com/mcp?1, ?2, etc. ChatGPT via Close's official app/plugin. VS Code (Copilot agent mode) setup uses an API key with a Close-Scope header (read-only by default). n8n supports only mcp.read. SSE is not supported.Source: developer.close.com, checked 2026-10-16

Developer setup (Claude Code, Cursor)

Add this to .mcp.json (Claude Code, project root) or ~/.cursor/mcp.json (Cursor). Remove the // comment line if your client requires strict JSON.

{
  "mcpServers": {
    "close": {
      "url": "https://mcp.close.com/mcp"
    }
  }
}

Add the endpoint to your client config (above), or as a custom connector in Claude.
Complete the OAuth sign-in. In Claude Code, run /mcp and pick the server.
Test it with a prompt like: “List the tools the Close MCP server exposes.”

Close MCP authentication

OAuth 2.0 with Dynamic Client Registration (API key via Close-API-Key + Close-Scope headers for custom setups)

Sign in with OAuth in your client (run /mcp in Claude Code). Do it once interactively, and the client stores and refreshes the token.

What it can change

Read + write Some Close MCP tools change data, not just read it.

Things it can do in your Close account:

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

Source: developer.close.com, checked 2026-10-16

Review each change before you approve it, especially anything that sends messages or edits records other people rely on.

Cost and credits

Not confirmed Close's docs don't say whether MCP calls use credits or paid usage.

Plan required

Not confirmed Close's docs don't name a minimum plan for the MCP server.

Admin and governance

Controls Close itself provides. Settings inside Claude or ChatGPT aren't counted here.

An admin must approve or enable the connectionNot confirmed
Scopes or permissions can limit what it reachesYesSource: developer.close.com, checked 2026-10-16
Individual tools can be turned offNot confirmed
MCP activity shows in an audit logNot confirmed

What the Close MCP server can do

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

Close MCP status

Not probed No hosted endpoint to probe. See all endpoint status.

Close MCP FAQ

What is the Close MCP server URL?

https://mcp.close.com/mcp

How does Close MCP authenticate?

OAuth 2.0 with Dynamic Client Registration (API key via Close-API-Key + Close-Scope headers for custom setups).

Does Close MCP work with Claude and Cursor?

Any MCP client that supports Streamable HTTP can connect, including Claude Code and Cursor through mcp.json. Add the endpoint and complete the OAuth or API key flow.

Can I use Close in Claude or ChatGPT without code?

Yes. Close's docs confirm it works in Claude and ChatGPT. Add it as a connector in the app settings and sign in. No terminal or config file needed.

Can the Close MCP server change my data?

Yes. Some tools change data, for example: creates, updates and deletes leads, contacts and opportunities, merges leads, creates, updates and deletes tasks, call tasks and notes. Review each change before you approve it.

Is the Close MCP server official?

Yes. It's documented on developer.close.com, last checked 2026-10-16.