About Close Crm
Close Crm is an MCP server published by pipeworx-io in the Developer Tools category: close CRM MCP Pack — wraps the Close (close.com) API v1.
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Install
From source
git clone https://github.com/pipeworx-io/mcp-close-crmThis server has no ConduID identity, so agent calls to it are not receipted. Pin the version you install and review the source before granting it credentials.
Tools (6)
close_get_leadGet a single lead by its Close lead ID (format `lead_...`). Returns full detail: display name, description, status, contacts, addresses, opportunities, custom fields, and timestamps.
Parameters not published.
close_list_activitiesList activities for a lead — calls, emails, notes, SMS, meetings, and status changes. Returns a `data` array (with id, _type, type, date_created, and type-specific fields) plus `has_more` / `total_results`. Requires `lead_id`. Page with `_limit` / `_skip` to walk a lead's timeline.
Parameters not published.
close_list_contactsList contacts (people) in Close. Returns a `data` array of contacts with id, lead_id, name, title, emails, and phones, plus `has_more` / `total_results`. Optionally filter to one lead with `lead_id`. Page with `_limit` / `_skip`.
Parameters not published.
close_list_opportunitiesList opportunities (pipeline deals) in Close. Returns a `data` array of opportunities with id, lead_id, status, value, currency, confidence, and expected close date, plus `has_more` / `total_results`. Pass `lead_id` to scope to one lead, or omit to list across the organization. Page with `_limit` / `_skip`.
Parameters not published.
close_meGet the current Close user and organization for the supplied API key. Returns user ID, name, email, and the organizations (with IDs) the key can access. Use this to verify the key works and discover your organization context.
Parameters not published.
close_search_leadsSearch or list leads (companies/accounts in Close) using Close's query language. Returns a `data` array of leads (with id, display_name, contacts, status, custom fields) plus `has_more` and `total_results`. The `query` param accepts Close search syntax, e.g. `name:"Acme"`, `status_label:"Potential"`, `email_address:@example.com`, `lead_created_within:7d`, or free text. Omit `query` to list all leads. Page with `_limit` (max 200) and `_skip`.
Parameters not published.
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