Close

The Close MCP server is a secure, standardized interface that lets Claude directly access and interact with your Close data. Core functionality with Claude: • Connects Close to Claude via the Model Context Protocol so Claude can use Close as a trusted system of record. • Read data (e.g., leads, contacts, opportunities, activities) based on your Close permissions. • Optionally write data — you can allow only safe writes (e.g., create a lead) or full writes (e.g., edit/delete) during setup. • Enables Claude to answer questions, summarize information, and perform actions in Close. mcp.read activity_search fetch_contact fetch_email_template fetch_lead_smart_view fetch_lead_status fetch_lead fetch_opportunity_status fetch_opportunity fetch_pipeline_and_opportunity_statuses fetch_sms_template find_email_templates find_lead_smart_views find_lead_statuses find_opportunities find_pipelines_and_opportunity_statuses find_scheduling_links find_sms_templates find_workflows lead_search org_info org_users paginate_search perform_search Only use connectors from developers you trust. Anthropic does not control which tools developers make available and cannot verify that they will work as intended or that they won’t change.

• mcp.read
• activity_search
• fetch_contact
• fetch_email_template
• fetch_lead_smart_view
• fetch_lead_status
• fetch_lead
• fetch_opportunity_status
• fetch_opportunity
• fetch_pipeline_and_opportunity_statuses
• fetch_sms_template
• find_email_templates
• find_lead_smart_views
• find_lead_statuses
• find_opportunities
• find_pipelines_and_opportunity_statuses
• find_scheduling_links
• find_sms_templates
• find_workflows
• lead_search
• org_info
• org_users
• paginate_search
• perform_search