Close CRM MCP Server

About

## Close CRM MCP Server: Sales CRM for Startups The **Close CRM MCP Server** integrates Close into Google Antigravity, enabling sales pipeline management with calls, emails, and automation directly from your development environment. ### Why Close CRM MCP? - **Built for Sales**: Designed specifically for sales teams - **Built-in Calling**: Make and receive calls directly in CRM - **Email Sequences**: Automated email follow-ups - **Smart Views**: Customizable lead and opportunity views - **API-First**: Comprehensive REST API for automation ### Key Features #### 1. Lead Operations ```python # Get leads leads = await mcp.get_leads( query="status:potential", _fields=["id", "display_name", "status_label", "contacts"], _limit=25 ) for lead in leads["data"]: print(f"Lead: {lead['display_name']} - {lead['status_label']}") # Search leads results = await mcp.search_leads( queries=[ {"negate": False, "object_type": "lead", "type": "field_condition", "field_name": "custom.Industry", "condition_type": "text", "values": ["Technology"]} ] ) ``` #### 2. Lead Management ```python # Create lead lead = await mcp.create_lead( name="Acme Corporation", contacts=[ {"name": "John Doe", "emails": [{"email": "john@acme.com"}]} ], custom={"Industry": "Technology", "Size": "50-100"} ) # Update lead await mcp.update_lead( lead_id=lead["id"], status_id="stat_123" # Move to new status ) ``` #### 3. Activity Tracking ```python # Log activity await mcp.create_activity( lead_id="lead_123", activity_type="Call", note="Discussed product demo", duration=1800 # 30 minutes ) # Get activities activities = await mcp.get_activities( lead_id="lead_123", _type="Call" ) ``` #### 4. Opportunity Management ```python # Create opportunity opp = await mcp.create_opportunity( lead_id="lead_123", value=50000, value_period="one_time", status_id="stat_active", confidence=75 ) # Update opportunity await mcp.update_opportunity( opportunity_id=opp["id"], status_id="stat_won" ) ``` ### Configuration ```json { "mcpServers": { "close-crm": { "command": "npx", "args": ["-y", "@anthropic/mcp-close"], "env": { "CLOSE_API_KEY": "your-api-key" } } } } ``` ### Use Cases **Sales Automation**: Automate lead updates and activity tracking. **Lead Scoring**: Build custom lead scoring based on activities. **Pipeline Analytics**: Generate sales pipeline reports and forecasts. **Integration Hub**: Sync Close with other business tools. The Close CRM MCP enables sales CRM within your development environment.

Installation

{
  "mcpServers": {
    "close-crm": {
      "mcpServers": {
        "close-crm": {
          "env": {
            "CLOSE_API_KEY": "your-api-key"
          },
          "args": [
            "-y",
            "close-mcp-server"
          ],
          "command": "npx"
        }
      }
    }
  }
}

How to Use

1. 1Get API key from Close settings
2. 2Configure environment variable
3. 3Access leads and activities