Hosting

remote

Transport

Streamable HTTP

Endpoint

https://mcp.close.com/mcp

Authentication

OAuth 2.0 with Dynamic Client Registration; custom integrations can use a Close API key plus Close-Scope (mcp.read, mcp.write_safe, or mcp.write_destructive).

Requirements

• Close organization and user account
• For API-key mode, create a key under Settings > Developer > API Keys
• For OAuth app/custom connector paths, follow Close OAuth app setup; end users grant organization access and scope

Setup steps

1. Add remote endpoint https://mcp.close.com/mcp using Streamable HTTP.
2. Claude Code: claude mcp add --scope user --transport http close https://mcp.close.com/mcp; run /mcp and complete OAuth.
3. Cursor: install/add the Close server in MCP Tools, then Connect and choose organization/scope.
4. Claude: connect the official Close organization connector, or add a custom connector; duplicate organization connectors need unique URL query values as described by Close.
5. VS Code: configure an HTTP server in MCP settings. For API key auth, use input prompt for the key and set Close-Scope to mcp.read by default.
6. API key alternative: send Close-API-Key and Close-Scope headers. Start with mcp.read; use write scopes only when required.
7. Verify with a harmless organization or lead read. Close does not support SSE.

Close’s current complete tools reference enumerates 137 tools across read-only, safe-write, and destructive scopes. Each higher scope includes the lower scopes; the connected Close-Scope header or OAuth grant controls which tools a user sees. This is the product-wide documented inventory, not one account’s runtime tools/list.

• activity_search

  Search for activities. Results are returned ordered by date descending.

  01
• aggregate_objects

  Count, sum, average or otherwise aggregate CRM objects, grouped by up to two fields and optionally by time buckets. Takes the same object types and filters as list_objects.

  02
• close_product_knowledge_search

  Search Close product documentation and knowledge base for relevant information.

  03
• customized_builtin_labels

  Return the customized builtin labels.

  04
• describe_fields

  List the fields of one object type for list_objects and aggregate_objects: built-in fields, smart fields (num\_*, last\_*, first\_*, time_to\_*, ...) and the organization's custom fields, with their value types, enum values and choices.

  05
• fetch

  Retrieve the contents of an arbitrary object by its ID.

  06
• fetch_call

  Fetch a single call activity by ID.

  07
• fetch_call_task

  Fetch a single call task by ID.

  08
• fetch_comment

  Fetch a single comment by ID.

  09
• fetch_contact

  Fetch an existing contact by ID.

  10
• fetch_custom_activity_instance

  Fetch an existing custom activity instance by ID.

  11
• fetch_custom_object_instance

  Fetch an existing custom object instance by ID.

  12
• fetch_custom_object_type

  Fetch a single custom object type by its ID.

  13
• fetch_email

  Fetch a single email activity by ID.

  14
• fetch_email_template

  Fetch an email template by ID.

  15
• fetch_email_thread

  Fetch a single Email Thread by ID.

  16
• fetch_invoice

  Fetch one of the organization's billing invoices by id.

  17
• fetch_lead

  Fetch an existing lead (company) by ID.

  18
• fetch_lead_merge

  Get the status of a lead merge using `lead_merge_activity_id` from

  19
• fetch_lead_smart_view

  Fetch a lead smart view (saved search) by ID.

  20
• fetch_lead_status

  Fetch a lead status by ID.

  21
• fetch_meeting_transcript

  Fetch a meeting's Notetaker transcript(s) by meeting activity ID.

  22
• fetch_membership

  Fetch one of the organization's members by user id.

  23
• fetch_note

  Fetch an existing note by ID.

  24
• fetch_notification

  Fetch an item in the current user's inbox by ID, with the fields its

  25
• fetch_objects

  Fetch CRM objects by their IDs, with full details: up to 30 per call.

  26
• fetch_opportunity

  Fetch a specific opportunity by ID.

  27
• fetch_opportunity_status

  Fetch an opportunity status by ID.

  28
• fetch_pipeline_and_opportunity_statuses

  Fetch an opportunity pipeline, including its opportunity statuses, by ID.

  29
• fetch_role

  Fetch one of the organization's roles by id, with every permission it

  30
• fetch_sms

  Fetch a single SMS activity by ID.

  31
• fetch_sms_template

  Fetch an SMS template by ID.

  32
• fetch_task

  Fetch an existing task by ID.

  33
• fetch_workflow

  Fetch a single workflow by ID.

  34
• find_agent_configs

  List all voice agents configured for the organization. Voice agents are

  35
• find_call_outcomes

  List currently configured call outcomes and their descriptions.

  36
• find_call_tasks

  Find call tasks based on various filters.

  37
• find_contact_custom_fields

  List all contact custom fields defined for the organization.

  38
• find_custom_activities

  List all active (non-archived) Custom Activity Types in the organization,

  39
• find_custom_activity_instances

  Find a lead's custom activity instances based on various filters.

  40
• find_custom_object_instances

  Find a lead's custom object instances.

  41
• find_custom_object_types

  List all custom object types in the organization, along with the

  42
• find_email_templates

  List or find email templates

  43
• find_forms

  List all web forms in the organization.

  44
• find_groups

  List all groups in the organization.

  45
• find_invoices

  Find the organization's billing invoices, newest first.

  46
• find_lead_custom_fields

  List all lead custom fields defined for the organization.

  47
• find_lead_smart_views

  List lead smart views (saved searches).

  48
• find_lead_statuses

  List or find lead statuses for the organization

  49
• find_meeting_outcomes

  List all outcomes applicable to meetings available in the organization.

  50
• find_memberships

  List the organization's members with each member's role name, whether the

  51
• find_notes

  Find notes based on various filters.

  52
• find_notifications

  Find items in the current user's inbox, such as incoming emails and

  53
• find_opportunities

  Find opportunities by status (active/won/lost), owner, lead, or

  54
• find_opportunity_custom_fields

  List all opportunity custom fields defined for the organization.

  55
• find_pipelines_and_opportunity_statuses

  List all opportunity pipelines and their opportunity statuses in the organization.

  56
• find_scheduling_links

  List available scheduling links for the user and org.

  57
• find_smart_views

  List smart views (saved searches) of every type that the user can see.

  58
• find_sms_templates

  List or find SMS templates

  59
• find_tasks

  Find tasks based on various filters.

  60
• find_voice_agents

  List all voice agents configured for the organization. Voice agents are

  61
• find_workflows

  List or find workflows

  62
• get_ai_credit_usage

  AI credit usage for the billing account, broken down by feature.

  63
• get_billing_summary

  Billing summary for the organization's billing account.

  64
• get_voice_agent_overview_report

  Cross-agent rollup for the Voice Agents list page.

  65
• get_voice_agent_performance_report

  Performance metrics for one voice agent.

  66
• get_voice_agents

  Return detailed configuration for one or more voice agents.

  67
• lead_search

  Perform a simple lead search and return the initial set of results.

  68
• list_membership_requests

  List pending requests to join the current organization.

  69
• list_objects

  Search and list CRM objects (leads, contacts, opportunities, tasks, activities and more) with a structured query of filters, columns and sort.

  70
• list_roles

  List the roles that can be assigned in the organization.

  71
• org_info

  Return general information about the organization and the user.

  72
• org_users

  Return active users (memberships) which are part of the current org.

  73
• paginate_search

  Paginate a search to retrieve more results.

  74
• propose_voice_agent_update

  Propose a voice agent configuration update from natural-language feedback.

  75
• render_email_template

  Render an email template for a lead, including any template variables.

  76
• search

  Perform a natural language search for leads or contacts.

  77
• create_address

  Add a new address to an existing lead (company).

  78
• create_comment

  Add a comment to a commentable object (note, call, opportunity, task,

  79
• create_contact

  Create a new contact for a lead.

  80
• create_custom_activity_instance

  Create a new custom activity instance on a lead.

  81
• create_custom_object_instance

  Create a new custom object instance on a lead.

  82
• create_draft_email

  Create a draft email on a lead.

  83
• create_email_template

  Create a new email template.

  84
• create_lead

  Create a new lead (company).

  85
• create_lead_status

  Create a new lead status.

  86
• create_note

  Create a new note on a lead.

  87
• create_opportunity

  Create a new opportunity.

  88
• create_opportunity_status_tool

  Create a new opportunity status.

  89
• create_pipeline

  Create a new opportunity pipeline.

  90
• create_smart_view

  Save a search as a smart view (saved search).

  91
• create_sms_template

  Create a new SMS template.

  92
• create_task

  Create a new task for a lead.

  93
• create_workflow

  Create a new workflow (a.k.a. sequence) with Draft status.

  94
• pin_smart_view

  Pin a smart view to the top of the user's sidebar.

  95
• unpin_smart_view

  Remove a smart view from the user's sidebar.

  96
• apply_voice_agent_update

  Apply a previously proposed voice agent update.

  97
• bulk_update_tasks

  Reassign or reprioritize several of the current user's tasks at once.

  98
• create_call_task

  Schedule a call task on a lead, assigned to either a user or a

  99
• delete_address

  Delete an address from an existing lead (company) if there is an exact

  100
• delete_call_task

  Delete a call task. Does not affect sibling tasks.

  101
• delete_contact

  Permanently delete an existing contact.

  102
• delete_custom_activity_instance

  Permanently delete an existing custom activity instance.

  103
• delete_custom_object_instance

  Permanently delete an existing custom object instance.

  104
• delete_email_template

  Permanently delete an email template.

  105
• delete_lead

  Permanently delete an existing lead (company) by ID including all of its

  106
• delete_lead_smart_view

  Permanently delete a lead smart view (saved search).

  107
• delete_lead_status

  Permanently delete a lead status.

  108
• delete_note

  Permanently delete an existing note.

  109
• delete_opportunity

  Permanently delete an opportunity.

  110
• delete_opportunity_status_tool

  Permanently delete an opportunity status.

  111
• delete_pipeline

  Permanently delete an opportunity pipeline.

  112
• delete_smart_view

  Permanently delete a smart view (saved search).

  113
• delete_sms_template

  Permanently delete an SMS template.

  114
• delete_task

  Permanently delete an existing task by ID.

  115
• enrich_field

  Use AI to determine and set the value of a field on a lead or contact.

  116
• mark_notifications_done

  Mark items in the current user's inbox as done, which moves them to the

  117
• merge_leads

  Merge two leads in the background.

  118
• schedule_voice_agent_call

  Schedule a voice agent to call a lead's contact.

  119
• set_pinned_smart_views

  Replace the smart views pinned to the user's sidebar and their order.

  120
• snooze_notifications

  Snooze items in the current user's inbox until a later date or time,

  121
• update_call_task

  Update a call task.

  122
• update_contact

  Update an existing contact.

  123
• update_custom_activity_instance

  Update an existing custom activity instance.

  124
• update_custom_object_instance

  Update an existing custom object instance.

  125
• update_draft_email

  Update an existing draft email.

  126
• update_email_template

  Update an existing email template.

  127
• update_lead

  Update an existing lead (company).

  128
• update_lead_smart_view

  Update a lead smart view (saved search).

  129
• update_lead_status

  Update the label of an existing lead status.

  130
• update_note

  Update an existing note.

  131
• update_opportunity

  Update an existing opportunity.

  132
• update_opportunity_status_tool

  Update the label of an existing opportunity status.

  133
• update_pipeline

  Update an existing opportunity pipeline.

  134
• update_smart_view

  Update the name or description of a smart view (saved search).

  135
• update_sms_template

  Update an existing SMS template.

  136
• update_task

  Update an existing task.

  137

• Tool availability is controlled by the granted scope. mcp.write_safe permits writes; mcp.write_destructive additionally permits deletions and other destructive operations. SSE is not supported.

• official complete scoped tool reference

  Current Close developer reference lists 137 tool headings and groups them into read-only, safe-write, and destructive scopes.

• official setup guide

  Close Help documents the hosted endpoint, Streamable HTTP, OAuth and API-key/Close-Scope configuration.

Documentation checked 2026-10-28T13:56:00.000Z. Connection has not been runtime tested.