Close

Connect AI agents to Close CRM for sales pipeline management and lead automation

Prerequisites Before you begin, create an account and get your API Key.

Getting started

Connect to Close CRM to manage leads, contacts, opportunities, and automate sales workflows through AI agents.

API

1. Install the SDKs (optional)

   pip

   pip install klavis
   

2. Create a Strata MCP Server with Close

   Python

   from klavis import Klavis
   from klavis.types import McpServerName
   
   klavis_client = Klavis(api_key="YOUR_API_KEY")
   
   response = klavis_client.mcp_server.create_strata_server(
       servers=[McpServerName.CLOSE],
       user_id="user123"
   )
   

   API Reference

   Full Strata API endpoints

3. Authenticate

   Python

   import webbrowser
   
   # Open OAuth authorization page
   webbrowser.open(response.oauth_urls[McpServerName.CLOSE])
   

   🎉 Your Close CRM MCP Server is ready! Once authentication is complete, you can use your MCP server URL with any MCP-compatible client.

Available Tools

Tools Information

Tool Name	Description
close_create_lead	Create a new lead in Close CRM
close_get_lead	Get a lead by its ID from Close CRM
close_search_leads	Search for leads in Close CRM
close_update_lead	Update an existing lead in Close CRM
close_delete_lead	Delete a lead from Close CRM
close_list_leads	List leads from Close CRM
close_create_contact	Create a new contact in Close CRM
close_get_contact	Get a contact by its ID from Close CRM
close_search_contacts	Search for contacts in Close CRM
close_update_contact	Update an existing contact in Close CRM
close_delete_contact	Delete a contact from Close CRM
close_create_opportunity	Create a new opportunity in Close CRM
close_get_opportunity	Get an opportunity by its ID from Close CRM
close_update_opportunity	Update an existing opportunity in Close CRM
close_delete_opportunity	Delete an opportunity from Close CRM
close_create_task	Create a new task in Close CRM
close_get_task	Get a task by its ID from Close CRM
close_update_task	Update an existing task in Close CRM
close_delete_task	Delete a task from Close CRM
close_list_tasks	List tasks from Close CRM
close_get_current_user	Get information about the current user
close_list_users	List users from Close CRM
close_get_user	Get a user by their ID from Close CRM

For more details about tool input schema, use the get_tools API.

Next Steps

White-label Authentication

Customize OAuth flows with your own branding

AI Platform Integrations

Integrate Klavis MCP Servers with leading AI platforms

Integrations

Explore available MCP servers

API Reference

REST endpoints and schemas