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
- UI
- Open Source
1
Install the SDKs (optional)
2
Create a Strata MCP Server with Close
3
Authenticate
🎉 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
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.