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Close

by Close

HIPAA CompliantSOC2 ReadyISO 27001 Ready
Sales & CRM55 tools

Read leads, contacts, opportunities and activities in Close CRM, and optionally write or delete them — three OAuth scopes split by destructiveness.

Verified connector

Listed by Anthropic as a partner connector in its Connectors Directory.

Connection checked by Agentman on .

Anthropic states this reflects the level of review a connector received, not a security audit.

Connect Close via MCP

https://mcp.close.com/mcp

Works in any MCP-compatible client. In Agentman Studio it is one click — no config file to edit.

Use in Agentman

Connect Close once and your agents call these tools on their own — on a schedule, in a workflow, with nobody at the keyboard.

Open in Agentman Studio

Close Tools & Capabilities (55)

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
mcp.write_safe
create_address
create_contact
create_email_template
create_lead_status
create_lead
create_opportunity_status_tool
create_opportunity
create_pipeline
create_sms_template
create_workflow
mcp.write_destructive
delete_address
delete_contact
delete_email_template
delete_lead_smart_view
delete_lead_status
delete_lead
delete_opportunity_status_tool
delete_opportunity
delete_pipeline
delete_sms_template
update_contact
update_email_template
update_lead_smart_view
update_lead_status
update_lead
update_opportunity_status_tool
update_opportunity
update_pipeline
update_sms_template

Tool names from Anthropic's directory listing. This server requires sign-in, so we could not read tool descriptions or parameter schemas.

Limits

  • The scope you grant is the real boundary. Tool descriptions telling the model to confirm before deleting are guidance to the model, not enforcement by the server. Grant mcp.read unless you need writes.
  • No SSE. Close states it does not currently support SSE and asks affected teams to email support. Streamable HTTP only.
  • n8n is read-only. Close's own n8n instructions carry a note that n8n supports only the mcp.read scope at this time.
  • The directory listing understates the surface by 56 tools. A client or page sized on the 52-name snapshot will not know the connector reaches notes, tasks, comments, calls, meeting transcripts, custom objects or voice agents.
  • perform_search is listed but undocumented. It appears in the directory snapshot and in no Close documentation we could find.
  • Rate limits are per endpoint group, not published as one number. Close enforces limits per organization across all API keys, with a lower per-key limit — the organization limit is currently 3× the per-key limit. A 429 carries a RateLimit header with limit, remaining and reset; Close tells callers to sleep for the rate_reset value. Close publishes no MCP-specific figure, so the applicable numbers depend on which endpoint group a tool hits.
  • Custom roles need the Scale plan. All plans include four predefined roles (Admin, Super User, User, Restricted User), but creating or editing roles is Scale-only. If you want a Close role narrower than Restricted User to back an MCP connection, that is a plan gate.
  • We did not read the live tools and never called one. Our only contact with the server was an anonymous handshake that returned HTTP 401. Every statement above about tool behaviour comes from Close's documentation or Anthropic's directory listing, each dated below.

Frequently asked questions

No. Close states it does not currently support SSE, and asks teams that need it to email support@close.com with their use case and MCP client details. The server is Streamable HTTP only, which every current MCP client supports. Close's own n8n setup instructions specify HTTP Streamable as the transport for the same reason.

Close publishes the full list on its developer site, grouped by the three scopes. We counted 107 documented tools on 2026-08-18: 57 under `mcp.read`, 16 more under `mcp.write_safe` and 34 more under `mcp.write_destructive`. Anthropic's directory snapshot dated 2026-08-16 names only 52 of them, so the listing is a subset.

Yes. Close documents adding one custom connector per organization, each with a distinct name such as `close-mcp-org-name`, authenticating with either OAuth or the `Close-API-Key` and `Close-Scope` headers. Because Claude rejects two connectors sharing a URL, Close suggests appending an incrementing query string to the endpoint for each additional connection.

Sources

Server Info

Category
Sales & CRM
Developer
Close
Tools
55
Domain
mcp.close.com

Using Claude Desktop or another MCP client? Setup docs — the connection URL above works anywhere.

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