Close Crm

Registre officiel Marketing et ventes

Close CRM MCP Pack — wraps the Close (close.com) API v1.

Installation

Ajoutez ceci à la configuration MCP de votre client (Claude Desktop : claude_desktop_config.json ; Cursor : .cursor/mcp.json ; VS Code et les autres utilisent la même forme « mcpServers »).

Remote (streamable-http)
Claude Code
claude mcp add --transport http close-crm 'https://gateway.pipeworx.io/close-crm/mcp'
Configuration JSON (Claude Desktop, Cursor, VS Code)
{
    "mcpServers": {
        "close-crm": {
            "type": "http",
            "url": "https://gateway.pipeworx.io/close-crm/mcp"
        }
    }
}

Documentation

Tirée du README du projet sur GitHub, actualisée chaque semaine. Les liens ouvrent GitHub.

Sommaire
  1. mcp-close-crm
  2. Tools
  3. Quick Start
  4. No MCP client? Call it over HTTP
  5. Standalone (no gateway account)
  6. Using with ask_pipeworx
  7. More
  8. License

mcp-close-crm

Close CRM MCP Pack — wraps the Close (close.com) API v1.

Part of Pipeworx — an MCP gateway connecting AI agents to 1875+ live data sources. This is an independent, unofficial integration — not affiliated with, endorsed by, or published by the upstream provider.

Tools

ToolDescription
close_meGet the current Close user and organization for the supplied API key. Returns user ID, name, email, and the organizations (with IDs) the key can access. Use this to verify the key works and discover your organization context.
close_search_leadsSearch or list leads (companies/accounts in Close) using Close's query language. Returns a data array of leads (with id, display_name, contacts, status, custom fields) plus has_more and total_results. The query param accepts Close search syntax, e.g. name:"Acme", status_label:"Potential", email_address:@example.com, lead_created_within:7d, or free text. Omit query to list all leads. Page with _limit (max 200) and _skip.
close_get_leadGet a single lead by its Close lead ID (format lead_...). Returns full detail: display name, description, status, contacts, addresses, opportunities, custom fields, and timestamps.
close_list_opportunitiesList opportunities (pipeline deals) in Close. Returns a data array of opportunities with id, lead_id, status, value, currency, confidence, and expected close date, plus has_more / total_results. Pass lead_id to scope to one lead, or omit to list across the organization. Page with _limit / _skip.
close_list_contactsList contacts (people) in Close. Returns a data array of contacts with id, lead_id, name, title, emails, and phones, plus has_more / total_results. Optionally filter to one lead with lead_id. Page with _limit / _skip.
close_list_activitiesList activities for a lead — calls, emails, notes, SMS, meetings, and status changes. Returns a data array (with id, _type, type, date_created, and type-specific fields) plus has_more / total_results. Requires lead_id. Page with _limit / _skip to walk a lead's timeline.

Quick Start

Add to your MCP client (Claude Desktop, Cursor, Windsurf, etc.):

{
  "mcpServers": {
    "close-crm": {
      "url": "https://gateway.pipeworx.io/close-crm/mcp"
    }
  }
}
What this endpoint actually serves

tools/list at https://gateway.pipeworx.io/close-crm/mcp returns the tools in the table above plus the shared Pipeworx meta-tools — ask_pipeworx, discover_tools, search_within, remember/recall and the rest of the gateway-wide set. So the tool count you see is larger than this table: a single-pack endpoint currently lists roughly 30 shared tools alongside the pack's own. The connection's initialize response states its exact scope, and is the authoritative answer for a given day.

This is deliberate, not multiplexing by accident. The meta-tools are what let a scoped connection answer a question this pack does not cover — via ask_pipeworx, which routes across the whole catalog — without you adding a second MCP server. There is currently no way to mount a pack endpoint without them; if the extra schemas cost you more context than the routing is worth, connect to the full gateway once rather than to several pack endpoints.

Or connect to the full Pipeworx gateway to get every pack's tools listed directly, instead of just this one's:

{
  "mcpServers": {
    "pipeworx": {
      "url": "https://gateway.pipeworx.io/mcp"
    }
  }
}

Both URLs reach the same gateway and the same 1875+ data sources. The only difference is which pack's tools are listed directly; ask_pipeworx reaches all of them from either one.

No MCP client? Call it over HTTP

This pack takes your own API key (_apiKey) — we don't front one for it, so there's no curl here that would run without it. Inspect any tool: GET https://gateway.pipeworx.io/v1/tools/close_me. Find one: POST https://gateway.pipeworx.io/v1/tools/search_packs with {"query":"..."}.

Standalone (no gateway account)

This package also runs as a local stdio MCP server — no Pipeworx account, no gateway round-trip:

{
  "mcpServers": {
    "close-crm": {
      "command": "npx",
      "args": ["-y", "@pipeworx/mcp-close-crm"]
    }
  }
}

Or run it directly to confirm it starts:

npx -y @pipeworx/mcp-close-crm

It speaks MCP over stdin/stdout and answers initialize/tools/list/tools/call for only this pack's tools — none of the shared meta-tools the gateway connection above adds. Same source, same tools, no ask_pipeworx routing.

Using with ask_pipeworx

Instead of calling tools directly, you can ask questions in plain English — this works on the pack endpoint above as well as on the full gateway:

ask_pipeworx({ question: "your question about Close Crm data" })

The gateway picks the right tool and fills the arguments automatically.

More

License

MIT

Questions fréquentes

Qu'est-ce que Close Crm ?

Close CRM MCP Pack — wraps the Close (close.com) API v1.

Comment installer Close Crm ?

Il fonctionne comme serveur distant. Dans Claude Code : claude mcp add --transport http close-crm 'https://gateway.pipeworx.io/close-crm/mcp'. Pour les autres clients, collez la configuration JSON de cette page dans leurs réglages MCP.

Faut-il une clé API pour Close Crm ?

Son entrée au registre n'indique aucune clé ni secret obligatoire. Certaines fonctions peuvent tout de même demander un compte auprès du service auquel il se connecte.

Close Crm est-il open source ?

Oui. Son code est sur GitHub sous licence MIT.

Qui maintient Close Crm ?

Il est publié par pipeworx-io. AI.tn le référence sans le maintenir ni le recommander.

Issu du registre MCP officiel. Être listé n'est pas une recommandation : vérifiez le code et les permissions d'un serveur avant de lui donner accès à vos données.