# Close — MCP server on mcp.ai
> Connect your Close account and use 6 tools for CRM straight from your AI agent. Connect with your own API key. Close is a CRM platform designed to help businesses manage and streamline their sales processes, including calling, email automation, and predictive dialers.

By: mcp.ai · official
Page: https://mcp.ai/close

## Connect (MCP protocol)
Remote MCP endpoint (HTTP, streamable): https://api.mcp.ai/p_close?ms=1787295900000
Add it as a custom/remote MCP connector, then authenticate when prompted.

## REST API (no MCP client required)
Every tool is also a REST endpoint, authed with a workspace API key.
Discover: GET https://api.mcp.ai/api/close/_endpoints   # public; lists every endpoint
Call:     POST https://api.mcp.ai/api/close/<endpoint>
  Authorization: Bearer sk_live_…   # create one at https://mcp.ai/settings/api-keys
  Content-Type: application/json
  Body: { …args }   →   { "ok": true, "tool": "<id>", "result": { … } }

## Developer docs
How to use (MCP or REST), markdown: https://mcp.ai/close/skill.md
Postman collection (v2.1): https://mcp.ai/close/postman.json

## Tools
- close_create_call(note?: string, phone?: string, lead_id: string, user_id?: string, duration?: integer, direction: string, contact_id?: string, disposition?: string, recording_url?: string) — Creates a new call record in Close.com. This tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead_id, direction, and optional support for c
- close_create_lead(url?: string, name: string, contacts?: object[], addresses?: object[], status_id?: string, description?: string) — Creates a new lead in Close CRM. A lead represents a company or organization in your sales pipeline. This tool allows you to create leads with company information (name, description, website), associa
- close_create_sms(text: string, status: string, lead_id: string, send_in?: integer, direction?: string, contact_id?: string, local_phone: string, template_id?: string, remote_phone: string, date_scheduled?: string) — This tool creates a new SMS activity in Close CRM. It is primarily used to log SMS communications, including sent messages, received messages, and draft messages. The tool requires an internal phone n
- close_create_task(date: string, text: string, _type?: string, lead_id: string, assigned_to?: string, is_complete?: boolean) — This tool creates a new task in Close.com. Tasks are used to track to-do items and can be associated with leads. The tool will create a task with the specified parameters using the provided text, due_
- close_delete_call(call_id: string) — This tool allows you to delete a specific call activity in Close.com. It is useful for removing incorrectly logged calls or cleaning up call records. The action deletes a call activity using its uniqu
- close_get_note(skip?: integer, limit?: integer, lead_id?: string, user_id?: string, date_created__gt?: string, date_created__lt?: string) — This tool retrieves a list of note activities from Close. It allows users to fetch notes with optional filtering parameters, including filtering by lead_id, user_id, and date ranges. The tool returns 

## Example prompts
- "What can I do in Close?"
- "Show me a summary of my Close account"

## Links
Docs: https://mcp.ai/docs/mcps/close
Website: https://mcp.ai/mcps/close