{
  "id": "06-close",
  "slug": "close",
  "normalized_name": "close",
  "name": "Close (Close CRM)",
  "vendor_url": "close.com",
  "category": "revops-infra",
  "what_it_does": "A sales CRM built for inside-sales teams with built-in calling, email, and SMS alongside pipeline/lead management - a communications-plus-CRM combo rather than a pure system of record.",
  "ai_features": "Close's pricing page reportedly references an \"AI Sales Agent\" but this was not independently verified against a primary product page in this pass - flagged as under-researched rather than asserted. The MCP server itself is connectivity (create leads, log calls, send SMS, manage tasks), not an AI feature.",
  "mcp_status": "official",
  "mcp_url": "https://mcp.close.com/mcp ; https://help.close.com/integrations/close-mcp-server (redirect correction 2026-08-28: the address previously recorded here, help.close.com/docs/mcp-server, 308s to this one and this one returns 200. Endpoint: https://mcp.close.com/mcp)",
  "mcp_auth": "Dual - OAuth 2.0 with Dynamic Client Registration (recommended; used by Claude, ChatGPT, Cursor) or API-key auth via custom headers (Close-API-Key, Close-Scope). Three scope tiers: mcp.read, mcp.write_safe, mcp.write_destructive.",
  "api_gate": "paid - no free tier; API access is included on every paid plan starting at Solo (~$19/user/mo standard). No enterprise-sales gate, but a subscription is required.",
  "revops_role": "SMB/startup sales CRM often chosen for native calling/SMS; its MCP server pitches \"run ops tasks via Claude\" as a differentiator for small sales teams without dedicated RevOps engineering.",
  "tier": "RESEARCHED",
  "last_checked": "2026-09-07",
  "sources": "https://help.close.com/integrations/close-mcp-server, https://help.close.com/llms.txt, https://mcp.close.com/mcp",
  "notes": "Supports HTTP Streamable transport and integrates with Claude (web/desktop/code), ChatGPT, Cursor, VS Code, and n8n per its own docs. A separate community CLI tool (bcharleson/close-crm-cli) also exists and is unofficial. 2026-09-07: Official MCP registry carries com.close/close-mcp (DNS-verified close.com namespace) with remote https://mcp.close.com/mcp; that URL returned 401 to an MCP initialize (https://mcp.close.com/mcp).",
  "mcp_status_bucket": "official",
  "api_gate_bucket": "paid",
  "mcp_urls": [
    "https://mcp.close.com/mcp",
    "https://help.close.com/integrations/close-mcp-server"
  ],
  "source_urls": [
    "https://help.close.com/integrations/close-mcp-server",
    "https://help.close.com/llms.txt",
    "https://mcp.close.com/mcp"
  ],
  "source_annotations": [],
  "vendor_domain": "close.com",
  "display_name": "Close (Close CRM)",
  "docs_url": null,
  "jobs": [
    "place-outbound-call",
    "read-crm-records",
    "write-crm-records"
  ],
  "jobs_tagged_by": "machine-pass",
  "jobs_tagged_on": "2026-08-25",
  "github_url": null,
  "github_stars": null,
  "github_last_commit": null,
  "github_archived": null,
  "github_fetched_on": null,
  "github_candidates": [],
  "docs_digest": null,
  "docs_last_crawled": null,
  "submission": null,
  "mcp_tools": [
    {
      "name": "activity_search",
      "description": "Search for activities. Results are returned ordered by date descending.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "aggregation",
      "description": "Perform an aggregation to answer questions like: How many emails were sent this week?",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "apply_voice_agent_update",
      "description": "Apply a previously proposed voice agent update.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "close_product_knowledge_search",
      "description": "Search Close product documentation and knowledge base for relevant information.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "create_address",
      "description": "Add a new address to an existing lead (company).",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "create_call_task",
      "description": "Schedule a call task on a lead, assigned to either a user or a voice agent.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "create_comment",
      "description": "Add a comment to a commentable object (note, call, opportunity, task, custom object, etc.).",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "create_contact",
      "description": "Create a new contact for a lead.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "create_custom_activity_instance",
      "description": "Create a new custom activity instance on a lead.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "create_custom_object_instance",
      "description": "Create a new custom object instance on a lead.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "create_draft_email",
      "description": "Create a draft email on a lead.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "create_email_template",
      "description": "Create a new email template.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "create_lead",
      "description": "Create a new lead (company).",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "create_lead_status",
      "description": "Create a new lead status.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "create_note",
      "description": "Create a new note on a lead.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "create_opportunity",
      "description": "Create a new opportunity.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "create_opportunity_status_tool",
      "description": "Create a new opportunity status.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "create_pipeline",
      "description": "Create a new opportunity pipeline.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "create_sms_template",
      "description": "Create a new SMS template.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "create_task",
      "description": "Create a new task for a lead.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "create_workflow",
      "description": "Create a new workflow (a.k.a. sequence) with Draft status.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "customized_builtin_labels",
      "description": "Return the customized builtin labels.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "delete_address",
      "description": "Delete an address from an existing lead (company).",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "delete_call_task",
      "description": "Delete a call task.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "delete_contact",
      "description": "Permanently delete an existing contact.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "delete_custom_activity_instance",
      "description": "Permanently delete an existing custom activity instance.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "delete_custom_object_instance",
      "description": "Permanently delete an existing custom object instance.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "delete_email_template",
      "description": "Permanently delete an email template.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "delete_lead",
      "description": "Permanently delete an existing lead (company) by ID.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "delete_lead_smart_view",
      "description": "Permanently delete a lead smart view (saved search).",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "delete_lead_status",
      "description": "Permanently delete a lead status.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "delete_note",
      "description": "Permanently delete an existing note.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "delete_opportunity",
      "description": "Permanently delete an opportunity.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "delete_opportunity_status_tool",
      "description": "Permanently delete an opportunity status.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "delete_pipeline",
      "description": "Permanently delete an opportunity pipeline.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "delete_sms_template",
      "description": "Permanently delete an SMS template.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "delete_task",
      "description": "Permanently delete an existing task by ID.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "enrich_field",
      "description": "Use AI to determine and set the value of a field on a lead or contact.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "write"
    },
    {
      "name": "fetch",
      "description": "Retrieve the contents of an arbitrary object by its ID.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "fetch_call",
      "description": "Fetch a single call activity by ID.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "fetch_call_task",
      "description": "Fetch a single call task by ID.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "fetch_comment",
      "description": "Fetch a single comment by ID.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "fetch_contact",
      "description": "Fetch an existing contact by ID.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "fetch_custom_activity_instance",
      "description": "Fetch an existing custom activity instance by ID.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "fetch_custom_object_instance",
      "description": "Fetch an existing custom object instance by ID.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "fetch_custom_object_type",
      "description": "Fetch a single custom object type by its ID.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "fetch_email_template",
      "description": "Fetch an email template by ID.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "fetch_invoice",
      "description": "Fetch one of the organization's billing invoices by id.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "spend"
    },
    {
      "name": "fetch_lead",
      "description": "Fetch an existing lead (company) by ID.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "fetch_lead_smart_view",
      "description": "Fetch a lead smart view (saved search) by ID.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "fetch_lead_status",
      "description": "Fetch a lead status by ID.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "fetch_meeting_transcript",
      "description": "Fetch a meeting's Notetaker transcript(s) by meeting activity ID.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "fetch_membership",
      "description": "Fetch one of the organization's members by user id.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "fetch_note",
      "description": "Fetch an existing note by ID.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "fetch_opportunity",
      "description": "Fetch a specific opportunity by ID.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "fetch_opportunity_status",
      "description": "Fetch an opportunity status by ID.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "fetch_pipeline_and_opportunity_statuses",
      "description": "Fetch an opportunity pipeline, including its opportunity statuses, by ID.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "fetch_role",
      "description": "Fetch one of the organization's roles by id, with every permission it grants.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "fetch_sms_template",
      "description": "Fetch an SMS template by ID.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "fetch_task",
      "description": "Fetch an existing task by ID.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "find_agent_configs",
      "description": "List all voice agents configured for the organization.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "find_call_outcomes",
      "description": "List all outcomes applicable to calls available in the organization.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "find_call_tasks",
      "description": "Find call tasks based on various filters.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "find_contact_custom_fields",
      "description": "List all contact custom fields defined for the organization.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "find_custom_activities",
      "description": "List all active (non-archived) Custom Activity Types in the organization.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "find_custom_activity_instances",
      "description": "Find a lead's custom activity instances based on various filters.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "find_custom_object_instances",
      "description": "Find a lead's custom object instances.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "find_custom_object_types",
      "description": "List all custom object types in the organization.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "find_email_templates",
      "description": "List or find email templates",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "find_forms",
      "description": "List all web forms in the organization.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "find_groups",
      "description": "List all groups in the organization.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "find_invoices",
      "description": "Find the organization's billing invoices, newest first.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "spend"
    },
    {
      "name": "find_lead_custom_fields",
      "description": "List all lead custom fields defined for the organization.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "find_lead_smart_views",
      "description": "List lead smart views (saved searches).",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "find_lead_statuses",
      "description": "List or find lead statuses for the organization",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "find_meeting_outcomes",
      "description": "List all outcomes applicable to meetings available in the organization.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "find_memberships",
      "description": "List the organization's members with each member's role name.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "find_notes",
      "description": "Find notes based on various filters.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "find_opportunities",
      "description": "Find opportunities by status (active/won/lost), owner, lead, or close-date range.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "find_opportunity_custom_fields",
      "description": "List all opportunity custom fields defined for the organization.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "find_pipelines_and_opportunity_statuses",
      "description": "List all opportunity pipelines and their opportunity statuses in the organization.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "find_scheduling_links",
      "description": "List available scheduling links for the user and org.",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
      "source_party": "vendor",
      "risk": "read"
    },
    {
      "name": "find_sms_templates",
      "description": "List or find SMS templates",
      "required_params": [],
      "evidence": "docs",
      "repo_party": null,
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}