Close

Sales And Marketing

The Close MCP server is a secure, standardized interface that lets Claude directly access and interact with your Close data. Core functionality with Claude:

• Connects Close to Claude via the Model Context Protocol so Claude can use Close as a trusted system of record.

• Read data (e.g., leads, contacts, opportunities, activities) based on your Close permissions.

• Optionally write data — you can allow only safe writes (e.g., create a lead) or full writes (e.g., edit/delete) during setup.

• Enables Claude to answer questions, summarize information, and perform actions in Close.

55Claude Tools

Sales And MarketingCategory

Use Cases

sales-and-marketing

Available Tools

Close provides 55 tools on Claude. Permissions: Read and write.

activity_searchcreate_addresscreate_contactcreate_email_templatecreate_leadcreate_lead_statuscreate_opportunitycreate_opportunity_status_toolcreate_pipelinecreate_sms_templatecreate_workflowdelete_addressdelete_contactdelete_email_templatedelete_leaddelete_lead_smart_viewdelete_lead_statusdelete_opportunitydelete_opportunity_status_tooldelete_pipelinedelete_sms_templatefetch_contactfetch_email_templatefetch_leadfetch_lead_smart_viewfetch_lead_statusfetch_opportunityfetch_opportunity_statusfetch_pipeline_and_opportunity_statusesfetch_sms_templatefind_email_templatesfind_lead_smart_viewsfind_lead_statusesfind_opportunitiesfind_pipelines_and_opportunity_statusesfind_scheduling_linksfind_sms_templatesfind_workflowslead_searchmcp.readmcp.write_destructivemcp.write_safeorg_infoorg_userspaginate_searchperform_searchupdate_contactupdate_email_templateupdate_leadupdate_lead_smart_viewupdate_lead_statusupdate_opportunityupdate_opportunity_status_toolupdate_pipelineupdate_sms_template