CRM · Close MCP + Claude
Close MCP with Claude: Smarter Lead and Sales Follow-Up Automation
The short answer
Claude works with Close through the Model Context Protocol, an open standard that acts as a secure adapter. Once connected, Claude can read leads, contacts, opportunities and activities, and carry out actions such as creating activities or updating contacts. Access is scoped by the organisation, and sign-in uses Dynamic Client Registration OAuth.
What is Close MCP?
Close is a customer relationship management platform used by sales teams, especially small and mid-sized businesses that run high volumes of calls, emails and follow-ups. It stores leads, contacts, opportunities, activities, communications and workflows in one place. Close MCP exposes this data so AI agents and chatbots can work with it safely. Sales leaders, account executives and operations teams use it to keep pipelines accurate and follow-up consistent.
How Claude connects to Close MCP through MCP
The Model Context Protocol is an open standard that lets Claude securely use other software, reading information and taking actions with permissions the organisation controls. Think of it as a universal adapter between Claude and your tools. Close MCP is the adapter for your Close CRM data.
Once connected, Claude can read leads, look up contacts, search opportunities and review recent activities and communications. It can also perform defined actions such as creating an activity note or updating a contact field. You describe what you need in plain language, and Claude translates that into the right requests.
Permissions and approvals keep people in charge. Access is scoped to the data and actions you allow, typically set up with least-privilege access. Consequential changes can be routed for human approval, and actions are logged so you can review what Claude did and when.
What you can automate
Pipeline Health Summaries
A sales manager asks Claude which opportunities have had no activity in the past two weeks and which are nearing their close date. Claude searches the opportunities and activities in Close and returns a short summary grouped by account owner. The manager spends minutes reviewing the pipeline instead of building reports by hand.
Lead Research Before Calls
Before a call, a sales representative asks Claude for the history of a lead, including previous conversations, open opportunities and notes. Claude reads the lead and related activities and produces a brief. The representative walks into the call prepared, with no need to click through multiple records.
Post-Call Note Clean-Up
After a call, a representative dictates key points to Claude. Claude drafts a clear activity note and, once approved, creates it against the right contact in Close. Records stay complete and consistent without adding admin time to every call.
Contact Data Hygiene
An operations lead asks Claude to find contacts with missing job titles or outdated phone fields and propose corrections. Claude lists the gaps and suggests updates. A team member reviews the changes before they are applied, keeping the CRM accurate with human sign-off.
Account Handover Notes
When an account moves from one representative to another, Claude summarises the account's leads, open opportunities and recent communications into a handover note. The new owner starts with full context, reducing lost deals and repeated questions to the customer.
An end-to-end workflow: Inbound Enquiry to Qualified Opportunity
TriggerA new enquiry arrives through the company website form and is logged as a lead in Close.
Claude reads the new lead in Close and checks for existing contacts at the same company.
Claude pulls the company's details from the organisation's Microsoft 365 contact records and recent email threads to confirm context.
Claude drafts a qualification summary covering need, budget signals and timing, and posts it as an activity note.
If the lead meets the agreed criteria, Claude proposes creating an opportunity, and a sales manager approves it.
Once approved, Claude creates the opportunity in Close and assigns it to the right representative.
The representative receives a notification with the summary and a suggested first call time.
OutcomeEnquiries are qualified and routed within minutes rather than hours, and representatives start each conversation with a complete picture. Typical results vary by team and volume.
How we set it up
Free Automation Audit
We review how your sales and operations teams use Close today and identify the workflows most worth automating, such as follow-ups, lead research and pipeline reporting.
Secure Connection
We connect Claude to Close through the Close MCP server using Dynamic Client Registration OAuth sign-in, so your team authorises access directly in their own Close account.
Workflow Design
We design the end-to-end workflow across Close and your other systems, such as Microsoft 365, your ERP or your ticketing tool, with clear points where people approve consequential actions.
Testing and Launch
We test the workflow against real past leads and activities, then launch with monitoring and audit logs enabled so you can see every action Claude takes.
Team Training
We train your sales and operations staff on how to ask Claude for what they need, how to review its proposals and how to escalate issues, then support the rollout.
Who benefits
- Sales Manager
- Gets instant pipeline summaries and spots stalled deals without manual reporting.
- Account Executive
- Prepares for calls faster with complete lead histories and drafted notes.
- Operations Lead
- Keeps contact data accurate through reviewed, auditable updates.
- IT Head
- Controls access with scoped permissions and full logs of every AI action.
Security and control
- Least-privilege access, so Claude only sees and changes the data and actions you permit.
- Human approval for consequential changes such as creating opportunities or bulk updates.
- Audit logs that record what Claude read, changed or created, and when.
- Sign-in through Dynamic Client Registration OAuth, managed within your own Close account.
- Regular review of permissions as your team and processes change.
For teams in the US, UK, India and the Middle East
Organisations in the United States and the United Kingdom can host the workflow in the region that matches their data protection requirements. Indian organisations can align the setup with the Digital Personal Data Protection Act, 2023. Companies in the UAE and Saudi Arabia can ensure compliance with local data protection laws, and we choose the hosting region to meet those requirements. Hosting options include India, the United States, the United Kingdom and the European Union.
Learn more about Claude and MCP
Anthropic's AI model and assistant.
Secure links between Claude and business tools.
How engineers build and change software with Claude.
Hosted agents that run multi-step work.
The open standard Claude uses to connect to tools.
Frequently asked questions
What does the Close MCP server do?
The Close MCP server gives AI tools a secure way to work with your Close CRM data. It exposes leads, contacts, opportunities, activities, communications and workflows so that agents can read information and take permitted actions. It acts as an adapter, so Claude can use your Close data in plain language without direct access to your whole account.
Is Close MCP secure?
Security depends on how it is set up. Close MCP supports Dynamic Client Registration OAuth sign-in, and access can be limited to the data and actions you choose. Audit logs record activity, and human approval can be required for important changes. We design every connection with least-privilege access and review it before launch.
What can Claude do with Close?
Once connected, Claude can read leads and contacts, search opportunities, review activities and communications, create activity notes and update contact details, all using natural language. The exact capabilities are set during design, so you decide which actions are allowed and which need approval.
How long does setup take?
A typical project takes a few weeks from the free automation audit to launch and training. The connection itself is quick once access is agreed. Timelines depend on how many workflows you want to automate and how many other systems need to be included.
Which plan or permissions are needed?
You need a Close account with permissions that allow the data and actions you want Claude to use. Because plans and permission levels can change, we confirm what your account supports during the free automation audit and set up access accordingly.