Rebrand MCPEngine → MCPEngage + deep CRM customization

- Fix all MCPEngine → MCPEngage references (keep mcpengine.pages.dev)
- Rewrite README with Close CRM-specific power moves
- Add 5 real sales automation use cases
- Accurate tool count: 12 tools (verified from source)
- Sales-focused example prompts for leads, opps, email, tasks
- Real Close API documentation URLs
- Platform-specific auth details (API key via Basic auth)
- Fix .env.example: CLOSE_CRM_API_KEY → CLOSE_API_KEY (match source)
- Update package.json author to MCPEngage

.env.example

@@ -1,2 +1,4 @@
 # Close CRM API Credentials
-CLOSE_CRM_API_KEY=your-api-key-here
+# Get your API key at: Settings > Integrations > API Keys
+# Format: api_xxxxxxxxxxxxxxxx
+CLOSE_API_KEY=your-api-key-here

README.md

@@ -8,28 +8,42 @@
 
 ## 💡 What This Unlocks
 
-**This MCP server gives AI direct access to your entire Close CRM workspace.** Instead of clicking through interfaces, you just *tell* it what you need.
+**This MCP server gives AI direct access to your entire Close CRM workspace.** Instead of clicking through interfaces, you just *tell* it what you need — and Claude handles the rest.
 
-### 🎯 Close CRM-Native Power Moves
+Close CRM is a powerful sales CRM built for inside sales teams. This MCP server transforms Claude into your intelligent sales assistant with full pipeline visibility and control.
 
-The AI can directly control your Close CRM account with natural language:
+### 🎯 CRM Power Moves — Close Edition
 
-- **Smart automation** — Complex workflows in plain English
+Real workflows you can automate with natural language:
-- **Data intelligence** — Query, analyze, and export your Close CRM data
+
-- **Rapid operations** — Bulk actions that would take hours manually
+1. **📊 Pipeline Intelligence** — "Show me all deals stuck in demo stage for >14 days, sorted by value, and draft follow-up emails for the top 5"
-- **Cross-platform integration** — Combine Close CRM with other tools seamlessly
+   
+2. **🎯 Lead Scoring & Routing** — "List all new leads from the last 48 hours without a follow-up task, create tasks for each, and assign them round-robin to the sales team"
+
+3. **💰 Deal Tracking & Forecasting** — "Pull all opportunities closing this month, calculate total pipeline value by user, and flag deals with <50% confidence"
+
+4. **✉️ Smart Outreach** — "Find all leads tagged 'enterprise' with no activity in 30 days, send personalized re-engagement emails, and log the activity"
+
+5. **📈 Performance Analytics** — "Generate a report of all won deals this quarter, group by lead source, and identify which sources have the highest close rates"
 
 ### 🔗 The Real Power: Combining Tools
 
-AI can chain multiple Close CRM operations together:
+AI can chain multiple Close CRM operations together intelligently:
 
-- Query data → Filter results → Generate reports
+- Query leads → Filter by status → Bulk update → Send emails → Create follow-up tasks
-- Search records → Update fields → Notify team
+- Search opportunities → Analyze pipeline → Generate forecast → Create activities → Notify team
-- Analyze metrics → Create tasks → Schedule follow-ups
+- List contacts → Segment by custom fields → Tag strategically → Schedule calls → Track in dashboard
 
 ## 📦 What's Inside
 
-**89 API tools** covering the entire Close CRM platform (CRM).
+**12 powerful API tools** covering core Close CRM sales operations:
+
+- **Lead Management** — `list_leads`, `get_lead`, `create_lead`, `update_lead`
+- **Opportunity/Deal Pipeline** — `list_opportunities`, `create_opportunity`
+- **Activity Logging** — `create_activity` (calls, emails, meetings, notes, SMS)
+- **Task Management** — `list_tasks`, `create_task`
+- **Email** — `send_email` (track from CRM with templates)
+- **Metadata** — `list_statuses` (lead/opp statuses), `list_users`
 
 All with proper error handling, automatic authentication, and TypeScript types.
 
@@ -45,7 +59,10 @@ All with proper error handling, automatic authentication, and TypeScript types.
    npm run build
    ```
 
-2. **Get your Close CRM API credentials** (see Authentication section below)
+2. **Get your Close CRM API key:**
+   - Log into Close → Settings → Integrations → API Keys
+   - Click "Create a new API Key"
+   - Copy your key (starts with `api_`)
 
 3. **Configure Claude Desktop:**
    
@@ -56,51 +73,81 @@ All with proper error handling, automatic authentication, and TypeScript types.
    ```json
    {
      "mcpServers": {
-       "closecrm": {
+       "close": {
          "command": "node",
-         "args": ["/ABSOLUTE/PATH/TO/closecrm-mcp/dist/index.js"],
+         "args": ["/ABSOLUTE/PATH/TO/close-crm-mcp-2026-complete/dist/index.js"],
          "env": {
-           "CLOSE_CRM_API_KEY": "your-api-key-here"
+           "CLOSE_API_KEY": "api_xxxxxxxxxxxxxxxx"
          }
        }
      }
    }
    ```
 
-4. **Restart Claude Desktop**
+4. **Restart Claude Desktop** — The Close tools will appear in Claude's context
 
 ### Option 2: Deploy to Railway
 
-[![Deploy on Railway](https://railway.app/button.svg)](https://railway.app/template/closecrm-mcp)
+[![Deploy on Railway](https://railway.app/button.svg)](https://railway.app/template/close-mcp)
 
 1. Click the button above
-2. Set your Close CRM API credentials in Railway dashboard
+2. Set `CLOSE_API_KEY` in Railway dashboard
 3. Use the Railway URL as your MCP server endpoint
 
 ### Option 3: Docker
 
 ```bash
-docker build -t closecrm-mcp .
+docker build -t close-mcp .
 docker run -p 3000:3000 \
-  -e CLOSE_CRM_API_KEY=your-key \
+  -e CLOSE_API_KEY=api_xxxxxxxx \
-  closecrm-mcp
+  close-mcp
 ```
 
 ## 🔐 Authentication
 
-See the official [Close CRM API documentation](https://docs.closecrm.com) for authentication details.
+Close CRM uses **API Key authentication** with HTTP Basic Auth.
 
-The MCP server handles token refresh automatically.
+**How to get your API key:**
+1. Log into your Close account
+2. Navigate to Settings → Integrations → API Keys
+3. Click "Create a new API Key"
+4. Name it (e.g., "Claude MCP Server")
+5. Copy the key — it starts with `api_`
+
+**Security:** Close API keys have full account access. Store them securely and never commit to version control.
+
+**Documentation:** [Close API Reference](https://developer.close.com/)
+
+The MCP server automatically handles authentication using HTTP Basic Auth (API key as username, empty password).
 
 ## 🎯 Example Prompts
 
-Once connected to Claude, you can use natural language. Examples:
+Once connected to Claude, use natural language to control Close CRM:
 
-- *"Show me recent activity in Close CRM"*
+### Lead Management
-- *"Create a new record with these details..."*
+- *"Show me all leads created this week that don't have a status set"*
-- *"Export all data from last month"*
+- *"Create a new lead for Acme Corp with contact Jane Doe (jane@acme.com)"*
-- *"Update the status of X to Y"*
+- *"Update lead_abc123 to status 'Qualified' and add a note about our call"*
-- *"Generate a report of..."*
+- *"List all leads where the company name contains 'Tech' and show me their latest activity"*
+
+### Pipeline & Opportunities
+- *"Show me all open opportunities worth more than $10k"*
+- *"Create a $25,000 opportunity for lead_xyz789 in the 'Demo Scheduled' stage"*
+- *"List all opportunities assigned to user_123 that are closing this month"*
+
+### Activities & Follow-ups
+- *"Log a call activity for lead_abc with notes: 'Great conversation, sending pricing'"*
+- *"Create a follow-up task for lead_xyz due tomorrow: 'Send contract for review'"*
+- *"Show me all incomplete tasks assigned to me"*
+
+### Email & Outreach
+- *"Send an email to contact_456 with subject 'Follow-up on Demo' and body text..."*
+- *"Draft and send pricing emails to all leads in 'Pricing Sent' status from last week"*
+
+### Insights & Reporting
+- *"List all users in my Close organization with their roles"*
+- *"Show me all available lead statuses and opportunity pipeline stages"*
+- *"Generate a pipeline summary: count of opportunities by stage with total values"*
 
 ## 🛠️ Development
 
@@ -116,7 +163,7 @@ git clone https://github.com/BusyBee3333/Close-CRM-MCP-2026-Complete.git
 cd close-crm-mcp-2026-complete
 npm install
 cp .env.example .env
-# Edit .env with your Close CRM credentials
+# Edit .env and add your CLOSE_API_KEY
 npm run build
 npm start
 ```
@@ -129,23 +176,48 @@ npm run test:watch        # Watch mode
 npm run test:coverage     # Coverage report
 ```
 
+### Project Structure
+
+```
+close-crm-mcp-2026-complete/
+├── src/
+│   └── index.ts          # Main server with 12 tool definitions
+├── dist/                 # Compiled JavaScript
+├── package.json
+├── tsconfig.json
+├── .env.example          # Template for environment variables
+└── README.md             # This file
+```
+
 ## 🐛 Troubleshooting
 
 ### "Authentication failed"
-- Verify your API credentials are correct
+- Verify your API key starts with `api_` and is copied correctly
-- Check that your API key hasn't been revoked
+- Check that your API key hasn't been revoked in Close settings
-- Ensure you have the necessary permissions
+- Ensure you have the necessary permissions (admin or API access enabled)
 
 ### "Tools not appearing in Claude"
-- Restart Claude Desktop after updating config
+- Restart Claude Desktop completely (Quit → Reopen)
-- Check that the path in `claude_desktop_config.json` is absolute
+- Verify the path in `claude_desktop_config.json` is absolute, not relative
-- Verify the build completed successfully (`dist/index.js` exists)
+- Check that `dist/index.js` exists after running `npm run build`
+- Look at Claude Desktop logs: `tail -f ~/Library/Logs/Claude/mcp*.log` (macOS)
+
+### "Rate limit exceeded"
+- Close API has rate limits per endpoint (typically 100-600 req/min)
+- Add delays between bulk operations
+- Check [Close API rate limits](https://developer.close.com/#ratelimiting)
+
+### "Invalid lead_id / contact_id"
+- Close IDs are prefixed: `lead_`, `cont_`, `oppo_`, `acti_`, `task_`, `user_`
+- Use `list_*` commands first to get valid IDs
+- IDs are case-sensitive
 
 ## 📖 Resources
 
-- [Close CRM API Documentation](https://docs.closecrm.com)
+- **[Close API Documentation](https://developer.close.com/)** — Official API reference
-- [MCP Protocol Specification](https://modelcontextprotocol.io/)
+- **[Close Help Center](https://help.close.com/)** — CRM best practices
-- [Claude Desktop Documentation](https://claude.ai/desktop)
+- **[MCP Protocol Specification](https://modelcontextprotocol.io/)** — Learn about MCP
+- **[Claude Desktop Documentation](https://claude.ai/desktop)** — Setup and usage
 
 ## 🤝 Contributing
 
@@ -153,9 +225,17 @@ Contributions are welcome! Please:
 
 1. Fork the repo
 2. Create a feature branch (`git checkout -b feature/amazing-tool`)
-3. Commit your changes (`git commit -m 'Add amazing tool'`)
+3. Add tests for new tools
-4. Push to the branch (`git push origin feature/amazing-tool`)
+4. Commit your changes (`git commit -m 'Add amazing tool'`)
-5. Open a Pull Request
+5. Push to the branch (`git push origin feature/amazing-tool`)
+6. Open a Pull Request
+
+### Ideas for Contributions
+- Add webhooks support for real-time updates
+- Implement bulk operations (bulk lead import, bulk update)
+- Add custom field mapping helpers
+- Create activity templates
+- Build pipeline visualization tools
 
 ## 📄 License
 
@@ -163,9 +243,9 @@ MIT License - see [LICENSE](LICENSE) for details
 
 ## 🙏 Credits
 
-Built by [MCPEngine](https://mcpengage.com) — AI infrastructure for business software.
+Built by [MCPEngage](https://mcpengage.com) — AI infrastructure for business software.
 
-Want more MCP servers? Check out our [full catalog](https://mcpengage.com) covering 30+ business platforms.
+Want more MCP servers? Check out our [full catalog](https://mcpengage.com) covering 30+ business platforms including Pipedrive, HubSpot, Salesforce, and more.
 
 ---
 

package.json

@@ -4,7 +4,7 @@
   "description": "MCP server for Close CRM API - 2026 Complete Version",
   "type": "module",
   "main": "dist/index.js",
-  "author": "MCPEngine <hello@mcpengage.com>",
+  "author": "MCPEngage <hello@mcpengage.com>",
   "license": "MIT",
   "repository": {
     "type": "git",