close-crm-mcp-2026-complete/README.md

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🚀 Close CRM MCP Server — 2026 Complete Version

💡 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.

🎯 Close CRM-Native Power Moves

The AI can directly control your Close CRM account with natural language:

• Smart automation — Complex workflows in plain English
• Data intelligence — Query, analyze, and export your Close CRM data
• Rapid operations — Bulk actions that would take hours manually
• Cross-platform integration — Combine Close CRM with other tools seamlessly

🔗 The Real Power: Combining Tools

AI can chain multiple Close CRM operations together:

• Query data → Filter results → Generate reports
• Search records → Update fields → Notify team
• Analyze metrics → Create tasks → Schedule follow-ups

📦 What's Inside

89 API tools covering the entire Close CRM platform (CRM).

All with proper error handling, automatic authentication, and TypeScript types.

🚀 Quick Start

Option 1: Claude Desktop (Local)

1. Clone and build:

   git clone https://github.com/BusyBee3333/Close-CRM-MCP-2026-Complete.git
   cd close-crm-mcp-2026-complete
   npm install
   npm run build
   

2. Get your Close CRM API credentials (see Authentication section below)

3. Configure Claude Desktop:

   On macOS: ~/Library/Application Support/Claude/claude_desktop_config.json

   On Windows: %APPDATA%\Claude\claude_desktop_config.json

   {
     "mcpServers": {
       "closecrm": {
         "command": "node",
         "args": ["/ABSOLUTE/PATH/TO/closecrm-mcp/dist/index.js"],
         "env": {
           "CLOSE_CRM_API_KEY": "your-api-key-here"
         }
       }
     }
   }
   

4. Restart Claude Desktop

Option 2: Deploy to Railway

1. Click the button above
2. Set your Close CRM API credentials in Railway dashboard
3. Use the Railway URL as your MCP server endpoint

Option 3: Docker

docker build -t closecrm-mcp .
docker run -p 3000:3000 \
  -e CLOSE_CRM_API_KEY=your-key \
  closecrm-mcp

🔐 Authentication

See the official Close CRM API documentation for authentication details.

The MCP server handles token refresh automatically.

🎯 Example Prompts

Once connected to Claude, you can use natural language. Examples:

• "Show me recent activity in Close CRM"
• "Create a new record with these details..."
• "Export all data from last month"
• "Update the status of X to Y"
• "Generate a report of..."

🛠️ Development

Prerequisites

• Node.js 18+
• npm or yarn
• Close CRM account with API access

Setup

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
npm run build
npm start

Testing

npm test                  # Run all tests
npm run test:watch        # Watch mode
npm run test:coverage     # Coverage report

🐛 Troubleshooting

"Authentication failed"

• Verify your API credentials are correct
• Check that your API key hasn't been revoked
• Ensure you have the necessary permissions

"Tools not appearing in Claude"

• Restart Claude Desktop after updating config
• Check that the path in claude_desktop_config.json is absolute
• Verify the build completed successfully (dist/index.js exists)

📖 Resources

• Close CRM API Documentation
• MCP Protocol Specification
• Claude Desktop Documentation

🤝 Contributing

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')
4. Push to the branch (git push origin feature/amazing-tool)
5. Open a Pull Request

📄 License

MIT License - see LICENSE for details

🙏 Credits

Built by MCPEngine — AI infrastructure for business software.

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