039e94aab4
- 100+ API tools - Full Close Crm API coverage - Claude Desktop integration - Railway deployment support - Docker containerization - Comprehensive documentation
173 lines
4.6 KiB
Markdown
173 lines
4.6 KiB
Markdown
> **🚀 Don't want to self-host?** [Join the waitlist for our fully managed solution →](https://mcpengage.com/closecrm)
|
|
>
|
|
> Zero setup. Zero maintenance. Just connect and automate.
|
|
|
|
---
|
|
|
|
# 🚀 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:**
|
|
```bash
|
|
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`
|
|
|
|
```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
|
|
|
|
[](https://railway.app/template/closecrm-mcp)
|
|
|
|
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
|
|
|
|
```bash
|
|
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](https://docs.closecrm.com) 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
|
|
|
|
```bash
|
|
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
|
|
|
|
```bash
|
|
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](https://docs.closecrm.com)
|
|
- [MCP Protocol Specification](https://modelcontextprotocol.io/)
|
|
- [Claude Desktop Documentation](https://claude.ai/desktop)
|
|
|
|
## 🤝 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](LICENSE) for details
|
|
|
|
## 🙏 Credits
|
|
|
|
Built by [MCPEngine](https://mcpengage.com) — AI infrastructure for business software.
|
|
|
|
Want more MCP servers? Check out our [full catalog](https://mcpengage.com) covering 30+ business platforms.
|
|
|
|
---
|
|
|
|
**Questions?** Open an issue or join our [Discord community](https://discord.gg/mcpengine).
|