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 — and Claude handles the rest.

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.

🎯 CRM Power Moves — Close Edition

Real workflows you can automate with natural language:

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"

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 intelligently:

• Query leads → Filter by status → Bulk update → Send emails → Create follow-up tasks
• Search opportunities → Analyze pipeline → Generate forecast → Create activities → Notify team
• List contacts → Segment by custom fields → Tag strategically → Schedule calls → Track in dashboard

📦 What's Inside

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.

🚀 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 key:

   • Log into Close → Settings → Integrations → API Keys
   • Click "Create a new API Key"
   • Copy your key (starts with api_)

3. Configure Claude Desktop:

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

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

   {
     "mcpServers": {
       "close": {
         "command": "node",
         "args": ["/ABSOLUTE/PATH/TO/close-crm-mcp-2026-complete/dist/index.js"],
         "env": {
           "CLOSE_API_KEY": "api_xxxxxxxxxxxxxxxx"
         }
       }
     }
   }
   

4. Restart Claude Desktop — The Close tools will appear in Claude's context

Option 2: Deploy to Railway

1. Click the button above
2. Set CLOSE_API_KEY in Railway dashboard
3. Use the Railway URL as your MCP server endpoint

Option 3: Docker

docker build -t close-mcp .
docker run -p 3000:3000 \
  -e CLOSE_API_KEY=api_xxxxxxxx \
  close-mcp

🔐 Authentication

Close CRM uses API Key authentication with HTTP Basic Auth.

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

The MCP server automatically handles authentication using HTTP Basic Auth (API key as username, empty password).

🎯 Example Prompts

Once connected to Claude, use natural language to control Close CRM:

Lead Management

• "Show me all leads created this week that don't have a status set"
• "Create a new lead for Acme Corp with contact Jane Doe (jane@acme.com)"
• "Update lead_abc123 to status 'Qualified' and add a note about our call"
• "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

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 and add your CLOSE_API_KEY
npm run build
npm start

Testing

npm test                  # Run all tests
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 key starts with api_ and is copied correctly
• Check that your API key hasn't been revoked in Close settings
• Ensure you have the necessary permissions (admin or API access enabled)

"Tools not appearing in Claude"

• Restart Claude Desktop completely (Quit → Reopen)
• Verify the path in claude_desktop_config.json is absolute, not relative
• 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

"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 API Documentation — Official API reference
• Close Help Center — CRM best practices
• MCP Protocol Specification — Learn about MCP
• Claude Desktop Documentation — Setup and usage

🤝 Contributing

Contributions are welcome! Please:

1. Fork the repo
2. Create a feature branch (git checkout -b feature/amazing-tool)
3. Add tests for new tools
4. Commit your changes (git commit -m 'Add amazing tool')
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

MIT License - see LICENSE for details

🙏 Credits

Built by MCPEngage — AI infrastructure for business software.

Want more MCP servers? Check out our full catalog covering 30+ business platforms including Pipedrive, HubSpot, Salesforce, and more.

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