Sales-And-Marketing

Close Connector Risk

Assess and monitor the risk of the Close connector in Anthropic Claude, OpenAI Codex, and Microsoft Copilot.

Connect Claude to Close CRM to securely access and act on your sales data

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Connector Details

The Close MCP server is a secure, standardized interface that lets Claude directly access and interact with your Close data. Core functionality with Claude: • Connects Close to Claude via the Model Context Protocol so Claude can use Close as a trusted system of record. • Read data (e.g., leads, contacts, opportunities, activities) based on your Close permissions. • Optionally write data — you can allow only safe writes (e.g., create a lead) or full writes (e.g., edit/delete) during setup. • Enables Claude to answer questions, summarize information, and perform actions in Close.

Permissions: Read and write
Type: Remote
Works With: claude, claude-api
Categories: sales-and-marketing
Server: mcp.close.com/mcp
Transport: streamable-http
Visibility: commercial
Author: Close
Added: 11/12/2025

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Tools the Close Connector Exposes to Anthropic Claude

mcp.read

activity_search

fetch_contact

fetch_email_template

fetch_lead_smart_view

fetch_lead_status

fetch_lead

fetch_opportunity_status

fetch_opportunity

fetch_pipeline_and_opportunity_statuses

fetch_sms_template

find_email_templates

find_lead_smart_views

find_lead_statuses

find_opportunities

find_pipelines_and_opportunity_statuses

find_scheduling_links

find_sms_templates

find_workflows

lead_search

org_info

org_users

paginate_search

perform_search

mcp.write_safe

create_address

create_contact

create_email_template

create_lead_status

create_lead

create_opportunity_status_tool

create_opportunity

create_pipeline

create_sms_template

create_workflow

mcp.write_destructive

delete_address

delete_contact

delete_email_template

delete_lead_smart_view

delete_lead_status

delete_lead

delete_opportunity_status_tool

delete_opportunity

delete_pipeline

delete_sms_template

update_contact

update_email_template

update_lead_smart_view

update_lead_status

update_lead

update_opportunity_status_tool

update_opportunity

update_pipeline

update_sms_template

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