Close MCP Server
Connect to the Close MCP server to manage leads, contacts, and opportunities, log activities, and schedule AI voice agent calls using AI agents on Gumloop, Claude, or Cursor.
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Installation
Set up the Close MCP server in Gumloop
Do this once to provision your hosted server URL.
Create a Gumloop account
To use this MCP, you need a Gumloop account. If you don't have one yet, sign up and start a 14-day free trial.
Add and authorize the Close server
In Gumloop, open Connectors and add Close. You'll be sent to Close's sign-in screen to grant access. The credential is stored securely in Gumloop.
Then use it in your client
Use in GumloopUse Close in an agent
Once Close is set up, just open any Gumloop agent, add Close as a connector, and start chatting with the agent.
What is Close MCP?
The Close MCP Server is a standardized connection that lets AI agents work directly with your Close CRM. Through the Close MCP Server, an agent can search leads and contacts, read opportunities and pipelines, create and update records, log notes and activities, manage tasks, and schedule AI voice agent calls. It exposes your real Close data to any compatible AI client so the agent acts on the same leads, contacts, and deals your sales team works every day.
Sales teams lose hours to manual CRM upkeep: hunting for the right lead, updating opportunity stages after every call, logging notes, and chasing follow-up tasks. The Close MCP Server hands that busywork to an AI agent that reads and writes your CRM for you. Describe what you need, and your AI agent will handle the CRM update for you.
MCP stands for Model Context Protocol, an open standard for connecting AI agents to the tools they use. Instead of writing code against the Close API, registering an OAuth application, or juggling API keys and scope headers yourself, you connect Close to Gumloop once. After that, you can manage your CRM just by chatting with your AI agent.
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What you can do with Close MCP on Gumloop
Search and read leads and contacts
Agents can run lead and contact searches, fetch full records by ID, read custom fields, and pull saved smart views so you get the exact segment you asked for.
Create and update leads and contacts
Agents can create new leads and contacts, update existing records, and add addresses, keeping your CRM current without manual data entry.
Manage opportunities and pipelines
Agents can create, fetch, and update opportunities, move deals through pipelines, and read or set opportunity statuses so your forecast stays accurate.
Log and search activities
Agents can search activity history, fetch call activities, and create notes and comments so every interaction is recorded against the right lead.
Handle tasks and call tasks
Agents can create, update, and complete tasks and call tasks, so follow-ups never slip through the cracks.
Build email and SMS templates
Agents can create and update reusable email and SMS templates in Close, ready for your reps to send from the CRM.
Schedule AI voice agent calls
Agents can schedule a Close voice agent to call a lead’s contact automatically, and pull voice agent performance and overview reports.
Run reports and answer data questions
Agents can aggregate your Close data, read field definitions, and search Close product knowledge to answer questions like "How many calls were made this week?" or "Who booked the most opportunities?"
How to connect the Gumloop Close MCP Server
- 1
Create a Gumloop account
Sign up at gumloop.com. Every new account starts with a 14-day free trial.
- 2
Add the Close MCP server
Copy your MCP server URL from Gumloop and add it to your preferred client (Claude, Cursor, or Gumloop workflows). You'll authorize on first use.
- 3
Start using Close in your AI workflows
That's it. Your AI agent can now search leads, update opportunities, log activities, manage tasks, and schedule voice agent calls in Close. Use it inside a Gumloop automation, in Claude Desktop, or in Cursor.
Close MCP use cases
Account executive keeping the pipeline current
An AE finishes a call and tells the agent what happened. The agent updates the opportunity stage, logs a note against the lead, and creates a follow-up task with a due date, so the pipeline reflects reality without any manual CRM entry.
SDR triaging inbound leads
An SDR asks the agent to review new inbound leads. The agent searches recent leads, reads the custom fields, creates missing contacts, and sets lead statuses so the queue is clean and prioritized before the first outreach.
RevOps analyst pulling a weekly report
A RevOps analyst asks how the team performed this week. The agent aggregates Close activity data, reads field definitions, and pulls voice agent performance reports, then hands back a clear summary of calls made, opportunities created, and stages moved.
Sales manager scaling outreach with voice agents
A sales manager wants to reach a list of warm leads fast. The agent finds the right voice agent, schedules calls to each lead’s contact, and reports back on outcomes, so a large call list gets worked without tying up the team.
Marketing ops syncing CRM with the rest of the stack
A marketing ops lead wants new Close leads reflected everywhere. The agent watches for new leads, enriches records, and chains Close with Gmail and Slack in a single agent so the team gets notified and follow-up emails go out automatically.
Why use Gumloop for Close MCP
Skip the API and OAuth setup
You don’t need to register an OAuth application, write code against the Close API, or manage scope headers by hand. Connect your Close account once and Gumloop handles authentication securely. No config files, token juggling, or coding against the Close API necessary.
Use it across multiple MCP clients
The same hosted Close MCP server works in Gumloop, Claude, Cursor, and any other MCP-compatible client, so your team connects once and uses it everywhere.
Chain Close with 100+ integrations
An agent can pull a lead from Close, enrich it with a web search, update the opportunity, and post to Slack. You can chain Close with any other MCP integrations in a single agent.
Enterprise-grade and built for trust
Gumloop respects your existing Close access controls and scopes, and you can review our security posture and practices at trust.gumloop.com.
Start with a free trial
Gumloop offers a 14-day free trial with access to MCP integrations, including Close. Paid plans start at $37/month.
Frequently asked questions
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