Access and manage your Close CRM data with AI. Search leads, contacts, and activities, manage opportunities and pipelines, create and update records, and automate sales workflows through natural language.
Adding Close provisions three things in your zone: an upstream resource pointing at https://mcp.close.com/mcp (kept inside Keycard), a Keycard MCP Gateway URL - the downstream resource - that you install in Cursor, Claude Code, or any MCP client, and a provider for token exchange with Close’s OAuth issuer.
When your AI client makes a tool call, it sends a Keycard-issued access token to the gateway URL. Keycard’s STS exchanges that token for an upstream Close token, the gateway calls the upstream MCP, and the response is proxied back. Your zone’s identity provider, access policies, and audit log apply to every call - the upstream credential never leaves Keycard. Each call is recorded in the audit log with the user identity, the resource accessed, and the policy decision.
Tools the upstream server exposes through the Keycard MCP Gateway.
Close exposes 30 tools through the gateway:
- activity_search
- Search activities ordered by date descending
- aggregation
- Run aggregations on activities like emails and calls
- close_product_knowledge_search
- Search Close product docs and knowledge base
- fetch
- Get any object by its ID
- fetch_contact
- Get a contact by ID with full details
- fetch_email_template
- Get an email template by ID
- fetch_lead
- Get a lead (company) by ID
- fetch_lead_smart_view
- Get a lead smart view (saved search) by ID
- Get a lead status by ID
- Fetch a lead status by ID
- fetch_opportunity
- Get an opportunity by ID with full details
- fetch_opportunity_status
- Get an opportunity status by ID
- fetch_pipeline_and_opportunity_statuses
- Get a pipeline with its opportunity statuses
- fetch_sms_template
- Get an SMS template by ID
- find_custom_activities
- List active custom activity types
- find_email_templates
- List or search email templates
- find_forms
- List all web forms in the organization
- find_lead_smart_views
- List lead smart views (saved searches)
- find_lead_statuses
- List lead statuses for the organization
- find_opportunities
- Search opportunities by lead, user, status, dates
- find_pipelines_and_opportunity_statuses
- List pipelines and their opportunity statuses
- find_scheduling_links
- List available scheduling links
- find_sms_templates
- List or search SMS templates
- List or search workflows
- List or find workflows
- get_fields
- List available fields for aggregation queries
- lead_search
- Search leads and return initial results
- list_lead_custom_fields
- List all lead custom fields
- org_info
- Get organization and user info
- org_users
- List active users in the current organization
- paginate_search
- Get next page of search results
- search
- Search across content in the workspace
Install
Section titled “Install”Add Close to your zone and install the gateway URL into Cursor, Claude Code, or any MCP client.
-
Open the catalog
In your zone’s Keycard Console, go to Applications → Add Application → Explore MCP Servers.
-
Find and install Close
Search for
Closein the catalog and click Install. -
Connect your development tool
Once installed, Close appears on the Applications page with a Keycard MCP Gateway URL. Use the Install dropdown to add it to Cursor, Claude Code, or any MCP-compatible client.
Related
Section titled “Related”- Catalog overview - browse other MCP and API servers
- Access policies - control who can use Close
- Identity providers - control who can sign in