Close is a sales-focused CRM. Search leads, contacts, and activities; manage opportunities and pipelines; create and update records; and automate outreach workflows from your AI client.
Install
Section titled “Install”Add Close to your zone and connect it to your MCP client.
Step 1 - Install in Keycard Console
Section titled “Step 1 - Install in Keycard Console”-
In your zone’s Keycard Console, go to Applications -> Add Application -> Explore MCP Servers.
-
Search for
Closeand click Install. -
A browser tab opens to Close’s OAuth consent screen. Sign in and approve the requested permissions.
-
You’re redirected back. Close appears on the Applications page with a Keycard MCP Gateway URL.
Step 2 - Connect your MCP client
Section titled “Step 2 - Connect your MCP client”On the Applications page, click Add to Coding Agent next to Close and pick how you want to install:
- Cursor - opens a deeplink that hands the MCP config straight to Cursor. Click Install inside Cursor to finish.
- Claude Code - opens a dialog with a
claude mcp addcommand. Pick a scope (User, Project, or Local), then copy and run the command in your terminal. - Install manually - reveals the Server Name and Server URL to paste into any other MCP-compatible client.
Once connected, Close’s tools are available to the agent, scoped to whoever signs in to your zone.
What Close can do once installed.
Close provides 30 tools:
- 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
Next steps
Section titled “Next steps”What to do once Close is installed.
Now do this
- Confirm the gateway works by asking your AI client to call one of the Close tools above.
Recommended
- Decide who can use it - write access policies scoped to the Close resource so only the right users and agents reach the tools.
- Watch the calls - every tool call lands in your audit log with user identity, resource, and policy decision.