---
title: Close | Keycard
description: Sales CRM for inside sales teams
---

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](/admin/identity-providers/index.md), [access policies](/admin/access-policies/index.md), 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

TOOLS

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

Show all 30 tools  Show fewer

## Install

INSTALL

Add Close to your zone and install the gateway URL into Cursor, Claude Code, or any MCP client.

1. **Open the catalog**

   In your zone’s [Keycard Console](https://console.keycard.ai), go to **Applications** → **Add Application** → **Explore MCP Servers**.

2. **Find and install Close**

   Search for `Close` in the catalog and click **Install**.

3. **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

RELATED

- [Catalog overview](/admin/catalog/index.md) - browse other MCP and API servers
- [Access policies](/admin/access-policies/index.md) - control who can use Close
- [Identity providers](/admin/identity-providers/index.md) - control who can sign in

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