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Directory / RevOps Infra / Close (Close CRM)

Close (Close CRM)

Official MCP Paid, self-serve RevOps Infra RESEARCHED Checked 2026-09-07
RESEARCHED Facts from public sources with URLs. No usage claims. Nobody has run this tool. The other tier is BENCH-TESTED, which means Andrew personally ran the tool on a stated date and cannot be bought at any price. Across the whole directory that count is 1.

Vendor: close.com · entry id 06-close · source 06-revops-infra.md line 102

What it does
A sales CRM built for inside-sales teams with built-in calling, email, and SMS alongside pipeline/lead management - a communications-plus-CRM combo rather than a pure system of record.
AI features, separated from automation with an AI label on it
Close's pricing page reportedly references an "AI Sales Agent" but this was not independently verified against a primary product page in this pass - flagged as under-researched rather than asserted. The MCP server itself is connectivity (create leads, log calls, send SMS, manage tasks), not an AI feature.
RevOps role
SMB/startup sales CRM often chosen for native calling/SMS; its MCP server pitches "run ops tasks via Claude" as a differentiator for small sales teams without dedicated RevOps engineering.
MCP server
Status bucket
Official MCP
Auth
Dual - OAuth 2.0 with Dynamic Client Registration (recommended; used by Claude, ChatGPT, Cursor) or API-key auth via custom headers (Close-API-Key, Close-Scope). Three scope tiers: mcp.read, mcp.write_safe, mcp.write_destructive.
Parsed URLs
2 found in the mcp_url field
Endpoint probe
docs page, not an endpoint
Probed
2026-09-04, HTTP 200

The vendor ships and maintains the server itself. A wrapper built by Zapier, Composio or a similar third party does not count as official. The status was established by hand on 2026-09-07. On 2026-09-04 the recorded URL served a documentation page, not an MCP endpoint. That is where to read about the server, not where to connect to it. An agent needs the second.

mcp_status, verbatim from the file:

official

mcp_url, verbatim from the file:

https://mcp.close.com/mcp ; https://help.close.com/integrations/close-mcp-server (redirect correction 2026-08-28: the address previously recorded here, help.close.com/docs/mcp-server, 308s to this one and this one returns 200. Endpoint: https://mcp.close.com/mcp)

What this server exposes
Tools named
116
Strongest evidence
in the vendor docs
Harvested
2026-09-27
Catalogue shape
a fixed catalogue the vendor publishes

A tool below is one the server NAMES. Nobody has called it. That is the same two tier honesty rule the rest of the directory runs on: a named tool is research, and BENCH-TESTED stays the only claim that anybody ran anything.

  • activity_search
    Search for activities. Results are returned ordered by date descending.
    evidence: in the vendor docs · calling it reads
  • aggregation
    Perform an aggregation to answer questions like: How many emails were sent this week?
    evidence: in the vendor docs · calling it reads
  • apply_voice_agent_update
    Apply a previously proposed voice agent update.
    evidence: in the vendor docs · calling it writes
  • close_product_knowledge_search
    Search Close product documentation and knowledge base for relevant information.
    evidence: in the vendor docs · calling it reads
  • create_address
    Add a new address to an existing lead (company).
    evidence: in the vendor docs · calling it writes
  • create_call_task
    Schedule a call task on a lead, assigned to either a user or a voice agent.
    evidence: in the vendor docs · calling it writes
  • create_comment
    Add a comment to a commentable object (note, call, opportunity, task, custom object, etc.).
    evidence: in the vendor docs · calling it writes
  • create_contact
    Create a new contact for a lead.
    evidence: in the vendor docs · calling it writes
  • create_custom_activity_instance
    Create a new custom activity instance on a lead.
    evidence: in the vendor docs · calling it writes
  • create_custom_object_instance
    Create a new custom object instance on a lead.
    evidence: in the vendor docs · calling it writes
  • create_draft_email
    Create a draft email on a lead.
    evidence: in the vendor docs · calling it writes
  • create_email_template
    Create a new email template.
    evidence: in the vendor docs · calling it writes
  • create_lead
    Create a new lead (company).
    evidence: in the vendor docs · calling it writes
  • create_lead_status
    Create a new lead status.
    evidence: in the vendor docs · calling it writes
  • create_note
    Create a new note on a lead.
    evidence: in the vendor docs · calling it writes
  • create_opportunity
    Create a new opportunity.
    evidence: in the vendor docs · calling it writes
  • create_opportunity_status_tool
    Create a new opportunity status.
    evidence: in the vendor docs · calling it writes
  • create_pipeline
    Create a new opportunity pipeline.
    evidence: in the vendor docs · calling it writes
  • create_sms_template
    Create a new SMS template.
    evidence: in the vendor docs · calling it writes
  • create_task
    Create a new task for a lead.
    evidence: in the vendor docs · calling it writes
  • create_workflow
    Create a new workflow (a.k.a. sequence) with Draft status.
    evidence: in the vendor docs · calling it writes
  • customized_builtin_labels
    Return the customized builtin labels.
    evidence: in the vendor docs · calling it reads
  • delete_address
    Delete an address from an existing lead (company).
    evidence: in the vendor docs · calling it writes
  • delete_call_task
    Delete a call task.
    evidence: in the vendor docs · calling it writes
  • delete_contact
    Permanently delete an existing contact.
    evidence: in the vendor docs · calling it writes
  • delete_custom_activity_instance
    Permanently delete an existing custom activity instance.
    evidence: in the vendor docs · calling it writes
  • delete_custom_object_instance
    Permanently delete an existing custom object instance.
    evidence: in the vendor docs · calling it writes
  • delete_email_template
    Permanently delete an email template.
    evidence: in the vendor docs · calling it writes
  • delete_lead
    Permanently delete an existing lead (company) by ID.
    evidence: in the vendor docs · calling it writes
  • delete_lead_smart_view
    Permanently delete a lead smart view (saved search).
    evidence: in the vendor docs · calling it writes
  • delete_lead_status
    Permanently delete a lead status.
    evidence: in the vendor docs · calling it writes
  • delete_note
    Permanently delete an existing note.
    evidence: in the vendor docs · calling it writes
  • delete_opportunity
    Permanently delete an opportunity.
    evidence: in the vendor docs · calling it writes
  • delete_opportunity_status_tool
    Permanently delete an opportunity status.
    evidence: in the vendor docs · calling it writes
  • delete_pipeline
    Permanently delete an opportunity pipeline.
    evidence: in the vendor docs · calling it writes
  • delete_sms_template
    Permanently delete an SMS template.
    evidence: in the vendor docs · calling it writes
  • delete_task
    Permanently delete an existing task by ID.
    evidence: in the vendor docs · calling it writes
  • enrich_field
    Use AI to determine and set the value of a field on a lead or contact.
    evidence: in the vendor docs · calling it writes
  • fetch
    Retrieve the contents of an arbitrary object by its ID.
    evidence: in the vendor docs · calling it reads
  • fetch_call
    Fetch a single call activity by ID.
    evidence: in the vendor docs · calling it reads
  • fetch_call_task
    Fetch a single call task by ID.
    evidence: in the vendor docs · calling it reads
  • fetch_comment
    Fetch a single comment by ID.
    evidence: in the vendor docs · calling it reads
  • fetch_contact
    Fetch an existing contact by ID.
    evidence: in the vendor docs · calling it reads
  • fetch_custom_activity_instance
    Fetch an existing custom activity instance by ID.
    evidence: in the vendor docs · calling it reads
  • fetch_custom_object_instance
    Fetch an existing custom object instance by ID.
    evidence: in the vendor docs · calling it reads
  • fetch_custom_object_type
    Fetch a single custom object type by its ID.
    evidence: in the vendor docs · calling it reads
  • fetch_email_template
    Fetch an email template by ID.
    evidence: in the vendor docs · calling it reads
  • fetch_invoice
    Fetch one of the organization's billing invoices by id.
    evidence: in the vendor docs · calling it spends money
  • fetch_lead
    Fetch an existing lead (company) by ID.
    evidence: in the vendor docs · calling it reads
  • fetch_lead_smart_view
    Fetch a lead smart view (saved search) by ID.
    evidence: in the vendor docs · calling it reads
  • fetch_lead_status
    Fetch a lead status by ID.
    evidence: in the vendor docs · calling it reads
  • fetch_meeting_transcript
    Fetch a meeting's Notetaker transcript(s) by meeting activity ID.
    evidence: in the vendor docs · calling it reads
  • fetch_membership
    Fetch one of the organization's members by user id.
    evidence: in the vendor docs · calling it reads
  • fetch_note
    Fetch an existing note by ID.
    evidence: in the vendor docs · calling it reads
  • fetch_opportunity
    Fetch a specific opportunity by ID.
    evidence: in the vendor docs · calling it reads
  • fetch_opportunity_status
    Fetch an opportunity status by ID.
    evidence: in the vendor docs · calling it reads
  • fetch_pipeline_and_opportunity_statuses
    Fetch an opportunity pipeline, including its opportunity statuses, by ID.
    evidence: in the vendor docs · calling it reads
  • fetch_role
    Fetch one of the organization's roles by id, with every permission it grants.
    evidence: in the vendor docs · calling it reads
  • fetch_sms_template
    Fetch an SMS template by ID.
    evidence: in the vendor docs · calling it reads
  • fetch_task
    Fetch an existing task by ID.
    evidence: in the vendor docs · calling it reads
  • find_agent_configs
    List all voice agents configured for the organization.
    evidence: in the vendor docs · calling it reads
  • find_call_outcomes
    List all outcomes applicable to calls available in the organization.
    evidence: in the vendor docs · calling it reads
  • find_call_tasks
    Find call tasks based on various filters.
    evidence: in the vendor docs · calling it reads
  • find_contact_custom_fields
    List all contact custom fields defined for the organization.
    evidence: in the vendor docs · calling it reads
  • find_custom_activities
    List all active (non-archived) Custom Activity Types in the organization.
    evidence: in the vendor docs · calling it reads
  • find_custom_activity_instances
    Find a lead's custom activity instances based on various filters.
    evidence: in the vendor docs · calling it reads
  • find_custom_object_instances
    Find a lead's custom object instances.
    evidence: in the vendor docs · calling it reads
  • find_custom_object_types
    List all custom object types in the organization.
    evidence: in the vendor docs · calling it reads
  • find_email_templates
    List or find email templates
    evidence: in the vendor docs · calling it reads
  • find_forms
    List all web forms in the organization.
    evidence: in the vendor docs · calling it reads
  • find_groups
    List all groups in the organization.
    evidence: in the vendor docs · calling it reads
  • find_invoices
    Find the organization's billing invoices, newest first.
    evidence: in the vendor docs · calling it spends money
  • find_lead_custom_fields
    List all lead custom fields defined for the organization.
    evidence: in the vendor docs · calling it reads
  • find_lead_smart_views
    List lead smart views (saved searches).
    evidence: in the vendor docs · calling it reads
  • find_lead_statuses
    List or find lead statuses for the organization
    evidence: in the vendor docs · calling it reads
  • find_meeting_outcomes
    List all outcomes applicable to meetings available in the organization.
    evidence: in the vendor docs · calling it reads
  • find_memberships
    List the organization's members with each member's role name.
    evidence: in the vendor docs · calling it reads
  • find_notes
    Find notes based on various filters.
    evidence: in the vendor docs · calling it reads
  • find_opportunities
    Find opportunities by status (active/won/lost), owner, lead, or close-date range.
    evidence: in the vendor docs · calling it reads
  • find_opportunity_custom_fields
    List all opportunity custom fields defined for the organization.
    evidence: in the vendor docs · calling it reads
  • find_pipelines_and_opportunity_statuses
    List all opportunity pipelines and their opportunity statuses in the organization.
    evidence: in the vendor docs · calling it reads
  • find_scheduling_links
    List available scheduling links for the user and org.
    evidence: in the vendor docs · calling it reads
  • find_sms_templates
    List or find SMS templates
    evidence: in the vendor docs · calling it reads
  • find_tasks
    Find tasks based on various filters.
    evidence: in the vendor docs · calling it reads
  • find_voice_agents
    List all voice agents configured for the organization.
    evidence: in the vendor docs · calling it reads
  • find_workflows
    List or find workflows
    evidence: in the vendor docs · calling it reads
  • get_ai_credit_usage
    AI credit usage for the billing account, broken down by feature.
    evidence: in the vendor docs · calling it spends money
  • get_billing_summary
    Billing summary for the organization's billing account.
    evidence: in the vendor docs · calling it spends money
  • get_fields
    Use this tool ONLY to get a list of fields for the aggregation tool.
    evidence: in the vendor docs · calling it reads
  • get_voice_agent_overview_report
    Cross-agent rollup for the Voice Agents list page.
    evidence: in the vendor docs · calling it reads
  • get_voice_agent_performance_report
    Performance metrics for one voice agent.
    evidence: in the vendor docs · calling it reads
  • get_voice_agents
    Return detailed configuration for one or more voice agents.
    evidence: in the vendor docs · calling it reads
  • lead_search
    Perform a simple lead search and return the initial set of results.
    evidence: in the vendor docs · calling it writes
  • list_membership_requests
    List pending requests to join the current organization.
    evidence: in the vendor docs · calling it reads
  • list_roles
    List the roles that can be assigned in the organization.
    evidence: in the vendor docs · calling it reads
  • org_info
    Return general information about the organization and the user.
    evidence: in the vendor docs · calling it reads
  • org_users
    Return active users (memberships) which are part of the current org.
    evidence: in the vendor docs · calling it reads
  • paginate_search
    Paginate a search to retrieve more results.
    evidence: in the vendor docs · calling it reads
  • propose_voice_agent_update
    Propose a voice agent configuration update from natural-language feedback.
    evidence: in the vendor docs · calling it writes
  • schedule_voice_agent_call
    Schedule a voice agent to call a lead's contact.
    evidence: in the vendor docs · calling it writes
  • search
    Perform a natural language search for leads or contacts.
    evidence: in the vendor docs · calling it reads
  • update_call_task
    Update a call task.
    evidence: in the vendor docs · calling it writes
  • update_contact
    Update an existing contact.
    evidence: in the vendor docs · calling it writes
  • update_custom_activity_instance
    Update an existing custom activity instance.
    evidence: in the vendor docs · calling it writes
  • update_custom_object_instance
    Update an existing custom object instance.
    evidence: in the vendor docs · calling it writes
  • update_draft_email
    Update an existing draft email.
    evidence: in the vendor docs · calling it writes
  • update_email_template
    Update an existing email template.
    evidence: in the vendor docs · calling it writes
  • update_lead
    Update an existing lead (company).
    evidence: in the vendor docs · calling it writes
  • update_lead_smart_view
    Update a lead smart view (saved search).
    evidence: in the vendor docs · calling it writes
  • update_lead_status
    Update the label of an existing lead status.
    evidence: in the vendor docs · calling it writes
  • update_note
    Update an existing note.
    evidence: in the vendor docs · calling it writes
  • update_opportunity
    Update an existing opportunity.
    evidence: in the vendor docs · calling it writes
  • update_opportunity_status_tool
    Update the label of an existing opportunity status.
    evidence: in the vendor docs · calling it writes
  • update_pipeline
    Update an existing opportunity pipeline.
    evidence: in the vendor docs · calling it writes
  • update_sms_template
    Update an existing SMS template.
    evidence: in the vendor docs · calling it writes
  • update_task
    Update an existing task.
    evidence: in the vendor docs · calling it writes

141 of the 741 entries that record an official or community MCP server carry a harvested tool list. The other 600 are unmeasured, which is not the same as empty. Harvest last run 2026-09-27. Every name across every server is on the tools index.

Command line

No CLI found by the 2026-09-27 harvest across vendor docs, npm, PyPI, Homebrew and GitHub. That is a probe result, not proof of absence.

Access gate
Gate bucket
Paid, self-serve
Can a solo operator reach it
Yes, by paying, no sales call

api_gate, verbatim from the file:

paid - no free tier; API access is included on every paid plan starting at Solo (~$19/user/mo standard). No enterprise-sales gate, but a subscription is required.

API documentation

No documentation URL recorded.

727 of 1252 entries are in the same position. Blank is legal and it is published as blank.

GitHub health

Not measured. github_url, github_stars, github_last_commit and github_archived are null on every entry in this build.

The refresh rail specced in SPEC section 7.2 has not been run. An unstamped star count is a lie, so nothing is shown rather than something stale.

On GitHub

github.com/close tied to the vendor by rule 3, account website https://close.com/ has the vendor's domain, confidence strong

Public repositories
1, forks excluded, as read on 2026-09-08
Mention MCP
0 of them
Look like CLIs
0 of them
Latest push
2025-08-28

The five most recently pushed, on 2026-09-08:

RepositoryKindDescriptionStarsPushedLatest release
.githubother02025-08-28

Kind is a heuristic guessed from the repository name, topics and description, not a fact the vendor stated. A repository count is activity, not a verdict. Read 2026-09-08.

Jobs it can do

A job tag means the vendor says the tool does this. It is not a test result, not proof the capability is reachable through the tool's MCP server, and not proof it is available on the gate this entry records.

Tagged by machine-pass on 2026-08-25 against the closed 56 job vocabulary. 271 of 1,252 entries carry at least one tag; 849 tags are assigned in total.

Sources

3 source URLs. Raw sources field, verbatim:

https://help.close.com/integrations/close-mcp-server, https://help.close.com/llms.txt, https://mcp.close.com/mcp

Notes, verbatim from the file
Supports HTTP Streamable transport and integrates with Claude (web/desktop/code), ChatGPT, Cursor, VS Code, and n8n per its own docs. A separate community CLI tool (bcharleson/close-crm-cli) also exists and is unofficial. 2026-09-07: Official MCP registry carries com.close/close-mcp (DNS-verified close.com namespace) with remote https://mcp.close.com/mcp; that URL returned 401 to an MCP initialize (https://mcp.close.com/mcp).
Provenance
Entry id
06-close
Source file
06-revops-infra.md
Source line
102
Tier
RESEARCHED
last_checked
2026-09-07
Data baked
2026-09-27

Every field above is rendered from directory.json exactly as the build produced it. Nothing is summarised and nothing is dropped. The one change made at render time is typographic and it is disclosed on the methodology page.