Close · MCP Server · Model Context Protocol
Close MCP Server Integration for AI Agents
Connect Close to Claude, ChatGPT, and Cursor through the Model Context Protocol. Let an AI agent create leads, log calls and emails, and advance opportunities — with no code and no API wrangling.
Start with a ready-made prompt
Click one and it fills the box above. Edit it, then build.
Teams run Close agents for
What is the Close MCP Server?
The Close MCP Server is a Model Context Protocol connector that exposes your Close leads, opportunities, contacts, calls, and emails to AI agents — so a model like Claude or ChatGPT can read and act on them safely, instead of you copying data across by hand.
Close does its job well — but everything around it is still manual: creating leads, logging calls, advancing opportunities, chasing follow-ups. The Model Context Protocol (MCP) is an open standard that lets an AI agent call an app's actions directly. Flozic's Close MCP Server wires those Close actions into any MCP-compatible agent.
On Flozic, the Close MCP Server gives you:
- Close over OAuth — read and write leads, opportunities, contacts, calls, and emails through approved endpoints, no raw keys to manage
- MCP tools for any agent — Claude, ChatGPT, and Cursor call the same Close tools to create leads, log activity, and run sequences
- AI reasoning inside the flow — the agent decides which Close action to take, then chains it across 1,000+ other apps, no code
Connect Close to your AI agent in 3 steps
No custom API code, no developer. Authorize Close, enable the MCP server, and point your agent at Flozic — live in under 15 minutes.
Connect Close
Authorize your Close account over OAuth in one click. No raw API keys to copy, no backend to host.
Enable the MCP server
Turn on the Close MCP Server in Flozic. It exposes lead, opportunity, contact, call, and email tools over the Model Context Protocol, ready for any agent.
Point your agent & run
Connect Claude, ChatGPT, or Cursor to the Flozic MCP endpoint. Your agent can now act in Close in real time, with every action logged and replayable.
What AI agents can do with Close via MCP
The Close MCP Server exposes leads, opportunities, contacts, calls, and emails as tools. An agent reads context, reasons, and acts — covering lead creation, call logging, pipeline advancement, and sequences end to end.
Create & qualify leads
Ask the agent to create a lead from an inbound email, enrich it, and assign the right rep in Close — it pulls the message and acts through the MCP tools.
agent: new inbound email
→ create lead in close
→ assign to rep
Log calls & emails
The agent can log calls with notes, log emails, and link them to the right contact or opportunity in Close — with follow-up tasks attached.
agent: log call notes
→ link to contact
→ create follow-up task
Reason, then route
The agent decides which Close action to take, then chains the result across 1,000+ apps — alert Slack, advance the opportunity, or update a sheet.
hot lead reply → agent triage
→ advance opportunity
→ alert Slack
Close MCP Server vs a Zapier/API integration
The common ways to connect Close, compared on AI agents, price, and reach across your other tools.
| Capability | Flozic MCP | Zapier | Make | n8n | Raw API |
|---|---|---|---|---|---|
| Live tools for an AI agent | Yes (MCP) | No | No | Via code | DIY |
| AI reasoning decides the action | Built-in | Add-on | Add-on | Via code | No |
| Close leads, opportunities & contacts | All | Most | Most | DIY | Manual |
| No-code setup | Yes | Yes | Yes | Code-first | No |
| Works with Claude / ChatGPT / Cursor | Any MCP client | No | No | DIY | DIY |
| Free to start | 7-day free trial | 100 tasks/mo | 1,000 ops/mo | Self-hosted | Free |
| Starting price (platform) | $19/mo flat | $19.99/mo | $9/mo | Free self-host | Free |
| Reaches 1,000+ other apps | Yes | Yes | Yes | DIY | No |
Design Close agent flows on a visual canvas
Put a Close trigger on the left, an AI agent step in the middle, and your destination apps on the right. Watch real-time test runs show exactly what the agent did.
A canvas built for agents, not just rows
An MCP-driven workflow is more than "copy a record." Flozic treats the lead or opportunity as the trigger: Close fires it, an AI agent reasons over it, and the right apps act — with logic branches on any field.
- Close leads, opportunities, contacts, calls, and email tools over MCP
- AI agent reads context and decides the action (Claude, ChatGPT, Gemini)
- Map any Close field into the workflow and any result back
- Branch on any field, value, or status
- Real-time test runs with per-step latency
Popular Close & MCP integrations
Explore more MCP servers and ways to put Close to work with your AI agents and workflows.
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QuickBooks MCP Server
Give your AI agent QuickBooks tools alongside Close — orchestrate both over the Model Context Protocol.
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GitLab MCP Server
Turn new Close leads into GitLab issues and updates, driven by an AI agent over MCP.
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Office 365 MCP Server
Extend your agent across the wider Microsoft 365 suite, right alongside Close.
IntegrationsClose integrations
Browse every no-code Close integration and pre-built connector on Flozic.
DirectoryAll MCP servers
See the full directory of Flozic MCP servers you can connect to Claude, ChatGPT, and Cursor.
AI AgentsFlozic AI Agents
Build and deploy AI agents that use Close and your other MCP tools.
BuilderAI Workflow Builder
Chain Close actions with AI steps and 1,000+ apps on a visual canvas.
Search 1,000+ apps to connect to Close
Type any app you want to use alongside Close in your agent workflows — anything in our 1,000+ connector catalog.
Press Enter or just start typing — results update as you type
One Close account, every team puts its agent to work differently
Pick your team's Close use case — every agent flow is pre-mapped and live in minutes.
Operations
- New lead → Close
- Qualify → assign rep
- Alert on hot leads
- Log to Sheets
Marketing
- New lead → nurture
- Tag by source
- Sync to email tool
- Report weekly
Sales / RevOps
- New lead → Slack
- Score vs ICP
- Advance opportunity
- Log the call
AI teams
- lead → AI summary
- Classify + extract
- Draft a reply
- Route by result
Connect Close to every tool your team already uses
Extend your Close agent across your stack. Each tile opens a real integration hub with triggers, actions, and ready-to-deploy templates.
Slack
Gmail
Google Calendar
Microsoft Teams
Salesforce
HubSpot
Notion
Google Drive
OneDrive
GitHub
Zoom
Todoist
AI reasoning built into every Close flow
Claude, GPT, Gemini — the agent reads Close context, decides the action, and drafts, classifies, or routes. AI is a built-in node on every plan.
AI on every email & event
Use Claude to draft, GPT to classify, or Gemini for cheap triage — then act on the clean result. Switch models in 1 click.
Close tools over MCP
Leads, opportunities, contacts, calls, and email tools with full field access — the Close toolkit exposed as first-class Model Context Protocol tools for any agent.
Connect your whole stack
Chain Close actions out to Slack, chat, and sheets, and pull data back into Close — 1,000+ apps, no glue code.
A team gave their AI agent Close and stopped losing leads to follow-up gaps
How a team automated Close end to end
Every inbound lead used to be handled by hand — logged into Close, qualified, and chased with a manual follow-up sequence. They connected the Close MCP Server: an AI agent now creates the lead, logs the first call, starts the right follow-up sequence, and posts to Slack when the lead replies. The manual work is gone and the team got hours back every week.
Enterprise-grade security by default
Scoped OAuth, SOC 2 Type II audited, GDPR + CCPA compliant, ISO 27001 aligned. Close connects over scoped access, your data is never used to train any LLM, and every agent action is logged.
What teams say after connecting Close to their AI agent
Verified operations, marketing, and sales leads reviewing Flozic on G2 — 4.7★ across 1,388 reviews. No incentives, no edits.
"Our agent creates leads in Close, logs every call, and starts the right follow-up sequence automatically. We deleted a whole manual step."
"Pointing Claude at the Close MCP server took an afternoon, and it's been advancing our pipeline for months without us touching it."
"Honest note: setting the agent's permissions took a little thought. After that, lead follow-up in Close has been completely hands-off."
Common questions about the Close MCP Server
Answers to the most-searched Close MCP Server questions — what MCP is, connecting Claude and ChatGPT, no-code setup, what an agent can do, pricing, and security.
What is the Close MCP Server?+
What is an MCP server?+
How do I connect Close to Claude or ChatGPT?+
Is the Close MCP Server free?+
What can an AI agent do with Close?+
Do I need to write code to use it?+
Is the Close MCP Server secure?+
Which AI agents work with the Close MCP Server?+
How is the MCP server different from a Zapier or API integration?+
Written by founders who ship AI agents & MCP integrations in production
"An app like Close is only as good as what your AI agent can do with it. We built the Flozic MCP servers so a team can hand Claude or ChatGPT the tools to run their leads and follow-ups — safely, and in an afternoon instead of a quarter."
Abhinav founded Appy Pie LLP in 2016 after a Computer Science degree from the University of Westminster. Over the last decade his teams have shipped no-code platforms used by 10M+ users — and today lead Flozic's AI workflow platform. He has worked with operations, marketing, and sales teams to ship Close MCP integrations across the stack.
Connect Close to your AI agent in the next 5 minutes
7-day free trial with full access to 1,000+ apps. Cancel anytime. No code required. Just describe what your Close agent should do and ship.
