Gamut
Close CRM logo
CRM & SalesAuth: OAuth

Close CRM MCP Server

Connect Close CRM to your AI agents with the Close CRM MCP server.

Updated

Use Close CRM on Gamut

What is Close CRM MCP?

The Close CRM MCP server is a Model Context Protocol server that connects Close CRM to AI agents and assistants as a set of tools. With it connected, an agent can work with Close CRM (sales crm — leads, contacts, opportunities, activities) directly — instead of you copying data in and out by hand.

It is a remote MCP server that uses OAuth, so you point your client at the server URL, authorize once, and the Close CRM tools become available to the model.

Connect the Close CRM MCP server

Connect Close CRM MCP to Claude Code

  1. 1

    Add the server

    Use `claude mcp add` with the Close CRM MCP server URL (or its `npx` command), following the official docs.

  2. 2

    Authorize

    Complete authentication (OAuth) so Claude Code can call the server.

  3. 3

    Verify

    Ask Claude to use a Close CRM tool to confirm the connection is live.

Connect Close CRM MCP to Cursor

  1. 1

    Open MCP settings

    In Cursor, go to Settings → MCP → Add new server.

  2. 2

    Add Close CRM

    Provide the Close CRM MCP server URL or command and complete authentication.

  3. 3

    Test

    Reference Close CRM from chat to confirm Cursor can reach the tools.

Using Close CRM MCP with Gamut

On Gamut, the Close CRM MCP server becomes a tool your agents use inside an automated, event-driven workflow — triggered by an event or a schedule, acting through Close CRM and your other connected MCP servers, with the connection managed by Gamut rather than a local config file.

Frequently asked questions

What is the Close CRM MCP server?

It is a Model Context Protocol server that exposes Close CRM to AI agents as tools so they can work with it (sales crm — leads, contacts, opportunities, activities).

How do I connect the Close CRM MCP server?

Point your MCP client (Claude, Cursor, or Gamut) at the Close CRM MCP server URL and complete authentication (OAuth). See the official documentation for the exact URL and scopes.

Can I use Close CRM MCP with Gamut?

Yes — Gamut supports the Close CRM MCP server, so your agents can use it as a tool in automated, triggered workflows.