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Prerequisites Before you begin, create an account and get your API Key.

Getting started

Connect to Close CRM to manage leads, contacts, opportunities, and automate sales workflows through AI agents.
  • API
  • UI
  • Open Source
1

Install the SDKs (optional)

pip install klavis
2

Create a Strata MCP Server with Close

from klavis import Klavis
from klavis.types import McpServerName

klavis_client = Klavis(api_key="YOUR_API_KEY")

response = klavis_client.mcp_server.create_strata_server(
    servers=[McpServerName.CLOSE],
    user_id="user123"
)

API Reference

Full Strata API endpoints
3

Authenticate

import webbrowser

# Open OAuth authorization page
webbrowser.open(response.oauth_urls[McpServerName.CLOSE])
🎉 Your Close CRM MCP Server is ready! Once authentication is complete, you can use your MCP server URL with any MCP-compatible client.

Available Tools

Tool NameDescription
close_create_leadCreate a new lead in Close CRM
close_get_leadGet a lead by its ID from Close CRM
close_search_leadsSearch for leads in Close CRM
close_update_leadUpdate an existing lead in Close CRM
close_delete_leadDelete a lead from Close CRM
close_list_leadsList leads from Close CRM
close_create_contactCreate a new contact in Close CRM
close_get_contactGet a contact by its ID from Close CRM
close_search_contactsSearch for contacts in Close CRM
close_update_contactUpdate an existing contact in Close CRM
close_delete_contactDelete a contact from Close CRM
close_create_opportunityCreate a new opportunity in Close CRM
close_get_opportunityGet an opportunity by its ID from Close CRM
close_update_opportunityUpdate an existing opportunity in Close CRM
close_delete_opportunityDelete an opportunity from Close CRM
close_create_taskCreate a new task in Close CRM
close_get_taskGet a task by its ID from Close CRM
close_update_taskUpdate an existing task in Close CRM
close_delete_taskDelete a task from Close CRM
close_list_tasksList tasks from Close CRM
close_get_current_userGet information about the current user
close_list_usersList users from Close CRM
close_get_userGet a user by their ID from Close CRM
For more details about tool input schema, use the get_tools API.

Next Steps

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