Close

The Close connector is a secure, standardized interface that lets Claude directly access and interact with your Close data. Core functionality with Claude: Connects Close to Claude via the Model Context Protocol so Claude can use Close as a trusted system of record. Read data (e.g., leads, contacts, opportunities, activities) based on your Close permissions. Optionally write data — you can allow only safe writes (e.g., create a lead) or full writes (e.g., edit/delete) during setup. Enables Claude to answer questions, summarize information, and perform actions in Close.

You can use the Close connector to:

Prioritize your pipeline:
"What are the deals in Close I should focus on today?"

Manage leads and contacts:
"Create a new Contact in Close with the following information: [Name, Email, Phone, Company]"

Get performance insights:
"How is my opportunity close rate trending over time?"

Automate workflows and tasks:
"Add this lead to my 'Follow-Up in 7 Days' workflow"

Coordinate scheduling:
"Find my available scheduling link and share it with this lead"