Close MCP

Connect Close to your AI agents using the Model Context Protocol (MCP), enabling seamless integration with close.com's services through standardized interfaces.

  • close.com

    Load Close Tools

    Dynamically load Model Context Protocol (MCP) tools for Close CRM management. This ability provides access to Close capabilities including: - Manage leads and sales pipeline - Track opportunities and deals - Create email and SMS templates - Handle contact management - Build automated workflows Note: Do not call this ability if Close MCP tools are already loaded and available.
    close
    mcp
    crm
  • What is Close MCP?

    The Model Context Protocol (MCP) is an open standard that provides a unified way for AI applications to connect with external tools and data sources. Instead of building custom integrations for every service, MCP provides a standardized interface that allows AI models to discover available tools, understand their capabilities, and execute them safely and securely.

    With Close MCP integration, you can:

    • Dynamically discover tools: Your AI agents automatically find and understand Close's available capabilities through the MCP server
    • Standardized integration: Use a consistent protocol instead of learning platform-specific APIs
    • Real-time capabilities: Tools are loaded and executed on-demand during conversations
    • Secure execution: Maintain proper authentication and isolation through ChatBotKit's MCP implementation
    • No custom coding: Leverage Close's functionality without writing integration code

    How Close MCP Works

    ChatBotKit's MCP action provides a powerful way to dynamically extend your AI agent's capabilities by loading tools from Close's MCP server.

    Connect to MCP Server

    ChatBotKit establishes a connection to Close API endpoints, initiating secure communication.

    Discover Available Tools

    The system automatically discovers all available Close tools and their schemas through the MCP protocol.

    Load Tool Definitions

    Tool definitions are loaded into your conversation context, making them available to your AI agent.

    Execute Securely

    Your AI uses these tools as if they were native abilities, with secure execution and proper authentication.

    MCP Integrations