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CRM

Your guide for Close

Overview

Transform your Close CRM workflow with Close MCP, the game-changing connector that bridges your sales data with any LLM through natural conversation. No more switching between tabs or wrestling with complex APIs: simply chat with your CRM like you would with a colleague, instantly accessing deal insights, contact information, and pipeline analytics.


Whether you're using GPT-4, Claude, or any other LLM, Close MCP delivers seamless integration that works universally. Say goodbye to repetitive data entry and hello to AI-powered sales conversations that actually understand your business context. Your sales team gets superpowers, and your LLM gets real-world sales intelligence.

How to connect Close MCP

Getting started with Close MCP couldn't be simpler: click on the "Connect" button on the top right, follow the steps to authenticate with your Close account, then you're ready to start a new chat and use Close tools. The entire setup takes less than two minutes, and you'll be amazed at how intuitive the process feels.


Once connected, unleash the power of conversational CRM management. Ask your AI to "show me this week's hottest deals" or "update the Johnson account with yesterday's call notes." Your LLM now speaks fluent Close, turning complex database queries into natural dialogue that saves hours of manual clicking and searching.

Top benefits of using Close through chat

Instant Deal Intelligence

Ask "What deals are stuck in negotiation?" and get immediate insights without navigating through multiple Close dashboards. Your AI becomes a sales analyst, providing deal summaries, identifying bottlenecks, and suggesting next actions based on your actual pipeline data.

Smart Contact Management

Update contact records through conversation: "Add marketing director title to Sarah Chen and note she's interested in enterprise features." Skip the form-filling tedium and manage your Close database as naturally as texting a friend.

Pipeline Optimization

Transform data analysis with queries like "Which prospects haven't been contacted in two weeks?" Your LLM instantly surfaces actionable insights from Close, helping you prioritize outreach and never let leads go cold again.

Frequently Asked Questions