Integration · CRM & sales

Connect Claude & ChatGPT to Close

Ask your AI to look up leads, log a call, add a note or create a follow-up task in Close. It can create and update opportunities and search your pipeline by status, owner or date. Your CRM stays up to date while you keep selling.

Connect Close free

Free plan, no credit card. Takes about a minute.

Try asking

“Log a 12-minute outbound call with Nordic Foods and note that they want pricing by Friday.”
The AI logs the call on the lead with direction, duration and your note.
“Create a task for me to follow up with Acme on Monday.”
It creates a task on the Acme lead with the due date and you as assignee.
“Which of my opportunities are still active?”
It searches opportunities filtered by status type and your user.

What your AI can do

Leads and contacts

Create and update leads and contacts, with statuses, custom fields, emails and phones.

Pipeline and opportunities

Search opportunities by status, owner, lead or date, create new ones and move them to won or lost.

Activities and tasks

Log calls, add notes, create and complete tasks, and read calls, meetings, notes and emails.

“Mark the Globex opportunity as won.”
It finds the opportunity and updates its status to your won status.
“Add Sara Lund, Head of Ops, [email protected], as a contact on Acme.”
It creates the contact on the lead with name, title and email.
“What emails have we exchanged with Acme this month?”
It lists the email activities on the lead in that date range. It reads them only and does not send email.

29 tools for Close

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

create_contactChanges dataCreate a contact on a lead. Set lead_id, name, title, emails and phones.
create_leadChanges dataCreate a lead. Put fields in body: name, status_id, url, description, contacts (with emails and phones) and custom fields.
create_noteChanges dataAdd a note to a lead. Required: lead_id; set note (text) or note_html, and optionally contact_id.
create_opportunityChanges dataCreate an opportunity on a lead. Set lead_id, status_id, value (in cents), value_period, confidence and note.
create_taskChanges dataCreate a task. Put fields in body: lead_id, text, date (due), assigned_to.
delete_noteDeletesPermanently delete a note activity. Required: message_id (the note activity id). This cannot be undone.
delete_taskDeletesPermanently delete a task. Required: task_id. This cannot be undone.
get_contactGet one contact with its emails, phones and lead. Required: contact_id.
get_current_userGet the Close user you are signed in as, including your organizations.
get_leadGet one lead (company) with its contacts, status, addresses, custom fields and opportunities. Required: lead_id.
get_opportunityGet one opportunity with its value, status, confidence, lead and owner. Required: deal_id (the opportunity id).
get_taskGet one task with its text, due date, assignee and lead. Required: task_id.
list_callsList call activities (logged calls), filtered by lead_id, contact_id, user_id or date range.
list_contactsList contacts, optionally only those of one lead (lead_id).
list_emailsVisible to othersList email activities (sent and received emails), filtered by lead_id, contact_id, user_id or date range. Read-only: it does not send email.
list_lead_statusesList the lead statuses in your organization (e.g. Potential, Qualified). Use the ids when creating or updating leads.
list_leadsList leads page by page (skip, limit). It cannot filter by name or email; for leads that have opportunities, search_opportunities with lead_query can find them by name.
list_meetingsList meeting activities, filtered by lead_id, contact_id, user_id or date range.
list_notesList note activities, filtered by lead_id, contact_id, user_id or date range.
list_pipelinesList opportunity pipelines with their statuses. Use the status ids when creating or updating opportunities.
list_smart_viewsList Smart Views (saved lead searches) in your organization.
list_tasksList tasks, filtered by assigned_to, is_complete, lead_id, due date or view (inbox, future, archive).
list_usersList users in your Close organization. Use their ids as owners or assignees.
log_callChanges dataLog a call that happened outside Close on a lead. Set lead_id, direction, duration (seconds), status and note.
search_opportunitiesFind opportunities (deals), filtered by status_type (active, won, lost), status_id, lead_id, user_id, dates or a lead_query search on the lead.
update_contactChanges dataUpdate a contact's name, title, emails or phones. Required: contact_id.
update_leadChanges dataUpdate a lead's name, status, description or custom fields. Required: lead_id; put changed fields in body.
update_opportunityChanges dataUpdate an opportunity, e.g. change status (won/lost), value or confidence. Required: deal_id (the opportunity id).
update_taskChanges dataUpdate a task's text, due date or assignee, or mark it done with is_complete=true. Required: task_id.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Close from the app list.
2
Paste your key
Paste your Close API key and leave the password field empty. In Close go to Settings → Developer → API Keys, click + New API Key and copy the key right away.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
Click your name, then Settings › Connectors › Add custom connector. Paste your link as the Remote MCP server URL. Switch it on from the + menu in a chat.

Questions

What can the AI do in Close?

The AI can read and update leads, contacts, opportunities and tasks, log calls, add notes and read your calls, meetings, notes and emails. It can also delete notes and tasks if you switch those tools on. It cannot send email.

Does the AI see my Close API key?

No. Your Close credentials are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on. Permanent deletes of notes and tasks can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Close account.

Can the AI find a lead by name in Close?

The list_leads tool pages through leads but cannot filter by name or email. For leads with opportunities, the AI can find them with a lead search through search_opportunities. If you have the lead id or a Smart View, that is the quickest route.