Connect Close to your AI employee
Connect to Close: manage contacts, deals, pipelines, and sales outreach. Hire an AI employee, connect Close in one click, and it takes real actions in Close for you: reading, writing, and following up while you get on with something else. Works over OAuth or any MCP server, and no workflow builder is involved.
Things people ask their AI employee to do in Close
- Log every call and email against the right contact in Close.
- Tell me which deals in Close have gone quiet for more than a week.
- When a new lead signs up, create the record in Close and research the company.
How connecting Close works
- Hire an AI employee from the marketplace. It arrives knowing the job.
- Connect Close in one click through its standard OAuth screen. No API keys.
- Ask for what you want in plain language. It does the work and reports back.
Why connect Close to an AI agent?
Your AI employee handles the repetitive Close work, on a schedule or on request, and tells you what it did. Close is one of thousands of connections, plus any MCP server you already run, so a single request can cross all of them. Category: CRM & Sales.
People who connect Close also connect
Explore
FAQ
How do I connect Close to an AI agent?
Hire an AI employee, open its Tools tab, find Close, and click Connect. You authorise access through the standard Close OAuth screen and the connection is live the moment you approve it. There are no API keys to paste and nothing to deploy.
Do I have to build a workflow or write code?
No. This is not a workflow builder with triggers and branches. You tell your AI employee what you want in plain language, and it decides which Close actions to run. If you want it to happen every week, say that too.
What can an AI agent actually do inside Close?
Everything Close exposes to us: the full action list is on this page, read and write both. Anything Close itself does not allow is listed as a limit, so you find out here rather than by failing later.
Is there an MCP server for Close?
You do not need one, the Close connection is built in. If you already run your own MCP server, your AI employee can use that too, alongside the built-in connection.
Will it work with my other tools at the same time?
Yes, and that is the point. Close is one of thousands of connections, so a single request can read from one tool, act in Close, and report back in your chat.
Is it safe to give an AI agent access to Close?
You connect Close once at the company level and choose which employees may use it. Sensitive actions can require your approval before they run, and every action the employee takes is logged.