> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://help.close.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://help.close.com/_mcp/server.

# Close MCP Server

Model Context Protocol (MCP) servers provide a standardized interface that allows any compatible AI model or agent to access your Close data in a simple and secure way. Below are instructions for adding Close's MCP server to commonly used clients.

### Accessing Close's Remote MCP Server

The MCP server URL is `https://mcp.close.com/mcp` and has "HTTP Streamable" and "OAuth 2.0 Dynamic Client Registration (DCR)" support. We recommend accessing the MCP server via OAuth 2.0 using a supported MCP client (ex: Claude, ChatGPT, Cursor, etc).

If you prefer to interact with the MCP server using a custom setup, [create an OAuth application](/v1/docs/create-oauth-apps) to authenticate using OAuth 2.0 or authenticate using an API key and include the following Headers in your request:

* `Close-API-Key`: `{{ Your Close API Key }}`
* `Close-Scope`: `{{ mcp.read, mcp.write_safe, or mcp.write_destructive }}`

The `Close-Scope` header determines the scope and available tools. `mcp.read` is read-only, `mcp.write_safe` can read and write data, and `mcp.write_destructive` can read, write, and delete data in the Close organization.

For more information on which tools are available for each scope, [click here](https://developer.close.com/mcp/tools).

### ChatGPT

The official Close ChatGPT app is available [here](https://chatgpt.com/apps/close/asdk_app_694574813e548191bac45327be0a61d1).

### **Claude**

Close's MCP server is an officially supported across the Claude ecosystem. Watch this video to learn more about connecting to Claude to Close and see some example use cases:

#### **Claude (Web, Desktop) - Paid plans**

#### Connectors requires a Claude paid plan

In order to access Claude's Connectors library that includes Close, you must be on a paid plan.

1. Navigate to **Settings** by clicking your name in the bottom left sidebar on web or desktop.
2. In the Settings sidebar select **Connectors**, then **Organization connectors.**
3. Find and select the **Close** connector, then click **Connect**.
4. Grant access to your desired Close organization and scopes.
5. Make sure to enable the tools in any new chats.

#### **Claude (Desktop) - Free plan**

In a few steps, you can access Close's MCP server on the Claude desktop app on any plan:

1. From the chat window, click the + button > Add Connectors (Manage Connectors > Browse Connectors if you already have existing connections) > Search and select "Close" in the "All" section.
2. Click "Connect", which will route you to Close's OAuth page, where you can select the organization and permissions for the connection.
3. Return to Claude and start using the connection in the chat.

Note: You can toggle the connection on and off in the same location (Chat window > + > Connectors). Make sure it is toggled on or you will not have access to the tools.

#### **Claude Code**

1. Open your terminal and run `CLOSE_API_KEY=YOUR_API_KEY`, replacing `YOUR_API_KEY` with your [Close API Key](/v1/docs/api-keys-oauth).

2. Run the following:

   ```
   claude mcp add --scope user --transport http close https://mcp.close.com/mcp --header "Close-API-Key: \$`{CLOSE_API_KEY}`" --header "Close-Scope: mcp.read"
   ```

   * If you want to set up MCP for multiple organizations, you can give this a more specific name like "close-your-org-name" instead of "close" so that you can distinguish the servers from one another.
   * Optionally, change `mcp.read` to `mcp.write_safe` or `mcp.write_destructive` to increase the scope.

3. Launch a Claude Code session with `claude` and type `/mcp` to verify Close MCP was set up.

See [Claude Code MCP Docs](https://docs.anthropic.com/en/docs/claude-code/mcp) for more information on using MCP servers with Claude Code.

### Other MCP Clients

#### n8n

You can use n8n's "AI Agent" node to set up a chatbot with read access to your Close Organization.

1. Create a new Workflow and add "Chat Trigger" as your first step.

2. Add an "AI Agent" node as your second step:

   * The AI Agent node has three components:

     * Chat Model — The LLM of your choice (n8n supports all of the major LLM providers)
     * Memory — Memory allows a model to remember and reference past interactions with it. While it is not required, we recommend n8n's "Simple Memory," which requires no setup.
     * Tool — This is where you will connect to Close's MCP server.

   * Connect the Chat Model and Memory options of your choice, and then add the "MCP Client Tool" node under Tool.

![Flowchart showing an AI Agent with Model, Memory, and Tools including OpenAI Chat Model, Simple Memory, and MCP Client.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/integrations/close-mcp-server/mcp-server/ai_agent_connector_diagram_d9d2aa.png)

3. For the MCP Client Tool node, use the following configuration:

   * Endpoint: `https://mcp.close.com/mcp`

   * Server Transport: HTTP Streamable

   * Authentication: Header Auth\
     Create a new Header Auth Credential in your n8n account with the following:

     * Name: `Close-API-Key`
     * Value: `{{ Your Close API Key }}`

   * Tools to Include: All

4. Start chatting with your new AI Agent in the "Chat" window at the bottom left of the Workflow Editor:

![Chat UI showing an MCP client response with organization name and JSON output details.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/integrations/close-mcp-server/mcp-server/mcp_client_response_af202b.png)

⚠️ Please note that n8n only supports the `mcp.read` scope at this time.

#### Cursor

[![Add Close MCP server to Cursor](https://cursor.com/deeplink/mcp-install-light.svg)](https://cursor.com/en-US/install-mcp?name=Close\&config=eyJ1cmwiOiJodHRwczovL21jcC5jbG9zZS5jb20vbWNwIiwidHlwZSI6InN0cmVhbWFibGVIdHRwIn0%3D)

1. After clicking the "Add to Cursor" button above, you should see the Close MCP Server listed in MCP Tools in the Cursor desktop app. Click "Install":

   ![Dialog to install Close MCP server with name, type, URL, and highlighted Install button.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/integrations/close-mcp-server/mcp-server/install_mcp_server_e9dc2a.png)

2. The connection will be in the "Needs authentication" status. Click "Connect" and allow the Cursor app to direct you to the Close OAuth Authentication Page:

   ![Claude connectors panel showing Close entry labeled 'Needs authentication' with a highlighted Connect button.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/integrations/close-mcp-server/mcp-server/close_connector_needs_auth_8d00c2.png)

3. Select the correct Close Organization and scope for your use case and click "Allow":

   ![OAuth consent screen showing Cursor requesting MCP read and write scopes with Allow button.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/integrations/close-mcp-server/mcp-server/mcp_oauth_consent_0bcb1c.png)

4. Return to the Cursor app. You should see that the connection is now "Loading Tools" or "Enabled":

   ![Close MCP connector entry showing 27 tools enabled with toggle switched on.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/integrations/close-mcp-server/mcp-server/mcp_tools_list_84d0d7.png)

#### VSCode

#### **Step 1**

Add the following to your `settings.json` :

```
{
	...
	"mcp": {
		"servers": {
			"close": {
				"url": "https://mcp.close.com/mcp",
				"type": "http",
				"headers": {
					"Close-API-Key": "${input:close-api-key}",
					"Close-Scope": "mcp.read"
				}
			}
		},
		"inputs": [
			{
				"id": "close-api-key",
				"description": "Enter your Close API key",
				"type": "promptString"
			}
		]
	}
}
```

This will add a read only MCP server to your VSCode. You can also change `Close-Scope` to `mcp.write_safe` or `mcp.write_destructive` to increase the scope. Alternatively, you can add the snippet to your `mcp.json` file for workspace-level server access.

#### **Step 2**

Use the command palette (Mac: `Cmd+Shift+P`, Windows: `Ctrl+Shift+P`) to list the MCP servers, select `close-remote-mcp`, and click "Start Server." Enter your [Close API Key](/v1/docs/api-keys-oauth) when prompted:

![Command palette entry highlighting 'MCP: List Servers' with recently used badge.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/integrations/close-mcp-server/mcp-server/mcp_list_servers_0ac587.png)

If the server is not in the list, use the command palette to "Reload Window."

The console will confirm that the server is connected:

![Terminal log showing MCP server starting, connection state changes, and discovery of 23 tools.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/integrations/close-mcp-server/mcp-server/mcp_server_log_553446.png)

#### **Step 3**

Start using the server!

With Copilot: Open the sidebar (Mac: `Cmd+Shift+I`, Windows: `Ctrl+Alt+I`) and switch to agent mode. You can click the tool icon to list the available tools. Ask Chat what Close Organization you are working in and you should see that it uses the server you selected to run `Org Info` and return information

### FAQs

#### **Does Close MCP support SSE?**

We currently don't support SSE, but please email [support@close.com](mailto:support@close.com) with your specific use case and MCP client details if this is something your team requires.

#### What tools does the MCP server have access to?

For more information on which tools are available for each scope, [click here](https://developer.close.com/mcp/tools).