Question 1

What does the Close MCP integration do?

Accepted Answer

The Close integration on the Agen MCP gateway exposes Close to AI agents through the Model Context Protocol. Stop missing leads and wasting time with the wrong CRMs. Close brings clarity to your sales process so you can move fast and close deals before they go cold. It lets agents call Close actions like List leads, Create lead, List opportunities, and Log activity without writing custom integration code.

Question 2

Which Close actions are available through MCP?

Accepted Answer

The Agen Close MCP connector exposes 5 scoped actions including List leads, Create lead, List opportunities, and Log activity. Each action is mapped to a specific Close OAuth scope so agents only get the permissions they need for the task.

Question 3

How does Agen connect AI agents to Close?

Accepted Answer

Agen acts as the MCP gateway between your AI agents and Close. Agents authenticate to the gateway, the gateway authenticates to Close using scoped OAuth credentials, and every call is brokered through the gateway so it can apply policy and capture audit logs.

Question 4

How is access to Close controlled and audited?

Accepted Answer

Access to the Close integration is governed by Agen policies. Admins can restrict which agents or users can call Close tools, scope permissions per action, and review a full audit log of every call. Learn more about access control and policies.

Question 5

What are common use cases for the Close MCP integration?

Accepted Answer

AI agents use the Close connector to automate work in Close on behalf of users — common use cases include lead enrichment, pipeline updates, and account research. See more CRM integrations in the CRM category.

Question 6

How do I get started with the Agen MCP gateway for Close?

Accepted Answer

Install the Agen MCP gateway, authorize the Close connector with your Close workspace, and assign access policies to the agents or users that should be able to call it. Browse the full MCP integration catalog or contact sales to get started.

Close

List leads

Create lead

List opportunities

Log activity

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