Close CRM MCP Server - Integrate your Agent with Close CRM in Minutes

Knit's Close CRM MCP Server gives your AI agents instant, code-free access to every Close CRM API endpoint-read, write, and automate without OAuth headaches or custom endpoints.

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Installing

Close CRM

MCP Server

Watch an agent automate workflows-all with knit's plug-and-play MCP Servers.

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Key Features

All the power of AI-ready tools-serverless hosting, mix-and-match APIs, live updates, semantic search, and built-in auth-in a single, plug-and-play platform.

Serverless by Default

Spin up MCP Servers with zero infrastructure-Knit scales, patches, and monitors everything for you.

Plug-In Your Own APIs

Expose custom endpoints as AI-ready tools alongside knit's catalog, unifying proprietary logic and third-party apps in one place.

Hot-Swap Tools at Runtime

Add or remove tools without downtime; your agents see new capabilities instantly-no server restarts required.

Mix-and-Match Tool Bundles

Deploy only the API tools you need from any app in a single lightweight server-no bloat, no duplication.

Semantic Tool Search

Natural-language search surfaces the right tools for each use case, shrinking token costs and boosting LLM accuracy.

Auth Handled for You

OAuth, SAML, service accounts-Knit manages credentials and refreshes so your team never wrestles with tokens.

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Actions available via

Close CRM

MCP Server

  • Unified Action

Delete CRM Custom Object Schema

This API endpoint deletes a CRM custom object schema identified by the provided schemaId. It requires the schemaId to be specified in the request body. The request must include headers specifying 'accept' and 'content-type' as 'application/json'. On success, it returns a response with 'success' set to true and 'data' as null. If an error occurs, 'success' is false and an 'error' object with a descriptive message is returned.

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  • Unified Action

Delete CRM Contact

The Delete CRM Contact API allows users to delete a contact from the CRM system. It requires a POST request to the endpoint with a JSON body containing the 'contactId' of the contact to be deleted. The request headers must include 'accept' and 'content-type' set to 'application/json'. On success, the API returns a JSON response with 'success' set to true and 'data' as null. If an error occurs, 'success' is false and an 'error' object with a descriptive message is returned.

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  • Unified Action

Update CRM Custom Object Fields

This API endpoint allows updating fields of custom objects in a CRM system. It requires a POST request to the specified URL with headers 'accept' and 'content-type' set to 'application/json'. The request body must include 'schemaId', 'fieldId', 'title', and 'type' to specify the field to be updated and its new attributes. The response will indicate success with a boolean 'success' field and may include additional data or error information.

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  • Unified Action

Update CRM Engagement

The Update CRM Engagement API allows users to update details of an existing CRM engagement. The API requires a POST request to the specified endpoint with headers 'accept' and 'content-type' set to 'application/json'. The request body must include the 'engagementId' as a required field, along with optional fields such as 'type', 'subject', 'direction', 'content', 'owner', 'startDateTime', 'endDateTime', and 'channel'. The response will indicate success with a boolean 'success' field and may include an error message if the operation fails.

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  • Unified Action

Update CRM Lead

The Update CRM Lead API allows users to update the details of a lead in the CRM system. The API requires a POST request to the specified endpoint with headers indicating the content type as application/json. The request body must include the leadId, which is mandatory, and can optionally include other details such as firstName, lastName, jobTitle, company, description, owner information, industry, number of employees, and address details. The response will indicate success or failure of the operation, with a success flag and optional data or error message.

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  • Unified Action

Get CRM Custom Objects Schemas

This API endpoint retrieves the schemas of custom objects in the CRM. It requires an 'accept' header with the value 'application/json'. The response includes a success flag and a data object containing an array of schema objects. Each schema object includes details such as schemaId, createdAt, updatedAt, title, titlePluralized, description, createdById, and updatedById. In case of an error, the response includes a success flag set to false and an error object with a descriptive message.

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