Close MCP Server - Barndoor Documentation
Close
SecureBarndoor ManagedCRM, Sales & Marketing
Summary: Official connector to manage leads, contacts, and sales pipelines in Close CRM via AI tools.
How Teams Use It: The Barndoor Close MCP Server enables agents to manage leads, contacts, and opportunities, automating sales workflows and improving pipeline visibility. Agents can search and update lead information, qualify opportunities, and execute outreach sequences, streamlining sales operations and accelerating deal cycles.
Tools
| Tool Name | Tool Description | Tool Type |
|---|---|---|
| activity_search | Search for activities using various criteria. | Read |
| aggregation | Perform aggregations and analytics on Close data. | Read |
| close_product_knowledge_search | Search Close product knowledge and documentation. | Read |
| create_address | Create a new address for a contact. | Create |
| create_contact | Create a new contact associated with a lead. | Create |
| create_email_template | Create a new email template. | Create |
| create_lead | Create a new lead in Close. | Create |
| create_lead_status | Create a new lead status in the organization. | Create |
| create_opportunity | Create a new opportunity in Close. | Create |
| create_opportunity_status | Create a new opportunity status for a pipeline. | Create |
| create_pipeline | Create a new pipeline in the organization. | Create |
| create_sms_template | Create a new SMS template. | Create |
| create_workflow | Create a new workflow in the organization. | Create |
| fetch | Generic fetch functionality for Close objects. | Read |
| fetch_contact | Retrieve details for a specific contact. | Read |
| fetch_email_template | Retrieve details for a specific email template. | Read |
| fetch_lead | Retrieve details for a specific lead. | Read |
| fetch_lead_smart_view | Retrieve leads from a specific smart view. | Read |
| fetch_lead_status | Retrieve details for a specific lead status. | Read |
| fetch_opportunity | Retrieve details for a specific opportunity. | Read |