KosmoKrator

crm

Close CRM MCP Integration for CrewAI

Connect Close CRM to CrewAI through the local KosmoKrator MCP gateway with scoped tools, credentials, and write policy.

9 functions 5 read 4 write API key auth
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Connect Close CRM to CrewAI

Expose KosmoKrator integrations to CrewAI workers as scoped local tools.

Wrap kosmo integrations:call for specific tasks or connect workers to a local MCP gateway. The gateway is local, scoped to this integration, and starts with --write=deny so CrewAI can inspect read-capable tools without receiving write access by default.

Close CRM MCP Config for CrewAI

Use per-worker integration scopes to avoid giving every worker every tool.

{
  "mcpServers": {
    "kosmokrator-close": {
      "type": "stdio",
      "command": "kosmo",
      "args": [
        "mcp:serve",
        "--integration=close",
        "--write=deny"
      ]
    }
  }
}

Run the Gateway Manually

kosmokrator mcp:serve --integration=close --write=deny

Why Use KosmoKrator Here

Scoped tools

Expose only Close CRM instead of a broad multi-service tool list.

Local credentials

Reuse credentials already configured for the KosmoKrator CLI and Lua runtime.

Write policy

Start read-only, then opt into ask or allow for trusted workspaces.

Close CRM Tools Visible to CrewAI

CrewAI sees stable MCP tool names generated from the Close CRM integration catalog.

MCP toolSource functionTypeDescription
integration__close__close_list_leads close.close_list_leads Read Search and list leads in Close CRM. Use the query parameter with Close search syntax to filter leads by name, status, custom fields, dates, and more. Returns a paginated list of leads with their contacts and addresses.
integration__close__close_get_lead close.close_get_lead Read Get full details for a single lead in Close CRM, including contacts, addresses, custom fields, and associated information.
integration__close__close_create_lead close.close_create_lead Write Create a new lead in Close CRM. Provide a company name and optionally add contacts with email addresses and phone numbers.
integration__close__close_update_lead close.close_update_lead Write Update an existing lead in Close CRM. Provide the lead ID and the fields to update (name, status, custom fields, URL, etc.).
integration__close__close_delete_lead close.close_delete_lead Write Permanently delete a lead from Close CRM. This removes the lead and all associated contacts, activities, and tasks.
integration__close__close_list_contacts close.close_list_contacts Read List contacts in Close CRM. Optionally filter by lead ID to get contacts for a specific lead. Supports pagination.
integration__close__close_list_activities close.close_list_activities Read List activities in Close CRM — emails, calls, notes, and other activity types. Filter by lead ID or activity type. Supports pagination.
integration__close__close_create_task close.close_create_task Write Create a new task in Close CRM. Optionally associate it with a lead, assign it to a user, and set a due date.
integration__close__close_get_current_user close.close_get_current_user Read Get the profile of the currently authenticated Close CRM user — name, email, organization, and other account details.

Related Close CRM Pages

Close CRM CLIUse direct JSON commands instead of MCP discovery. Close CRM MCPFull gateway reference and MCP tool names. KosmoKrator for CrewAIClient-level gateway setup.