Close MCP

Close MCP lets your AI voice agent look up leads, log calls and update deals during the call.

Close MCP connects your phone agent to the CRM your sales team already uses. With Close MCP, your agent can find a lead or contact by name or number, check the status of an opportunity, and log the call as an activity. It can also add notes, create follow-up tasks and update fields on a lead, so the record is current before anyone opens it. Your team stays in Close. Your agent works in it.

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What your agent can do with Close MCP

Look up leads and contacts by name, phone number or company during a call
Check opportunity stage, value and next steps before answering a caller
Log each call, its outcome and notes as an activity on the right lead
Create follow-up tasks and update lead fields when a caller asks for a change

Close MCP exposes 114 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound call from an existing prospect

Caller
Hi, this is Dana Whitfield from Northline Logistics. I'm calling about the proposal we talked about last week.
Agent
Hi Dana, let me pull up your file. I can see the proposal went out on Tuesday. Is there anything you'd like to change before your team reviews it?
Caller
Can you push the start date to the first of next month?
Agent
Done. I've updated the start date on the opportunity and added a note for your account manager. They'll confirm by email this afternoon.

Quick status check from a team member

Caller
Which leads did we speak to from the Denver list this month?
Agent
You spoke with four leads from the Denver list in May. Two are waiting on pricing, and one asked for a callback on Thursday at 10 a.m.
Caller
Put a reminder on that callback for Thursday morning.
Agent
Reminder added to the lead for Thursday at 10 a.m., assigned to you.

Outbound follow-up after a missed meeting

Agent
Hello, this is calling from Brightpath Dental for Mr. Omar Haddad. We had a consultation booked for this morning and wanted to check if you'd like to reschedule.
Caller
Yes, sorry I missed it. Can we do Monday at 2 p.m.?
Agent
Monday at 2 p.m. works. I've logged the new time against your file and sent the confirmation. Thank you, Mr. Haddad.

How to connect Close MCP

1
Create your agent
Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.
2
Connect Close MCP
From Integrations in the dashboard, choose Close MCP and enter the connection details from your Close MCP account settings.
3
Choose the actions
In the agent editor, enable the Close MCP actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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All CRM & sales integrations

Questions, answered.

Does Close MCP work during the call or only after it?

Both. Your agent can look up records and update them while the call is live, and it logs a summary of the call when it ends.

What do I need to connect Close MCP?

You need an account in Close. Connect it from the AgentCalls dashboard using the credentials from your Close settings. Your agent then works only within the access you grant.

Which plan includes Close MCP?

Tool integrations, including Close MCP, are included from the Growth plan.

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Put your agent to work with Close MCP.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.