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Close.com Claude

Connect Close.com to Claude

Send Close.com opportunities, contacts, leads and 42 more data types to Claude on a schedule. Filter by date. Refresh as often as every 15 minutes.

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Claude

Which open Close.com deals haven't moved stage in the last 30 days?

Querying the Close.com data set in Coupler.io
Claude queries your Close.com data through the Coupler.io MCP connector. Access is read-only.
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How to connect Close.com and Claude

5 steps. You can preview the Close.com data in Coupler.io before anything reaches Claude.

Step 1 of 5

Connect Close.com

Enter your Close.com API key. You only do this once per account.

API key••••••••••••

Step 2 of 5

Choose what to export

Pick the Close.com data you want in Claude.

Show 32 more data types Show fewer data types

And 5 more data types.

Step 3 of 5

Fine-tune the export

Optional settings for this Close.com export.

Start dateAny dateSpecify the start date to sync data from. Leave blank to retrieve all available data.

Step 4 of 5

Connect Claude

Add the Coupler.io connector in Claude and authenticate. For Claude Code, run the command shown in the destination step, then authorize via /mcp.

Data set to shareOpportunitiesThe data view Claude can read

Step 5 of 5

Set a schedule

Claude sees the data as of the last run. Run it as often as every 15 minutes.

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Get the most of Close.com to Claude integration

Gather data icon

Gather data

Export data from numerous apps and sources into a single destination. Blend data from different apps to get a single source of truth.
Understand data icon

Understand data

Preview, transform, sort, and filter data for better clarity in just a few clicks in the Coupler.io interface. Take your data analytics to the next level.
Automate data icon

Automate data

Access data that is always up to date by enabling the automatic data refresh on a schedule as often as every 15 minutes and using triggered automation.
Act on data icon

Act on data

Visualize your data by quickly connecting to data visualization and BI tools. Build insightful dashboards in a breeze and make better decisions.
Close.com to Claude questions

45 data types, including Opportunities, Contacts, Leads, Users and Lead custom fields.

With your Close.com API key, entered once when you add the connection.

Yes. Set the start date to cover the period you need.

No. The data stays in Coupler.io, and Claude queries it read-only when you ask a question. It can't edit or delete Close.com rows.

Team and Enterprise work with the official connector. On individual Free and Pro plans, use the custom connector if the official one shows no tools.

On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.

Yes. Add more sources to the same data flow, for example GoHighLevel or Pipedrive, and join or append them before the data reaches Claude.

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