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CRM integration

Close MCP integration for AI agents

Insiro connects AI agents to Close MCP so they can act in it under your rules. Close MCP is a CRM MCP exposing leads, contacts, opportunities, activities, communications, and workflows. Use it to give agents scoped, auditable access to your CRM data. Every Close MCP action runs through Insiro's governed gateway, using each person's own connection (OAuth).

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What can AI agents do with Close MCP?

With Insiro, agents can create and update contacts, companies and deals, log calls, emails and notes against the record, find stalled or at-risk opportunities and enrich new leads before routing them to an owner, all inside the permissions you set for Close MCP.

  • Create and update contacts, companies and deals.
  • Log calls, emails and notes against the record.
  • Find stalled or at-risk opportunities.
  • Enrich new leads before routing them to an owner.

A journey through Insiro

Close MCP logo Close MCPInsiroGmail

Example: Close MCP → Insiro → Gmail to log the email thread and update the opportunity. Insiro checks permissions, applies approvals and records the evidence at every hop.

Frequently asked questions about Close MCP

Can Insiro AI agents use Close MCP?

Yes. Insiro connects AI agents to Close MCP through its governed MCP gateway. Agents can create and update contacts, companies and deals and log calls, emails and notes against the record using each person's own Close MCP access, with read-only as the default and approvals for actions that change data.

How does Insiro connect to Close MCP?

Close MCP connects with OAuth. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.

Can I make Close MCP read-only for agents?

Yes. In Insiro Governance, set Close MCP to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.

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