מידע
Close is a sales CRM, and its MCP server gives Notion AI access to your leads, contacts, opportunities, and activities. Ask Notion AI to search leads by status, review recent calls and emails with an account, update an opportunity, or total your pipeline by status without leaving Notion.
הוראות שימוש
With Notion Agent
- Select Get connection on this page.
- Sign in with your Close account and approve access.
- Ask Notion AI to use Close by name.
Try asking:
- "Find my leads in Close with no activity in the last 30 days"
- "Show the recent calls and emails with Acme in Close"
- "Total my open opportunities by status in Close"
With Custom Agents
- Open your agent's Settings → Tools & Access and select Add connection.
- Choose Close, sign in, and pick the tools the agent can use.
- Select Connect. Each agent has its own connection.
MCP connections are available on Business and Enterprise plans, on web and desktop.
