Close is the inside-sales CRM many SMB and B2B teams run their pipeline on. Connecting Close to clariBI surfaces every lead, opportunity, activity, and pipeline metric into your AI analyses.
Why connect Close CRM
Pipeline questions ("how did our weighted pipeline change this week?") usually mean exporting CSVs from Close.
With Close connected, you can ask "Show me deals that have been in Proposal stage longer than 14 days", "Compare conversion rate by source last quarter", or "Which reps have the highest pipeline coverage?" and the AI engine pulls the answer.
How the connection works
clariBI talks to Close CRM through its hosted MCP server at https://mcp.close.com/mcp. Authentication uses an OAuth flow that clariBI registers itself for (no developer console setup on your side). Tokens stay encrypted server-side and never leave clariBI in clear form.
sequenceDiagram
actor U as You
participant C as clariBI
participant V as Close CRM
U->>C: Click Authorize with Close CRM
C->>V: Open OAuth authorization
V-->>U: Grant read access?
U->>V: Approve
V-->>C: Authorization code
C->>V: Exchange code for tokens
V-->>C: Access + refresh tokens
C->>C: Encrypt and store credentials
C-->>U: Connection ready
Available tools
clariBI exposes the read-only Close CRM tools that the vendor's MCP server publishes at connection time. Write operations (create, update, delete, send, refund) are filtered out by a name-pattern blocklist before any tool reaches the analysis engine, so connecting Close CRM cannot modify data on the vendor side.
The exact tool inventory depends on the Close CRM features your account has access to. After connecting, try a few natural-language questions to see what Close CRM data clariBI can pull.
Data flow during analysis
When you ask a question that maps to Close CRM, the AI engine routes to the right tool, reads the result, and pairs the answer with a chart you can pin to a dashboard.
sequenceDiagram
actor U as You
participant C as clariBI
participant AI as AI engine
participant V as Close CRM
U->>C: Ask a question about CRM pipeline + activity data
C->>AI: Plan the analysis
AI->>V: Call the right tool
V-->>AI: Tool result
AI->>AI: Summarize and chart
C-->>U: Answer plus visual
Setting up the connection
- Open Data Sources in the clariBI sidebar.
- Click Add data source.
- Open the MCP Servers tab.
- Click the Close CRM card.
- Click Authorize with Close CRM.
- Sign in to Close CRM in the popup window and grant the requested read scopes.
- Back in clariBI, give your data source a name.
- Click Finish.
Permissions and data access
clariBI requests only the mcp.read scope on the Close OAuth consent screen — no write or destructive scopes. Disconnect from Close settings or from clariBI Settings.
Troubleshooting
| Error | Cause | Fix |
|---|---|---|
| "Insufficient scope" | The Close account did not grant <code>mcp.read</code> during OAuth. | Reconnect and accept the read scope on the Close consent screen. |