Cloze MCP Server

Cloze MCP Server

 

An open-source MCP (Model Context Protocol) server for Cloze CRM. Give AI agents like Claude access to your contacts, companies, deals, metadata, and timeline.

Features

• 🔍 Search & Retrieve — Find people, companies, and projects (basic + advanced filters + feeds)
• 🧠 Metadata Insight — Fetch stages, segments, steps, custom fields, team members/roles, and saved views
• 📝 Timeline Writes — Create To-Dos and log communications directly from agents
• 📊 Deal Pipeline — Query projects and deals by stage and scope
• 🔒 Secure — Your API key stays local, never sent to third parties
• ✅ Tested — Vitest unit tests cover tool routing + validation (run npm test)

Quick Start

1. Get your Cloze API Key

Go to Cloze Settings → API and create an API key.

2. Configure your MCP client

Claude Desktop (~/Library/Application Support/Claude/claude_desktop_config.json):

{
  "mcpServers": {
    "cloze": {
      "command": "npx",
      "args": ["-y", "@purplehorizons/cloze-mcp"],
      "env": {
        "CLOZE_API_KEY": "your-api-key-here"
      }
    }
  }
}

Moltbot (~/.clawdbot/config/mcporter.json):

{
  "mcpServers": {
    "cloze": {
      "command": "npx",
      "args": ["-y", "@purplehorizons/cloze-mcp"],
      "env": {
        "CLOZE_API_KEY": "your-api-key-here"
      }
    }
  }
}

3. Start using it

Ask your AI assistant things like:

• "Show me all buyers in the Future stage assigned to Collette"
• "List the pipeline steps for the Project segment"
• "Create a reminder to call Sabor Havana tomorrow"
• "Stream the latest company changes since last week"

Available Tools

Core lookups

| Tool | Description | |------|-------------| | cloze_find_people, cloze_get_person | Basic contact search + detail | cloze_find_companies, cloze_get_company | Company search + detail | cloze_find_projects, cloze_get_project | Project/deal search + detail | cloze_get_profile | Verify API connectivity / user info

Metadata / taxonomy

| Tool | Description | |------|-------------| | cloze_get_custom_fields | List custom fields (optionally by relation type) | cloze_get_people_stages, cloze_get_project_stages | Stage taxonomies | cloze_get_people_segments, cloze_get_company_segments, cloze_get_project_segments | Segment lists | cloze_get_steps | Pipeline steps (filter by segment/stage) | cloze_get_views | Saved views / audiences | cloze_list_team_members, cloze_list_team_roles | Team roster + role labels

Advanced find + feeds

| Tool | Description | |------|-------------| | cloze_people_find_advanced | GET /v1/people/find with pagination, filters, sorting | cloze_companies_find_advanced | Same for companies | cloze_projects_find_advanced | Same for projects/deals | cloze_people_feed | Cursor-based change feed for people (supports modifiedAfter, includeAuditedChanges) | cloze_companies_feed | Company feed | cloze_projects_feed | Project feed

Timeline writes

| Tool | Description | |------|-------------| | cloze_create_todo | Create a Cloze To-Do/reminder (subject + optional when/participants/assignee) | cloze_log_communication | Log calls, texts, emails, meetings, etc. onto the timeline

Development

# Clone the repo
git clone https://github.com/Purple-Horizons/cloze-mcp.git
cd cloze-mcp

# Install dependencies
npm install

# Run tests
npm test

# Build
npm run build

# Run locally (after build)
CLOZE_API_KEY=your-key node dist/index.js

Environment Variables

| Variable | Required | Description | |----------|----------|-------------| | CLOZE_API_KEY | Yes | Your Cloze API key |

Roadmap

• [x] MVP: Read operations (find/get)
• [x] Metadata helpers (stages, segments, custom fields, steps, team)
• [x] Advanced search + feeds
• [x] Timeline writes (todos + communications)
• [ ] Analytics queries
• [ ] Webhook subscriptions
• [ ] OAuth 2.0 for public integrations

Contributing

Contributions welcome! Please read our Contributing Guide first.

License

MIT © Purple Horizons

---

Built with ❤️ by Purple Horizons for the AI agent community.