Connect Close to Claude.
Give Claude live access to your Close data — ask questions and take approved actions, right from the chat.
- Reads crm & sales data
- Takes approved actions in Close
- Connects via the official API
Paste your Close API key to connect — it's encrypted and never shown to the AI. or book a demo
How to connect Close to Claude.
Three steps, no pipeline to build and no data to export.
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In Claude, open Settings → Connectors and add Menza as an MCP server.
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Authorise the Close connection so Menza can read your Close data on your behalf.
Paste your Close API key to connect — it's encrypted and never shown to the AI.
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Ask Claude to work with your Close data — it queries Menza live and answers in the chat.
Ready in minutes — connect Close now.
Menza working with Close.
Ask in Claude and Menza reads your live Close data to answer. When something needs doing, it proposes the fix — and nothing changes until you approve.
ClaudeClose connected via MenzaWhat's happening in my Close account right now — anything I should act on?
Read live Close data18 opportunities in your negotiation stage have had no activity in 14 days — worth $96k of pipeline.
I'll create a follow-up task on each one, assigned to its owner and due within two working days.
Nothing changes until you approve it in Menza — want me to go ahead?
Put Menza between Claude and Close.
Is my Close data secure?
Your credentials are encrypted at rest and never exposed to the AI. Menza reads your data through the provider's official API using the access you grant, and you stay in control of what it can do — read-only by default, with any actions gated behind your approval.
Read our privacy policy- Encrypted in transit and at rest
- Scoped access — you choose what Menza can see
- Read-only by default; any action needs your approval
- Credentials are encrypted and never shown to the AI
- Revoke access at any time
Close + Claude questions, answered.
How do I connect Close to Claude?
Add Menza as an MCP server in Claude, authorise the Close connection once, then ask Claude to work with your Close data. Menza handles the Close API calls for you — there's nothing to export and no pipeline to maintain.
What can Claude do with my Close data through Menza?
Beyond answering questions, Menza can take approved actions in Close on your behalf — for example adjusting or pausing what you ask it to — and every change waits for your approval first, so nothing happens without your say-so.
Is my Close data safe?
Yes. Your Close credentials are encrypted at rest and never shown to the AI. Menza only accesses what you grant it and is read-only by default, with any actions gated behind your approval.