Connect Close to Claude | Menza
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Connect Close to Claude.

Connecting Close to Claude through Menza lets you put questions to your leads, contacts, opportunities, activities, tasks, users, custom fields directly in Claude. Menza reads it live through the official Close API, so Claude answers from current numbers, not a stale copy. Ask about performance or have it take an approved action — no exports, no dashboards.

  • 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.

  1. In Claude, open Settings → Connectors and add Menza as an MCP server.

  2. 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.

  3. 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.

Menza doesn't just answer questions about Close — it proposes the fix and, once you approve, does the work. You stay in control; nothing changes until you say go.

MenzaMenzajust now

18 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.

MenzaMenza6m ago

Leads created this month got first contact 2.7 days after entry on average — your Q1 pace was under a day. I'll list the 26 leads still uncontacted, oldest first, so the team can clear the backlog today.

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.

See everything Menza does with Close →

Connect Close to Claude.