Cloze Server

npm version License: MIT

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

• MVP: Read operations (find/get)
• Metadata helpers (stages, segments, custom fields, steps, team)
• Advanced search + feeds
• 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

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