Direct answer: Close exposes a hosted MCP server for its sales CRM. Finta's Aurora catalog uses Close's official Streamable HTTP endpoint with dynamic OAuth, which can support reviewed research and follow-up preparation around Close leads, contacts, opportunities, and activities without turning fundraising outreach into unsupervised sales automation.
This guide is for teams using Finta as relationship intelligence around a capital, investor, customer, or company-building workflow. Close remains the source system for its records. Aurora can use only the context and actions exposed to the connected account.
How the Close connection works
| Connection detail | Current Finta guidance |
|---|---|
| Classification | Catalog MCP |
| Configured endpoint | https://mcp.close.com/mcp |
| Authentication and transport | Provider OAuth through Aurora; Streamable HTTP |
| Source of truth | Close remains authoritative for provider records, permissions, and action results. |
| Human control | Review external communication, record changes, financial actions, publishing, deletion, and other consequential work before execution. |
What you can use it for
- Search and retrieve permitted Close leads, contacts, opportunities, and CRM activities.
- Review recent email, call, meeting, note, and task history when exposed by the connected account and tool set.
- Prepare safe record updates and follow-up tasks within the scopes granted by Close.
- Identify gaps between opportunity status and the latest recorded relationship activity.
These uses summarize the current provider documentation and Finta catalog purpose. The exact tool inventory varies by provider version, plan, workspace, user permissions, region, and authorization scopes.
Relationship intelligence workflows for Close
Founder-led investor follow-up queue
Outcome: A human-reviewed list of investor conversations that need a timely, context-aware next step.
- Retrieve open investor opportunities and their associated contacts, owners, and latest activities.
- Flag records with a promised follow-up, stale activity, or an inconsistent opportunity status.
- Draft a next-step note or task with the relationship context that supports it.
Human decision: The founder or relationship owner approves the audience, timing, language, and any Close write.
Fundraising outreach handoff
Outcome: A clear handoff from relationship research to a Close record without losing the evidence behind the recommendation.
- Retrieve the existing lead or contact to prevent an avoidable duplicate.
- Prepare the proposed opportunity, ownership, source note, and next task as separate fields.
- Show the destination record and change set for review before applying anything.
Human decision: A CRM owner confirms identity matching, ownership, and the exact record updates.
How to connect Close to Aurora
- Select Close in Aurora's Apps tray.
- Complete Close OAuth through the provider-hosted flow used by the catalog connection.
- Review the granted organization and the effective MCP scopes.
- Start with a read-only lookup for a known lead or opportunity.
- Enable or exercise safe write scopes only for a controlled record after a human approves the change.
Open the official Finta apps directory to confirm the catalog entry before authorizing a provider account.
Permissions and approval boundary
Close distinguishes read, safe-write, and destructive-write access. Keep destructive operations out of the page promise. Aurora may retrieve and prepare, but a person must confirm contact identity, record destination, message content, and every CRM mutation before execution.
Limitations to understand
- Close results depend on the authenticated user's organization access and effective MCP scopes.
- A stale opportunity or activity timestamp is a review signal, not proof that a relationship has gone cold.
- Destructive scopes can expand blast radius and should not be required for the published workflow.
- The page must not imply that Aurora sends outreach automatically or that every Close tool is production-verified.
Verification checklist
- Confirm https://mcp.close.com/mcp, oauth_dynamic, and HTTP transport in the live catalog.
- Complete OAuth with a controlled Close user and record the organization and scopes.
- Retrieve one known lead or opportunity and compare owner, status, and activity dates with Close.
- Confirm the page does not claim destructive actions or autonomous sending.
- Test one safe, reversible task or note update after explicit approval.
- Verify the write in Close and capture the provider receipt or resulting record link.
Verification status: On 2026-08-22, Finta confirmed that this connector appears in the enabled production Aurora catalog and reviewed the configured endpoint, authentication type, and first-party sources listed below. This is not a claim that every provider tool or an authenticated end-to-end action has been tested for every account.
Official provider sources
- Close official MCP documentation (developer.close.com)
- Close official MCP documentation 2 (developer.close.com)