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)

Related MCP server: suitecrm-mcp

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

Metadata / taxonomy

Advanced find + feeds

Timeline writes

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

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

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