Cloze MCP Server

Beta Feature

By enabling this app integration, you acknowledge that you are using an experimental Model Context Protocol (MCP) server to connect Cloze with external large language models (LLMs). As this is a beta feature still in development, it is provided on an "as is" basis. You may encounter bugs, errors, or unexpected behavior.

Learn how to connect AI agents such as Claude to your Cloze account.

What is Model Context Protocol (MCP)?

Model Context Protocol—or MCP for short—sounds technical (because it is), but here’s what you really need to know: it’s the secure bridge that allows your AI assistant, like Claude and others in the future, to connect directly with your Cloze account and actually get work done for you.

With MCP, your assistant can:

Find and retrieve your Cloze data—like contacts, notes, deals, and tasks
Use Cloze tools to take action, like adding a follow-up or drafting an email
Stay aware of the full context of your client relationships and workflow

It’s what turns your AI from a helpful chatbot into a real-time assistant that knows your business and can take action on your behalf.

Before you start

To use the Cloze MCP Server, you’ll need:

A Model Context Protocol (MCP) client, such as:
- Claude Desktop - Pro Plan or above
- More clients are coming soon
A Cloze account
- A Cloze Business Platinum subscription or trial

Connect your AI assistant

Cloze currently supports Claude Desktop (more clients are in the works).

1.) Open Claude Desktop and navigate to Claude Desktop Settings.

Open Claude Desktop.
Select Claude Desktop Settings.

Or you can navigate directly from a chat:

From a Claude chat click o Search and tools.
Select Manage Connectors.

2.) Tap on "Add custom connector".

Note: You will need a Claude Pro plan or above to see the custom connector option.

Claude Settings: add a custom connector.

3.) In the Add Custom Connector pop-up enter the following values.

You will see a pop-up window after clicking on the Add custom connector button.

Claude add custom connector pop-up window.

Enter these values in the pop-up window:

Name: Cloze
URL: https://api.cloze.com/v1/mcp
Click on the Add button.

Enter the Cloze api details to add Cloze as a Claude custom connector.

4.) Tap on the connect button next to Cloze.

In the connectors section, you will now see Cloze listed. Tap on the connect button to authorize the connection.

Claude: Tap on the connect button to authorize the connection with Cloze. — Tap on the connect button to authorize the connection with Cloze.

5.) Approve the connection to Claude.

Tap on the approve button to approve connecting the Cloze MCP server to Claude.

AI-Powered Actions with Cloze MCP Tools

Cloze’s Model Context Protocol (MCP) lets you work faster by allowing AI assistants—like Claude, and others in the future—to securely access your Cloze data and take action based on natural language commands. Whether you’re managing leads, prepping a listing, or launching a campaign, you can get more done just by asking.

Here are just a few things you can do:

“Summarize what I know about Jared Kim”
(Search your contacts by name, tag - and summary the contact and communication with them.)
“Add Sarah Johnson to my contacts. Her email is sarah.johnson@example.org.”
(Add a new lead instantly.)
“Remind me to call Brenda Lee next Friday at 2pm.”
(Set a follow-up task on a contact’s timeline.)
“Create a Canva flyer for the Oakwood Heights property.”
(Generate pre-filled marketing materials with just one line.)
“Send 124 Oak St to Cloud CMA—I need a listing presentation.”
(Push listings to external platforms—no retyping required.)
“Draft an email to Jane McKittrick introducing me as a local agent"
(Let your assistant write personalized intro using your own bio.)

👉 View the full list of examples and tools