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Connect AI Agents to Close, Salesforce, Klavis ReportGen MCP Servers

Create powerful AI workflows by connecting multiple MCP servers including Close, Salesforce, Klavis ReportGen for enhanced automation capabilities in Klavis AI.

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Close icon

Close

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Close is a modern CRM platform built for sales teams, providing powerful lead management, contact organization, and sales pipeline tracking to help businesses close more deals

Available Tools:

  • close_create_lead
  • close_get_lead
  • close_search_leads
  • +20 more tools
Salesforce icon

Salesforce

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Salesforce is the world's leading customer relationship management (CRM) platform that helps businesses connect with customers, partners, and potential customers

Available Tools:

  • salesforce_query
  • salesforce_tooling_query
  • salesforce_describe_object
  • +2 more tools
Klavis ReportGen icon

Klavis ReportGen

featured

Generate visually appealing JavaScript web reports from search queries with Klavis AI.

Available Tools:

  • generate_web_reports

Quick Setup Guide

Follow these steps to connect your AI agents to these MCP servers

1

Create Your Account

Sign up for KlavisAI to access our MCP server management platform.

2

Configure Connections

Add your desired MCP servers to your AI client and configure authentication settings.

3

Test & Deploy

Verify your connections work correctly and start using your enhanced AI capabilities.

Klavis AI Integration Code Snippets

View Documentation
servers=("Close" "Salesforce" "Klavis ReportGen")
responses=()

for server in "${servers[@]}"; do
  response=$(curl --request POST \
    --url https://api.klavis.ai/mcp-server/instance/create \
    --header 'Authorization: Bearer <KLAVIS_API_KEY>' \
    --header 'Content-Type: application/json' \
    --data "{\"serverName\":\"$server\",\"userId\":\"<USER_ID>\",\"platformName\":\"<PLATFORM_NAME>\"}")
  responses+=("$response")
done

Frequently Asked Questions

Everything you need to know about connecting to these MCP servers

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