Seamlessly integrate your CrewAI multi-agent systems with Close using Klavis AI's comprehensive MCP server connection guide.
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
Follow these steps to connect CrewAI to this MCP server
Sign up for KlavisAI to access our MCP server management platform.
Set up your CrewAI agents with the MCP server tools and configure authentication settings for collaborative workflows.
Test your multi-agent workflows and start using your enhanced collaborative AI capabilities.
import os
from crewai import Agent, Task, Crew, Process
from crewai_tools import MCPServerAdapter
from klavis import Klavis
from klavis.types import McpServerName, ConnectionType
# Initialize clients
klavis_client = Klavis(api_key=os.getenv("KLAVIS_API_KEY"))
close_mcp_instance = klavis_client.mcp_server.create_server_instance(
server_name=McpServerName.CLOSE,
user_id="1234",
platform_name="Klavis",
connection_type=ConnectionType.STREAMABLE_HTTP,
)
with MCPServerAdapter(close_mcp_instance.server_params) as mcp_tools:
# Create a Close Analysis Agent
close_agent = Agent(
role="Close Analyst",
goal="Research and analyze close to extract comprehensive insights",
backstory="You are an expert at analyzing close and creating professional summaries.",
tools=mcp_tools,
reasoning=True,
verbose=False
)
# Define Task
analysis_task = Task(
description=f"Research and analyze close data. Extract relevant information and create a comprehensive summary with key points and main takeaways.",
expected_output="Complete analysis with structured summary, key insights, and main takeaways",
agent=close_agent,
markdown=True
)
# Create and execute the crew
close_crew = Crew(
agents=[close_agent],
tasks=[analysis_task],
verbose=False,
process=Process.sequential
)
result = close_crew.kickoff()
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