Connectto Close, Figma, QuickBooks MCP Servers

Create powerful collaborative AI workflows by connecting multiple MCP servers including Close, Figma, QuickBooks for enhanced multi-agent automation capabilities in Klavis AI.

Close icon

Close

featured

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
Figma icon

Figma

featured

Figma is a collaborative interface design tool for web and mobile applications.

QuickBooks icon

QuickBooks

featured

QuickBooks is a comprehensive accounting software solution that helps small and medium businesses manage their finances, track expenses, create invoices, manage payroll, and generate financial reports with integrated banking and tax preparation features

Available Tools:

  • create_account
  • get_account
  • list_accounts
  • +32 more tools

Quick Setup Guide

Follow these steps to connect CrewAI to these MCP servers

1

Create Your Account

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

2

Configure Agents & Tools

Set up your CrewAI agents with your desired MCP servers tools and configure authentication settings for collaborative workflows.

3

Deploy Your Crew

Test your multi-agent workflows and start using your enhanced collaborative AI capabilities.

CrewAI + KlavisAI Integration Snippets

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,
)

figma_mcp_instance = klavis_client.mcp_server.create_server_instance(
    server_name=McpServerName.FIGMA,
    user_id="1234",
    platform_name="Klavis",
    connection_type=ConnectionType.STREAMABLE_HTTP,
)

quickbooks_mcp_instance = klavis_client.mcp_server.create_server_instance(
    server_name=McpServerName.QUICKBOOKS,
    user_id="1234",
    platform_name="Klavis",
    connection_type=ConnectionType.STREAMABLE_HTTP,
)

# Initialize MCP tools for each server
close_tools = MCPServerAdapter(close_mcp_instance.server_params)
figma_tools = MCPServerAdapter(figma_mcp_instance.server_params)
quickbooks_tools = MCPServerAdapter(quickbooks_mcp_instance.server_params)

# Create specialized agents for each service
close_agent = Agent(
    role="Close Specialist",
    goal="Handle all Close related tasks and data processing",
    backstory="You are an expert in Close operations and data analysis",
    tools=close_tools,
    reasoning=True,
    verbose=False
)

figma_agent = Agent(
    role="Figma Specialist",
    goal="Handle all Figma related tasks and data processing",
    backstory="You are an expert in Figma operations and data analysis",
    tools=figma_tools,
    reasoning=True,
    verbose=False
)

quickbooks_agent = Agent(
    role="QuickBooks Specialist",
    goal="Handle all QuickBooks related tasks and data processing",
    backstory="You are an expert in QuickBooks operations and data analysis",
    tools=quickbooks_tools,
    reasoning=True,
    verbose=False
)

# Define collaborative tasks
research_task = Task(
    description="Gather comprehensive data from all available sources",
    expected_output="Raw data and initial findings from all services",
    agent=close_agent,
    markdown=True
)

analysis_task = Task(
    description="Analyze and synthesize the gathered data",
    expected_output="Comprehensive analysis with insights and recommendations",
    agent=figma_agent,
    markdown=True
)

# Create multi-agent crew
multi_agent_crew = Crew(
    agents=[close_agent, figma_agent, quickbooks_agent],
    tasks=[research_task, analysis_task],
    verbose=False,
    process=Process.sequential
)

result = multi_agent_crew.kickoff()

Frequently Asked Questions

Everything you need to know about connecting CrewAI to these MCP servers

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