Connectto Close, Doc2markdown, Klavis ReportGen MCP Servers
Create powerful AI workflows by connecting multiple MCP servers including Close, Doc2markdown, Klavis ReportGen for enhanced automation capabilities in Klavis AI.
Close
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
Doc2markdown
Convert any file to markdown using markitdown
Available Tools:
- convert_document_to_markdown
Klavis ReportGen
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 OpenAI to these MCP servers
Create Your Account
Sign up for KlavisAI to access our MCP server management platform.
Configure Connections
Add your desired MCP servers to OpenAI and configure authentication settings.
Test & Deploy
Verify your connections work correctly and start using your enhanced AI capabilities.
OpenAI + KlavisAI Integration Snippets
import json
import os
from openai import OpenAI
from klavis import Klavis
from klavis.types import McpServerName, ConnectionType, ToolFormat
# Initialize clients
openai_client = OpenAI(api_key=os.getenv("OPENAI_API_KEY"))
klavis_client = Klavis(api_key=os.getenv("KLAVIS_API_KEY"))
# Constants
OPENAI_MODEL = "gpt-4o-mini"
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,
)
doc2markdown_mcp_instance = klavis_client.mcp_server.create_server_instance(
server_name=McpServerName.DOC2MARKDOWN,
user_id="1234",
platform_name="Klavis",
connection_type=ConnectionType.STREAMABLE_HTTP,
)
klavis_reportgen_mcp_instance = klavis_client.mcp_server.create_server_instance(
server_name=McpServerName.KLAVIS_REPORTGEN,
user_id="1234",
platform_name="Klavis",
connection_type=ConnectionType.STREAMABLE_HTTP,
)
# Get tools from all MCP servers
close_tools = klavis_client.mcp_server.list_tools(
server_url=close_mcp_instance.server_url,
connection_type=ConnectionType.STREAMABLE_HTTP,
format=ToolFormat.OPENAI,
)
doc2markdown_tools = klavis_client.mcp_server.list_tools(
server_url=doc2markdown_mcp_instance.server_url,
connection_type=ConnectionType.STREAMABLE_HTTP,
format=ToolFormat.OPENAI,
)
klavis_reportgen_tools = klavis_client.mcp_server.list_tools(
server_url=klavis_reportgen_mcp_instance.server_url,
connection_type=ConnectionType.STREAMABLE_HTTP,
format=ToolFormat.OPENAI,
)
# Combine all tools
all_tools = []
all_tools.extend(close_tools)
all_tools.extend(doc2markdown_tools)
all_tools.extend(klavis_reportgen_tools)
messages = [
{"role": "system", "content": "You are a helpful assistant."},
{"role": "user", "content": user_message}
]
response = openai_client.chat.completions.create(
model=OPENAI_MODEL,
messages=messages,
tools=all_tools if all_tools else None
)Frequently Asked Questions
Everything you need to know about connecting to these MCP servers
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