OAUTH 2.0
CRM & SALES
Close is a CRM and sales platform. The Close MCP server provides a standardized interface that allows any compatible AI model or agent to access Close CRM...
from langchain_mcp_adapters.client import MultiServerMCPClient
from scalekit import ScalekitClient
client = ScalekitClient(env_url=ENV_URL, client_id=CLIENT_ID, client_secret=SECRET)
token = client.agent.get_token(user_id="user_id", connector="closemcp")
mcp = MultiServerMCPClient({
"closemcp": {
"url": "https://mcp.scalekit.com/closemcp",
"headers": {"Authorization": "Bearer " + token}
}
})
tools = await mcp.get_tools()import OpenAI from "openai";
import { ScalekitClient } from "@scalekit-sdk/node";
const client = new ScalekitClient({ envUrl, clientId, clientSecret });
const token = await client.agent.getToken({ userId: "user_id", connector: "closemcp" });
const openai = new OpenAI();
// Connect to MCP at https://mcp.scalekit.com/closemcp
// Pass: Authorization: Bearer + tokenimport Anthropic from "@anthropic-ai/sdk";
import { ScalekitClient } from "@scalekit-sdk/node";
const client = new ScalekitClient({ envUrl, clientId, clientSecret });
const token = await client.agent.getToken({ userId: "user_id", connector: "closemcp" });
const anthropic = new Anthropic();
// Connect to MCP at https://mcp.scalekit.com/closemcp
// Pass: Authorization: Bearer + tokenfrom google.adk.agents import LlmAgent
from scalekit import ScalekitClient
client = ScalekitClient(env_url=ENV_URL, client_id=CLIENT_ID, client_secret=SECRET)
token = client.agent.get_token(user_id="user_id", connector="closemcp")
# Connect to MCP at https://mcp.scalekit.com/closemcp
# Pass: Authorization: Bearer + token
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// shared token
audit → bot_service_account
// scalekit
audit → user_abc ✓
Does the agent access Close as the user or as a shared key?
As the user. Each workspace member authorizes once and Scalekit resolves their credential at request time. Audit logs attribute every action to that user, not a shared service account.
Where is the Close OAuth token stored?
In Scalekit's managed AES-256 token vault, namespaced per tenant. Refresh is automatic. Revocation is a single dashboard action. Tokens never appear in prompts, logs, or LLM context.
Can I limit what the agent is allowed to do in Close?
Yes. Pass a tool name filter to listScopedTools so the messaging agent only sees the subset you authorize. Pre-API-call scope checks block out-of-policy actions before the request reaches Close.
What happens when a user revokes Close access?
The connection is invalidated on the next tool call. Subsequent requests for that user fail closed with a clear error. Other users in the tenant remain unaffected. The event is logged for audit.
Can the agent see leads owned by other reps?
Only if the authorizing user's Close role allows it. Admins see all leads; reps see their own plus shared views. Search, aggregation, and voice agent updates all inherit that scope.
