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What is MCP?

The Model Context Protocol (MCP) is a standard protocol that enables AI assistants and applications to securely connect to external data sources and tools. iClosed.io provides MCP integration to allow AI assistants to access your account data and perform actions programmatically.

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Key Benefits

  • Secure Integration: OAuth-based authentication with fine-grained permissions
  • Real-time Data Access: Connect AI assistants to live iClosed.io data
  • Action Capabilities: Allow AI to create contacts, schedule calls, update deals, and more
  • Standard Protocol: Compatible with any MCP-enabled AI assistant or application

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How MCP Works

  1. Authentication: Your AI assistant authenticates using OAuth 2.0
  2. Resource Discovery: MCP discovers available data sources and tools
  3. Data Access: AI can read contacts, deals, events, and other account data
  4. Actions: AI can perform actions like creating contacts or scheduling calls
  5. Real-time Updates: Receive notifications when data changes

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Supported Resources

iClosed.io MCP supports the following resources:
  • Contacts: Read and create contact information
  • Deals: Access deal data and update status
  • Events: Manage events and scheduling
  • Calls: Schedule and manage call bookings
  • Transactions: Access transaction history
  • Custom Fields: Read and update custom field values

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Supported Actions

  • Create new contacts
  • Update contact information
  • Schedule calls and events
  • Create and update deals
  • Add notes to contacts
  • Search and filter data

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Security & Permissions

MCP uses OAuth 2.0 for secure authentication with granular permissions. You control exactly what data and actions your AI assistant can access.

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Getting Started

To integrate with iClosed.io via MCP, you’ll need to:
  1. Register your application for OAuth credentials
  2. Implement the MCP protocol in your AI assistant
  3. Configure the connection with appropriate permissions
  4. Test the integration with your account data

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Support

If you need help setting up MCP integration or have questions, please contact our support team at https://app.iclosed.io/support.
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