Integration & MCP for iClosed
Integrate and automate your iClosed workflows across 2,580 tools. Take full control—use your favorite LLM to orchestrate iClosed and make your data and tools truly work for you, not the other way around.
Productivity
Effortlessly Revolutionize Contract Management with iClosed
Integrating iClosed via MCP removes operational barriers by streamlining contract workflows and reducing manual work, which empowers teams in industries that require extensive contract management. This integration simplifies the management process through digital tools for document storage, tracking, and collaboration. Additionally, it prepares businesses for true AI-readiness by centralizing and automating business data, ensuring seamless and efficient contract management.
Supported MCP tools
Connect insights. Empower action. With MCP, iClosed becomes the engine for truly collaborative work.
Can play scenarios
Can list scenarios
So you can execute these actions with iClosed MCP:
Custom contact field updated
Triggers when a contact custom field is updated in iClosed.
Watch setter owner assigned
Triggers when a setter owner is assigned to a contact.
Watch cancelled call
Triggers when a call is cancelled by an Invitee or by a Closer.
Watch call outcome
Triggers whenever a call outcome is added.
Watch rescheduled call
Triggers when an upcoming call is rescheduled.
Watch contact by status
Triggers when contact status is changed on every step of it's scheduler journey.
Watch contact detail change
Triggers when a contact is updated.
Watch contact update
Triggers when a contact is updated.
Watch call booked
Triggers when a new call is scheduled in the CRM.
Watch new contacts
Triggers when a potential, qualified, or disqualified contact is created at iClosed.
Watch appointment setting outcome
Triggers when appointment setting outcome is added.
Watch transaction synced
Triggers when a transaction is synced with a Deal.
Watch note
Triggers when a note is added
Add call outcome
Action to add Call Outcome in iClosed.
Update contact custom field
Action to update a contact custom field in iClosed.
Assign setter owner
Action to assign a Setter Owner to a Contact.
Cancel call
Action to cancel a call in iClosed.
Create a new transaction
Creates a new transaction in iClosed.
Create a new contact
Creates a new contact in iClosed.
Create a new contact note
Creates a new contact note in iClosed.
Update contact
Action to update a Contact in iClosed.
Update setter owner
Updates the setter owner of contact in iClosed.
Search call
Search Call in iClosed by contactId, date, type and closer owner.
Search contact
Searches for contact by email or phone number.
Search custom fields
Search Custom fields by name and type.
Search transactions
Search transaction by email or Phone Number.
Search users
Searches for users by email or phone number.
How to use MCP with iClosed
Create scenario with on-demand trigger
Generate your MCP API Key
Insert MCP API Key in your favourite LLM in instructions
Boost.space MCP enhances the efficiency of managing iClosed data by offering seamless integration with numerous applications, creating a unified workflow environment. This integration allows businesses to automate essential contract management processes, reducing the need for manual data entry and significantly minimizing paperwork. Through Boost.space, users can trigger automated actions such as document storage, real-time contract tracking, and secure collaboration, all while ensuring compliance with electronic signature protocols. Furthermore, the platform employs AI-powered analytics to provide insights into contract performance and lifecycle trends, empowering businesses to make data-driven decisions. By centralizing iClosed data within Boost.space, companies can enhance contract security, streamline operations, and focus on achieving strategic goals.
