Close MCP connector

• Search Activity search Search for activities. Results are returned ordered by date descending. Examples: * To list activities on a lead, use the lead_ids filter. * To list conversations, filter for calls and meetings. * Filter for Email to get individual messages, or EmailThread to get one result…
• Action Aggregation Perform an aggregation to answer questions like: * How many emails were sent this week? * Calls by user this week (Who made the most?) You MUST first fetch the list of available fields using the `get_fields` tool.
• Search Close product knowledge search Search Close product documentation and knowledge base for relevant information. Use this tool when users ask about: * How to use specific Close features * Close API documentation and integration * Workflow automation and best practices * Product capabilities and limitations *…
• Action Customized builtin labels Return the customized builtin labels. Only renamed labels are returned - an empty result means the default names apply.
• Action Fetch Retrieve the contents of an arbitrary object by its ID. Currently supported are leads and contacts.
• Action Fetch call Fetch a single call activity by ID. Returns the call's direction, outcome, participants, and (if available) its transcript.
• Action Fetch call task Fetch a single call task by ID.
• Action Fetch comment Fetch a single comment by ID. Returns the comment's rich-text (HTML) body, the thread and lead it belongs to, its @-mentions, and the resolved author and last-editor names.
• Action Fetch contact Fetch an existing contact by ID. Returns the contact's details including name, title, email addresses, phone numbers, and URLs.
• Action Fetch custom activity instance Fetch an existing custom activity instance by ID. A custom activity instance is an activity of a custom activity type, holding the custom field values defined by that type. Returns the full instance, including its custom field values and the resolved lead, contact, and user…
• Action Fetch custom object instance Fetch an existing custom object instance by ID. A custom object instance is a record of a custom object type, attached to a lead and holding the custom field values defined by that type. Returns the full instance, including its custom field values and the resolved lead, custom…
• Action Fetch custom object type Fetch a single custom object type by its ID. A custom object type defines the shape of a category of custom objects, including the custom fields its instances hold. Returns the type with its custom fields.
• Action Fetch email Fetch a single email activity by ID.
• Action Fetch email template Fetch an email template by ID. Returns the complete email template with all its details.
• Action Fetch email thread Fetch a single Email Thread by ID. Returns thread metadata plus its most recent emails, newest first, with plaintext bodies. Returns only IDs for older messages.
• Action Fetch invoice Fetch one of the organization's billing invoices by id.
• Action Fetch lead Fetch an existing lead (company) by ID.
• Action Fetch lead smart view Fetch a lead smart view (saved search) by ID.
• Action Fetch lead status Fetch a lead status by ID.
• Action Fetch meeting transcript Fetch a meeting's Notetaker transcript(s) by meeting activity ID. Returns the meeting's speaker breakdown, summary, and full speaker-labeled transcript text. Only covers Notetaker (meeting) transcripts; call transcripts are served by `fetch_call`.
• Action Fetch membership Fetch one of the organization's members by user id.
• Action Fetch note Fetch an existing note by ID. Returns the full note details including title, text, and metadata.
• Action Fetch opportunity Fetch a specific opportunity by ID. Returns the complete opportunity with all its details.
• Action Fetch opportunity status Fetch an opportunity status by ID.
• Action Fetch pipeline and opportunity statuses Fetch an opportunity pipeline, including its opportunity statuses, by ID.
• Action Fetch role Fetch one of the organization's roles by id, with every permission it grants. Use `list_roles` to resolve a role name to its id.
• Action Fetch sms Fetch a single SMS activity by ID. Returns the complete SMS, including message text and attachments.
• Action Fetch sms template Fetch an SMS template by ID. Returns the complete SMS template with all its details.
• Action Fetch task Fetch an existing task by ID. Returns the task's details including the associated lead, contact, assignee, due date, priority, and completion status.
• Action Fetch workflow Fetch a single workflow by ID.
• Action Find agent configs List all voice agents configured for the organization. Voice agents are AI callers that place outbound calls to leads' contacts on the user's behalf. Returns each voice agent's ID and name. Use this to find the right voice agent ID when scheduling a call or assigning a call…
• Action Find call outcomes List currently configured call outcomes and their descriptions. Omit agent_config_id for all organization call outcomes. Supply it for a voice agent's available outcomes; agents without a conversation type use all organization call outcomes. Requires ViewVoiceAgents when…
• Action Find call tasks Find call tasks based on various filters. You can filter by lead, contact, assignee (a user or a voice agent), completion state, and scheduled/created/updated dates.
• Action Find contact custom fields List all contact custom fields defined for the organization. Includes both contact-specific fields and shared fields associated with contacts. Returns each field's ID, name, description, type, allowed choices (for choice fields), whether multiple values are accepted, and…
• Action Find custom activities List all active (non-archived) Custom Activity Types in the organization, along with the custom fields defined on each type. Call this before creating a workflow with a "custom-activity-event" trigger so you can look up the correct Custom Activity Type ID.
• Action Find custom activity instances Find a lead's custom activity instances based on various filters. A custom activity instance is an activity of a custom activity type, holding the custom field values defined by that type. Always scoped to a single lead; optionally filter by attributed user, one or more custom…
• Action Find custom object instances Find a lead's custom object instances. A custom object instance is a record of a custom object type, attached to a lead and holding the custom field values defined by that type. Always scoped to a single lead; optionally filter to a single custom object type. Results are…
• Action Find custom object types List all custom object types in the organization, along with the custom fields defined on each type.
• Action Find email templates List or find email templates
• Action Find forms List all web forms in the organization. Call this before creating a workflow with a "form-submission-event" trigger so you can look up the correct Form ID.
• Action Find groups List all groups in the organization.
• Action Find invoices Find the organization's billing invoices, newest first. Invoices without a date sort first.
• Action Find lead custom fields List all lead custom fields defined for the organization. Returns each field's ID, name, description, type, allowed choices (for choice fields), whether multiple values are accepted, and whether it is a shared field. Useful for deciding which custom field to read or write when…
• Action Find lead smart views List lead smart views (saved searches).
• Action Find lead statuses List or find lead statuses for the organization
• Action Find meeting outcomes List all outcomes applicable to meetings available in the organization.
• Action Find memberships List the organization's members with each member's role name, whether the role is built-in or custom, active/inactive status, and join date. Richer than `org_users` — prefer this unless you only need a name or email. Most recent members first.
• Action Find notes Find notes based on various filters.
• Action Find opportunities Find opportunities by status (active/won/lost), owner, lead, or close-date range, optionally only those needing attention, sorted by soonest close, largest value, or highest confidence. Returns each opportunity with resolved lead, contact, owner, and status names;…
• Action Find opportunity custom fields List all opportunity custom fields defined for the organization. Includes both opportunity-specific fields and shared fields associated with opportunities. Returns each field's ID, name, description, type, allowed choices (for choice fields), whether multiple values are…
• Action Find pipelines and opportunity statuses List all opportunity pipelines and their opportunity statuses in the organization.
• Action Find scheduling links List available scheduling links for the user and org. User-owned personal links come with a URL. Shared links come with a special template tag. Each can be inserted into generated templates.
• Action Find sms templates List or find SMS templates
• Action Find tasks Find tasks based on various filters. You can filter by lead, assignee, completion state, and due/created/ updated dates.
• Action Find voice agents List all voice agents configured for the organization. Voice agents are AI callers that place outbound calls to leads' contacts on the user's behalf. Returns each voice agent's ID and name. Use this to find the right voice agent ID when scheduling a call or assigning a call…
• Action Find workflows List or find workflows
• Get Get AI credit usage AI credit usage for the billing account, broken down by feature. Reports total credits used and a per-feature breakdown. Credits are the billing unit for AI features. Usage covers the whole billing account, not a single organization. Omit `start`/`end` for the current billing…
• Get Get billing summary Billing summary for the organization's billing account. Reports the subscription plan, billing status with the trial end date, seat counts, and AI usage availability, tier, and credit allowance for the current billing cycle. Whether the account is on trial is `status`, not…
• Get Get fields Use this tool ONLY to get a list of fields for the aggregation tool.
• Get Get voice agent overview report Cross-agent rollup for the Voice Agents list page. Returns one row per **active** agent — agents with completed calls in `date_range` **or** queued upcoming calls. Cumulative funnel counts (`answered`, `engaged`, `objective_met`) plus `total_calls`. `upcoming_calls` is the…
• Get Get voice agent performance report Performance metrics for one voice agent. Returns the numbers shown on the Performance tab of a Voice Agent detail page. Passing multiple `agent_config_ids` pools metrics into a single aggregate (not a per-agent breakdown — for that, use `get_voice_agent_overview_report`). For…
• Get Get voice agents Return detailed configuration for one or more voice agents. Includes each agent's objective, user instructions, and which skills are enabled. Use this as the follow-up to `find_voice_agents` once one or more agent IDs have been selected.
• Search Lead search Perform a simple lead search and return the initial set of results. Use this to retrieve all leads, most recent leads, search leads by keyword, or filter by lead status and smart view. For more complex searches use the `search` tool instead. Leads will be returned by last…
• List List membership requests List pending requests to join the current organization. Each entry includes the requesting user's name and email, the request id, and when the request was created.
• List List roles List the roles that can be assigned in the organization. Covers Close's built-in roles plus any custom roles the org defines. Use this to resolve a role name to its id, or to see which roles grant organization management access.
• Action Org info Return general information about the organization and the user.
• Action Org users Return active users (memberships) which are part of the current org.
• Search Paginate search Paginate a search to retrieve more results. Provide exactly one of: * `search_id`: a `share_*` id from a previous search or shared entry, or * `smart_view_id`: a `save_*` Smart View (saved search) id the user is viewing.
• Update Propose voice agent update Propose a voice agent configuration update from natural-language feedback. This tool does not apply changes to the voice agent. It returns a short behavioral summary and proposal ID when the requested edit is clear. If the feedback is ambiguous, it returns clarification…
• Action Render email template Render an email template for a lead, including any template variables. Body HTML already contains the user's email signature, denoted with a `<span data-system-generated="signature">` tag. Leave this tag intact or the signature could get duplicated later.
• Search Search Perform a natural language search for leads or contacts. If a more specific search tool (like lead_search or activity_search) satisfies the request, use that tool instead. You can reference related objects like activities (such as calls, emails, meetings, notes, custom…
• Create Create address Add a new address to an existing lead (company).
• Create Create comment Add a comment to a commentable object (note, call, opportunity, task, custom object, etc.). If the object already has a comment thread, the new comment is appended to it. Otherwise a new thread is started for the object. Use this tool for both starting a conversation and…
• Create Create contact Create a new contact for a lead. A contact represents a person associated with a lead (company).
• Create Create custom activity instance Create a new custom activity instance on a lead. A custom activity instance is an activity of a custom activity type, holding the custom field values defined by that type. Use the find_custom_activities tool to look up the available custom activity types. If in an interactive…
• Create Create custom object instance Create a new custom object instance on a lead. A custom object instance is a record of a custom object type, attached to a lead and holding the custom field values defined by that type. Use the find_custom_object_types tool to look up the available custom object types. If in…
• Create Create draft email Create a draft email on a lead. The email is saved as an unsent draft for the user to review, edit, and send from Close; it is never sent automatically. Provide the body as Close rich text (HTML) via body_html; the sender's saved email signature is appended automatically. To…
• Create Create email template Create a new email template. Handling of attachments and unsubscribe links via this tool is currently unsupported. Email template body should be HTML formatted. Use template tags as placeholders, for example: `{{ organization.name }}` to refer to the sender's organization…
• Create Create lead Create a new lead (company). After creating a lead, you should usually add an address or contact (including phone or email) to the lead.
• Create Create lead status Create a new lead status.
• Create Create note Create a new note on a lead. A note is a text-based activity attached to a lead. At least one of note (plaintext) or note_html (rich text) must be provided.
• Create Create opportunity Create a new opportunity. Requires a lead ID and status ID. Other fields are optional. The value should be specified in cents (e.g., \$100.00 = 10000).
• Create Create opportunity status tool Create a new opportunity status.
• Create Create pipeline Create a new opportunity pipeline. Use the create_opportunity_status tool to add statuses to the pipeline.
• Create Create sms template Create a new SMS template. Handling of attachments via this tool is currently unsupported. Use template tags as placeholders, for example: `{{ organization.name }}` to refer to the sender's organization name. `{{ user.first_name }}` `{{ user.last_name }}` `{{ user.email }}`…
• Create Create task Create a new task for a lead. A task represents a to-do item that can be assigned to a user and optionally associated with a contact.
• Create Create workflow Create a new workflow (a.k.a. sequence) with Draft status.
• Update Apply voice agent update Apply a previously proposed voice agent update. This tool persists the server-stored proposal identified by proposal_id. It does not rerun the feedback processor, and it fails if the proposal has expired or the voice agent changed after the proposal was created.
• Create Create call task Schedule a call task on a lead, assigned to either a user or a voice agent (Chloe). A call task represents a scheduled outbound call that will be made to the specified contact at the given time. The task can be assigned to a specific user or dispatched to a voice agent.
• Delete Delete address Delete an address from an existing lead (company) if there is an exact match.
• Delete Delete call task Delete a call task. Does not affect sibling tasks.
• Delete Delete contact Permanently delete an existing contact. This will remove the contact from its lead including its email addresses, phone numbers, and URLs will be removed. Activities on the lead are not affected. This action cannot be undone. ONLY call this if the user specifically instructed…
• Delete Delete custom activity instance Permanently delete an existing custom activity instance. This action cannot be undone. ONLY call this if the user specifically instructed you to delete the custom activity instance.
• Delete Delete custom object instance Permanently delete an existing custom object instance. A custom object instance is a record of a custom object type, attached to a lead and holding the custom field values defined by that type. This action cannot be undone. ONLY call this if the user specifically instructed…
• Delete Delete email template Permanently delete an email template. If the template is used in any workflows (sequences), it cannot be deleted.
• Delete Delete lead Permanently delete an existing lead (company) by ID including all of its addresses, contacts, opportunities, tasks, and activities. ONLY call this if the user specifically instructed you to delete the lead, and you confirmed what the deletion will entail and that it cannot be…
• Delete Delete lead smart view Permanently delete a lead smart view (saved search).
• Delete Delete lead status Permanently delete a lead status. Cannot delete if it's the last lead status in the organization or there are leads currently using this status.
• Delete Delete note Permanently delete an existing note. This action cannot be undone. ONLY call this if the user specifically instructed you to delete the note.
• Delete Delete opportunity Permanently delete an opportunity. This action cannot be undone. All data associated with the opportunity will be removed.
• Delete Delete opportunity status tool Permanently delete an opportunity status. Cannot delete if it's the last opportunity status in the organization or there are opportunities currently using this status.
• Delete Delete pipeline Permanently delete an opportunity pipeline. A pipeline can only be deleted if it has no statuses. The last pipeline cannot be deleted.
• Delete Delete sms template Permanently delete an SMS template. If the template is used in any workflows (sequences), it cannot be deleted.
• Delete Delete task Permanently delete an existing task by ID. This action cannot be undone. ONLY call this if the user specifically instructed you to delete the task.
• Action Enrich field Use AI to determine and set the value of a field on a lead or contact. The field is enriched using available data on the object and external sources, and the enriched value is written back to the object. By default the value is only written if the field is currently empty; set…
• Action Schedule voice agent call Schedule a voice agent to call a lead's contact. Creates a call task assigned to the voice agent. The voice agent will place the call automatically at the scheduled time, or as soon as the queue picks it up when no time is given. Use `find_voice_agents` first to discover which…
• Update Update call task Update a call task. Only fields that are provided will be updated. Reassigning to a user or voice agent (agent_config_id) affects only this task. Completing a call task also completes every sibling task sharing its deduplication key.
• Update Update contact Update an existing contact. You can update a contact's name, title, email addresses, phone numbers, and URLs. Only fields that are provided will be updated.
• Update Update custom activity instance Update an existing custom activity instance. A custom activity instance is an activity of a custom activity type, holding the custom field values defined by that type. Only fields that are provided will be updated. For custom fields, only the custom fields included are…
• Update Update custom object instance Update an existing custom object instance. A custom object instance is a record of a custom object type, attached to a lead and holding the custom field values defined by that type. Only fields that are provided will be updated. For custom fields, only the custom fields…
• Update Update draft email Update an existing draft email. Only draft emails can be updated; sent or scheduled emails are rejected. Only fields that are provided are changed. When the body is replaced the sender's saved email signature is appended again. This never sends the email.
• Update Update email template Update an existing email template. Only fields that are provided and not None will be updated. Handling of attachments and unsubscribe links via this tool is currently unsupported. Email template body should be HTML formatted. Use template tags as placeholders, for example:…
• Update Update lead Update an existing lead (company). Only fields that are provided and not None will be updated.
• Update Update lead smart view Update a lead smart view (saved search). Only fields that are provided and not None will be updated.
• Update Update lead status Update the label of an existing lead status.
• Update Update note Update an existing note. Only fields that are provided will be updated. Note content is provided as rich text (HTML) via note_html; the plaintext note is automatically derived.
• Update Update opportunity Update an existing opportunity. Only fields that are provided will be updated. The value should be specified in cents (e.g., \$100.00 = 10000).
• Update Update opportunity status tool Update the label of an existing opportunity status.
• Update Update pipeline Update an existing opportunity pipeline. Only fields that are provided will be updated.
• Update Update sms template Update an existing SMS template. Only fields that are provided will be updated. Fields that are not provided will remain unchanged. Handling of attachments via this tool is currently unsupported. Use template tags as placeholders, for example: `{{ organization.name }}` to…
• Update Update task Update an existing task. Only fields that are provided will be updated. Pass 'clear' for contact_id or due_date to clear those values.

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