Close MCP integration

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.

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.

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.

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 - Setup and configuratio…

Create address

Add a new address to an existing lead (company).

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.

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 replying to an existing one…

Create contact

Create a new contact for a lead. A contact represents a person associated with a lead (company).

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 session, ask the user …

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 an interactive session,…

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 a reply in an ex…

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 name. {{ user.first_name }} …