Close MCP

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.

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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.

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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.

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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 configuration guidance Example q…

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

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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.

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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 — the object_id alo…

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

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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 for the relevant fie…

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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, ask the user for th…

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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 existing thread, provi…

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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 }} {{ user.last_name }}…

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Create a new lead (company). After creating a lead, you should usually add an address or contact (including phone or email) to the lead.

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Create a new lead status.

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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.

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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).

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Create a new opportunity status.

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Create a new opportunity pipeline. Use the create_opportunity_status tool to add statuses to the pipeline.

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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 }} {{ user.phone }} to refer to the user sending the me…

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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.

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Create a new workflow (a.k.a. sequence) with Draft status.

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Return the customized builtin labels. Only renamed labels are returned - an empty result means the default names apply.

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Delete an address from an existing lead (company) if there is an exact match.

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Delete a call task. Does not affect sibling tasks.

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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 you to delete the contact.

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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.

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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 you to delete the custom object instance.

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Permanently delete an email template. If the template is used in any workflows (sequences), it cannot be deleted.

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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 reversed.

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Permanently delete a lead smart view (saved search).

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