CLOSE_MCP
Close MCP gives agents scoped access to CRM leads, contacts, opportunities, activities, communications, and organization workflows.
Description is untrusted, display-only upstream metadata. It never becomes policy, OAuth scope authority, or an agent instruction.
Pakkawork boundary
Research catalogue metadata only. No Pakkawork OAuth, credential, host, quota, executor, or verifier is enabled.
114
Action summaries
Display-only definitions
0
Trigger types
Not installed instances
1
Auth modes
Field names, never values
No
Execution
No runtime adapter
Authentication map
DCR_OAUTH
No fields declared in this snapshot.
Capability index
Showing 31–60 of 114 actions
CLOSE_MCP_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.
Untrusted display-only summary
CLOSE_MCP_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.
Untrusted display-only summary
CLOSE_MCP_DELETE_OPPORTUNITY
Permanently delete an opportunity. This action cannot be undone. All data associated with the opportunity will be removed.
Untrusted display-only summary
CLOSE_MCP_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.
Untrusted display-only summary
CLOSE_MCP_DELETE_PIPELINE
Permanently delete an opportunity pipeline. A pipeline can only be deleted if it has no statuses. The last pipeline cannot be deleted.
Untrusted display-only summary
CLOSE_MCP_DELETE_SMS_TEMPLATE
Permanently delete an SMS template. If the template is used in any workflows (sequences), it cannot be deleted.
Untrusted display-only summary
CLOSE_MCP_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.
Untrusted display-only summary
CLOSE_MCP_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 overwrite_existing_value to True to repla…
Untrusted display-only summary
CLOSE_MCP_FETCH_CALL
Fetch a single call activity by ID. Returns the call's direction, outcome, participants, and (if available) its transcript.
Untrusted display-only summary
CLOSE_MCP_FETCH_CALL_TASK
Fetch a single call task by ID.
Untrusted display-only summary
CLOSE_MCP_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.
Untrusted display-only summary
CLOSE_MCP_FETCH_CONTACT
Fetch an existing contact by ID. Returns the contact's details including name, title, email addresses, phone numbers, and URLs.
Untrusted display-only summary
CLOSE_MCP_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 names.
Untrusted display-only summary
CLOSE_MCP_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 object type, and creator/updater names.
Untrusted display-only summary
CLOSE_MCP_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.
Untrusted display-only summary
CLOSE_MCP_FETCH_EMAIL_TEMPLATE
Fetch an email template by ID. Returns the complete email template with all its details.
Untrusted display-only summary
CLOSE_MCP_FETCH_INVOICE
Fetch one of the organization's billing invoices by id.
Untrusted display-only summary
CLOSE_MCP_FETCH_LEAD
Fetch an existing lead (company) by ID.
Untrusted display-only summary
CLOSE_MCP_FETCH_LEAD_SMART_VIEW
Fetch a lead smart view (saved search) by ID.
Untrusted display-only summary
CLOSE_MCP_FETCH_LEAD_STATUS
Fetch a lead status by ID.
Untrusted display-only summary
CLOSE_MCP_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`.
Untrusted display-only summary
CLOSE_MCP_FETCH_MEMBERSHIP
Fetch one of the organization's members by user id.
Untrusted display-only summary
CLOSE_MCP_FETCH_NOTE
Fetch an existing note by ID. Returns the full note details including title, text, and metadata.
Untrusted display-only summary
CLOSE_MCP_FETCH_OPPORTUNITY
Fetch a specific opportunity by ID. Returns the complete opportunity with all its details.
Untrusted display-only summary
CLOSE_MCP_FETCH_OPPORTUNITY_STATUS
Fetch an opportunity status by ID.
Untrusted display-only summary
CLOSE_MCP_FETCH_PIPELINE_AND_OPPORTUNITY_STATUSES
Fetch an opportunity pipeline, including its opportunity statuses, by ID.
Untrusted display-only summary
CLOSE_MCP_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.
Untrusted display-only summary
CLOSE_MCP_FETCH_SMS_TEMPLATE
Fetch an SMS template by ID. Returns the complete SMS template with all its details.
Untrusted display-only summary
CLOSE_MCP_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.
Untrusted display-only summary
CLOSE_MCP_FIND_CALL_OUTCOMES
List all outcomes applicable to calls available in the organization.
Untrusted display-only summary
Provenance
The detail snapshot comes from an attributed MIT-licensed repository revision. Safe local icons use exact-match CC0 Simple Icons symbols; unmatched brands use monograms.
Remote text is plain display metadata only. It must never become an agent prompt, execution policy, OAuth grant, or executable instruction.