Close MCP

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 updated first.

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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.

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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.

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Return general information about the organization and the user.

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Return active users (memberships) which are part of the current org.

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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.

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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 questions instead of making a proposal. Use appl…

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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 voice agents are available in this organi…

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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 activities, etc.), opportunities, tasks as long a…

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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.

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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.

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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 modified; pass null to clear one. Pass 'clear' fo…

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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 included are modified; pass null to clear one.

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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.

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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: {{ organization.name }} to refer to the send…

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Update an existing lead (company). Only fields that are provided and not None will be updated.

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Update a lead smart view (saved search). Only fields that are provided and not None will be updated.

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Update the label of an existing lead status.

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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.

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Update an existing opportunity. Only fields that are provided will be updated. The value should be specified in cents (e.g., $100.00 = 10000).

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Update the label of an existing opportunity status.

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Update an existing opportunity pipeline. Only fields that are provided will be updated.

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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 refer to the sender's organization name. {{ user…

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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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