Overview
In Close, the central record is the lead: a company or organization that holds the contacts (people) you sell to, plus their opportunities, tasks and activities such as calls, emails and notes. The hosted MCP server signs in with OAuth and supports Dynamic Client Registration. The scope granted at sign-in decides its tools: `mcp.read` only reads, `mcp.write_safe` also creates records, and `mcp.write_destructive` also updates and deletes them. The REST API uses HTTP Basic auth with an API key as the username and an empty password, so `CLOSE_API_KEY` holds the base64 of the key followed by a colon (`<key>:`). Keys are created per user and organization in Close under Settings, Developer, API Keys.
Workflows
0 workflows using Close.
Tools
What agents can reach at Close.
Create a contactClose · Adds a person, with name, title, emails, phones and URLs, to a lead and returns the new contact.
- Create a lead
Close · Creates a lead (a company) and returns it with its ID; over the API its contacts, addresses and custom fields can be created in the same call.
- Create a note
Close · Logs a note activity on a lead, optionally tied to one of its contacts.
- Search leads and contacts
Close · Returns the leads or contacts that match a query, such as contacts with CTO in their title or leads not contacted in the past week.
- Subscribe a contact to a sequence
Close · Enrolls a contact in a sequence (workflow), whose timed email and call steps run until the contact replies.