Close
The CRM with a built-in AI teammate that calls leads, qualifies prospects, books meetings and keeps the CRM up to date.
Updated Sep 27, 2026
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
Workflows that use Close's tools.
Tools
What agents can reach at Close.
Create a contactAdds a person, with name, title, emails, phones and URLs, to a lead and returns the new contact.
- Create a lead
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
Logs a note activity on a lead, optionally tied to one of its contacts.
- Search leads and contacts
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
Enrolls a contact in a sequence (workflow), whose timed email and call steps run until the contact replies.