Cby Close
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.
Description
Set the status with `status_id` rather than the status label, so renaming a status in Close doesn't break the call; without one, the organization's default status is used. Custom fields go in `custom.<field id>` keys. Opportunities, tasks and activities are created with their own calls.
create-lead.md
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.
Set the status with status_id rather than the status label, so renaming a
status in Close doesn't break the call; without one, the organization's
default status is used. Custom fields go in custom.<field id> keys.
Opportunities, tasks and activities are created with their own calls.
Set up
Use the first option your agent supports.
MCP (official, remote)
Add this server to your agent's MCP settings, then sign in when asked.
{ "mcpServers": { "close": { "url": "https://mcp.close.com/mcp" } } }
Call the MCP tool create_lead.
Server URL: https://mcp.close.com/mcp
API (official)
- Base URL: https://api.close.com/api/v1
- Endpoint:
POST /lead/ - Auth: send the header
Authorization: Basic $CLOSE_API_KEY - Docs: https://developer.close.com/api/overview
Before doing anything else, make one read-only call to confirm access.
Rules
- Ask the user before anything that sends messages, costs money, or changes data.
- Never print API keys.
Built from these files in the repository
The layout and the rules come from lib/catalog/render-markdown.ts, the set-up wording from lib/catalog/render-access.ts.