Create a note

Create a note

Logs a note activity on a lead, optionally tied to one of its contacts.

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_note.

Server URL: https://mcp.close.com/mcp

API (official)

• Base URL: https://api.close.com/api/v1
• Endpoint: POST /activity/note/
• Auth: send the header Authorization: Basic $CLOSE_API_KEY
• Docs: https://developer.close.com/api/overview

Note: CLOSE_API_KEY holds the base64 of <api key>:, the key with a trailing colon.

Before anything else, confirm access with the cheapest read-only call, like a list or a search. Never send or change anything to test access.

Rules

• Ask the user before anything that sends messages, costs money, or changes data, and say how many records it touches. One approval covers a batch the user has seen.
• Never print API keys.