Cby Close
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.
Description
The MCP tool takes a plain-language query and returns each match's label, preview, ID and URL, plus a cursor for `paginate_search`. The API takes a JSON `query` of `object_type` and `field_condition` clauses and returns only IDs unless you pass `_fields`. To get a query's JSON, build the filter on the Leads page in Close and choose Copy Filters.
search-leads.md
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.
The MCP tool takes a plain-language query and returns each match's label,
preview, ID and URL, plus a cursor for paginate_search. The API takes a JSON
query of object_type and field_condition clauses and returns only IDs
unless you pass _fields. To get a query's JSON, build the filter on the
Leads page in Close and choose Copy Filters.
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 search.
Server URL: https://mcp.close.com/mcp
API (official)
- Base URL: https://api.close.com/api/v1
- Endpoint:
POST /data/search/ - 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.