Close for AI agents
Agents read Close at once. Changes and sends are held for a person's approval by default.
About Close
Close is a CRM platform designed to help businesses manage and streamline their sales processes, including calling, email automation, and predictive dialers.
What an agent can do in Close
Every Close action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Close without asking first. 8 actions.
- Get ContactRetrieve one Close contact by ID, optionally limiting returned fields.
- Get NotesThis tool retrieves a list of note activities from Close. It allows users to fetch notes with optional filtering parameters, including filtering by lead_id, user_id, and date ranges. The tool returns
- Get OpportunityRetrieve one Close opportunity by ID with optional field projection.
- List ActivitiesLists one page of Close email or call activities using documented filters.
- List Custom Activity TypesThis tool lists the custom activity types defined in a Close organization, returning each type's id and name. Use it to find the custom activity type id that filters a custom activity trigger, or befo
- List Custom Object TypesThis tool lists the custom object types defined in a Close organization, returning each type's id and name. Use it to find the custom object type id that filters a custom activity trigger, or before c
- List OpportunitiesList Close opportunities with aggregate values and offset pagination.
- Who Am IReturn the identity (email, name) of the connected Close account.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 6 actions.
- Create CallCreates a new call record in Close.com. This tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead_id, direction, and optional support for c
- Create EmailCreate or log a Close email activity. Draft creates an unsent activity. Scheduled and outbox are send-capable modes that can deliver email externally; inbox, sent, and error log outcomes. Setting foll
- Create LeadCreates a new lead in Close CRM. A lead represents a company or organization in your sales pipeline. This tool allows you to create leads with company information (name, description, website), associa
- Create SMS MessageThis tool creates a new SMS activity in Close CRM. It is primarily used to log SMS communications, including sent messages, received messages, and draft messages. The tool requires an internal phone n
- Create TaskThis tool creates a new task in Close.com. Tasks are used to track to-do items and can be associated with leads. The tool will create a task with the specified parameters using the provided text, due_
- Delete CallThis tool allows you to delete a specific call activity in Close.com. It is useful for removing incorrectly logged calls or cleaning up call records. The action deletes a call activity using its uniqu
Changes wait in Needs you
Changes and sends in Close are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Related connectors
Close questions
Can an agent change data in Close on its own?
Not by default. Changes and sends in Close are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Close?
This connector lists 8 read actions. Reads run at once, without waiting for approval.
How does Close connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.