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Close MCP for AI agents

Agents read Close MCP at once. Changes and sends are held for a person's approval by default.

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About Close MCP

Close MCP gives agents scoped access to CRM leads, contacts, opportunities, activities, communications, and organization workflows.

What an agent can do in Close MCP

Every Close MCP 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 MCP without asking first. 64 actions.

  • Activity searchSearch for activities. Results are returned ordered by date descending. Examples: - To list activities on a lead, use the lead_ids filter. - To list conversations, filter for calls and meetings.
  • AggregationPerform an aggregation to answer questions like: - How many emails were sent this week? - Calls by user this week (Who made the most?) You MUST first fetch the list of available fields using the `get_
  • Close product knowledge searchSearch Close product documentation and knowledge base for relevant information. Use this tool when users ask about: - How to use specific Close features - Close API documentation and integration - Wor
  • Customized builtin labelsReturn the customized builtin labels. Only renamed labels are returned - an empty result means the default names apply.
  • Fetch callFetch a single call activity by ID. Returns the call's direction, outcome, participants, and (if available) its transcript.
  • Fetch call taskFetch a single call task by ID.
  • Fetch commentFetch a single comment by ID. Returns the comment's rich-text (HTML) body, the thread and lead it belongs to, its @-mentions, and the resolved author and last-editor names.
  • Fetch contactFetch an existing contact by ID. Returns the contact's details including name, title, email addresses, phone numbers, and URLs.
  • Fetch custom activity instanceFetch an existing custom activity instance by ID. A custom activity instance is an activity of a custom activity type, holding the custom field values defined by that type. Returns the full instance,
  • Fetch custom object instanceFetch an existing custom object instance by ID. A custom object instance is a record of a custom object type, attached to a lead and holding the custom field values defined by that type. Returns the f
  • Fetch custom object typeFetch a single custom object type by its ID. A custom object type defines the shape of a category of custom objects, including the custom fields its instances hold. Returns the type with its custom fi
  • Fetch email templateFetch an email template by ID. Returns the complete email template with all its details.
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  • Fetch invoiceFetch one of the organization's billing invoices by id.
  • Fetch leadFetch an existing lead (company) by ID.
  • Fetch lead smart viewFetch a lead smart view (saved search) by ID.
  • Fetch lead statusFetch a lead status by ID.
  • Fetch meeting transcriptFetch a meeting's Notetaker transcript(s) by meeting activity ID. Returns the meeting's speaker breakdown, summary, and full speaker-labeled transcript text. Only covers Notetaker (meeting) transcript
  • Fetch membershipFetch one of the organization's members by user id.
  • Fetch noteFetch an existing note by ID. Returns the full note details including title, text, and metadata.
  • Fetch opportunityFetch a specific opportunity by ID. Returns the complete opportunity with all its details.
  • Fetch opportunity statusFetch an opportunity status by ID.
  • Fetch pipeline and opportunity statusesFetch an opportunity pipeline, including its opportunity statuses, by ID.
  • Fetch roleFetch one of the organization's roles by id, with every permission it grants. Use `list_roles` to resolve a role name to its id.
  • Fetch sms templateFetch an SMS template by ID. Returns the complete SMS template with all its details.
  • Fetch taskFetch an existing task by ID. Returns the task's details including the associated lead, contact, assignee, due date, priority, and completion status.
  • Find call outcomesList all outcomes applicable to calls available in the organization.
  • Find call tasksFind call tasks based on various filters. You can filter by lead, contact, assignee (a user or a voice agent), completion state, and scheduled/created/updated dates.
  • Find contact custom fieldsList all contact custom fields defined for the organization. Includes both contact-specific fields and shared fields associated with contacts. Returns each field's ID, name, description, type, allowed
  • Find custom activitiesList all active (non-archived) Custom Activity Types in the organization, along with the custom fields defined on each type. Call this before creating a workflow with a "custom-activity-event" trigger
  • Find custom activity instancesFind a lead's custom activity instances based on various filters. A custom activity instance is an activity of a custom activity type, holding the custom field values defined by that type. Always scop
  • Find custom object instancesFind a lead's custom object instances. A custom object instance is a record of a custom object type, attached to a lead and holding the custom field values defined by that type. Always scoped to a sin
  • Find custom object typesList all custom object types in the organization, along with the custom fields defined on each type.
  • Find email templatesList or find email templates
  • Find formsList all web forms in the organization. Call this before creating a workflow with a "form-submission-event" trigger so you can look up the correct Form ID.
  • Find groupsList all groups in the organization.
  • Find invoicesFind the organization's billing invoices, newest first. Invoices without a date sort first.
  • Find lead custom fieldsList all lead custom fields defined for the organization. Returns each field's ID, name, description, type, allowed choices (for choice fields), whether multiple values are accepted, and whether it is
  • Find lead smart viewsList lead smart views (saved searches).
  • Find lead statusesList or find lead statuses for the organization
  • Find meeting outcomesList all outcomes applicable to meetings available in the organization.
  • Find membershipsList the organization's members with each member's role name, whether the role is built-in or custom, active/inactive status, and join date. Richer than `org_users` — prefer this unless you only need
  • Find notesFind notes based on various filters.
  • Find opportunitiesFind opportunities by status (active/won/lost), owner, lead, or close-date range, optionally only those needing attention, sorted by soonest close, largest value, or highest confidence. Returns each o
  • Find opportunity custom fieldsList all opportunity custom fields defined for the organization. Includes both opportunity-specific fields and shared fields associated with opportunities. Returns each field's ID, name, description,
  • Find pipelines and opportunity statusesList all opportunity pipelines and their opportunity statuses in the organization.
  • Find scheduling linksList available scheduling links for the user and org. User-owned personal links come with a URL. Shared links come with a special template tag. Each can be inserted into generated templates.
  • Find sms templatesList or find SMS templates
  • Find tasksFind tasks based on various filters. You can filter by lead, assignee, completion state, and due/created/ updated dates.
  • Find voice agentsList all voice agents configured for the organization. Voice agents are AI callers that place outbound calls to leads' contacts on the user's behalf. Returns each voice agent's ID and name. Use this t
  • Find workflowsList or find workflows
  • Get ai credit usageAI credit usage for the billing account, broken down by feature. Reports total credits used and a per-feature breakdown. Credits are the billing unit for AI features. Usage covers the whole billing ac
  • Get billing summaryBilling summary for the organization's billing account. Reports the subscription plan, billing status with the trial end date, seat counts, and AI usage availability, tier, and credit allowance for th
  • Get fieldsUse this tool ONLY to get a list of fields for the aggregation tool.
  • Get voice agent overview reportCross-agent rollup for the Voice Agents list page. Returns one row per **active** agent — agents with completed calls in `date_range` **or** queued upcoming calls. Cumulative funnel counts (`answered`
  • Get voice agent performance reportPerformance metrics for one voice agent. Returns the numbers shown on the Performance tab of a Voice Agent detail page. Passing multiple `agent_config_ids` pools metrics into a single aggregate (not a
  • Get voice agentsReturn detailed configuration for one or more voice agents. Includes each agent's objective, user instructions, and which skills are enabled. Use this as the follow-up to `find_voice_agents` once one
  • Lead searchPerform a simple lead search and return the initial set of results. Use this to retrieve all leads, most recent leads, search leads by keyword, or filter by lead status and smart view. For more comple
  • List membership requestsList pending requests to join the current organization. Each entry includes the requesting user's name and email, the request id, and when the request was created.
  • List rolesList the roles that can be assigned in the organization. Covers Close's built-in roles plus any custom roles the org defines. Use this to resolve a role name to its id, or to see which roles grant org
  • Org infoReturn general information about the organization and the user.
  • Org usersReturn active users (memberships) which are part of the current org.
  • Paginate searchPaginate a search to retrieve more results. Provide exactly one of: - `search_id`: a `share_*` id from a previous search or shared entry, or - `smart_view_id`: a `save_*` Smart View (saved search) id
  • Propose voice agent updatePropose a voice agent configuration update from natural-language feedback. This tool does not apply changes to the voice agent. It returns a short behavioral summary and proposal ID when the requested
  • SearchPerform a natural language search for leads or contacts. If a more specific search tool (like lead_search or activity_search) satisfies the request, use that tool instead. You can reference related ob

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. 49 actions.

  • Apply voice agent updateApply a previously proposed voice agent update. This tool persists the server-stored proposal identified by proposal_id. It does not rerun the feedback processor, and it fails if the proposal has expi
  • Create addressAdd a new address to an existing lead (company).
  • Create call taskSchedule a call task on a lead, assigned to either a user or a voice agent (Chloe). A call task represents a scheduled outbound call that will be made to the specified contact at the given time. The t
  • Create commentAdd a comment to a commentable object (note, call, opportunity, task, custom object, etc.). If the object already has a comment thread, the new comment is appended to it. Otherwise a new thread is sta
  • Create contactCreate a new contact for a lead. A contact represents a person associated with a lead (company).
  • Create custom activity instanceCreate a new custom activity instance on a lead. A custom activity instance is an activity of a custom activity type, holding the custom field values defined by that type. Use the find_custom_activiti
  • Create custom object instanceCreate a new custom object instance on a lead. A custom object instance is a record of a custom object type, attached to a lead and holding the custom field values defined by that type. Use the find_c
  • Create draft emailCreate a draft email on a lead. The email is saved as an unsent draft for the user to review, edit, and send from Close; it is never sent automatically. Provide the body as Close rich text (HTML) via
  • Create email templateCreate a new email template. Handling of attachments and unsubscribe links via this tool is currently unsupported. Email template body should be HTML formatted. Use template tags as placeholders, for
  • Create leadCreate a new lead (company). After creating a lead, you should usually add an address or contact (including phone or email) to the lead.
  • Create lead statusCreate a new lead status.
  • Create noteCreate a new note on a lead. A note is a text-based activity attached to a lead. At least one of note (plaintext) or note_html (rich text) must be provided.
Show all 49
  • Create opportunityCreate a new opportunity. Requires a lead ID and status ID. Other fields are optional. The value should be specified in cents (e.g., $100.00 = 10000).
  • Create opportunity status toolCreate a new opportunity status.
  • Create pipelineCreate a new opportunity pipeline. Use the create_opportunity_status tool to add statuses to the pipeline.
  • Create sms templateCreate a new SMS template. Handling of attachments via this tool is currently unsupported. Use template tags as placeholders, for example: {{ organization.name }} to refer to the sender's organization
  • Create taskCreate a new task for a lead. A task represents a to-do item that can be assigned to a user and optionally associated with a contact.
  • Delete addressDelete an address from an existing lead (company) if there is an exact match.
  • Delete call taskDelete a call task. Does not affect sibling tasks.
  • Delete contactPermanently delete an existing contact. This will remove the contact from its lead including its email addresses, phone numbers, and URLs will be removed. Activities on the lead are not affected. This
  • Delete custom activity instancePermanently delete an existing custom activity instance. This action cannot be undone. ONLY call this if the user specifically instructed you to delete the custom activity instance.
  • Delete custom object instancePermanently delete an existing custom object instance. A custom object instance is a record of a custom object type, attached to a lead and holding the custom field values defined by that type. This a
  • Delete email templatePermanently delete an email template. If the template is used in any workflows (sequences), it cannot be deleted.
  • Delete leadPermanently delete an existing lead (company) by ID including all of its addresses, contacts, opportunities, tasks, and activities. ONLY call this if the user specifically instructed you to delete the
  • Delete lead smart viewPermanently delete a lead smart view (saved search).
  • Delete lead statusPermanently delete a lead status. Cannot delete if it's the last lead status in the organization or there are leads currently using this status.
  • Delete notePermanently delete an existing note. This action cannot be undone. ONLY call this if the user specifically instructed you to delete the note.
  • Delete opportunityPermanently delete an opportunity. This action cannot be undone. All data associated with the opportunity will be removed.
  • Delete opportunity status toolPermanently delete an opportunity status. Cannot delete if it's the last opportunity status in the organization or there are opportunities currently using this status.
  • Delete pipelinePermanently delete an opportunity pipeline. A pipeline can only be deleted if it has no statuses. The last pipeline cannot be deleted.
  • Delete sms templatePermanently delete an SMS template. If the template is used in any workflows (sequences), it cannot be deleted.
  • Delete taskPermanently delete an existing task by ID. This action cannot be undone. ONLY call this if the user specifically instructed you to delete the task.
  • Enrich fieldUse AI to determine and set the value of a field on a lead or contact. The field is enriched using available data on the object and external sources, and the enriched value is written back to the obje
  • Schedule voice agent callSchedule a voice agent to call a lead's contact. Creates a call task assigned to the voice agent. The voice agent will place the call automatically at the scheduled time, or as soon as the queue picks
  • Update call taskUpdate a call task. Only fields that are provided will be updated. Reassigning to a user or voice agent (agent_config_id) affects only this task. Completing a call task also completes every sibling ta
  • Update contactUpdate an existing contact. You can update a contact's name, title, email addresses, phone numbers, and URLs. Only fields that are provided will be updated.
  • Update custom activity instanceUpdate an existing custom activity instance. A custom activity instance is an activity of a custom activity type, holding the custom field values defined by that type. Only fields that are provided wi
  • Update custom object instanceUpdate an existing custom object instance. A custom object instance is a record of a custom object type, attached to a lead and holding the custom field values defined by that type. Only fields that a
  • Update draft emailUpdate an existing draft email. Only draft emails can be updated; sent or scheduled emails are rejected. Only fields that are provided are changed. When the body is replaced the sender's saved email s
  • Update email templateUpdate an existing email template. Only fields that are provided and not None will be updated. Handling of attachments and unsubscribe links via this tool is currently unsupported. Email template body
  • Update leadUpdate an existing lead (company). Only fields that are provided and not None will be updated.
  • Update lead smart viewUpdate a lead smart view (saved search). Only fields that are provided and not None will be updated.
  • Update lead statusUpdate the label of an existing lead status.
  • Update noteUpdate an existing note. Only fields that are provided will be updated. Note content is provided as rich text (HTML) via note_html; the plaintext note is automatically derived.
  • Update opportunityUpdate an existing opportunity. Only fields that are provided will be updated. The value should be specified in cents (e.g., $100.00 = 10000).
  • Update opportunity status toolUpdate the label of an existing opportunity status.
  • Update pipelineUpdate an existing opportunity pipeline. Only fields that are provided will be updated.
  • Update sms templateUpdate an existing SMS template. Only fields that are provided will be updated. Fields that are not provided will remain unchanged. Handling of attachments via this tool is currently unsupported. Use
  • Update taskUpdate an existing task. Only fields that are provided will be updated. Pass 'clear' for contact_id or due_date to clear those values.

Changes wait in Needs you

Changes and sends in Close MCP 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.

How approvals work

Close MCP questions

Can an agent change data in Close MCP on its own?

Not by default. Changes and sends in Close MCP 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 MCP?

This connector lists 64 read actions. Reads run at once, without waiting for approval.

How does Close MCP connect?

It connects with dcr oauth. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.

Bring Close MCP to your agents.

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