The Close MCP connector routes your AI agent's tool calls to Close's own MCP server through Scalekit. Each user signs in to Close once, and Scalekit stores and refreshes their tokens, so your agent never handles credentials. It comes with 117 tools.
- Tools
- 117
- What they doRead · write · destructive
- 62 · 40 · 1562 read40 write15 destructive
- Users sign in with
- OAuth
- OAuth app
- Scalekit's or your own
Setup
Install the SDK
Terminal window npm install @scalekit-sdk/node dotenvTerminal window pip install scalekit-sdk-python python-dotenvSet your credentials
Add your Scalekit credentials to your
.envfile. Find values in app.scalekit.com > Developers > API Credentials..env SCALEKIT_ENVIRONMENT_URL=<your-environment-url>SCALEKIT_CLIENT_ID=<your-client-id>SCALEKIT_CLIENT_SECRET=<your-client-secret>Create the Close MCP connection
In AgentKit > Connections, create a Close MCP connection. The name you give it is the
connection_nameyour code passes. See Configure connections.Scalekit credentials are available for Close, so you don't need to register an OAuth app.
Authorize a user and make your first call
quickstart.mts import { ScalekitClient } from '@scalekit-sdk/node'import 'dotenv/config'import { createInterface } from 'node:readline/promises'const scalekit = new ScalekitClient(process.env.SCALEKIT_ENVIRONMENT_URL,process.env.SCALEKIT_CLIENT_ID,process.env.SCALEKIT_CLIENT_SECRET,)const actions = scalekit.actionsconst connector = 'closemcp'const identifier = 'user_123'// Generate an authorization link for the userconst { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier })console.log('Authorize Close MCP:', link)const rl = createInterface({ input: process.stdin, output: process.stdout })await rl.question('Press Enter after authorizing...')rl.close()// Make your first callconst result = await actions.executeTool({connector,identifier,toolName: 'closemcp_customized_builtin_labels',toolInput: {},})console.log(result)Terminal window npx tsx quickstart.mtsquickstart.py import osfrom scalekit import ScalekitClientfrom dotenv import load_dotenvload_dotenv()scalekit_client = ScalekitClient(env_url=os.getenv("SCALEKIT_ENVIRONMENT_URL"),client_id=os.getenv("SCALEKIT_CLIENT_ID"),client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"),)actions = scalekit_client.actionsconnection_name = "closemcp"identifier = "user_123"# Generate an authorization link for the userlink_response = actions.get_authorization_link(connection_name=connection_name,identifier=identifier,)print("Authorize Close MCP:", link_response.link)input("Press Enter after authorizing...")# Make your first callresult = actions.execute_tool(tool_input={},tool_name="closemcp_customized_builtin_labels",connection_name=connection_name,identifier=identifier,)print(result)Terminal window python quickstart.pyEach user signs in once. See Authorize a user for the full flow and statuses.
Tools
Pass the exact name toexecute_toolclosemcp_aggregationPerform an aggregation to answer questions like: - How many emails were sent this week?Read-onlyAggregation
Perform 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 leads of fields using the `get_fields` tool.
Inputs
include_typesarrayrequired- Object types to include in aggregation. Valid values: lead, contact, opportunity, task, email, call, note, meeting, sms, whatsapp, custom_activity, custom_object, sequence_subscription, lead_status_change, opportunity_status_change.
aggregationsstring- Aggregation specifications to compute. Each item must specify an aggregation_type (e.g. count, sum, average, min, max, median, cardinality, percent_empty, etc.) and most require a field name.
display_modestring- How to display the aggregation results. Determined automatically by default.
group_bystring- Reference or enum fields to group by (maximum 2). Use field names returned by the get_fields tool.
intervalstring- Interval to aggregate by when using date fields. Determined automatically by default.
time_bucketsstring- Time buckets configuration for grouping results by time period.
closemcp_close_product_knowledge_searchSearch Close product documentation and knowledge base for relevant information.Read-onlyClose Product Knowledge Search
Search 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 - Workflow automation and best practices - Product capabilities and limitations - Setup and configuration guidance Example queries: - "How do I set up automated lead assignment?" - "What are Close's API rate limits?" - "How to create custom fields in Close?" - "Best practices for email templates in Close"
Inputs
querystringrequired- Natural language query to search Close product documentation and knowledge. For example: 'How do I set up automated lead assignment?' or 'What are Close API rate limits?'
closemcp_customized_builtin_labelsReturn the customized builtin labels.Read-onlyCustomized Builtin Labels
Return the customized builtin labels. Only renamed labels are returned - an empty result means the default names apply.
Inputs
This tool takes no inputs.
closemcp_fetch_callFetch a single call activity by ID.Read-onlyFetch Call
Fetch a single call activity by ID. Returns the call's direction, outcome, participants, and (if available) its transcript.
Inputs
idstringrequired- The ID of the call to fetch.
closemcp_fetch_call_taskFetch a single call task by ID.Read-onlyFetch Call Task
Fetch a single call task by ID.
Inputs
idstringrequired- The ID of the call task to fetch.
closemcp_fetch_commentFetch a single comment by ID.Read-onlyClose Fetch Comment
Fetch 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.
Inputs
idstringrequired- ID of the comment to fetch.
closemcp_fetch_contactFetch an existing contact by ID.Read-onlyFetch Contact
Fetch an existing contact by ID. Returns the contact's details including name, title, email addresses, phone numbers, and URLs.
Inputs
idstringrequired- ID of the contact to fetch
closemcp_fetch_custom_activity_instanceFetch an existing custom activity instance by ID.Read-onlyFetch Custom Activity Instance
Fetch 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, including its custom field values and the resolved lead, contact, and user names.
Inputs
idstringrequired- ID of the custom activity instance to fetch
closemcp_fetch_custom_object_instanceFetch an existing custom object instance by ID.Read-onlyFetch Custom Object Instance
Fetch 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 full instance, including its custom field values and the resolved lead, custom object type, and creator/updater names.
Inputs
idstringrequired- ID of the custom object instance to fetch
closemcp_fetch_custom_object_typeFetch a custom object type by ID.Read-onlyFetch Custom Object Type
Fetch a custom object type by 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 fields.
Inputs
idstringrequired- ID of the custom object type to fetch.
closemcp_fetch_emailFetch a single email activity by ID.Read-onlyFetch Email
Fetch a single email activity by ID.
Inputs
idstringrequired- The ID of the email to fetch.
body_formatstring- Which representation of the body to return. Request 'html' to preserve formatting, e.g. when quoting the email in a reply.one of
texthtmldefaulttext include_quoted_chainboolean- Whether to include the quoted chain of earlier replies if present. May be necessary if the author replied inline or if quoting the full body when generating a reply.default
false
closemcp_fetch_email_templateFetch an email template by ID.Read-onlyFetch Email Template
Fetch an email template by ID. Returns the complete email template with all its details.
Inputs
idstringrequired- ID of the email template to fetch
closemcp_fetch_email_threadFetch a single Email Thread by ID.Read-onlyFetch Email Thread
Fetch a single Email Thread by ID. Returns thread metadata plus its most recent emails, newest first, with plaintext bodies. Returns only IDs for older messages.
Inputs
idstringrequired- The ID of the Email Thread to fetch.
closemcp_fetch_leadFetch an existing lead (company) by ID.Read-onlyClose Fetch Lead
Fetch an existing lead (company) by ID.
Inputs
idstringrequired- ID of the lead to fetch
closemcp_fetch_lead_mergeGet the status of a lead merge using `lead_merge_activity_id` from `merge_leads`.Read-onlyFetch Lead Merge
Get the status of a lead merge using `lead_merge_activity_id` from `merge_leads`. `pending` and `in_progress` mean unfinished. `completed` means finished. For `errored`, read `error_message`. Avoid repeated checks in quick succession or retrying the merge without checking its status.
Inputs
idstringrequired- ID of the LeadMerge activity to fetch
closemcp_fetch_lead_smart_viewFetch a lead smart view (saved search) by ID.Read-onlyClose Fetch Lead Smart View
Fetch a lead smart view (saved search) by ID.
Inputs
idstringrequired- ID of the lead smart view to fetch
closemcp_fetch_lead_statusFetch a lead status by ID.Read-onlyClose Fetch Lead Status
Fetch a lead status by ID.
Inputs
idstringrequired- ID of the lead status to fetch
closemcp_fetch_meeting_transcriptFetch a meeting's Notetaker transcript(s) by meeting activity ID.Read-onlyFetch Meeting Transcript
Fetch 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) transcripts; call transcripts are served by fetch_call.
Inputs
idstringrequired- The ID of the meeting activity to fetch transcripts for.
closemcp_fetch_membershipFetch one of the organization's members by user id.Read-onlyFetch Membership
Fetch one of the organization's members by user id.
Inputs
user_idstringrequired- The id of the user whose membership to fetch.
closemcp_fetch_noteFetch an existing note by ID.Read-onlyFetch Note
Fetch an existing note by ID. Returns the full note details including title, text, and metadata.
Inputs
idstringrequired- ID of the note to fetch
closemcp_fetch_opportunityFetch a specific opportunity by ID.Read-onlyFetch Opportunity
Fetch a specific opportunity by ID. Returns the complete opportunity with all its details.
Inputs
idstringrequired- ID of the opportunity to fetch
closemcp_fetch_opportunity_statusFetch an opportunity status by ID.Read-onlyFetch Opportunity Status
Fetch an opportunity status by ID.
Inputs
idstringrequired- ID of the opportunity status to fetch
closemcp_fetch_pipeline_and_opportunity_statusesFetch an opportunity pipeline, including its opportunity statuses, by ID.Read-onlyFetch Pipeline And Opportunity Statuses
Fetch an opportunity pipeline, including its opportunity statuses, by ID.
Inputs
idstringrequired- ID of the pipeline to fetch.
closemcp_fetch_roleFetch one of the organization's roles by id, with every permission it grants.Read-onlyFetch Role
Fetch one of the organization's roles by id, with every permission it grants. Use `list_roles` to resolve a role name to its id.
Inputs
role_idstringrequired- The id of the role to fetch.
closemcp_fetch_smsFetch a single SMS activity by ID.Read-onlyFetch Sms
Fetch a single SMS activity by ID. Returns the complete SMS, including message text and attachments.
Inputs
idstringrequired- The ID of the SMS to fetch.
closemcp_fetch_sms_templateFetch an SMS template by ID.Read-onlyFetch SMS Template
Fetch an SMS template by ID. Returns the complete SMS template with all its details.
Inputs
idstringrequired- ID of the SMS template to fetch
closemcp_fetch_taskFetch an existing task by ID.Read-onlyClose Fetch Task
Fetch an existing task by ID. Returns the task's details including the associated lead, contact, assignee, due date, priority, and completion status.
Inputs
idstringrequired- ID of the task to fetch
closemcp_fetch_workflowFetch a single workflow by ID.Read-onlyFetch Workflow
Fetch a single workflow by ID.
Inputs
idstringrequired- ID of the workflow to fetch
closemcp_find_call_outcomesList all outcomes applicable to calls available in the organization.Read-onlyClose Find Call Outcomes
List all outcomes applicable to calls available in the organization.
Inputs
agent_config_idstring- No description.
closemcp_find_call_tasksFind call tasks based on various filters.Read-onlyFind Call Tasks
Find 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.
Inputs
agent_config_idstring- Filter by the ID of the voice agent the call task is dispatched to
assigned_tostring- Filter by the ID of the user the call task is assigned to
contact_idstring- Filter by contact ID
created_atstring- Filter by call task creation date range
cursorstring- Pagination cursor, give only when more results are requested.
due_datestring- Filter by the scheduled call date range
is_completestring- Filter by completion status. If not provided, both complete and incomplete call tasks are returned.
lead_idstring- Filter by lead ID
updated_atstring- Filter by call task last updated date range
closemcp_find_contact_custom_fieldsList all contact custom fields defined for the organization.Read-onlyClose Find Contact Custom Fields
List 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 choices (for choice fields), whether multiple values are accepted, and whether it is a shared field. Useful for deciding which custom field to read or write when working with contacts.
Inputs
This tool takes no inputs.
closemcp_find_custom_activitiesList all active (non-archived) Custom Activity Types in the organization, along with the custom fields defined on each type.Read-onlyFind Custom Activities
List 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 so you can look up the correct Custom Activity Type ID.
Inputs
This tool takes no inputs.
closemcp_find_custom_activity_instancesFind a lead's custom activity instances based on various filters.Read-onlyFind Custom Activity Instances
Find 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 scoped to a single lead; optionally filter by attributed user, one or more custom activity types, or activity date. Results are sorted by most recent activity first and are cursor-paginated.
Inputs
lead_idstringrequired- The lead whose custom activity instances to find
activity_atstring- Filter custom activity instances by their activity date range
cursorstring- Pagination cursor for retrieving the next page
custom_activity_type_idsstring- Filter by the custom activity types the instances belong to. Provide one or more type IDs to match instances of any of them.
user_idstring- Filter custom activity instances by the user they are attributed to (their owner)
closemcp_find_custom_object_instancesFind a lead's custom object instances.Read-onlyFind Custom Object Instances
Find 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 single lead; optionally filter to a single custom object type. Results are ordered by creation date (oldest first) and are cursor-paginated.
Inputs
lead_idstringrequired- The lead whose custom object instances to find
cursorstring- Pagination cursor for retrieving the next page
custom_object_type_idstring- Filter to instances of a single custom object type. Use the find_custom_object_types tool to look up the available types.
closemcp_find_custom_object_typesList all custom object types in the organization, along with the custom fields defined on each type.Read-onlyFind Custom Object Types
List all custom object types in the organization, along with the custom fields defined on each type.
Inputs
This tool takes no inputs.
closemcp_find_email_templatesList or find email templatesRead-onlyClose Find Email Templates
List or find email templates
Inputs
cursorstring- Pagination cursor, give only when more results are requested.
name_searchstring- Template name case-insensitive contains search
statusstring- Use all to return all except archived.one of
allprivatesharedWithUserarchiveddefaultall
closemcp_find_formsList all web forms in the organization.Read-onlyFind Forms
List 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.
Inputs
This tool takes no inputs.
closemcp_find_groupsList all groups in the organization.Read-onlyClose Find Groups
List all groups in the organization.
Inputs
This tool takes no inputs.
closemcp_find_lead_custom_fieldsList all lead custom fields defined for the organization.Read-onlyFind Lead Custom Fields
List 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 a shared field. Useful for deciding which custom field to read or write when working with leads.
Inputs
This tool takes no inputs.
closemcp_find_lead_smart_viewsList lead smart views (saved searches).Read-onlyClose Find Lead Smart Views
List lead smart views (saved searches).
Inputs
cursorstring- Pagination cursor, give only when more results are requested.
filterstring- Filter to show only pinned smart views (those shown in the sidebar), or all available smart views. When the user asks about smart views you should filter for pinned smart views unless the user is requesting to see all views or searches by name.one of
pinnedalldefaultpinned name_searchstring- Smart view name case-insensitive contains search. When using name search you should filter by all smart views.
closemcp_find_lead_statusesList or find lead statuses for the organizationRead-onlyClose Find Lead Statuses
List or find lead statuses for the organization
Inputs
This tool takes no inputs.
closemcp_find_meeting_outcomesList all outcomes applicable to meetings available in the organization.Read-onlyClose Find Meeting Outcomes
List all outcomes applicable to meetings available in the organization.
Inputs
This tool takes no inputs.
closemcp_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.Read-onlyFind Memberships
List 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 a name or email. Most recent members first.
Inputs
include_inactiveboolean- If true, also return deactivated members.default
false
closemcp_find_notesFind notes based on various filters.Read-onlyFind Notes
Find notes based on various filters.
Inputs
activity_atstring- Filter notes by activity date range
contact_idstring- Filter notes by associated contact ID
cursorstring- Pagination cursor for retrieving the next page
date_createdstring- Filter notes by creation date range
lead_idstring- Filter notes by lead ID
user_idstring- Filter notes by the user who created them
closemcp_find_notificationsFind items in the current user's inbox, such as incoming emails and SMS, missed calls, voicemails, tasks, and drafts waiting for review.Read-onlyFind Notifications
Find items in the current user's inbox, such as incoming emails and SMS, missed calls, voicemails, tasks, and drafts waiting for review. By default returns the items in the inbox today.
Inputs
cursorstring- Pagination cursor, give only when more results are requested.
datestring- Filter by the date the item appears in the inbox. Snoozing an item moves this date.
lead_idstring- Filter by lead ID
typesstring- Only return these types. Defaults to every type.
viewstring- Inbox section: 'inbox' is due today, 'future' is due on a later day or snoozed, 'archive' is done.one of
inboxfuturearchivedefaultinbox
closemcp_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.Read-onlyFind Opportunities
Find 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 opportunity with resolved lead, contact, owner, and status names; cursor-paginated.
Inputs
close_atstring- Filter opportunities by expected close date range
created_atstring- Filter by opportunity creation date range
cursorstring- Pagination cursor, give only when more results are requested.
lead_idstring- Filter by the ID of the lead the opportunities belong to
lead_view_idstring- Filter by a lead smart view ID
needs_attentionstring- Filter by opportunities that may be stalled and need attention. To see why an opportunity is stalled, direct the user to the opportunities pipeline page.
sort_bystring- Sort order: 'closing_soonest', 'largest_value', or 'largest_confidence'
status_idsstring- Filter by specific opportunity status IDs
status_typestring- Filter by status type: 'won', 'lost', or 'active'
updated_atstring- Filter by opportunity last updated date range
user_idsstring- Filter by owner user IDs
closemcp_find_opportunity_custom_fieldsList all opportunity custom fields defined for the organization.Read-onlyClose Find Opportunity Custom Fields
List 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, type, allowed choices (for choice fields), whether multiple values are accepted, and whether it is a shared field. Useful for deciding which custom field to read or write when working with opportunities.
Inputs
This tool takes no inputs.
closemcp_find_pipelines_and_opportunity_statusesList all opportunity pipelines and their opportunity statuses in the organization.Read-onlyFind Pipelines And Opportunity Statuses
List all opportunity pipelines and their opportunity statuses in the organization.
Inputs
This tool takes no inputs.
closemcp_find_scheduling_linksList available scheduling links for the user and org.Read-onlyClose Find Scheduling Links
List 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.
Inputs
cursorstring- Pagination cursor. Give only when more results are desired.
name_searchstring- Scheduling Link name. Case-insensitive substring search.
closemcp_find_sms_templatesList or find SMS templatesRead-onlyFind SMS Templates
List or find SMS templates
Inputs
cursorstring- Pagination cursor, give only when more results are requested.
name_searchstring- Template name case-insensitive contains search
statusstring- Use all to return all except archived.one of
allprivatesharedWithUserarchiveddefaultall
closemcp_find_tasksFind tasks based on various filters.Read-onlyClose Find Tasks
Find tasks based on various filters. You can filter by lead, assignee, completion state, and due/created/ updated dates.
Inputs
assigned_tostring- Filter by the ID of the user the task is assigned to
created_atstring- Filter by task creation date range
cursorstring- Pagination cursor, give only when more results are requested.
due_datestring- Filter by task due date range
is_completestring- Filter by completion status. If not provided, both complete and incomplete tasks are returned.
lead_idstring- Filter by lead ID
updated_atstring- Filter by task last updated date range
closemcp_find_voice_agentsList all voice agents configured for the organization.Read-onlyClose Find Voice Agents
List 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 to find the right voice agent ID when scheduling a call or assigning a call step in a workflow. Users may refer to voice agents as "voice agents", "Chloe", or by their configured name. When more than one agent exists, pick the most appropriate one based on the name.
Inputs
This tool takes no inputs.
closemcp_find_workflowsList or find workflowsRead-onlyFind Workflows
List or find workflows
Inputs
cursorstring- Pagination cursor. Provide only when more results are requested from a previous response.
name_searchstring- Workflow name case-insensitive contains search. Returns workflows whose name contains this string.
statusstring- Filter workflows by status. Use 'all' to return all workflows regardless of status.one of
allactivepauseddraftdefaultall
closemcp_get_fieldsUse this field ONLY to get a list of fields for the aggregation tool.Read-onlyGet Fields
Use this field ONLY to get a list of fields for the aggregation tool.
Inputs
name_containsstring- With object_type, words to look for in the field name, its display name, or its enum values and choices, e.g. 'number of calls'. Case and punctuation do not matter; every word must occur.
object_typestring- Object type whose fields to list in full. Omit to get the overview of every type.
closemcp_get_voice_agent_overview_reportCross-agent rollup for the Voice Agents list page.Read-onlyClose Get Voice Agent Overview Report
Cross-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`, `engaged`, `objective_met`) plus `total_calls`. `upcoming_calls` is the agent's queued (not yet completed) calls and is not bound by `date_range` — open tasks are open regardless of when scheduled (so an agent with only upcoming calls still appears). Use this to compare agents; for one agent's outcomes, sentiment, or time saved use `get_voice_agent_performance_report`. For an inventory of all configured voice agents regardless of activity, use `find_agent_configs`. The Voice Agents list (Agents tab) shows all-time stats, so leave `date_range` at its default (`all_time`) unless the user asks for a specific window. (The Upcoming and Recent tabs are call lists, not this rollup — search Calls for those.) Rows are sorted server-side per the `sort` field (default `most_calls`); pass a different mode rather than re-sorting in your reply. Set `reverse=True` to invert (e.g. `sort=most_calls, reverse=True` for least active first) — necessary to surface the bottom of the ordering, since `rows` are capped before they reach you. `truncated` and `total_agent_count` flag in-scope active agents; `dormant_agent_count` reports in-scope agents with neither completed calls in the date range nor queued upcoming calls (not included in `rows`).
Inputs
agent_config_idsstring- No description.
date_rangestring- No description.one of
yesterdaylast_weeklast_monthlast_quarterlast_yeartodaythis_weekthis_monththis_quarterthis_yeartomorrownext_weeknext_monthnext_quarternext_yearclosest_mondayclosest_tuesdayclosest_wednesdayclosest_thursdayclosest_fridayclosest_saturdayclosest_sundayall_timedefaultall_time reverseboolean- No description.default
false sortstring- No description.one of
most_callsagent_namemost_recently_usedmost_answeredmost_engagedmost_objective_metdefaultmost_calls
closemcp_get_voice_agent_performance_reportPerformance metrics for one voice agent.Read-onlyClose Get Voice Agent Performance Report
Performance 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 per-agent breakdown — for that, use `get_voice_agent_overview_report`). For per-call drill-down, search Calls filtered by `agent_config_id`. When the user is on a Voice Agent page, pull `date_range` from `page_context.date_range` so the numbers match the UI. Percentages: `*_pct` is over `total_calls`; `engaged_over_answered_pct` and `objective_met_over_answered_pct` are over `answered` (tier-to-tier conversion). For any other denominator, compute from `*_count`. `funnel_previous_period_deltas` is null when the date range has no defined previous period (e.g. `all_time`).
Inputs
agent_config_idsarrayrequired- No description.
date_rangestring- Predefined relative range (e.g. 'last_week') or an absolute period with inclusive start and exclusive end.default
all_time
closemcp_get_voice_agentsReturn detailed configuration for one or more voice agents.Read-onlyClose Get Voice Agents
Return 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 or more agent IDs have been selected.
Inputs
agent_config_idsarrayrequired- IDs of the voice agents (AgentConfig) to fetch details for. Up to 30 IDs per call. Use `find_voice_agents` to discover available agent IDs.
closemcp_list_rolesList the roles that can be assigned in the organization.Read-onlyList Roles
List 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 organization management access.
Inputs
This tool takes no inputs.
closemcp_org_infoReturn general information about the organization and the user.Read-onlyClose Org Info
Return general information about the organization and the user.
Inputs
This tool takes no inputs.
closemcp_org_usersReturn active users (memberships) which are part of the current org.Read-onlyClose Org Users
Return active users (memberships) which are part of the current org.
Inputs
This tool takes no inputs.
closemcp_paginate_searchPaginate a search to retrieve more results.Read-onlyPaginate Search
Paginate 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 the user is viewing.
Inputs
cursorstring- Pagination cursor from a previous search response
search_idstring- Shared-entry/search id (share_*) to paginate. Provide exactly one of search_id or smart_view_id.
smart_view_idstring- Smart View (saved search) id (save_*) to paginate. Provide exactly one of search_id or smart_view_id.
closemcp_searchPerform a natural language search for leads or contacts.Read-onlySearch
Perform 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 objects like activities (such as calls, emails, meetings, notes, custom activities, etc.), opportunities, tasks as long as they are part of a lead query. Example queries: - leads not contacted in the past week - leads assigned to me with uncompleted tasks - leads with an active opportunity over $500 - contacts with CTO title Each returned result will contain a title label, preview text, object ID, and URL. The initial set of results, total count of all results, and a URL to open the results in Close is returned. To retrieve more results, use the returned cursor and call the paginate_search tool using the cursor and search ID returned in this response.
Inputs
querystringrequired- Natural language search query. For example: 'leads not contacted in the past week', 'leads with an active opportunity over $500', or 'contacts with CTO title'.
closemcp_activity_searchSearch for activities.WriteActivity Search
Search 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.
Inputs
activity_atstring- Filter activities by the date/time the activity occurred.
activity_typesstring- Filter by activity types. Valid values include activity.call, activity.email, activity.note, activity.meeting, activity.sms, activity.custom_activity, and others.
agent_config_idsstring- Filter by voice agent config IDs. Matches Call, Email, and SMS activities that carry an agent_config_id; other activity types are filtered out implicitly because the field is not indexed for them.
call_statusstring- Filter calls by status (e.g. completed, no-answer, busy). Only meaningful when activity_types includes Call; a no-op unless Call is searched. Other activity types use different status vocabularies, so they never match these values and are effectively excluded.
contact_idsstring- Filter by contact IDs. Only activities associated with these contacts will be returned.
cursorstring- Pagination cursor. Provide only when more results are requested from a previous response.
directionstring- Filter activities by direction (inbound = received by the user, outbound = sent by the user). Applies to Call, SMS, Email, and WhatsApp activities; activity types that have no direction (e.g. Note, Task) are excluded when this filter is set.
lead_idsstring- Filter by lead IDs. Only activities on these leads will be returned.
lead_smart_view_idsstring- Filter by lead smart view IDs. Only activities on leads matching these smart views will be returned.
user_idsstring- Filter by user IDs. Only activities created by these users will be returned.
closemcp_apply_voice_agent_updateApply a previously proposed voice agent update.WriteClose Apply Voice Agent Update
Apply 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 expired or the voice agent changed after the proposal was created.
Inputs
proposal_idstringrequired- Proposal ID returned by propose_voice_agent_update.
closemcp_create_addressAdd a new address to an existing lead (company).WriteClose Create Address
Add a new address to an existing lead (company).
Inputs
address_1stringrequired- Address line 1 (street address)
citystringrequired- City
countrystringrequired- Country code in ISO 3166-1 alpha-2 format (e.g. US, GB, DE)
labelstringrequired- Label for the address. One of: business, mailing, other.
lead_idstringrequired- ID of the lead to add the address to
statestringrequired- State or province
zipcodestringrequired- ZIP or postal code
address_2string- Address line 2 (suite, unit, etc.)
closemcp_create_call_taskSchedule a call task on a lead, assigned to either a user or a voice agent (Chloe).WriteClose Create Call Task
Schedule 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 task can be assigned to a specific user or dispatched to a voice agent.
Inputs
contact_idstringrequired- ID of the contact to call. Must belong to the specified lead.
lead_idstringrequired- ID of the lead this call task belongs to
agent_config_idstring- ID of the voice agent (Chloe) to dispatch the call task to. Mutually exclusive with assigned_to.
assigned_tostring- ID of the user to assign the call task to. Mutually exclusive with agent_config_id.
due_datestring- Due date or datetime for the call task. Can be a date (YYYY-MM-DD) or datetime (ISO 8601). If not provided, the task will be due immediately.
textstring- The call task description/instructions.
closemcp_create_commentAdd a comment to a commentable object (note, call, opportunity, task, custom object, etc.).WriteClose Create Comment
Add 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 started for the object. Use this tool for both starting a conversation and replying to an existing one — the object_id alone determines which. Comments support @-mentions of users and groups. The body is HTML.
Inputs
bodystringrequired- Body of the comment as Close rich text (HTML). Must be a valid Close rich-text document: wrap the whole content in a single <body> tag and put each line/paragraph in a block-level tag. Supported tags include <p>, <h1>-<h6>, <ul>/<ol> with <li>, <blockquote>, <hr>, <a href=...>, <br>, and inline formatting <strong>/<b>, <em>/<i>, <u>, <s>, <code>, <span>. Emoji and unicode are accepted. Escape literal '&' as '&' and literal '<' as '<' in text content. To @-mention a user, call the `org_users` tool to look up the target user and embed their `mention_html` value verbatim in the body. To @-mention a group, call the `find_groups` tool to look up the target group and embed their `mention_html` value verbatim in the body. Example: <body><p>Nice work <span data-type="mention" data-id="user_abc123" data-label="Jane Doe" class="mention">@Jane Doe</span> on closing this!</p></body>
object_idstringrequired- ID of the commentable object: an activity ID (acti_..., e.g. a note, call, email, SMS, meeting, or custom activity), an opportunity ID (oppo_...), a task notification ID (task_...), or a custom object ID (custobj_...). One comment thread exists per object; this tool adds to it or creates it if none exists yet.
closemcp_create_contactCreate a new contact for a lead.WriteClose Create Contact
Create a new contact for a lead. A contact represents a person associated with a lead (company).
Inputs
lead_idstringrequired- ID of the lead this contact belongs to
custom_fieldsarray- Custom field values to set on this object. Only the custom fields included are modified; omitted fields are left unchanged.
emailsstring- List of email addresses for the contact. Each entry needs a type (office, mobile, home, direct, fax, url, other) and an email address.
namestring- Full name of the contact
phonesstring- List of phone numbers for the contact. Each entry needs a type (office, mobile, home, direct, fax, url, other) and a phone number in international format (e.g. +16505551234).
titlestring- Job title of the contact (e.g. CEO, VP of Sales)
urlsstring- List of URLs for the contact (e.g. LinkedIn, personal website). Each entry needs a type and a URL.
closemcp_create_custom_activity_instanceCreate a new custom activity instance on a lead.WriteCreate Custom Activity Instance
Create 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_activities tool to look up the available custom activity types. If in an interactive session, ask the user for the relevant field values (including custom fields) before creating, even if they are not required.
Inputs
custom_activity_type_idstringrequired- ID of the custom activity type. Use the find_custom_activities tool to look up the available custom activity types.
lead_idstringrequired- ID of the lead this custom activity belongs to
activity_atstring- When the custom activity occurred
contact_idstring- ID of the contact to associate with the custom activity
custom_fieldsarray- Custom field values to set on this object. Only the custom fields included are modified; omitted fields are left unchanged.
date_createdstring- When the custom activity was created. Defaults to now; set this to backfill an activity at a past time.
pinnedboolean- Whether to pin the custom activity to the top of the lead's timelinedefault
false statusstring- Status of the custom activity. Published activities validate required custom fields; draft activities do not.one of
draftpublisheddefaultpublished user_idstring- ID of the user to attribute the custom activity to (defaults to the caller)
closemcp_create_custom_object_instanceCreate a new custom object instance on a lead.WriteCreate Custom Object Instance
Create 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_custom_object_types tool to look up the available custom object types. If in an interactive session, ask the user for the relevant field values (including custom fields) before creating, even if they are not required.
Inputs
custom_object_type_idstringrequired- ID of the custom object type that defines this instance's shape and custom fields. Use the find_custom_object_types tool to look up the available custom object types.
lead_idstringrequired- ID of the lead this custom object belongs to
namestringrequired- Display name for the custom object instance
custom_fieldsarray- Custom field values to set on this object. Only the custom fields included are modified; omitted fields are left unchanged.
closemcp_create_draft_emailCreate a draft email on a lead.WriteCreate Draft Email
Create 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 body_html.
Inputs
lead_idstringrequired- ID of the lead this draft email belongs to
bccstring- List of BCC email addresses
body_htmlstring- Draft body as Close rich text (HTML). Wrap the whole content in a single <body> tag and put each line/paragraph in a block-level tag. Supported tags include <p>, <h1>-<h6>, <ul>/<ol> with <li>, <blockquote>, <hr>, <a href=...>, <br>, and inline formatting <strong>/<b>, <em>/<i>, <u>, <s>, <code>, <span>. Escape literal ampersands as '&'. Example: <body><p>Hi <strong>Jane</strong>,</p><p>Following up on our call.</p></body>. Do not include a signature block (name, title, company, contact details); the sender's saved email signature is appended automatically. A short closing line such as 'Best,' is fine.
body_textstring- Plaintext body content. Prefer body_html; if only one of body_html/body_text is provided the other is derived automatically.
ccstring- List of CC email addresses
contact_idstring- ID of the contact this draft email is addressed to
in_reply_to_idstring- ID of the email this draft replies to. The draft joins that email's thread.
senderstring- Email address of a connected sending identity, including aliases. Must match an available sender for the current user.
subjectstring- Subject line of the email
tostring- List of recipient email addresses
closemcp_create_email_templateCreate a new email template.WriteCreate Email Template
Create 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 example: {{ organization.name }} to refer to the sender's organization name. {{ user.first_name }} {{ user.last_name }} {{ user.email }} {{ user.phone }} to refer to the user sending the email. {{ lead.display_name }} to refer to the lead name (recipient's name/company). {{ contact.first_name }} {{ contact.last_name }} to refer to the recipient.
Inputs
bodystringrequired- HTML body of the email template. Supports template tags like {{ organization.name }}, {{ user.first_name }}, {{ lead.display_name }}, {{ contact.first_name }}
namestringrequired- Name of the email template
subjectstringrequired- Subject line of the email template
bccstring- List of BCC email addresses
ccstring- List of CC email addresses
is_sharedboolean- Share this template with the organization (required for use in workflows)default
false
closemcp_create_leadCreate a new lead (company).WriteCreate Lead
Create a new lead (company). After creating a lead, you should usually add an address or contact (including phone or email) to the lead.
Inputs
custom_fieldsarray- Custom field values to set on this object. Only the custom fields included are modified; omitted fields are left unchanged.
descriptionstring- Description of the lead
namestring- Name of the lead
status_idstring- ID of the lead status. Use find_lead_statuses to get available status IDs.
urlstring- URL of the lead's website
closemcp_create_lead_statusCreate a new lead status.WriteClose Create Lead Status
Create a new lead status.
Inputs
labelstringrequired- Label for the lead status
closemcp_create_noteCreate a new note on a lead.WriteCreate Note
Create 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.
Inputs
lead_idstringrequired- ID of the lead this note belongs to
activity_atstring- When the note activity occurred (ISO 8601 date-time)
contact_idstring- ID of the contact to associate with the note
notestring- Plaintext note content. At least one of note or note_html must be provided.
note_htmlstring- Rich-text (HTML) note content. At least one of note or note_html must be provided.
pinnedstring- Whether to pin the note to the top of the lead
titlestring- Title of the note
user_idstring- ID of the user to attribute the note to (defaults to caller)
closemcp_create_opportunityCreate a new opportunity.WriteCreate Opportunity
Create 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).
Inputs
lead_idstringrequired- ID of the lead this opportunity belongs to
status_idstringrequired- ID of the opportunity status. Use find_pipelines_and_opportunity_statuses to list valid IDs.
close_atstring- Expected close date in ISO 8601 format
confidencestring- Confidence percentage (0-100) that the opportunity will close
contact_idstring- ID of the primary contact for this opportunity
custom_fieldsarray- Custom field values to set on this object. Only the custom fields included are modified; omitted fields are left unchanged.
notestring- Plaintext note to attach to the opportunity
note_htmlstring- Rich-text HTML version of the note, wrapped in `<body>...</body>`. When set, `note` is automatically derived from it.
user_idstring- ID of the user assigned to this opportunity. Defaults to the current user.
valuestring- Monetary value of the opportunity in cents (e.g., $100.00 = 10000)
value_periodstring- Recurrence period for the value: 'one_time', 'monthly', or 'annual'
closemcp_create_opportunity_status_toolCreate a new opportunity status.WriteCreate Opportunity Status Tool
Create a new opportunity status.
Inputs
labelstringrequired- Label for the opportunity status
pipeline_idstringrequired- ID of the pipeline to add the status to
typestringrequired- Type of the opportunity status. One of: 'won', 'lost', 'active'.one of
wonlostactive
closemcp_create_pipelineCreate a new opportunity pipeline.WriteCreate Pipeline
Create a new opportunity pipeline. Use the create_opportunity_status tool to add statuses to the pipeline.
Inputs
namestringrequired- Name of the pipeline.
closemcp_create_smart_viewSave a search as a smart view (saved search).WriteCreate Smart View
Save a search as a smart view (saved search). Pass the ID of a search result that lists one object type: leads, contacts, opportunities, or one kind of activity. The smart view gets that search's filters, sort, and columns, so it lists exactly what was previewed. Confirm the name and criteria with the user before creating the view.
Inputs
query_idstringrequired- ID of the search to save: the `query_id` of a `list_objects`, `search`, or `aggregate_objects` result, or the `search_id` of a `search` or `lead_search` result. The search must list one object type.
descriptionstring- Optional description for the smart view
namestring- Name for the new smart view. Defaults to the name suggested with the search.
share_with_orgboolean- Share the smart view with the whole organization. By default it is only visible to the user.default
false
closemcp_create_sms_templateCreate a new SMS template.WriteCreate SMS Template
Create 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 name. {{ user.first_name }} {{ user.last_name }} {{ user.email }} {{ user.phone }} to refer to the user sending the message. {{ lead.display_name }} to refer to the lead name (recipient's name/company). {{ contact.first_name }} {{ contact.last_name }} to refer to the recipient.
Inputs
namestringrequired- Name of the SMS template
textstringrequired- Text content of the SMS template. Supports template tags like {{ organization.name }}, {{ user.first_name }}, {{ lead.display_name }}, {{ contact.first_name }}
is_sharedboolean- Share this template with the organization (required for use in workflows)default
false
closemcp_create_taskCreate a new task for a lead.WriteClose Create Task
Create 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.
Inputs
lead_idstringrequired- ID of the lead this task belongs to
textstringrequired- The task description
assigned_tostring- ID of the user to assign the task to. Defaults to the current user if not provided.
contact_idstring- ID of the contact associated with this task. Must belong to the specified lead.
due_datestring- Due date or datetime for the task. Can be a date (YYYY-MM-DD) or datetime (ISO 8601). If not provided, the task will be due immediately.
prioritystring- Task priority: 'high' or 'medium'. Defaults to 'medium'. Only set to high if the user explicitly says it's a high priority task.
send_notificationboolean- Send an email notification to the assigned user. Assume notifications should be sent unless the user explicitly tells you not to.default
true
closemcp_create_workflowCreate a new workflow (a.k.a.WriteCreate Workflow
Create a new workflow (a.k.a. sequence) with Draft status.
Inputs
namestringrequired- Workflow name. Must be unique.
stepsarrayrequired- Steps in the workflow. The `step_type` of each step has to exactly match one of the defined types in the mapping.
goal_criteriaobject- Conditions that stop a workflow run early, before its remaining steps run. Any one of them stops the run; they are never AND-ed. Use the defaults when the user does not specify what should stop the workflow.
triggerstring- The trigger that determines when and how the workflow fires. The `trigger_type` must exactly match one of the defined types. Use 'contact-manual' (the default) when the user does not specify a trigger.
closemcp_enrich_fieldUse AI to determine and set the value of a field on a lead or contact.WriteClose Enrich Field
Use 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 object. By default the value is only written if the field is currently empty; set overwrite_existing_value to True to replace an existing value. Returns the enriched value along with the model's reasoning and confidence.
Inputs
field_idstringrequired- The ID of the field to enrich. This may be a built-in field name or a custom field ID.
object_idstringrequired- The ID of the lead or contact to enrich (e.g. 'lead_xxx' or 'cont_xxx').
object_typestringrequired- The type of object whose field should be enriched.one of
leadcontact overwrite_existing_valueboolean- Whether to overwrite an existing value. When False, the field is only written if it is currently empty.default
false
closemcp_lead_searchPerform a simple lead search and return the initial set of results.WriteLead Search
Perform 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 complex searches use the `search` tool instead. Leads will be returned by last updated first.
Inputs
full_textstring- Full text search across lead data
lead_status_idstring- Filter by lead status ID
namestring- Search lead name or contact name
smart_view_idstring- Filter by smart view ID (saved search)
closemcp_propose_voice_agent_updatePropose a voice agent configuration update from natural-language feedback.WriteClose Propose Voice Agent Update
Propose 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 edit is clear. If the feedback is ambiguous, it returns clarification questions instead of making a proposal. Use apply_voice_agent_update with the proposal ID only after the user approves the proposal.
Inputs
agent_config_idstringrequired- ID of the voice agent to update.
feedbackstringrequired- Natural-language feedback describing how the voice agent should change.
proposal_idstring- Existing proposal ID to refine. Omit when creating a new proposal.
closemcp_render_email_templateRender an email template for a lead, including any template variables.WriteRender Email Template
Render an email template for a lead, including any template variables. Body HTML already contains the user's email signature, denoted with a `<span data-system-generated="signature">` tag. Leave this tag intact or the signature could get duplicated later.
Inputs
idstringrequired- ID of the email template to render
lead_idstringrequired- ID of the lead to render the template for
contact_idstring- ID of the contact to render the template for. Must belong to the given lead.
closemcp_schedule_voice_agent_callSchedule a voice agent to call a lead's contact.WriteClose Schedule Voice Agent Call
Schedule 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 it up when no time is given. Use `find_voice_agents` first to discover which voice agents are available in this organization.
Inputs
agent_config_idstringrequired- ID of the voice agent (AgentConfig) that should make the call. Use `find_voice_agents` to discover available agents.
lead_idstringrequired- ID of the lead to call.
contact_idstring- Optional contact to call. If omitted, the first contact on the lead that has a phone number will be selected.
scheduled_atstring- When the call should be made. ISO 8601 datetime, timezone-aware. If omitted, the call is scheduled to run as soon as the voice agent queue picks it up (ASAP).
closemcp_update_call_taskUpdate a call task.WriteUpdate Call Task
Update 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 task sharing its deduplication key.
Inputs
idstringrequired- The ID of the call task to update.
agent_config_idstring- Reassign (dispatch) the call task to this voice agent. Mutually exclusive with assigned_to.
assigned_tostring- Reassign the call task to this user. Mutually exclusive with agent_config_id.
due_datestring- Updated due date or datetime for the call task. Can be a date (YYYY-MM-DD) or datetime (ISO 8601).
is_completestring- Mark the call task as complete (true) or reopen it (false). Completing a call task also completes every sibling task sharing its deduplication key.
resolutionstring- Resolution to set when completing the call task, e.g. 'skipped'.
textstring- Updated call task text.
closemcp_update_contactUpdate an existing contact.WriteUpdate Contact
Update 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.
Inputs
idstringrequired- ID of the contact to update
custom_fieldsarray- Custom field values to set on this object. Only the custom fields included are modified; omitted fields are left unchanged.
emailsstring- When providing this field, you must provide the full updated list of email addresses for the contact.
namestring- Name of the contact
phonesstring- When providing this field, you must provide the full updated list of phone numbers for the contact.
titlestring- Job title of the contact
urlsstring- When providing this field, you must provide the full updated list of URLs for the contact.
closemcp_update_custom_activity_instanceUpdate an existing custom activity instance.WriteUpdate Custom Activity Instance
Update 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 will be updated. For custom fields, only the custom fields included are modified; pass null to clear one. Pass 'clear' for contact_id to detach the contact.
Inputs
idstringrequired- ID of the custom activity instance to update
activity_atstring- When the custom activity occurred
contact_idstring- ID of the contact to associate with the custom activity; must belong to the same lead. Pass 'clear' to remove the existing contact.
custom_fieldsarray- Custom field values to set on this object. Only the custom fields included are modified; omitted fields are left unchanged.
pinnedstring- Whether to pin the custom activity to the top of the lead's timeline
statusstring- New status of the custom activity. Publishing a draft validates required custom fields; leave unset to keep the current status.
closemcp_update_custom_object_instanceUpdate an existing custom object instance.WriteUpdate Custom Object Instance
Update 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 are provided will be updated. For custom fields, only the custom fields included are modified; pass null to clear one.
Inputs
idstringrequired- ID of the custom object instance to update
custom_fieldsarray- Custom field values to set on this object. Only the custom fields included are modified; omitted fields are left unchanged.
namestring- New display name for the custom object instance; leave unset to keep the current name.
closemcp_update_draft_emailUpdate an existing draft email.WriteUpdate Draft Email
Update an existing draft email. Only draft emails can be updated; sent or scheduled emails are rejected. Only fields that are provided are changed. This never sends the email.
Inputs
idstringrequired- ID of the draft email to update
bccstring- List of BCC email addresses
body_htmlstring- Draft body as Close rich text (HTML). Wrap the whole content in a single <body> tag and put each line/paragraph in a block-level tag. Supported tags include <p>, <h1>-<h6>, <ul>/<ol> with <li>, <blockquote>, <hr>, <a href=...>, <br>, and inline formatting <strong>/<b>, <em>/<i>, <u>, <s>, <code>, <span>. Escape literal ampersands as '&'. Example: <body><p>Hi <strong>Jane</strong>,</p><p>Following up on our call.</p></body>
body_textstring- Plaintext body content. Prefer body_html; if only one of body_html/body_text is provided the other is derived automatically.
ccstring- List of CC email addresses
contact_idstring- ID of the contact this draft email is addressed to
senderstring- Sender email address for the draft
subjectstring- Subject line of the email
tostring- List of recipient email addresses
closemcp_update_email_templateUpdate an existing email template.WriteUpdate Email Template
Update 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 should be HTML formatted. Use template tags as placeholders, for example: {{ organization.name }} to refer to the sender's organization name. {{ user.first_name }} {{ user.last_name }} {{ user.email }} {{ user.phone }} to refer to the user sending the email. {{ lead.display_name }} to refer to the lead name (recipient's name/company). {{ contact.first_name }} {{ contact.last_name }} to refer to the recipient.
Inputs
idstringrequired- ID of the email template to update
bccstring- List of BCC email addresses
bodystring- HTML body of the email template. Supports template tags like {{ organization.name }}, {{ user.first_name }}, {{ lead.display_name }}, {{ contact.first_name }}
ccstring- List of CC email addresses
is_archivedstring- Whether to archive this template
is_sharedstring- Whether to share this template with the organization (required for use in workflows)
namestring- New name for the email template
subjectstring- New subject line for the email template
closemcp_update_leadUpdate an existing lead (company).WriteClose Update Lead
Update an existing lead (company). Only fields that are provided and not None will be updated.
Inputs
idstringrequired- ID of the lead to update
custom_fieldsarray- Custom field values to set on this object. Only the custom fields included are modified; omitted fields are left unchanged.
descriptionstring- Description of the lead
namestring- Name of the lead
status_idstring- ID of the lead status. Use find_lead_statuses to look up valid status IDs.
urlstring- URL of the lead's website
closemcp_update_lead_smart_viewUpdate a lead smart view (saved search).WriteClose Update Lead Smart View
Update a lead smart view (saved search). Only fields that are provided and not None will be updated.
Inputs
idstringrequired- ID of the lead smart view to update
descriptionstring- New description for the smart view
namestring- New name for the smart view
closemcp_update_lead_statusUpdate the label of an existing lead status.WriteClose Update Lead Status
Update the label of an existing lead status.
Inputs
idstringrequired- ID of the lead status to update
labelstringrequired- New label for the lead status
closemcp_update_noteUpdate an existing note.WriteUpdate Note
Update 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.
Inputs
idstringrequired- ID of the note to update
activity_atstring- When the note activity occurred (ISO 8601 date-time)
contact_idstring- ID of the contact to associate with the note. Pass 'clear' to remove the existing contact.
note_htmlstring- Updated note content as Close rich text (HTML). Must be a valid Close rich-text document: wrap the whole content in a single <body> tag and put each line/paragraph in a block-level tag. Supported tags include <p>, <h1>-<h6>, <ul>/<ol> with <li>, <blockquote>, <hr>, <a href=...>, <br>, and inline formatting <strong>/<b>, <em>/<i>, <u>, <s>, <code>, <span>. Escape literal ampersands as '&'. Example: <body><p>Spoke with <strong>Jane</strong> about pricing.</p><ul><li>Wants a demo</li><li>Budget approved</li></ul></body>
pinnedstring- Whether to pin the note to the top of the lead
titlestring- Title of the note. Pass an empty string to remove the existing title.
closemcp_update_opportunityUpdate an existing opportunity.WriteUpdate Opportunity
Update an existing opportunity. Only fields that are provided will be updated. The value should be specified in cents (e.g., $100.00 = 10000). Pass 'clear' for value or close_at to remove those values.
Inputs
idstringrequired- ID of the opportunity to update
close_atstring- Expected close date in ISO 8601 format. Pass 'clear' to remove an existing date.
confidencestring- Confidence percentage (0-100) that the opportunity will close
contact_idstring- ID of the primary contact for this opportunity
custom_fieldsarray- Custom field values to set on this object. Only the custom fields included are modified; omitted fields are left unchanged.
notestring- Plaintext version of the note
note_htmlstring- Rich-text HTML version of the note, wrapped in `<body>...</body>`. When set, `note` is automatically derived from it.
status_idstring- ID of the opportunity status. Use find_pipelines_and_opportunity_statuses to list valid IDs.
user_idstring- ID of the user assigned to this opportunity
valuestring- Monetary value of the opportunity in cents. Pass 'clear' to remove an existing value.
value_periodstring- Recurrence period for the value: 'one_time', 'monthly', or 'annual'
closemcp_update_opportunity_status_toolUpdate the label of an existing opportunity status.WriteUpdate Opportunity Status Tool
Update the label of an existing opportunity status.
Inputs
idstringrequired- ID of the opportunity status to update
labelstringrequired- New label for the opportunity status
closemcp_update_pipelineUpdate an existing opportunity pipeline.WriteUpdate Pipeline
Update an existing opportunity pipeline. Only fields that are provided will be updated.
Inputs
idstringrequired- ID of the pipeline to update
namestring- New name for the pipeline
closemcp_update_sms_templateUpdate an existing SMS template.WriteUpdate SMS Template
Update 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 template tags as placeholders, for example: {{ organization.name }} to refer to the sender's organization name. {{ user.first_name }} {{ user.last_name }} {{ user.email }} {{ user.phone }} to refer to the user sending the message. {{ lead.display_name }} to refer to the lead name (recipient's name/company). {{ contact.first_name }} {{ contact.last_name }} to refer to the recipient.
Inputs
idstringrequired- ID of the SMS template to update
is_archivedstring- Whether to archive this template
is_sharedstring- Whether to share this template with the organization (required for use in workflows)
namestring- New name for the SMS template
textstring- New text content for the SMS template. Supports template tags like {{ organization.name }}, {{ user.first_name }}, {{ lead.display_name }}, {{ contact.first_name }}
closemcp_update_taskUpdate an existing task.WriteClose Update Task
Update an existing task. Only fields that are provided will be updated. Pass 'clear' for contact_id or due_date to clear those values.
Inputs
idstringrequired- ID of the task to update
assigned_tostring- ID of the user to assign the task to. Tasks must always have an assignee, so this cannot be cleared.
contact_idstring- ID of the contact associated with this task. Must belong to the task's lead. Pass 'clear' to remove the existing contact.
due_datestring- Due date or datetime for the task. Can be a date (YYYY-MM-DD) or datetime (ISO 8601). Pass 'clear' to make the task dateless (due immediately).
is_completestring- Mark the task as complete (true) or reopen it (false).
prioritystring- Task priority: 'high' or 'medium'. Only set to 'high' if the user explicitly says it's a high priority task.
textstring- Updated task description. Cannot be blank.
closemcp_delete_addressDelete an address from an existing lead (company) if there is an exact match.DestructiveClose Delete Address
Delete an address from an existing lead (company) if there is an exact match.
Inputs
address_1stringrequired- Address line 1 — must match exactly
citystringrequired- City — must match exactly
countrystringrequired- Country code (ISO 3166-1 alpha-2) — must match exactly
labelstringrequired- Label for the address (e.g. business, mailing, other)
lead_idstringrequired- ID of the lead to delete the address from
statestringrequired- State or province — must match exactly
zipcodestringrequired- ZIP or postal code — must match exactly
address_2string- Address line 2 — must match exactly if present
closemcp_delete_call_taskDelete a call task.DestructiveDelete Call Task
Delete a call task. Does not affect sibling tasks.
Inputs
idstringrequired- The ID of the call task to delete.
closemcp_delete_contactPermanently delete an existing contact.DestructiveDelete Contact
Permanently 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 action cannot be undone. ONLY call this if the user specifically instructed you to delete the contact.
Inputs
idstringrequired- ID of the contact to delete
closemcp_delete_custom_activity_instancePermanently delete an existing custom activity instance.DestructiveDelete Custom Activity Instance
Permanently 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.
Inputs
idstringrequired- ID of the custom activity instance to delete
closemcp_delete_custom_object_instancePermanently delete an existing custom object instance.DestructiveDelete Custom Object Instance
Permanently 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 action cannot be undone. ONLY call this if the user specifically instructed you to delete the custom object instance.
Inputs
idstringrequired- ID of the custom object instance to delete
closemcp_delete_email_templatePermanently delete an email template.DestructiveDelete Email Template
Permanently delete an email template. If the template is used in any workflows (sequences), it cannot be deleted.
Inputs
idstringrequired- ID of the email template to delete
closemcp_delete_leadPermanently delete an existing lead (company) by ID including all of its addresses, contacts, opportunities, tasks, and activities.DestructiveClose Delete Lead
Permanently 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 lead, and you confirmed what the deletion will entail and that it cannot be reversed.
Inputs
idstringrequired- ID of the lead to delete
closemcp_delete_lead_smart_viewPermanently delete a lead smart view (saved search).DestructiveClose Delete Lead Smart View
Permanently delete a lead smart view (saved search).
Inputs
idstringrequired- ID of the lead smart view to delete
closemcp_delete_lead_statusPermanently delete a lead status.DestructiveClose Delete Lead Status
Permanently delete a lead status. Cannot delete if it's the last lead status in the organization or there are leads currently using this status.
Inputs
idstringrequired- ID of the lead status to delete
closemcp_delete_notePermanently delete an existing note.DestructiveDelete Note
Permanently delete an existing note. This action cannot be undone. ONLY call this if the user specifically instructed you to delete the note.
Inputs
idstringrequired- ID of the note to delete
closemcp_delete_opportunityPermanently delete an opportunity.DestructiveClose Delete Opportunity
Permanently delete an opportunity. This action cannot be undone. All data associated with the opportunity will be removed.
Inputs
idstringrequired- ID of the opportunity to delete
closemcp_delete_opportunity_status_toolPermanently delete an opportunity status.DestructiveDelete Opportunity Status Tool
Permanently delete an opportunity status. Cannot delete if it's the last opportunity status in the organization or there are opportunities currently using this status.
Inputs
idstringrequired- ID of the opportunity status to delete
closemcp_delete_pipelinePermanently delete an opportunity pipeline.DestructiveDelete Pipeline
Permanently delete an opportunity pipeline. A pipeline can only be deleted if it has no statuses. The last pipeline cannot be deleted.
Inputs
idstringrequired- ID of the pipeline to delete
closemcp_delete_sms_templatePermanently delete an SMS template.DestructiveDelete SMS Template
Permanently delete an SMS template. If the template is used in any workflows (sequences), it cannot be deleted.
Inputs
idstringrequired- ID of the SMS template to delete
closemcp_delete_taskPermanently delete an existing task by ID.DestructiveClose Delete Task
Permanently delete an existing task by ID. This action cannot be undone. ONLY call this if the user specifically instructed you to delete the task.
Inputs
idstringrequired- ID of the task to delete
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