> **Building with AI coding agents?** If you're using an AI coding agent, install the official Scalekit plugin. It gives your agent full awareness of the Scalekit API — reducing hallucinations and enabling faster, more accurate code generation. > > - **Claude Code**: `/plugin marketplace add scalekit-inc/claude-code-authstack` then `/plugin install @scalekit-auth-stack` > - **GitHub Copilot CLI**: `copilot plugin marketplace add scalekit-inc/github-copilot-authstack` then `copilot plugin install @scalekit-auth-stack` > - **Codex**: run the bash installer, restart, then open Plugin Directory and enable `` > - **Skills CLI** (Windsurf, Cline, 40+ agents): `npx skills add scalekit-inc/skills --list` then `--skill ` > > `` / ``: `agent-auth`, `full-stack-auth`, `mcp-auth`, `modular-sso`, `modular-scim` — [Full setup guide](https://docs.scalekit.com/dev-kit/build-with-ai/) --- # Close
Connect to Close CRM. Manage leads, contacts, opportunities, tasks, notes, calls, emails, SMS, pipelines, sequences, and webhooks.
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Supports authentication: OAuth 2.0 ![Close connector shown in Scalekit's Create Connection search](@/assets/docs/agent-connectors/close/scalekit-search-close.png) ## Set up the agent connector ## Usage ## Getting resource IDs Many tools require IDs that you must fetch first: | Resource | Tool to get ID | Field in response | |----------|---------------|-------------------| | Lead ID | `close_leads_list` | `data[].id` | | Contact ID | `close_contacts_list` | `data[].id` | | Opportunity ID | `close_opportunities_list` | `data[].id` | | Task ID | `close_tasks_list` | `data[].id` | | Note ID | `close_notes_list` | `data[].id` | | Call ID | `close_calls_list` | `data[].id` | | Email ID | `close_emails_list` | `data[].id` | | SMS ID | `close_sms_list` | `data[].id` | | Pipeline ID | `close_pipelines_list` | `data[].id` | | Sequence ID | `close_sequences_list` | `data[].id` | | Sequence subscription ID | `close_sequence_subscriptions_list` | `data[].id` | | User ID | `close_users_list` | `data[].id` | | Comment ID | `close_comments_list` (requires paid plan) | `data[].id` | | Webhook ID | `close_webhooks_list` | `data[].id` | | Custom field ID | `close_custom_fields_lead_list`, `close_custom_fields_contact_list`, `close_custom_fields_opportunity_list` | `data[].id` | ## Tool list The Close connector provides 81 tools covering the full CRM lifecycle. ## `close_activities_list` List all activity types for a lead in Close (calls, emails, notes, SMS, etc.). | Name | Type | Required | Description | | --- | --- | --- | --- | | `lead_id` | string | No | Filter by lead ID. Get it from `close_leads_list`. | | `contact_id` | string | No | Filter by contact ID. Get it from `close_contacts_list`. | | `user_id` | string | No | Filter by user ID. Get it from `close_users_list`. | | `_type` | string | No | Activity type: `Note`, `Call`, `Email`, `Sms`, etc. | | `_limit` | integer | No | Maximum number of results to return. | | `_skip` | integer | No | Number of results to skip (offset). | | `_order_by` | string | No | Sort field. Default: `date_created`. | | `_fields` | string | No | Comma-separated list of fields to return. | ## `close_call_create` Log an external call activity on a lead in Close. | Name | Type | Required | Description | | --- | --- | --- | --- | | `lead_id` | string | Yes | ID of the lead for this call. Get it from `close_leads_list`. | | `status` | string | Yes | Call outcome: `completed`, `no_answer`, `wrong_number`, `left_voicemail`, etc. | | `contact_id` | string | No | ID of the contact called. | | `direction` | string | No | Call direction: `inbound` or `outbound`. | | `duration` | integer | No | Call duration in seconds. | | `note` | string | No | Notes about the call. | | `phone` | string | No | Phone number called. | | `recording_url` | string | No | HTTPS URL of the call recording. | ## `close_call_delete` Delete a call activity from Close. | Name | Type | Required | Description | | --- | --- | --- | --- | | `call_id` | string | Yes | ID of the call to delete. Get it from `close_calls_list`. | ## `close_call_get` Retrieve a single call activity by ID. | Name | Type | Required | Description | | --- | --- | --- | --- | | `call_id` | string | Yes | ID of the call activity. Get it from `close_calls_list`. | ## `close_call_update` Update a call activity's note, status, or duration. | Name | Type | Required | Description | | --- | --- | --- | --- | | `call_id` | string | Yes | ID of the call to update. Get it from `close_calls_list`. | | `note` | string | No | Updated call notes. | | `status` | string | No | Updated call status. | | `duration` | integer | No | Updated call duration in seconds. | ## `close_calls_list` List call activities in Close, optionally filtered by lead, contact, or user. | Name | Type | Required | Description | | --- | --- | --- | --- | | `lead_id` | string | No | Filter by lead ID. Get it from `close_leads_list`. | | `contact_id` | string | No | Filter by contact ID. | | `user_id` | string | No | Filter by user ID. | | `_limit` | integer | No | Maximum number of results to return. | | `_skip` | integer | No | Number of results to skip (offset). | | `_fields` | string | No | Comma-separated list of fields to return. | ## `close_comment_create` Post a comment on a Close object (lead, opportunity, etc.). **Paid plan required:** Comments are a paid feature in Close. This tool returns an error on trial accounts. | Name | Type | Required | Description | | --- | --- | --- | --- | | `object_id` | string | Yes | ID of the object to comment on (e.g., a lead ID or opportunity ID). | | `body` | string | Yes | Comment text body. | ## `close_comment_delete` Delete a comment from Close. **Paid plan required:** Comments are a paid feature in Close. This tool returns an error on trial accounts. | Name | Type | Required | Description | | --- | --- | --- | --- | | `comment_id` | string | Yes | ID of the comment to delete. Get it from `close_comments_list`. | ## `close_comment_get` Retrieve a single comment by ID. **Paid plan required:** Comments are a paid feature in Close. This tool returns an error on trial accounts. | Name | Type | Required | Description | | --- | --- | --- | --- | | `comment_id` | string | Yes | ID of the comment. Get it from `close_comments_list`. | ## `close_comment_update` Update the text of an existing comment. **Paid plan required:** Comments are a paid feature in Close. This tool returns an error on trial accounts. | Name | Type | Required | Description | | --- | --- | --- | --- | | `comment_id` | string | Yes | ID of the comment to update. Get it from `close_comments_list`. | | `comment` | string | Yes | Updated comment text. | ## `close_comments_list` List comments on an object. Provide either `object_id` or `thread_id` to filter results — both are optional but at least one is recommended by the API. **Paid plan required:** Comments are a paid feature in Close. This tool returns an error on trial accounts. | Name | Type | Required | Description | | --- | --- | --- | --- | | `object_id` | string | No | ID of the object to fetch comments for (e.g., a lead or opportunity ID). | | `thread_id` | string | No | ID of the comment thread. | | `_limit` | integer | No | Maximum number of results to return. | | `_skip` | integer | No | Number of results to skip (offset). | | `_fields` | string | No | Comma-separated list of fields to return. | ## `close_contact_create` Create a new contact in Close and associate it with a lead. | Name | Type | Required | Description | | --- | --- | --- | --- | | `lead_id` | string | Yes | ID of the lead to associate this contact with. Get it from `close_leads_list`. | | `name` | string | No | Full name of the contact. | | `title` | string | No | Job title of the contact. | | `emails` | string | No | JSON array of email objects, e.g. `[{"email": "jane@acme.com", "type": "office"}]`. | | `phones` | string | No | JSON array of phone objects, e.g. `[{"phone": "+1234567890", "type": "office"}]`. | ## `close_contact_delete` Delete a contact from Close. | Name | Type | Required | Description | | --- | --- | --- | --- | | `contact_id` | string | Yes | ID of the contact to delete. Get it from `close_contacts_list`. | ## `close_contact_get` Retrieve a single contact by ID from Close. | Name | Type | Required | Description | | --- | --- | --- | --- | | `contact_id` | string | Yes | ID of the contact. Get it from `close_contacts_list`. | | `_fields` | string | No | Comma-separated list of fields to return. | ## `close_contact_update` Update a contact's name, title, phone numbers, or email addresses. | Name | Type | Required | Description | | --- | --- | --- | --- | | `contact_id` | string | Yes | ID of the contact to update. Get it from `close_contacts_list`. | | `name` | string | No | New full name. | | `title` | string | No | New job title. | | `emails` | string | No | JSON array of email objects. | | `phones` | string | No | JSON array of phone objects. | ## `close_contacts_list` List contacts in Close, optionally filtered by lead. | Name | Type | Required | Description | | --- | --- | --- | --- | | `lead_id` | string | No | Filter contacts by lead ID. Get it from `close_leads_list`. | | `_limit` | integer | No | Maximum number of results to return. | | `_skip` | integer | No | Number of results to skip (offset). | | `_fields` | string | No | Comma-separated list of fields to return. | ## `close_custom_field_contact_create` Create a new custom field for contacts in Close. | Name | Type | Required | Description | | --- | --- | --- | --- | | `name` | string | Yes | Name of the custom field. | | `type` | string | Yes | Field type: `text`, `number`, `date`, `url`, `choices`, etc. | ## `close_custom_field_contact_delete` Delete a contact custom field from Close. | Name | Type | Required | Description | | --- | --- | --- | --- | | `custom_field_id` | string | Yes | ID of the custom field to delete. Get it from `close_custom_fields_contact_list`. | ## `close_custom_field_contact_get` Retrieve a single contact custom field by ID. | Name | Type | Required | Description | | --- | --- | --- | --- | | `custom_field_id` | string | Yes | ID of the custom field. Get it from `close_custom_fields_contact_list`. | ## `close_custom_field_contact_update` Update a contact custom field's name or choices. | Name | Type | Required | Description | | --- | --- | --- | --- | | `custom_field_id` | string | Yes | ID of the custom field to update. Get it from `close_custom_fields_contact_list`. | | `name` | string | No | New name for the custom field. | ## `close_custom_field_lead_create` Create a new custom field for leads in Close. | Name | Type | Required | Description | | --- | --- | --- | --- | | `name` | string | Yes | Name of the custom field. | | `type` | string | Yes | Field type: `text`, `number`, `date`, `url`, `choices`, etc. | ## `close_custom_field_lead_delete` Delete a lead custom field from Close. | Name | Type | Required | Description | | --- | --- | --- | --- | | `custom_field_id` | string | Yes | ID of the custom field to delete. Get it from `close_custom_fields_lead_list`. | ## `close_custom_field_lead_get` Retrieve a single lead custom field by ID. | Name | Type | Required | Description | | --- | --- | --- | --- | | `custom_field_id` | string | Yes | ID of the custom field. Get it from `close_custom_fields_lead_list`. | ## `close_custom_field_lead_update` Update a lead custom field's name or choices. | Name | Type | Required | Description | | --- | --- | --- | --- | | `custom_field_id` | string | Yes | ID of the custom field to update. Get it from `close_custom_fields_lead_list`. | | `name` | string | No | New name for the custom field. | ## `close_custom_field_opportunity_create` Create a new custom field for opportunities in Close. | Name | Type | Required | Description | | --- | --- | --- | --- | | `name` | string | Yes | Name of the custom field. | | `type` | string | Yes | Field type: `text`, `number`, `date`, `url`, `choices`, etc. | ## `close_custom_field_opportunity_delete` Delete an opportunity custom field from Close. | Name | Type | Required | Description | | --- | --- | --- | --- | | `custom_field_id` | string | Yes | ID of the custom field to delete. Get it from `close_custom_fields_opportunity_list`. | ## `close_custom_field_opportunity_get` Retrieve a single opportunity custom field by ID. | Name | Type | Required | Description | | --- | --- | --- | --- | | `custom_field_id` | string | Yes | ID of the custom field. Get it from `close_custom_fields_opportunity_list`. | ## `close_custom_field_opportunity_update` Update an opportunity custom field's name or choices. | Name | Type | Required | Description | | --- | --- | --- | --- | | `custom_field_id` | string | Yes | ID of the custom field to update. Get it from `close_custom_fields_opportunity_list`. | | `name` | string | No | New name for the custom field. | ## `close_custom_fields_contact_list` List all custom fields defined for contacts in Close. | Name | Type | Required | Description | | --- | --- | --- | --- | | `_limit` | integer | No | Maximum number of results to return. | | `_skip` | integer | No | Number of results to skip (offset). | | `_fields` | string | No | Comma-separated list of fields to return. | ## `close_custom_fields_lead_list` List all custom fields defined for leads in Close. | Name | Type | Required | Description | | --- | --- | --- | --- | | `_limit` | integer | No | Maximum number of results to return. | | `_skip` | integer | No | Number of results to skip (offset). | | `_fields` | string | No | Comma-separated list of fields to return. | ## `close_custom_fields_opportunity_list` List all custom fields defined for opportunities in Close. | Name | Type | Required | Description | | --- | --- | --- | --- | | `_limit` | integer | No | Maximum number of results to return. | | `_skip` | integer | No | Number of results to skip (offset). | | `_fields` | string | No | Comma-separated list of fields to return. | ## `close_email_create` Log or send an email activity on a lead in Close. | Name | Type | Required | Description | | --- | --- | --- | --- | | `lead_id` | string | Yes | ID of the lead for this email. Get it from `close_leads_list`. | | `status` | string | Yes | Email status: `inbox`, `draft`, `scheduled`, `outbox`, `sent`. | | `contact_id` | string | No | ID of the contact this email is for. | | `subject` | string | No | Email subject line. | | `body_text` | string | No | Plain text email body. | | `body_html` | string | No | HTML email body. | | `sender` | string | No | Sender email address. | | `to` | string | No | JSON array of recipient emails, e.g. `[{"email": "jane@acme.com"}]`. | ## `close_email_delete` Delete an email activity from Close. | Name | Type | Required | Description | | --- | --- | --- | --- | | `email_id` | string | Yes | ID of the email to delete. Get it from `close_emails_list`. | ## `close_email_get` Retrieve a single email activity by ID. | Name | Type | Required | Description | | --- | --- | --- | --- | | `email_id` | string | Yes | ID of the email activity. Get it from `close_emails_list`. | ## `close_email_update` Update an email activity's status, subject, or body. | Name | Type | Required | Description | | --- | --- | --- | --- | | `email_id` | string | Yes | ID of the email to update. Get it from `close_emails_list`. | | `status` | string | No | New email status: `draft`, `scheduled`, `outbox`, `sent`. | | `subject` | string | No | New subject line. | | `body_text` | string | No | New plain text body. | | `body_html` | string | No | New HTML body. | ## `close_emails_list` List email activities in Close, optionally filtered by lead or user. | Name | Type | Required | Description | | --- | --- | --- | --- | | `lead_id` | string | No | Filter by lead ID. | | `contact_id` | string | No | Filter by contact ID. | | `user_id` | string | No | Filter by user ID. | | `_limit` | integer | No | Maximum number of results to return. | | `_skip` | integer | No | Number of results to skip (offset). | | `_fields` | string | No | Comma-separated list of fields to return. | ## `close_lead_create` Create a new lead in Close with name, contacts, addresses, and custom fields. | Name | Type | Required | Description | | --- | --- | --- | --- | | `name` | string | Yes | Name of the lead / company. | | `description` | string | No | Description or notes about the lead. | | `url` | string | No | Website URL of the lead. | | `status_id` | string | No | Lead status ID. Get it from `close_leads_list` (a field in each lead object). | ## `close_lead_delete` Permanently delete a lead and all its associated data from Close. | Name | Type | Required | Description | | --- | --- | --- | --- | | `lead_id` | string | Yes | ID of the lead to delete. Get it from `close_leads_list`. | ## `close_lead_get` Retrieve a single lead by ID from Close. | Name | Type | Required | Description | | --- | --- | --- | --- | | `lead_id` | string | Yes | ID of the lead to retrieve. Get it from `close_leads_list`. | | `_fields` | string | No | Comma-separated list of fields to return. | ## `close_lead_merge` Merge two leads into one. The source lead's data is merged into the destination lead and then deleted. | Name | Type | Required | Description | | --- | --- | --- | --- | | `source` | string | Yes | ID of the lead to merge from (will be deleted). Get it from `close_leads_list`. | | `destination` | string | Yes | ID of the lead to merge into (will be kept). Get it from `close_leads_list`. | ## `close_lead_update` Update an existing lead's name, status, description, or custom fields. | Name | Type | Required | Description | | --- | --- | --- | --- | | `lead_id` | string | Yes | ID of the lead to update. Get it from `close_leads_list`. | | `name` | string | No | New name for the lead. | | `description` | string | No | Updated description. | | `url` | string | No | New website URL. | | `status_id` | string | No | New lead status ID. | ## `close_leads_list` List and search leads in Close. Supports full-text search and sorting. | Name | Type | Required | Description | | --- | --- | --- | --- | | `query` | string | No | Full-text search query to filter leads. | | `_limit` | integer | No | Maximum number of results to return. | | `_skip` | integer | No | Number of results to skip (offset). | | `_order_by` | string | No | Field to sort by. Prefix with `-` for descending (e.g., `-date_created`). | | `_fields` | string | No | Comma-separated list of fields to return. | ## `close_me_get` Retrieve information about the authenticated Close user — useful for getting the current user ID and organization details. No required parameters. ## `close_note_create` Create a note activity on a lead in Close. | Name | Type | Required | Description | | --- | --- | --- | --- | | `lead_id` | string | Yes | ID of the lead to attach this note to. Get it from `close_leads_list`. | | `note` | string | Yes | Note body text (plain text). | | `contact_id` | string | No | ID of the contact this note relates to. | ## `close_note_delete` Delete a note activity from Close. | Name | Type | Required | Description | | --- | --- | --- | --- | | `note_id` | string | Yes | ID of the note to delete. Get it from `close_notes_list`. | ## `close_note_get` Retrieve a single note activity by ID. | Name | Type | Required | Description | | --- | --- | --- | --- | | `note_id` | string | Yes | ID of the note activity. Get it from `close_notes_list`. | ## `close_note_update` Update the body text of a note activity. | Name | Type | Required | Description | | --- | --- | --- | --- | | `note_id` | string | Yes | ID of the note to update. Get it from `close_notes_list`. | | `note` | string | Yes | Updated note body text. | ## `close_notes_list` List note activities in Close, optionally filtered by lead or user. | Name | Type | Required | Description | | --- | --- | --- | --- | | `lead_id` | string | No | Filter by lead ID. | | `contact_id` | string | No | Filter by contact ID. | | `user_id` | string | No | Filter by user ID. | | `_limit` | integer | No | Maximum number of results to return. | | `_skip` | integer | No | Number of results to skip (offset). | | `_fields` | string | No | Comma-separated list of fields to return. | ## `close_opportunities_list` List opportunities in Close, with optional filters by lead, user, or status. | Name | Type | Required | Description | | --- | --- | --- | --- | | `lead_id` | string | No | Filter by lead ID. | | `user_id` | string | No | Filter by assigned user ID. | | `status_id` | string | No | Filter by opportunity status ID. Get it from `close_pipelines_list` → `statuses[].id`. | | `status_type` | string | No | Filter by status type: `active`, `won`, or `lost`. | | `_limit` | integer | No | Maximum number of results to return. | | `_skip` | integer | No | Number of results to skip (offset). | | `_order_by` | string | No | Field to sort by. Prefix with `-` for descending. | | `_fields` | string | No | Comma-separated list of fields to return. | ## `close_opportunity_create` Create a new opportunity (deal) in Close and associate it with a lead. | Name | Type | Required | Description | | --- | --- | --- | --- | | `lead_id` | string | Yes | ID of the lead for this opportunity. Get it from `close_leads_list`. | | `status_id` | string | Yes | ID of the opportunity status. Get it from `close_pipelines_list` → `statuses[].id`. | | `value` | integer | No | Monetary value of the opportunity in cents (e.g., `500000` = $5,000). | | `value_currency` | string | No | Currency code, e.g. `USD`. | | `value_period` | string | No | Billing period: `one_time`, `monthly`, or `annual`. | | `confidence` | integer | No | Win probability percentage (0–100). | | `expected_date` | string | No | Expected close date (YYYY-MM-DD). | | `date_won` | string | No | Date won (YYYY-MM-DD), set when status is `won`. | | `note` | string | No | Note about this opportunity. | ## `close_opportunity_delete` Delete an opportunity from Close. | Name | Type | Required | Description | | --- | --- | --- | --- | | `opportunity_id` | string | Yes | ID of the opportunity to delete. Get it from `close_opportunities_list`. | ## `close_opportunity_get` Retrieve a single opportunity by ID from Close. | Name | Type | Required | Description | | --- | --- | --- | --- | | `opportunity_id` | string | Yes | ID of the opportunity. Get it from `close_opportunities_list`. | | `_fields` | string | No | Comma-separated list of fields to return. | ## `close_opportunity_update` Update an opportunity's status, value, note, or confidence. | Name | Type | Required | Description | | --- | --- | --- | --- | | `opportunity_id` | string | Yes | ID of the opportunity to update. Get it from `close_opportunities_list`. | | `status_id` | string | No | New status ID. Get it from `close_pipelines_list` → `statuses[].id`. | | `value` | integer | No | Updated monetary value in cents. | | `value_currency` | string | No | Currency code, e.g. `USD`. | | `value_period` | string | No | Billing period: `one_time`, `monthly`, or `annual`. | | `confidence` | integer | No | Win probability (0–100). | | `expected_date` | string | No | Expected close date (YYYY-MM-DD). | | `date_won` | string | No | Date won (YYYY-MM-DD). | | `note` | string | No | Updated note. | ## `close_pipeline_create` Create a new opportunity pipeline in Close. | Name | Type | Required | Description | | --- | --- | --- | --- | | `name` | string | Yes | Name of the pipeline. | ## `close_pipeline_delete` Delete a pipeline from Close. | Name | Type | Required | Description | | --- | --- | --- | --- | | `pipeline_id` | string | Yes | ID of the pipeline to delete. Get it from `close_pipelines_list`. | ## `close_pipeline_get` Retrieve a single pipeline by ID. | Name | Type | Required | Description | | --- | --- | --- | --- | | `pipeline_id` | string | Yes | ID of the pipeline. Get it from `close_pipelines_list`. | ## `close_pipeline_update` Update an existing pipeline's name or statuses. | Name | Type | Required | Description | | --- | --- | --- | --- | | `pipeline_id` | string | Yes | ID of the pipeline to update. Get it from `close_pipelines_list`. | | `name` | string | No | New pipeline name. | ## `close_pipelines_list` List all opportunity pipelines in the Close organization. Each pipeline includes its statuses with IDs needed for opportunity tools. | Name | Type | Required | Description | | --- | --- | --- | --- | | `_limit` | integer | No | Maximum number of results to return. | | `_skip` | integer | No | Number of results to skip (offset). | | `_fields` | string | No | Comma-separated list of fields to return. | ## `close_sequence_get` Retrieve a single sequence by ID. | Name | Type | Required | Description | | --- | --- | --- | --- | | `sequence_id` | string | Yes | ID of the sequence. Get it from `close_sequences_list`. | ## `close_sequence_subscription_create` Enroll a contact in a Close email sequence. | Name | Type | Required | Description | | --- | --- | --- | --- | | `contact_id` | string | Yes | ID of the contact to enroll. Get it from `close_contacts_list`. | | `sequence_id` | string | Yes | ID of the sequence to enroll in. Get it from `close_sequences_list`. | | `sender_account_id` | string | No | ID of the sender email account to use. | ## `close_sequence_subscription_get` Retrieve a single sequence subscription by ID. | Name | Type | Required | Description | | --- | --- | --- | --- | | `subscription_id` | string | Yes | ID of the subscription. Get it from `close_sequence_subscriptions_list`. | ## `close_sequence_subscription_update` Pause or resume a contact's sequence subscription. | Name | Type | Required | Description | | --- | --- | --- | --- | | `subscription_id` | string | Yes | ID of the subscription to update. Get it from `close_sequence_subscriptions_list`. | | `pause` | boolean | No | Set to `true` to pause the subscription, `false` to resume. | ## `close_sequence_subscriptions_list` List sequence subscriptions. The API requires at least one of `lead_id`, `contact_id`, or `sequence_id` to be provided to filter results. | Name | Type | Required | Description | | --- | --- | --- | --- | | `lead_id` | string | No | Filter by lead ID. Get it from `close_leads_list`. | | `contact_id` | string | No | Filter by contact ID. Get it from `close_contacts_list`. | | `sequence_id` | string | No | Filter by sequence ID. Get it from `close_sequences_list`. | | `_limit` | integer | No | Maximum number of results to return. | | `_skip` | integer | No | Number of results to skip (offset). | | `_fields` | string | No | Comma-separated list of fields to return. | ## `close_sequences_list` List email/activity sequences in Close. | Name | Type | Required | Description | | --- | --- | --- | --- | | `_limit` | integer | No | Maximum number of results to return. | | `_skip` | integer | No | Number of results to skip (offset). | | `_fields` | string | No | Comma-separated list of fields to return. | ## `close_sms_create` Log or send an SMS activity on a lead in Close. | Name | Type | Required | Description | | --- | --- | --- | --- | | `lead_id` | string | Yes | ID of the lead for this SMS. Get it from `close_leads_list`. | | `status` | string | Yes | SMS status: `inbox`, `draft`, `scheduled`, `outbox`, `sent`. | | `contact_id` | string | No | ID of the contact for this SMS. | | `text` | string | No | Body text of the SMS message. | | `local_phone` | string | No | Your local phone number to send from. | | `remote_phone` | string | No | Recipient phone number. | ## `close_sms_delete` Delete an SMS activity from Close. | Name | Type | Required | Description | | --- | --- | --- | --- | | `sms_id` | string | Yes | ID of the SMS to delete. Get it from `close_sms_list`. | ## `close_sms_get` Retrieve a single SMS activity by ID. | Name | Type | Required | Description | | --- | --- | --- | --- | | `sms_id` | string | Yes | ID of the SMS activity. Get it from `close_sms_list`. | ## `close_sms_list` List SMS activities in Close, optionally filtered by lead or user. | Name | Type | Required | Description | | --- | --- | --- | --- | | `lead_id` | string | No | Filter by lead ID. | | `contact_id` | string | No | Filter by contact ID. | | `user_id` | string | No | Filter by user ID. | | `_limit` | integer | No | Maximum number of results to return. | | `_skip` | integer | No | Number of results to skip (offset). | | `_fields` | string | No | Comma-separated list of fields to return. | ## `close_sms_update` Update an SMS activity's text or status. | Name | Type | Required | Description | | --- | --- | --- | --- | | `sms_id` | string | Yes | ID of the SMS to update. Get it from `close_sms_list`. | | `text` | string | No | Updated message text. | | `status` | string | No | New SMS status. | ## `close_task_create` Create a new task in Close and assign it to a lead and user. | Name | Type | Required | Description | | --- | --- | --- | --- | | `lead_id` | string | Yes | ID of the lead to associate this task with. Get it from `close_leads_list`. | | `text` | string | No | Task description / title. | | `date` | string | No | Task due date (YYYY-MM-DD or ISO 8601). | | `assigned_to` | string | No | User ID to assign the task to. Get it from `close_users_list`. | | `is_complete` | boolean | No | Whether the task is already complete. | | `_type` | string | No | Task type, default is `lead`. | ## `close_task_delete` Delete a task from Close. | Name | Type | Required | Description | | --- | --- | --- | --- | | `task_id` | string | Yes | ID of the task to delete. Get it from `close_tasks_list`. | ## `close_task_get` Retrieve a single task by ID from Close. | Name | Type | Required | Description | | --- | --- | --- | --- | | `task_id` | string | Yes | ID of the task. Get it from `close_tasks_list`. | | `_fields` | string | No | Comma-separated list of fields to return. | ## `close_task_update` Update a task's text, assigned user, due date, or completion status. | Name | Type | Required | Description | | --- | --- | --- | --- | | `task_id` | string | Yes | ID of the task to update. Get it from `close_tasks_list`. | | `text` | string | No | New task description. | | `date` | string | No | New due date (YYYY-MM-DD). | | `assigned_to` | string | No | New assigned user ID. Get it from `close_users_list`. | | `is_complete` | boolean | No | Mark task as complete or incomplete. | ## `close_tasks_list` List tasks in Close. Filter by lead, assigned user, type, or completion status. | Name | Type | Required | Description | | --- | --- | --- | --- | | `lead_id` | string | No | Filter by lead ID. | | `assigned_to` | string | No | Filter by assigned user ID. | | `is_complete` | boolean | No | Filter by completion: `true` or `false`. | | `_type` | string | No | Task type: `lead`, `incoming_email`, `email`, `automated_email`, `outgoing_call`. | | `view` | string | No | Predefined view: `inbox`, `future`, or `archive`. | | `_limit` | integer | No | Maximum number of results to return. | | `_skip` | integer | No | Number of results to skip (offset). | | `_order_by` | string | No | Sort field. Prefix with `-` for descending. | | `_fields` | string | No | Comma-separated list of fields to return. | ## `close_user_get` Retrieve a single user by ID from Close. | Name | Type | Required | Description | | --- | --- | --- | --- | | `user_id` | string | Yes | ID of the user. Get it from `close_users_list` or `close_me_get`. | | `_fields` | string | No | Comma-separated list of fields to return. | ## `close_users_list` List all users in the Close organization. | Name | Type | Required | Description | | --- | --- | --- | --- | | `_limit` | integer | No | Maximum number of results to return. | | `_skip` | integer | No | Number of results to skip (offset). | | `_fields` | string | No | Comma-separated list of fields to return. | ## `close_webhook_create` Create a new webhook subscription to receive Close event notifications. | Name | Type | Required | Description | | --- | --- | --- | --- | | `url` | string | Yes | HTTPS endpoint URL to receive webhook events. | | `events` | string | Yes | JSON array of event objects to subscribe to, e.g. `[{"object_type":"lead","action":"created"}]`. | | `verify_ssl` | boolean | No | Whether to verify SSL certificates (default: `true`). | ## `close_webhook_delete` Delete a webhook subscription from Close. | Name | Type | Required | Description | | --- | --- | --- | --- | | `webhook_id` | string | Yes | ID of the webhook to delete. Get it from `close_webhooks_list`. | ## `close_webhook_get` Retrieve a single webhook subscription by ID. | Name | Type | Required | Description | | --- | --- | --- | --- | | `webhook_id` | string | Yes | ID of the webhook. Get it from `close_webhooks_list`. | ## `close_webhook_update` Update a webhook subscription's URL or event subscriptions. | Name | Type | Required | Description | | --- | --- | --- | --- | | `webhook_id` | string | Yes | ID of the webhook to update. Get it from `close_webhooks_list`. | | `url` | string | No | New HTTPS endpoint URL. | | `events` | string | No | New JSON array of event objects. | | `verify_ssl` | boolean | No | Whether to verify SSL certificates. | ## `close_webhooks_list` List all webhook subscriptions in Close. | Name | Type | Required | Description | | --- | --- | --- | --- | | `_limit` | integer | No | Maximum number of results to return. | | `_skip` | integer | No | Number of results to skip (offset). | | `_fields` | string | No | Comma-separated list of fields to return. | --- ## More Scalekit documentation | Resource | What it contains | When to use it | |----------|-----------------|----------------| | [/llms.txt](/llms.txt) | Structured index with routing hints per product area | Start here — find which documentation set covers your topic before loading full content | | [/llms-full.txt](/llms-full.txt) | Complete documentation for all Scalekit products in one file | Use when you need exhaustive context across multiple products or when the topic spans several areas | | [sitemap-0.xml](https://docs.scalekit.com/sitemap-0.xml) | Full URL list of every documentation page | Use to discover specific page URLs you can fetch for targeted, page-level answers |