Integration · CRM & sales

Connect Claude & ChatGPT to Close

Ask your AI to look up leads, log a call, add a note or create a follow-up task in Close. It can create and update opportunities and search your pipeline by status, owner or date. Your CRM stays up to date while you keep selling.

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Free plan, no credit card. Takes about a minute.

Try asking

“Log a 12-minute outbound call with Nordic Foods and note that they want pricing by Friday.”
The AI logs the call on the lead with direction, duration and your note.
“Create a task for me to follow up with Acme on Monday.”
It creates a task on the Acme lead with the due date and you as assignee.
“Which of my opportunities are still active?”
It searches opportunities filtered by status type and your user.

What your AI can do

Leads and contacts

Create and update leads and contacts, with statuses, custom fields, emails and phones.

Pipeline and opportunities

Search opportunities by status, owner, lead or date, create new ones and move them to won or lost.

Activities and tasks

Log calls, add notes, create and complete tasks, and read calls, meetings, notes and emails.

“Mark the Globex opportunity as won.”
It finds the opportunity and updates its status to your won status.
“Add Sara Lund, Head of Ops, [email protected], as a contact on Acme.”
It creates the contact on the lead with name, title and email.
“What emails have we exchanged with Acme this month?”
It lists the email activities on the lead in that date range. It reads them only and does not send email.

292 tools for Close

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

archive_playbookVisible to othersArchive a playbook (playbook id). Has effects visible outside this system.
create_a_membershipChanges dataCreate a new subscription. Required: email or role id. API summary: Create a membership.
create_a_new_activity_custom_fieldChanges dataCreate a new task. API summary: Create a new Activity Custom Field.
create_a_new_contact_custom_fieldChanges dataCreate a new contact. API summary: Create a new Contact Custom Field.
create_a_new_custom_activity_instanceChanges dataCreate a new task. Required: custom activity type id or lead id. API summary: Create a new Custom Activity instance.
create_a_new_lead_custom_fieldChanges dataCreate a new lead. API summary: Create a new Lead Custom Field.
create_a_new_leadstatuschange_activityChanges dataCreate a new lead. API summary: Create a new LeadStatusChange activity.
create_a_new_opportunity_custom_fieldChanges dataCreate a new deal. Search deals first to avoid duplicates. API summary: Create a new Opportunity Custom Field.
create_a_new_opportunitystatuschange_activityChanges dataCreate a new deal. Search deals first to avoid duplicates. API summary: Create a new OpportunityStatusChange activity.
create_a_send_as_associationVisible to othersSend a a. Has effects visible outside this system. API summary: Create a Send As Association.
create_a_whatsappmessage_activityVisible to othersCreate a new message. Required: activity at, contact id, direction, external whatsapp message id, lead id or local phone. Has effects visible outside this system. API summary: Create a WhatsAppMessage activity.
create_an_email_activityVisible to othersEmail a task. Has effects visible outside this system. API summary: Create an Email activity.
create_an_email_templateVisible to othersEmail a message. Has effects visible outside this system. API summary: Create an email template.
create_an_opportunity_statusChanges dataCreate a new deal. Required: label. Search deals first to avoid duplicates. API summary: Create an opportunity status.
create_an_sms_activityVisible to othersCreate a new task. Required: status. Has effects visible outside this system. API summary: Create an SMS activity.
create_blocked_phone_numberChanges dataCreate a new blocked phone number. Required: phone or reason. API summary: Create a Blocked Phone Number.
create_contactChanges dataCreate a contact on a lead. Set lead_id, name, title, emails and phones.
create_custom_objectChanges dataCreate a new custom object. API summary: Create a new Custom Object instance.
create_custom_object_typeChanges dataCreate a new custom object type. API summary: Create a new Custom Object Custom Field.
create_deleteVisible to othersCreate a new delete. Has effects visible outside this system. API summary: Initiate a new bulk delete.
create_editVisible to othersCreate a new edit. Has effects visible outside this system. API summary: Initiate a new bulk edit.
create_enrich_fieldChanges dataCreate a new enrich field. Required: field id, object id, object type or organization id. API summary: Enrich a specific field on a lead or contact using AI.
create_groupChanges dataCreate a new group. Required: name. API summary: Create a Group.
create_group_userChanges dataCreate a new user for a group. Required: user id. API summary: Add a User to a Group.
create_integrationChanges dataCreate a new integration. API summary: Create or update a Scheduling Link via OAuth.
create_integration_linkChanges dataCreate a new integration link. Required: name, type or url. API summary: Create an integration link.
create_leadChanges dataCreate a lead. Put fields in body: name, status_id, url, description, contacts (with emails and phones) and custom fields.
create_lead_documentChanges dataCreate a new document for a lead. Required: content type, filename or url. API summary: Attach a file to a lead.
create_lead_lead_statuses_createChanges dataCreate a new lead. Required: label. API summary: Create a new status that can be applied to leads.
create_messageChanges dataCreate a new message. Required: body or object id. API summary: Create a Comment.
create_new_custom_activity_typeChanges dataCreate a new task. API summary: Create new Custom Activity Type.
create_new_custom_object_typeChanges dataCreate a new custom object type. API summary: Create new Custom Object Type.
create_noteChanges dataAdd a note to a lead. Required: lead_id; set note (text) or note_html, and optionally contact_id.
create_opportunityChanges dataCreate an opportunity on a lead. Set lead_id, status_id, value (in cents), value_period, confidence and note.
create_or_update_third_party_meeting_integrationChanges dataCreate a new task for a task. API summary: Create or update third-party Meeting integration.
create_outcomeChanges dataCreate a new outcome. Required: name. API summary: Create an outcome.
create_pipelineChanges dataCreate a new pipeline. Required: name. API summary: Create a Pipeline.
create_playbookChanges dataCreate a new playbook. Required: name. API summary: Create a playbook.
create_roleDeletesCreate a new role. Destructive action; may require approval.
create_saved_searchChanges dataCreate a new saved search. API summary: Create a Smart View.
create_scheduling_linkChanges dataCreate a new scheduling link. API summary: Create a User Scheduling Link.
create_sequenceChanges dataCreate a new sequence. API summary: Create a Sequence.
create_sharedChanges dataCreate a new shared. API summary: Create a new Shared Custom Field.
create_shared_associationChanges dataCreate a new association for a shared. API summary: Associate a Shared Custom Field with an object type.
create_shared_scheduling_linkChanges dataCreate a new shared scheduling link. API summary: Create a Shared Scheduling Link.
create_shared_scheduling_link_associationChanges dataCreate a new shared scheduling link association. API summary: Map a Shared Scheduling Link.
create_sms_templateVisible to othersCreate a new sms template. Required: name. Has effects visible outside this system. API summary: Create an SMS template.
create_stageChanges dataCreate a new stage. API summary: Get a funnel report (stages).
create_subscriptionChanges dataCreate a new subscription. API summary: Subscribe a Contact to a Sequence.
create_subscription_bulk_actions_sequence_subscriptions_createVisible to othersCreate a new subscription. Has effects visible outside this system. API summary: Initiate a new bulk sequence subscription.
create_taskChanges dataCreate a task. Put fields in body: lead_id, text, date (due), assigned_to.
create_totalChanges dataCreate a new total. API summary: Get a funnel report (totals).
create_unmapChanges dataCreate a new unmap. API summary: Unmap a Shared Scheduling Link.
create_webhookDeletesCreate a new webhook. Required: events or url. Destructive action; may require approval. API summary: Create new Webhook subscription.
delete_a_call_activityDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Delete a Call activity.
delete_a_contact_custom_fieldDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Delete a Contact Custom Field.
delete_a_custom_activity_instanceDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Delete a Custom Activity instance.
delete_a_custom_activity_typeDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Delete a Custom Activity Type.
delete_a_custom_object_typeDeletesPermanently delete a custom object type by custom object type id. Destructive action; may require approval.
delete_a_formsubmission_activityDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Delete a FormSubmission activity.
delete_a_lead_custom_fieldDeletesPermanently delete a lead by lead id. Destructive action; may require approval. API summary: Delete a Lead Custom Field.
delete_a_lead_statusDeletesPermanently delete a lead by lead id. Destructive action; may require approval. API summary: Delete a lead status.
delete_a_meeting_activityDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Delete a Meeting activity.
delete_a_membershipDeletesPermanently delete a subscription by subscription id. Destructive action; may require approval. API summary: Delete a membership.
delete_a_send_as_association_by_allowed_userMoves moneySend a a. Financial or irreversible action; may require approval. API summary: Delete a Send As Association by allowed user.
delete_a_single_leadstatuschange_activityDeletesPermanently delete a lead by lead id. Destructive action; may require approval. API summary: Delete a single LeadStatusChange activity.
delete_a_single_opportunitystatuschange_activityDeletesPermanently delete a deal by deal id. Destructive action; may require approval. API summary: Delete a single OpportunityStatusChange activity.
delete_a_taskcompleted_activityDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Delete a TaskCompleted activity.
delete_a_whatsappmessage_activityDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a WhatsAppMessage activity.
delete_an_activity_custom_fieldDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Delete an Activity Custom Field.
delete_an_email_activityDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete an Email activity.
delete_an_emailthread_activityDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Delete an EmailThread activity.
delete_an_importupdate_activityDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Delete an ImportUpdate activity.
delete_an_opportunity_custom_fieldDeletesPermanently delete a deal by deal id. Destructive action; may require approval. API summary: Delete an Opportunity Custom Field.
delete_an_opportunity_statusDeletesPermanently delete a deal by deal id. Destructive action; may require approval. API summary: Delete an opportunity status.
delete_an_sms_activityDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Delete an SMS activity.
delete_blocked_phone_numberDeletesPermanently delete a blocked phone number by blocked phone number id. Destructive action; may require approval.
delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval.
delete_custom_objectDeletesPermanently delete a custom object by custom object id. Destructive action; may require approval. API summary: Delete a Custom Object instance.
delete_custom_object_typeDeletesPermanently delete a custom object type by custom object type id. Destructive action; may require approval. API summary: Delete a Custom Object Custom Field.
delete_dealDeletesPermanently delete a deal by deal id. Destructive action; may require approval. API summary: Delete an opportunity.
delete_groupDeletesPermanently delete a group by group id. Destructive action; may require approval.
delete_group_userDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Remove a User from a Group.
delete_integrationDeletesPermanently delete a integration by source id. Destructive action; may require approval. API summary: Delete a User Scheduling Link via OAuth integration.
delete_integration_linkDeletesPermanently delete a integration link by integration link id. Destructive action; may require approval. API summary: Delete an integration link.
delete_leadDeletesPermanently delete a lead by lead id. Destructive action; may require approval.
delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Remove a comment.
delete_message_unsubscribed_emails_deleteDeletesPermanently delete a message by message address. Destructive action; may require approval. API summary: Resubscribe an email address.
delete_noteDeletesPermanently delete a note activity. Required: message_id (the note activity id). This cannot be undone.
delete_outcomeDeletesPermanently delete a outcome by outcome id. Destructive action; may require approval. API summary: Delete an outcome.
delete_phone_numberDeletesPermanently delete a phone number by phone number id. Destructive action; may require approval.
delete_pipelineDeletesPermanently delete a pipeline by pipeline id. Destructive action; may require approval.
delete_playbookDeletesPermanently delete a playbook by playbook id. Destructive action; may require approval.
delete_roleDeletesPermanently delete a role by role id. Destructive action; may require approval.
delete_saved_searchDeletesPermanently delete a saved search by saved search id. Destructive action; may require approval. API summary: Delete a Smart View.
delete_scheduling_linkDeletesPermanently delete a scheduling link by scheduling link id. Destructive action; may require approval. API summary: Delete a User Scheduling Link.
delete_sequenceDeletesPermanently delete a sequence by sequence id. Destructive action; may require approval.
delete_sharedDeletesPermanently delete a shared by shared id. Destructive action; may require approval. API summary: Delete a Shared Custom Field.
delete_shared_associationDeletesPermanently delete a association by object type. Destructive action; may require approval. API summary: Disassociate a Shared Custom Field from an object type.
delete_shared_scheduling_linkDeletesPermanently delete a shared scheduling link by shared scheduling link id. Destructive action; may require approval.
delete_sms_templateDeletesPermanently delete a sms template by sms template id. Destructive action; may require approval. API summary: Delete an SMS template.
delete_subscriptionDeletesPermanently delete a subscription by subscription id. Destructive action; may require approval. API summary: Delete a Sequence Subscription.
delete_taskDeletesPermanently delete a task. Required: task_id. This cannot be undone.
delete_webhookDeletesPermanently delete a webhook by webhook id. Destructive action; may require approval. API summary: Delete Webhook subscription.
export_leads_based_on_a_search_queryChanges dataCreate a new lead. API summary: Export leads based on a search query.
export_opportunities_based_on_opportunity_filtersChanges dataCreate a new deal. Search deals first to avoid duplicates. API summary: Export opportunities, based on opportunity filters.
fetch_a_single_bulk_email_objectGet one message by message id. API summary: Fetch a single bulk email object.
fetch_a_single_bulk_sequence_subscription_objectGet one subscription by subscription id. API summary: Fetch a single bulk sequence subscription object.
fetch_a_single_lead_statusGet one lead by lead id. API summary: Fetch a single lead status.
fetch_a_single_opportunity_statusGet one deal by deal id. API summary: Fetch a single opportunity status.
fetch_activity_custom_field_s_detailsGet one task by task id. API summary: Fetch Activity Custom Field's details.
fetch_an_email_templateVisible to othersSend a message (message id). Has effects visible outside this system. API summary: Fetch an email template.
fetch_an_individual_comment_threadGet one message by message id. API summary: Fetch an individual comment thread.
fetch_contact_custom_field_s_detailsGet one contact by contact id. API summary: Fetch Contact Custom Field's details.
fetch_lead_custom_field_s_detailsGet one lead by lead id. API summary: Fetch Lead Custom Field's details.
fetch_multiple_comment_threadsList messages. Optional filters: skip, ids or object ids. API summary: Fetch multiple comment threads.
fetch_opportunity_custom_field_s_detailsGet one deal by deal id. API summary: Fetch Opportunity Custom Field's details.
get_a_single_call_activityGet one task by task id. API summary: Get a single Call activity.
get_a_single_created_activityGet one task by task id. API summary: Get a single Created activity.
get_a_single_custom_activity_instanceGet one task by task id. API summary: Get a single Custom Activity instance.
get_a_single_email_activityGet one message by message id. API summary: Get a single Email activity.
get_a_single_emailthread_activityGet one task by task id. API summary: Get a single EmailThread activity.
get_a_single_formsubmission_activityGet one task by task id. API summary: Get a single FormSubmission activity.
get_a_single_importupdate_activityGet one task by task id. API summary: Get a single ImportUpdate activity.
get_a_single_lead_exportGet one lead by lead id. API summary: Get a single Lead Export.
get_a_single_leadmerge_activityGet one lead by lead id. API summary: Get a single LeadMerge activity.
get_a_single_leadstatuschange_activityGet one lead by lead id. API summary: Get a single LeadStatusChange activity.
get_a_single_meeting_activityGet one task by task id. API summary: Get a single Meeting activity.
get_a_single_note_activityGet one message by message id. API summary: Get a single Note activity.
get_a_single_opportunity_exportGet one deal by deal id. API summary: Get a single Opportunity Export.
get_a_single_opportunitystatuschange_activityGet one deal by deal id. API summary: Get a single OpportunityStatusChange activity.
get_a_single_sms_activityGet one task by task id. API summary: Get a single SMS activity.
get_a_single_taskcompleted_activityGet one task by task id. API summary: Get a single TaskCompleted activity.
get_a_single_whatsappmessage_activityGet one message by message id. API summary: Get a single WhatsAppMessage activity.
get_accountGet one account by account id. API summary: Fetch a single connected account.
get_an_activity_reportChanges dataCreate a new task. API summary: Get an activity report.
get_blocked_phone_numberGet one blocked phone number by blocked phone number id. API summary: Retrieve a single Blocked Phone Number.
get_companyGet one company by company id. API summary: Get an organization's details.
get_contactGet one contact with its emails, phones and lead. Required: contact_id.
get_current_userGet the Close user you are signed in as, including your organizations.
get_custom_field_schemaGet one custom field schema by object type. API summary: Retrieve a custom field schema.
get_custom_objectGet one custom object by custom object id. API summary: Retrieve a single Custom Object instance.
get_custom_object_typeGet one custom object type by custom object type id. API summary: Fetch Custom Object Custom Field's details.
get_custom_report_explorerGet one task by org id. API summary: Get custom report (Explorer).
get_deleteGet one delete by delete id. API summary: Fetch a single bulk delete object.
get_dialerGet one dialer by dialer id. API summary: Get a single dialer session.
get_editGet one edit by edit id. API summary: Fetch a single bulk edit object.
get_eventGet one event by event id. API summary: Retrieve a single event by ID.
get_exportGet one export by export id. API summary: Get a single Export.
get_formGet one form by form id. API summary: Retrieve a Form.
get_groupGet one group by group id. API summary: Fetch an individual Group.
get_integration_linkGet one integration link by integration link id. API summary: Get a single integration link.
get_leadGet one lead (company) with its contacts, status, addresses, custom fields and opportunities. Required: lead_id.
get_lead_status_change_reportGet one lead by org id. API summary: Get lead status change report.
get_messageGet one message by message id. API summary: Fetch an individual comment.
get_message_renderGet one message by email template id. Results are paginated. API summary: Render an email template.
get_opportunityGet one opportunity with its value, status, confidence, lead and owner. Required: deal_id (the opportunity id).
get_opportunity_status_change_reportGet one deal by org id. API summary: Get opportunity status change report.
get_outcomeGet one outcome by outcome id. API summary: Fetch a single outcome.
get_phone_numberGet one phone number by phone number id. API summary: Retrieve a single phone number.
get_pinned_views_for_a_membershipList subscriptions for a subscription. API summary: Get pinned views for a membership.
get_pipelineGet one pipeline by pipeline id. API summary: Fetch a single Pipeline.
get_playbookGet one playbook by playbook id. API summary: Fetch a single playbook.
get_roleGet one role by role id. API summary: Fetch a single role.
get_saved_searchGet one saved search by saved search id. API summary: Get a single Smart View.
get_scheduling_linkGet one scheduling link by scheduling link id. API summary: Fetch a User Scheduling Link.
get_sent_emails_reportGet one message by org id. API summary: Get sent emails report.
get_sequenceGet one sequence by sequence id. API summary: Fetch a Sequence.
get_sharedGet one shared by shared id. API summary: Fetch Shared Custom Field's details.
get_shared_associationGet one association for a shared by object type. API summary: Fetch a Shared Custom Field Association.
get_shared_scheduling_linkGet one shared scheduling link by shared scheduling link id. API summary: Fetch a Shared Scheduling Link.
get_sms_templateGet one sms template by sms template id. API summary: Fetch an SMS template.
get_subscriptionGet one subscription by subscription id. API summary: Fetch a single Sequence Subscription.
get_taskGet one task with its text, due date, assignee and lead. Required: task_id.
get_userGet one user by user id. API summary: Fetch a single user.
get_webhookGet one webhook by webhook id. API summary: Retrieve a single Webhook subscription.
list_accountsList accounts. Optional filters: fields or user id. API summary: List connected accounts.
list_activity_custom_fieldsList tasks. Optional filters: skip or fields. API summary: List Activity Custom Fields.
list_all_unsubscribed_emailsVisible to othersEmail a message. Has effects visible outside this system. API summary: List all unsubscribed emails.
list_blocked_phone_numbersList blocked phone numbers. Optional filters: skip or fields.
list_bulk_sequence_subscriptionsList subscriptions. Optional filters: skip or fields. API summary: List bulk sequence subscriptions.
list_callsList call activities (logged calls), filtered by lead_id, contact_id, user_id or date range.
list_contact_custom_fieldsList contacts. Optional filters: skip or fields. API summary: List Contact Custom Fields.
list_contactsList contacts, optionally only those of one lead (lead_id).
list_custom_activity_typesList tasks. API summary: List Custom Activity Types.
list_custom_object_typesList custom object types. API summary: List Custom Object Custom Fields.
list_custom_object_types_custom_object_types_listList custom object types.
list_custom_objectsList custom objects. Optional filters: lead id or custom object type id. API summary: List Custom Object instances.
list_dealsList deals. Optional filters: skip, id in, lead id, contact id, user id or organization id. API summary: List or filter all OpportunityStatusChange activities.
list_deletesList deletes. Optional filters: skip or fields. API summary: List bulk deletes.
list_dialersList dialers. Optional filters: organization id, source type, source value, status, status in or user id. API summary: List or filter all dialer sessions.
list_editsList edits. Optional filters: skip or fields. API summary: List bulk edits.
list_email_templatesVisible to othersEmail a message. Has effects visible outside this system. API summary: List email templates.
list_emailsVisible to othersList email activities (sent and received emails), filtered by lead_id, contact_id, user_id or date range. Read-only: it does not send email.
list_eventsList events. Optional filters: skip, object type, object id, lead id, action or user id. API summary: Retrieve a list of events.
list_exportsList exports. Optional filters: skip or fields. API summary: List all the exports.
list_formsList forms. Optional filters: skip, is archived or fields.
list_groupsList groups. Optional filters: fields. API summary: List Groups for your organization.
list_integration_linksList integration links. API summary: Get all integration links for your organization.
list_lead_custom_fieldsList leads. Optional filters: skip or fields. API summary: List Lead Custom Fields.
list_lead_documentsList documents for a lead. Optional filters: skip or fields. API summary: List files attached to a lead.
list_lead_exportsList leads. Optional filters: skip or fields. API summary: List Lead Exports.
list_lead_statusesList the lead statuses in your organization (e.g. Potential, Qualified). Use the ids when creating or updating leads.
list_leadsList leads page by page (skip, limit). It cannot filter by name or email; for leads that have opportunities, search_opportunities with lead_query can find them by name.
list_meetingsList meeting activities, filtered by lead_id, contact_id, user_id or date range.
list_messagesList messages. Optional filters: thread id or object id. API summary: Fetch multiple comments.
list_metricsList metrics. API summary: List the predefined metrics used in activity reports.
list_notesList note activities, filtered by lead_id, contact_id, user_id or date range.
list_opportunity_custom_fieldsList deals. Optional filters: skip or fields. API summary: List Opportunity Custom Fields.
list_opportunity_exportsList deals. Optional filters: skip or fields. API summary: List Opportunity Exports.
list_opportunity_statuses_for_your_organizationList deals. Optional filters: fields. API summary: List opportunity statuses for your organization.
list_or_filter_all_activity_typesList tasks. Optional filters: skip, id in, lead id, contact id, user id or organization id. API summary: List or filter all activity types.
list_or_filter_all_created_activitiesList tasks. Optional filters: skip, id in, lead id, contact id, user id or organization id. API summary: List or filter all Created activities.
list_or_filter_all_custom_activity_instancesList tasks. Optional filters: skip, id in, lead id, contact id, user id or organization id. API summary: List or filter all Custom Activity instances.
list_or_filter_all_emailthread_activitiesList tasks. Optional filters: skip, id in, lead id, contact id, user id or organization id. API summary: List or filter all EmailThread activities.
list_or_filter_all_formsubmission_activitiesList tasks. Optional filters: skip, id in, lead id, contact id, user id or organization id. API summary: List or filter all FormSubmission activities.
list_or_filter_all_leadmerge_activitiesList leads. Optional filters: skip, id in, lead id, contact id, user id or organization id. API summary: List or filter all LeadMerge activities.
list_or_filter_all_leadstatuschange_activitiesList leads. Optional filters: skip, id in, lead id, contact id, user id or organization id. API summary: List or filter all LeadStatusChange activities.
list_or_filter_all_sms_activitiesList tasks. Optional filters: skip, id in, lead id, contact id, user id or organization id. API summary: List or filter all SMS activities.
list_or_filter_all_taskcompleted_activitiesList tasks. Optional filters: skip, id in, lead id, contact id, user id or organization id. API summary: List or filter all TaskCompleted activities.
list_or_filter_all_whatsappmessage_activitiesList messages. Optional filters: skip, id in, lead id, contact id, user id or organization id. API summary: List or filter all WhatsAppMessage activities.
list_outcomesList outcomes. Optional filters: skip or fields. API summary: List or filter outcomes.
list_pipelinesList opportunity pipelines with their statuses. Use the status ids when creating or updating opportunities.
list_playbooksList playbooks. Optional filters: skip, is archived, position gt or created at lt. API summary: List or filter playbooks.
list_rolesList roles. API summary: List all the roles defined for your organization.
list_scheduling_linksList scheduling links. API summary: List User Scheduling Links.
list_sequencesList sequences. Optional filters: skip.
list_settingsList settings. API summary: Retrieve Blocked Phone Number settings.
list_shared_scheduling_linksList shared scheduling links.
list_sharedsList shareds. Optional filters: fields. API summary: List Shared Custom Fields.
list_smart_viewsList Smart Views (saved lead searches) in your organization.
list_sms_templatesList sms templates. Optional filters: skip.
list_subscriptionsList subscriptions. Optional filters: skip, contact id, lead id or sequence id. API summary: List Sequence Subscriptions.
list_tasksList tasks, filtered by assigned_to, is_complete, lead_id, due date or view (inbox, future, archive).
list_user_availability_statusesList users. Optional filters: organization id. API summary: List user availability statuses.
list_usersList users in your Close organization. Use their ids as owners or assignees.
list_webhooksList webhooks. API summary: List Webhook subscriptions.
log_callChanges dataLog a call that happened outside Close on a lead. Set lead_id, direction, duration (seconds), status and note.
restore_playbookChanges dataUnarchive a playbook (playbook id).
retrieve_a_single_custom_activity_typeGet one task by task id. API summary: Retrieve a single Custom Activity Type.
retrieve_a_single_custom_object_typeGet one custom object type by custom object type id. API summary: Retrieve a single Custom Object Type.
search_opportunitiesFind opportunities (deals), filtered by status_type (active, won, lost), status_id, lead_id, user_id, dates or a lead_query search on the lead.
search_phone_numbersSearch phone numbers by skip, fields, number, user id, is group number or participant user id. Use this to find existing phone numbers before creating a new phone number. API summary: List or search for phone numbers.
send_aVisible to othersSend a a. Has effects visible outside this system. API summary: List Send As Associations.
send_bulkDeletesSend a bulk. Destructive action; may require approval. API summary: Edit Send As Associations in bulk.
send_messageVisible to othersEmail a message. Has effects visible outside this system. API summary: List bulk emails.
send_message_emailDeletesEmail a message. Destructive action; may require approval. API summary: Initiate a new bulk email.
send_message_unsubscribed_emails_createVisible to othersEmail a message. Has effects visible outside this system. API summary: Unsubscribe an email address.
send_send_aVisible to othersSend a send a (send a id). Has effects visible outside this system. API summary: Retrieve a single Send As Association.
submit_leadVisible to othersMerge a lead. Has effects visible outside this system. API summary: Merge two leads.
update_a_call_activityChanges dataUpdate an existing task identified by task id. API summary: Update a Call activity.
update_a_meeting_activityChanges dataUpdate an existing task identified by task id. API summary: Update a Meeting activity.
update_a_membershipChanges dataUpdate an existing subscription identified by subscription id. API summary: Update a membership.
update_a_note_activityChanges dataUpdate an existing message identified by message id. API summary: Update a Note activity.
update_a_whatsappmessage_activityVisible to othersUpdate an existing message identified by message id. Has effects visible outside this system. API summary: Update a WhatsAppMessage activity.
update_an_activity_custom_fieldChanges dataUpdate an existing task identified by task id. API summary: Update an Activity Custom Field.
update_an_email_activityVisible to othersUpdate an existing message identified by message id. Has effects visible outside this system. API summary: Update an Email activity.
update_an_sms_activityVisible to othersUpdate an existing task identified by task id. Has effects visible outside this system. API summary: Update an SMS activity.
update_blocked_phone_numberChanges dataUpdate an existing blocked phone number identified by blocked phone number id. API summary: Update a Blocked Phone Number.
update_companyChanges dataUpdate an existing company identified by company id. API summary: Update an organization.
update_contactChanges dataUpdate a contact's name, title, emails or phones. Required: contact_id.
update_custom_field_schemaChanges dataUpdate an existing custom field schema identified by object type. API summary: Update a custom field schema.
update_custom_objectChanges dataUpdate an existing custom object identified by custom object id. API summary: Updating a Custom Object instance.
update_custom_object_typeChanges dataUpdate an existing custom object type identified by custom object type id. API summary: Update a Custom Object Custom Field.
update_existing_custom_activity_typeChanges dataUpdate an existing task identified by task id. API summary: Update existing Custom Activity Type.
update_groupChanges dataUpdate an existing group identified by group id. API summary: Update a Group.
update_integration_linkChanges dataUpdate an existing integration link identified by integration link id. API summary: Update an integration link.
update_leadChanges dataUpdate a lead's name, status, description or custom fields. Required: lead_id; put changed fields in body.
update_messageChanges dataUpdate an existing message identified by message id. API summary: Update a Comment.
update_opportunityChanges dataUpdate an opportunity, e.g. change status (won/lost), value or confidence. Required: deal_id (the opportunity id).
update_outcomeChanges dataUpdate an existing outcome identified by outcome id. API summary: Update an outcome.
update_phone_numberChanges dataUpdate an existing phone number identified by phone number id. API summary: Update a phone number.
update_pinned_views_for_a_membershipVisible to othersUpdate an existing subscription identified by membership id. Has effects visible outside this system. API summary: Update pinned views for a membership.
update_pipelineChanges dataUpdate an existing pipeline identified by pipeline id. API summary: Update a Pipeline.
update_playbookChanges dataUpdate an existing playbook identified by playbook id. API summary: Update a playbook.
update_roleDeletesUpdate an existing role identified by role id. Destructive action; may require approval. API summary: Update existing role.
update_saved_searchChanges dataUpdate an existing saved search identified by saved search id. API summary: Update a Smart View.
update_scheduling_linkChanges dataUpdate an existing scheduling link identified by scheduling link id. API summary: Update a User Scheduling Link.
update_sequenceChanges dataUpdate an existing sequence identified by sequence id. API summary: Update a Sequence.
update_settingsVisible to othersUpdate an existing setting. Has effects visible outside this system. API summary: Update Blocked Phone Number settings.
update_sharedChanges dataUpdate an existing shared identified by shared id. API summary: Update a Shared Custom Field.
update_shared_associationChanges dataUpdate an existing association identified by object type. API summary: Update an existing Shared Custom Field Association.
update_shared_scheduling_linkChanges dataUpdate an existing shared scheduling link identified by shared scheduling link id. API summary: Update a Shared Scheduling Link.
update_sms_templateVisible to othersUpdate an existing sms template identified by sms template id. Has effects visible outside this system. API summary: Update an SMS template.
update_subscriptionChanges dataUpdate an existing subscription identified by subscription id. API summary: Update a specific Subscription.
update_subscriptionsVisible to othersUpdate an existing subscription. Has effects visible outside this system. API summary: Bulk update memberships.
update_taskChanges dataUpdate a task's text, due date or assignee, or mark it done with is_complete=true. Required: task_id.
update_task_activities_custom_activities_updateChanges dataUpdate an existing task identified by task id. API summary: Updating a Custom Activity instance.
update_tasksVisible to othersUpdate an existing task. Has effects visible outside this system. API summary: Bulk-update tasks.
update_webhookDeletesUpdate an existing webhook identified by webhook id. Destructive action; may require approval. API summary: Update existing Webhook subscription.
upload_documentChanges dataUpload a document. API summary: Generate a signed S3 POST.
upload_task_updateChanges dataImport a task. API summary: List or filter all ImportUpdate activities.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Close from the app list.
2
Paste your key
Paste your Close API key and leave the password field empty. In Close go to Settings → Developer → API Keys, click + New API Key and copy the key right away.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Close?

The AI can read and update leads, contacts, opportunities and tasks, log calls, add notes and read your calls, meetings, notes and emails. It can also delete notes and tasks if you switch those tools on. It cannot send email.

Does the AI see my Close API key?

No. Your Close credentials are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on. Permanent deletes of notes and tasks can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Close account.

Can the AI find a lead by name in Close?

The list_leads tool pages through leads but cannot filter by name or email. For leads with opportunities, the AI can find them with a lead search through search_opportunities. If you have the lead id or a Smart View, that is the quickest route.