Close (verified)

Close (verified)

Manage leads, contacts, and deals in Close CRM. Log calls, send emails, create tasks, and track pipeline activity.

Quick Start

# Connect this server (installs CLI if needed)
npx -y smithery mcp add close

# Browse available tools
npx -y smithery tool list close

# Get full schema for a tool
npx -y smithery tool get close org_info

# Call a tool
npx -y smithery tool call close org_info '{}'

Direct MCP Connection

Endpoint: https://close.run.tools

Tools (62)

• org_info — Return general information about the organization and the user.
• org_users — Return active users (memberships) which are part of the current org.
• find_lead_statuses — List or find lead statuses for the organization
• fetch_lead_status — Fetch a lead status by ID.
• create_lead_status — Create a new lead status.
• update_lead_status — Update the label of an existing lead status.
• delete_lead_status — Permanently delete a lead status.
• find_email_templates — List or find email templates
• fetch_email_template — Fetch an email template by ID.
• update_email_template — Update an existing email template.
• create_email_template — Create a new email template.
• delete_email_template — Permanently delete an email template.
• find_sms_templates — List or find SMS templates
• fetch_sms_template — Fetch an SMS template by ID.
• update_sms_template — Update an existing SMS template.
• create_sms_template — Create a new SMS template.
• delete_sms_template — Permanently delete an SMS template.
• create_lead — Create a new lead (company).
• update_lead — Update an existing lead (company).
• fetch_lead — Fetch an existing lead (company) by ID.
• delete_lead — Permanently delete an existing lead (company) by ID including all of its
• create_address — Add a new address to an existing lead (company).
• delete_address — Delete an address from an existing lead (company) if there is an exact
• find_lead_smart_views — List lead smart views (saved searches).
• fetch_lead_smart_view — Fetch a lead smart view (saved search) by ID.
• update_lead_smart_view — Update a lead smart view (saved search).
• delete_lead_smart_view — Permanently delete a lead smart view (saved search).
• create_contact — Create a new contact for a lead.
• fetch_contact — Fetch an existing contact by ID.
• update_contact — Update an existing contact.
• delete_contact — Permanently delete an existing contact.
• lead_search — Perform a simple lead search and return the initial set of results.
• paginate_search — Paginate an existing search (from search or lead_search) to retrieve more
• activity_search — Search for activities. Results are returned ordered by date descending.
• search — Perform a natural language search for leads or contacts.
• fetch — Retrieve the contents of an arbitrary object by its ID.
• aggregation — Perform an aggregation to answer questions like:
• get_fields — Use this field ONLY to get a list of fields for the aggregation tool.
• close_product_knowledge_search — Search Close product documentation and knowledge base for relevant information.
• find_workflows — List or find workflows
• create_workflow — Create a new workflow (a.k.a. sequence) with Draft status.
• find_pipelines_and_opportunity_statuses — List all opportunity pipelines and their opportunity statuses in the organization.
• fetch_pipeline_and_opportunity_statuses — Fetch an opportunity pipeline, including its opportunity statuses, by ID.
• create_pipeline — Create a new opportunity pipeline.
• update_pipeline — Update an existing opportunity pipeline.
• delete_pipeline — Permanently delete an opportunity pipeline.
• fetch_opportunity_status — Fetch an opportunity status by ID.
• create_opportunity_status_tool — Create a new opportunity status.
• update_opportunity_status_tool — Update the label of an existing opportunity status.
• delete_opportunity_status_tool — Permanently delete an opportunity status.
• find_opportunities — Find opportunities based on various filters.
• fetch_opportunity — Fetch a specific opportunity by ID.
• create_opportunity — Create a new opportunity.
• update_opportunity — Update an existing opportunity.
• delete_opportunity — Permanently delete an opportunity.
• find_call_outcomes — List all outcomes applicable to calls available in the organization.
• find_meeting_outcomes — List all outcomes applicable to meetings available in the organization.
• find_scheduling_links — List available scheduling links for the user and org.
• create_task — Create a new task for a lead.
• find_custom_activities — List all active (non-archived) Custom Activity Types in the organization.
• find_forms — List all web forms in the organization.
• find_lead_custom_fields — List all lead custom fields defined for the organization.

# Get full input/output schema for a tool
npx -y smithery tool get close