Close MCP Tools | Close | Developer API Documentation

The Close MCP Server provides tools organized by scope. Each higher scope includes all tools from the lower scopes.

`mcp.read`

Read-only tools for searching, fetching, and exploring your Close data.

Tool	Description
`activity_search`	Search for activities. Results are returned ordered by date descending. Use the `lead_ids` filter to list activities on a lead, or filter for calls and meetings to list conversations.
`aggregation`	Perform an aggregation to answer questions like “How many emails were sent this week?” or “Calls by user this week.” You must first fetch the list of available fields using the `get_fields` tool.
`close_product_knowledge_search`	Search Close product documentation and knowledge base for information about features, API docs, workflow automation, product capabilities, setup, and configuration.
`fetch`	Retrieve the contents of an arbitrary object by its ID. Currently supports leads and contacts.
`fetch_contact`	Fetch an existing contact by ID. Returns details including name, title, email addresses, phone numbers, and URLs.
`fetch_email_template`	Fetch an email template by ID.
`fetch_lead`	Fetch an existing lead (company) by ID.
`fetch_lead_smart_view`	Fetch a lead smart view (saved search) by ID.
`fetch_lead_status`	Fetch a lead status by ID.
`fetch_opportunity`	Fetch a specific opportunity by ID.
`fetch_opportunity_status`	Fetch an opportunity status by ID.
`fetch_pipeline_and_opportunity_statuses`	Fetch an opportunity pipeline, including its opportunity statuses, by ID.
`fetch_sms_template`	Fetch an SMS template by ID.
`find_custom_activities`	List or find custom activity types.
`find_email_templates`	List or find email templates.
`find_forms`	List or find forms.
`find_lead_smart_views`	List lead smart views (saved searches).
`find_lead_statuses`	List or find lead statuses for the organization.
`find_opportunities`	Find opportunities based on various filters. You can filter by lead, user, status, dates, and more.
`find_pipelines_and_opportunity_statuses`	List all opportunity pipelines and their opportunity statuses in the organization.
`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.
`find_sms_templates`	List or find SMS templates.
`find_workflows`	List or find workflows.
`get_fields`	Get a list of fields for the aggregation tool.
`lead_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.
`list_lead_custom_fields`	List custom fields for leads.
`org_info`	Return general information about the organization and the user.
`org_users`	Return active users (memberships) which are part of the current org.
`paginate_search`	Paginate an existing search (from `search` or `lead_search`) to retrieve more results. Use the `search_id` from a previous search and a pagination cursor.
`search`	Perform a natural language search for leads or contacts. Supports queries like “leads not contacted in the past week”, “contacts with CTO title”, etc.

`mcp.write_safe`

Includes all mcp.read tools, plus these tools for creating and updating data:

Tool	Description
`create_address`	Add a new address to an existing lead (company).
`create_contact`	Create a new contact for a lead. A contact represents a person associated with a lead (company).
`create_email_template`	Create a new email template. Body should be HTML formatted. Supports template tags like `{{ contact.first_name }}`, `{{ lead.display_name }}`, etc.
`create_lead`	Create a new lead (company). After creating a lead, you should usually add an address or contact to it.
`create_lead_status`	Create a new lead status.
`create_opportunity`	Create a new opportunity. Requires a lead ID and status ID. Values should be specified in cents (e.g., $100.00 = 10000).
`create_opportunity_status_tool`	Create a new opportunity status.
`create_pipeline`	Create a new opportunity pipeline. Use `create_opportunity_status_tool` to add statuses to the pipeline.
`create_sms_template`	Create a new SMS template. Supports template tags like `{{ contact.first_name }}`, `{{ lead.display_name }}`, etc.
`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.
`create_workflow`	Create a new workflow (a.k.a. sequence) with Draft status.

`mcp.write_destructive`

Includes all mcp.read and mcp.write_safe tools, plus these tools for updating and deleting data:

Tool	Description
`delete_address`	Delete an address from an existing lead if there is an exact match.
`delete_contact`	Permanently delete an existing contact. This removes the contact from its lead including its email addresses, phone numbers, and URLs. Activities on the lead are not affected. This action cannot be undone.
`delete_email_template`	Permanently delete an email template. Cannot delete if used in any workflows.
`delete_lead`	Permanently delete an existing lead (company) by ID including all of its addresses, contacts, opportunities, tasks, and activities. This action cannot be undone.
`delete_lead_smart_view`	Permanently delete a lead smart view (saved search).
`delete_lead_status`	Permanently delete a lead status. Cannot delete if it’s the last status or if leads are currently using it.
`delete_opportunity`	Permanently delete an opportunity. This action cannot be undone.
`delete_opportunity_status_tool`	Permanently delete an opportunity status. Cannot delete if it’s the last status or if opportunities are currently using it.
`delete_pipeline`	Permanently delete an opportunity pipeline. Can only be deleted if it has no statuses. The last pipeline cannot be deleted.
`delete_sms_template`	Permanently delete an SMS template. Cannot delete if used in any workflows.
`update_contact`	Update an existing contact’s name, title, email addresses, phone numbers, and URLs. Only provided fields will be updated.
`update_email_template`	Update an existing email template. Only provided fields will be updated. Body should be HTML formatted.
`update_lead`	Update an existing lead (company). Only provided fields will be updated.
`update_lead_smart_view`	Update a lead smart view (saved search). Only provided fields will be updated.
`update_lead_status`	Update the label of an existing lead status.
`update_opportunity`	Update an existing opportunity. Only provided fields will be updated. Values should be specified in cents.
`update_opportunity_status_tool`	Update the label of an existing opportunity status.
`update_pipeline`	Update an existing opportunity pipeline. Only provided fields will be updated.
`update_sms_template`	Update an existing SMS template. Only provided fields will be updated.