MCP

Close MCP Tools

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

Read-only Tools – mcp.read

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

Activity Search – activity_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.

Aggregate Objects – aggregation

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.

Close Product Knowledge Search – close_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”

Fetch Object – fetch

Retrieve the contents of an arbitrary object by its ID. Currently supported are leads and contacts.

Fetch Contact – fetch_contact

Fetch an existing contact by ID. Returns the contact’s details including name, title, email addresses, phone numbers, and URLs.

Fetch Email Template – fetch_email_template

Fetch an email template by ID. Returns the complete email template with all its details.

Fetch Lead – fetch_lead

Fetch an existing lead (company) by ID.

Fetch Lead Smart View – fetch_lead_smart_view

Fetch a lead smart view (saved search) by ID.

Fetch Lead Status – fetch_lead_status

Fetch a lead status by ID.

Fetch Opportunity – fetch_opportunity

Fetch a specific opportunity by ID. Returns the complete opportunity with all its details.

Fetch Opportunity Status – fetch_opportunity_status

Fetch an opportunity status by ID.

Fetch Pipeline – fetch_pipeline_and_opportunity_statuses

Fetch an opportunity pipeline, including its opportunity statuses, by ID.

Fetch SMS Template – fetch_sms_template

Fetch an SMS template by ID. Returns the complete SMS template with all its details.

Find Agent Configs – find_agent_configs

List all AI agent configurations (also known as “Chloe”, bots, or AI agents) defined for the organization. Returns each agent’s ID and name. Use this to find the right agent ID when assigning a call step to an AI agent in a workflow. Users may refer to agents as “agents”, “bots”, “Chloe”, or by their configured name. When more than one agent exists, pick the most appropriate one based on the name.

Find Call Outcomes – find_call_outcomes

List all outcomes applicable to calls available in the organization.

Find Custom Activity Types – find_custom_activities

List all active (non-archived) Custom Activity Types in the organization. Call this before creating a workflow with a “custom-activity-event” trigger so you can look up the correct Custom Activity Type ID.

Find Email Templates – find_email_templates

List or find email templates

Find Web Forms – find_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.

Find Groups – find_groups

List all groups in the organization.

List Lead Custom Fields – find_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.

Find Lead Smart Views – find_lead_smart_views

List lead smart views (saved searches).

Find Lead Statuses – find_lead_statuses

List or find lead statuses for the organization

Find Meeting Outcomes – find_meeting_outcomes

List all outcomes applicable to meetings available in the organization.

Find Opportunities – find_opportunities

Find opportunities based on various filters. You can filter by lead, user, status, dates, and more.

Find Pipelines – find_pipelines_and_opportunity_statuses

List all opportunity pipelines and their opportunity statuses in the organization.

Find Scheduling Links – 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.

Find SMS Templates – find_sms_templates

List or find SMS templates

Find Workflows – find_workflows

List or find workflows

Get Fields – get_fields

Use this field ONLY to get a list of fields for the aggregation tool.

Lead Search – 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. For more complex searches use the search tool instead. Leads will be returned by last updated first.

Org Info – org_info

Return general information about the organization and the user.

Org Users – org_users

Return active users (memberships) which are part of the current org.

Paginate Search Results – 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 Objects – search

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.

Write (Safe) Tools – mcp.write_safe

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

Create Address – create_address

Add a new address to an existing lead (company).

Create Contact – create_contact

Create a new contact for a lead. A contact represents a person associated with a lead (company).

Create Email Template – create_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.

Create Lead – create_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.

Create Lead Status – create_lead_status

Create a new lead status.

Create Opportunity – create_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).

Create Opportunity Status – create_opportunity_status_tool

Create a new opportunity status.

Create Pipeline – create_pipeline

Create a new opportunity pipeline. Use the create_opportunity_status tool to add statuses to the pipeline.

Create SMS Template – create_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.

Create Task – 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_workflow

Create a new workflow (a.k.a. sequence) with Draft status.

Write (Destructive) Tools – mcp.write_destructive

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

Delete Address – delete_address

Delete an address from an existing lead (company) if there is an exact match.

Delete Contact – delete_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. Activitise on the lead are not affected. This action cannot be undone. ONLY call this if the user specifically instructed you to delete the contact.

Delete Email Template – delete_email_template

Permanently delete an email template. If the template is used in any workflows (sequences), it cannot be deleted.

Delete Lead – 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.

Delete Lead Smart View – delete_lead_smart_view

Permanently delete a lead smart view (saved search).

Delete Lead Status – 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.

Delete Opportunity – delete_opportunity

Permanently delete an opportunity. This action cannot be undone. All data associated with the opportunity will be removed.

Delete Opportunity Status – delete_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.

Delete Pipeline – delete_pipeline

Permanently delete an opportunity pipeline. A pipeline can only be deleted if it has no statuses. The last pipeline cannot be deleted.

Delete SMS Template – delete_sms_template

Permanently delete an SMS template. If the template is used in any workflows (sequences), it cannot be deleted.

Update Contact – update_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.

Update Email Template – update_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.

Update Lead – update_lead

Update an existing lead (company). Only fields that are provided and not None will be updated.

Update Lead Smart View – update_lead_smart_view

Update a lead smart view (saved search). Only fields that are provided and not None will be updated.

Update Lead Status – update_lead_status

Update the label of an existing lead status.

Update Opportunity – update_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).

Update Opportunity Status – update_opportunity_status_tool

Update the label of an existing opportunity status.

Update Pipeline – update_pipeline

Update an existing opportunity pipeline. Only fields that are provided will be updated.

Update SMS Template – update_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.