close-mcp

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.

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.

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"

Retrieve the contents of an arbitrary object by its ID.

Currently supported are leads and contacts.

Fetch an existing contact by ID.

Returns the contact's details including name, title, email addresses, phone numbers, and URLs.

Fetch an email template by ID.

Returns the complete email template with all its details.

Fetch an existing lead (company) by ID.

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

Fetch a lead status by ID.

Fetch a specific opportunity by ID.

Returns the complete opportunity with all its details.

Fetch an opportunity status by ID.

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

Fetch an SMS template by ID.

Returns the complete SMS template with all its details.

List or find email templates

List lead smart views (saved searches).

List or find lead statuses for the organization

Find opportunities based on various filters.

You can filter by lead, user, status, dates, and more.

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

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.

List or find SMS templates

List or find workflows

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

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.

Return general information about the organization and the user.

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

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.

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.