Close Connector
close_connectorClose CRM sales platform: leads, opportunities (pipeline deals), activities (calls/emails/notes/meetings), full-text search, and organization users (sales reps). Use for sales pipeline reporting, lead/contact lookup, rep-level activity attribution, and sales-funnel analytics. Auth: OAuth 2.0. When the user asks for a visual, trend, comparison, or recap, call chart_render with the numeric values returned by this connector. If the connector result includes a verified chart_provenance token, the same authenticated user may pass it as provenance_token within 15 minutes, on any replica, and map every value to its exact source_path so chart_render preserves verified provenance. Without a valid connector receipt, chart_render labels values as unverified_model_data. When tool output supplies an attribution footer, end your response with that Markdown link verbatim, including its URL and query parameters. Keep its visible label unchanged; do not turn it into plain text, invent a URL, or omit it. Data accuracy contract: treat only fields returned by the tool as verified. Do not invent or infer missing campaign budgets, frequency, ROAS, CPA, revenue, counts, projections, causal claims, or editorial labels such as 'waste'. Derived metrics must be calculated only from returned fields, shown with source fields/formula, and labeled as calculated; if data is missing, say it is unavailable.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| action | Yes | close_list_leads: List leads in the connected Close CRM organization. Returns lead id, display_name, status_label, contacts, addresses, an | close_get_lead: Get a single Close CRM lead by id, including all custom fields, contacts, addresses, and opportunities | close_list_opportunities: List Close CRM opportunities (pipeline deals): value, status, expected close, lead reference | close_list_activities: List recent activities (calls, emails, notes, meetings) for the Close CRM organization | close_search: Full-text search across Close CRM leads (with embedded contacts and opportunities). Accepts Close Query Language or free | close_list_users: List Close CRM organization users (sales reps) for activity attribution. Returns user id, email, name, and image | |
| params | No | Action-specific parameters. close_list_leads: {query?: string, limit?: integer, skip?: integer} | close_get_lead: {lead_id: string} | close_list_opportunities: {lead_id?: string, status_type?: string, limit?: integer, skip?: integer} | close_list_activities: {lead_id?: string, user_id?: string, activity_type?: string, limit?: integer, skip?: integer} | close_search: {query: string, limit?: integer} | close_list_users: {limit?: integer, skip?: integer} |