Tool

Description

close_me

Get the current Close user and organization for the supplied API key. Returns user ID, name, email, and the organizations (with IDs) the key can access. Use this to verify the key works and discover your organization context.

close_search_leads

Search or list leads (companies/accounts in Close) using Close's query language. Returns a data array of leads (with id, display_name, contacts, status, custom fields) plus has_more and total_results. The query param accepts Close search syntax, e.g. name:"Acme", status_label:"Potential", email_address:@example.com, lead_created_within:7d, or free text. Omit query to list all leads. Page with _limit (max 200) and _skip.

close_get_lead

Get a single lead by its Close lead ID (format lead_...). Returns full detail: display name, description, status, contacts, addresses, opportunities, custom fields, and timestamps.

close_list_opportunities

List opportunities (pipeline deals) in Close. Returns a data array of opportunities with id, lead_id, status, value, currency, confidence, and expected close date, plus has_more / total_results. Pass lead_id to scope to one lead, or omit to list across the organization. Page with _limit / _skip.

close_list_contacts

List contacts (people) in Close. Returns a data array of contacts with id, lead_id, name, title, emails, and phones, plus has_more / total_results. Optionally filter to one lead with lead_id. Page with _limit / _skip.

close_list_activities

List activities for a lead — calls, emails, notes, SMS, meetings, and status changes. Returns a data array (with id, _type, type, date_created, and type-specific fields) plus has_more / total_results. Requires lead_id. Page with _limit / _skip to walk a lead's timeline.