activity_search
ChatGPTSearch 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.
Sales-And-Marketing
Overview
The Close MCP server is a secure, standardized interface that lets Claude directly access and interact with your Close data. Core functionality with Claude: • Connects Close to Claude via the Model Context Protocol so Claude can use Close as a trusted system of record. • Read data (e.g., leads, contacts, opportunities, activities) based on your Close permissions. • Optionally write data — you can allow only safe writes (e.g., create a lead) or full writes (e.g., edit/delete) during setup. • Enables Claude to answer questions, summarize information, and perform actions in Close.
Tools
aggregation
ChatGPTPerform 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
ChatGPTSearch 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"
create_address
ChatGPTAdd a new address to an existing lead (company).
create_contact
ChatGPTCreate a new contact for a lead. A contact represents a person associated with a lead (company).
create_email_template
ChatGPTCreate 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
ChatGPTCreate 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
ChatGPTCreate a new lead status.
create_opportunity
ChatGPTCreate 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_tool
ChatGPTCreate a new opportunity status.
create_pipeline
ChatGPTCreate a new opportunity pipeline. Use the create_opportunity_status tool to add statuses to the pipeline.
create_sms_template
ChatGPTCreate 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
ChatGPTCreate 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
ChatGPTCreate a new workflow (a.k.a. sequence) with Draft status.
delete_address
ChatGPTDelete an address from an existing lead (company) if there is an exact match.
delete_contact
ChatGPTPermanently 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
ChatGPTPermanently delete an email template. If the template is used in any workflows (sequences), it cannot be deleted.
delete_lead
ChatGPTPermanently 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
ChatGPTPermanently delete a lead smart view (saved search).
delete_lead_status
ChatGPTPermanently 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
ChatGPTPermanently delete an opportunity. This action cannot be undone. All data associated with the opportunity will be removed.
delete_opportunity_status_tool
ChatGPTPermanently 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
ChatGPTPermanently delete an opportunity pipeline. A pipeline can only be deleted if it has no statuses. The last pipeline cannot be deleted.
delete_sms_template
ChatGPTPermanently delete an SMS template. If the template is used in any workflows (sequences), it cannot be deleted.
fetch
ChatGPTRetrieve the contents of an arbitrary object by its ID. Currently supported are leads and contacts.
fetch_contact
ChatGPTFetch an existing contact by ID. Returns the contact's details including name, title, email addresses, phone numbers, and URLs.
fetch_email_template
ChatGPTFetch an email template by ID. Returns the complete email template with all its details.
fetch_lead
ChatGPTFetch an existing lead (company) by ID.
fetch_lead_smart_view
ChatGPTFetch a lead smart view (saved search) by ID.
fetch_lead_status
ChatGPTFetch a lead status by ID.
fetch_opportunity
ChatGPTFetch a specific opportunity by ID. Returns the complete opportunity with all its details.
fetch_opportunity_status
ChatGPTFetch an opportunity status by ID.
fetch_pipeline_and_opportunity_statuses
ChatGPTFetch an opportunity pipeline, including its opportunity statuses, by ID.
fetch_sms_template
ChatGPTFetch an SMS template by ID. Returns the complete SMS template with all its details.
find_agent_configs
ChatGPTList 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
ChatGPTList all outcomes applicable to calls available in the organization.
find_custom_activities
ChatGPTList 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
ChatGPTList or find email templates
find_forms
ChatGPTList 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
ChatGPTList all groups in the organization.
find_lead_custom_fields
ChatGPTList 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
ChatGPTList lead smart views (saved searches).
find_lead_statuses
ChatGPTList or find lead statuses for the organization
find_meeting_outcomes
ChatGPTList all outcomes applicable to meetings available in the organization.
find_opportunities
ChatGPTFind opportunities based on various filters. You can filter by lead, user, status, dates, and more.
find_pipelines_and_opportunity_statuses
ChatGPTList all opportunity pipelines and their opportunity statuses in the organization.
find_scheduling_links
ChatGPTList 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
ChatGPTList or find SMS templates
find_workflows
ChatGPTList or find workflows
get_fields
ChatGPTUse this field ONLY to get a list of fields for the aggregation tool.
lead_search
ChatGPTPerform 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
ChatGPTReturn general information about the organization and the user.
org_users
ChatGPTReturn active users (memberships) which are part of the current org.
paginate_search
ChatGPTPaginate 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
ChatGPTPerform 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.
update_contact
ChatGPTUpdate 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
ChatGPTUpdate 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
ChatGPTUpdate an existing lead (company). Only fields that are provided and not None will be updated.
update_lead_smart_view
ChatGPTUpdate a lead smart view (saved search). Only fields that are provided and not None will be updated.
update_lead_status
ChatGPTUpdate the label of an existing lead status.
update_opportunity
ChatGPTUpdate 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_tool
ChatGPTUpdate the label of an existing opportunity status.
update_pipeline
ChatGPTUpdate an existing opportunity pipeline. Only fields that are provided will be updated.
update_sms_template
ChatGPTUpdate 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.
activity_search
Claudecreate_address
Claudecreate_contact
Claudecreate_email_template
Claudecreate_lead
Claudecreate_lead_status
Claudecreate_opportunity
Claudecreate_opportunity_status_tool
Claudecreate_pipeline
Claudecreate_sms_template
Claudecreate_workflow
Claudedelete_address
Claudedelete_contact
Claudedelete_email_template
Claudedelete_lead
Claudedelete_lead_smart_view
Claudedelete_lead_status
Claudedelete_opportunity
Claudedelete_opportunity_status_tool
Claudedelete_pipeline
Claudedelete_sms_template
Claudefetch_contact
Claudefetch_email_template
Claudefetch_lead
Claudefetch_lead_smart_view
Claudefetch_lead_status
Claudefetch_opportunity
Claudefetch_opportunity_status
Claudefetch_pipeline_and_opportunity_statuses
Claudefetch_sms_template
Claudefind_email_templates
Claudefind_lead_smart_views
Claudefind_lead_statuses
Claudefind_opportunities
Claudefind_pipelines_and_opportunity_statuses
Claudefind_scheduling_links
Claudefind_sms_templates
Claudefind_workflows
Claudelead_search
Claudemcp.read
Claudemcp.write_destructive
Claudemcp.write_safe
Claudeorg_info
Claudeorg_users
Claudepaginate_search
Claudeperform_search
Claudeupdate_contact
Claudeupdate_email_template
Claudeupdate_lead
Claudeupdate_lead_smart_view
Claudeupdate_lead_status
Claudeupdate_opportunity
Claudeupdate_opportunity_status_tool
Claudeupdate_pipeline
Claudeupdate_sms_template
ClaudeApp Stats
119
Tools
1
Prompts
Apr 29, 2026
First seen
ChatGPT, Claude
Platforms
Category
CRM RecordsWorks with
ChatGPT
Claude
Data refreshed daily