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2On Discover, search for Close MCP and click Connect.
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Then ask for what you need in any Agent mode chat. Close MCP is on in every chat unless you switch it off.
What your chats can do
114 tools from Close MCP.
Activity searchSearch 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.
AggregationPerform 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 fields using the
`get_fields` tool.
Apply voice agent updateApply a previously proposed voice agent update.
This tool persists the server-stored proposal identified by proposal_id.
It does not rerun the feedback processor, and it fails if the proposal has
expired or the voice agent changed after the proposal was created.
Close product knowledge searchSearch 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 addressAdd a new address to an existing lead (company).
Create call taskSchedule a call task on a lead, assigned to either a user or a
voice agent (Chloe).
A call task represents a scheduled outbound call that will be made
to the specified contact at the given time. The task can be assigned
to a specific user or dispatched to a voice agent.
Create commentAdd a comment to a commentable object (note, call, opportunity, task,
custom object, etc.).
If the object already has a comment thread, the new comment is appended
to it. Otherwise a new thread is started for the object. Use this tool
for both starting a conversation and replying to an existing one — the
object_id alone determines which.
Comments support @-mentions of users and groups. The body is HTML.
Create contactCreate a new contact for a lead.
A contact represents a person associated with a lead (company).
Create custom activity instanceCreate a new custom activity instance on a lead.
A custom activity instance is an activity of a custom activity type,
holding the custom field values defined by that type. Use the
find_custom_activities tool to look up the available custom activity
types.
If in an interactive session, ask the user for the relevant field values
(including custom fields) before creating, even if they are not required.
Create custom object instanceCreate a new custom object instance on a lead.
A custom object instance is a record of a custom object type, attached
to a lead and holding the custom field values defined by that type. Use
the find_custom_object_types tool to look up the available custom object
types.
If in an interactive session, ask the user for the relevant field values
(including custom fields) before creating, even if they are not required.
Create draft emailCreate a draft email on a lead.
The email is saved as an unsent draft for the user to review, edit, and
send from Close; it is never sent automatically. Provide the body as
Close rich text (HTML) via body_html; the sender's saved email signature
is appended automatically. To create a reply in an existing thread,
provide the ID of the email being replied to via in_reply_to_id.
Create email templateCreate 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 leadCreate 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 statusCreate a new lead status.
Create noteCreate a new note on a lead.
A note is a text-based activity attached to a lead. At least one
of note (plaintext) or note_html (rich text) must be provided.
Create opportunityCreate 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 toolCreate a new opportunity status.
Create pipelineCreate a new opportunity pipeline.
Use the create_opportunity_status tool to add statuses to the pipeline.
Create sms templateCreate 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 taskCreate 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 workflowCreate a new workflow (a.k.a. sequence) with Draft status.
Customized builtin labelsReturn the customized builtin labels.
Only renamed labels are returned - an empty result
means the default names apply.
Delete addressDelete an address from an existing lead (company) if there is an exact
match.
Delete call taskDelete a call task. Does not affect sibling tasks.
Delete contactPermanently delete an existing contact.
This will remove the contact from its lead including its email addresses,
phone numbers, and URLs will be removed. Activities 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 custom activity instancePermanently delete an existing custom activity instance.
This action cannot be undone.
ONLY call this if the user specifically instructed you to delete the
custom activity instance.
Delete custom object instancePermanently delete an existing custom object instance.
A custom object instance is a record of a custom object type, attached
to a lead and holding the custom field values defined by that type. This
action cannot be undone.
ONLY call this if the user specifically instructed you to delete the
custom object instance.
Delete email templatePermanently delete an email template.
If the template is used in any workflows (sequences), it cannot be deleted.
Delete leadPermanently 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 viewPermanently delete a lead smart view (saved search).
Delete lead statusPermanently 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 notePermanently delete an existing note.
This action cannot be undone.
ONLY call this if the user specifically instructed you to delete
the note.
Delete opportunityPermanently delete an opportunity.
This action cannot be undone. All data associated with the opportunity will be removed.
Delete opportunity status toolPermanently 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 pipelinePermanently delete an opportunity pipeline.
A pipeline can only be deleted if it has no statuses. The last pipeline
cannot be deleted.
Delete sms templatePermanently delete an SMS template.
If the template is used in any workflows (sequences), it cannot be deleted.
Delete taskPermanently delete an existing task by ID.
This action cannot be undone.
ONLY call this if the user specifically instructed you to delete the task.
Enrich fieldUse AI to determine and set the value of a field on a lead or contact.
The field is enriched using available data on the object and external
sources, and the enriched value is written back to the object. By default
the value is only written if the field is currently empty; set
overwrite_existing_value to True to replace an existing value.
Returns the enriched value along with the model's reasoning and confidence.
Fetch callFetch a single call activity by ID.
Returns the call's direction, outcome, participants, and (if available)
its transcript.
Fetch call taskFetch a single call task by ID.
Fetch commentFetch a single comment by ID.
Returns the comment's rich-text (HTML) body, the thread and lead it
belongs to, its @-mentions, and the resolved author and last-editor
names.
Fetch contactFetch an existing contact by ID.
Returns the contact's details including name, title, email addresses, phone numbers, and URLs.
Fetch custom activity instanceFetch an existing custom activity instance by ID.
A custom activity instance is an activity of a custom activity type,
holding the custom field values defined by that type. Returns the
full instance, including its custom field values and the resolved
lead, contact, and user names.
Fetch custom object instanceFetch an existing custom object instance by ID.
A custom object instance is a record of a custom object type, attached
to a lead and holding the custom field values defined by that type.
Returns the full instance, including its custom field values and the
resolved lead, custom object type, and creator/updater names.
Fetch custom object typeFetch a single custom object type by its ID.
A custom object type defines the shape of a category of custom objects,
including the custom fields its instances hold. Returns the type with
its custom fields.
Fetch email templateFetch an email template by ID.
Returns the complete email template with all its details.
Fetch invoiceFetch one of the organization's billing invoices by id.
Fetch leadFetch an existing lead (company) by ID.
Fetch lead smart viewFetch a lead smart view (saved search) by ID.
Fetch lead statusFetch a lead status by ID.
Fetch meeting transcriptFetch a meeting's Notetaker transcript(s) by meeting activity ID.
Returns the meeting's speaker breakdown, summary, and full
speaker-labeled transcript text. Only covers Notetaker (meeting)
transcripts; call transcripts are served by `fetch_call`.
Fetch membershipFetch one of the organization's members by user id.
Fetch noteFetch an existing note by ID.
Returns the full note details including title, text, and metadata.
Fetch opportunityFetch a specific opportunity by ID.
Returns the complete opportunity with all its details.
Fetch opportunity statusFetch an opportunity status by ID.
Fetch pipeline and opportunity statusesFetch an opportunity pipeline, including its opportunity statuses, by ID.
Fetch roleFetch one of the organization's roles by id, with every permission it
grants.
Use `list_roles` to resolve a role name to its id.
Fetch sms templateFetch an SMS template by ID.
Returns the complete SMS template with all its details.
Fetch taskFetch an existing task by ID.
Returns the task's details including the associated lead, contact,
assignee, due date, priority, and completion status.
Find call outcomesList all outcomes applicable to calls available in the organization.
Find call tasksFind call tasks based on various filters.
You can filter by lead, contact, assignee (a user or a voice agent),
completion state, and scheduled/created/updated dates.
Find contact custom fieldsList all contact custom fields defined for the organization.
Includes both contact-specific fields and shared fields associated
with contacts. 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 contacts.
Find custom activitiesList all active (non-archived) Custom Activity Types in the organization,
along with the custom fields defined on each type.
Call this before creating a workflow with a "custom-activity-event" trigger
so you can look up the correct Custom Activity Type ID.
Find custom activity instancesFind a lead's custom activity instances based on various filters.
A custom activity instance is an activity of a custom activity type,
holding the custom field values defined by that type. Always scoped
to a single lead; optionally filter by attributed user, one or more
custom activity types, or activity date. Results are sorted by most
recent activity first and are cursor-paginated.
Find custom object instancesFind a lead's custom object instances.
A custom object instance is a record of a custom object type, attached
to a lead and holding the custom field values defined by that type.
Always scoped to a single lead; optionally filter to a single custom
object type. Results are ordered by creation date (oldest first) and
are cursor-paginated.
Find custom object typesList all custom object types in the organization, along with the
custom fields defined on each type.
Find email templatesList or find email templates
Find formsList 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 groupsList all groups in the organization.
Find invoicesFind the organization's billing invoices, newest first.
Invoices without a date sort first.
Find lead custom fieldsList 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 viewsList lead smart views (saved searches).
Find lead statusesList or find lead statuses for the organization
Find meeting outcomesList all outcomes applicable to meetings available in the organization.
Find membershipsList the organization's members with each member's role name, whether the
role is built-in or custom, active/inactive status, and join date. Richer
than `org_users` — prefer this unless you only need a name or email.
Most recent members first.
Find notesFind notes based on various filters.
Find opportunitiesFind opportunities by status (active/won/lost), owner, lead, or
close-date range, optionally only those needing attention, sorted by
soonest close, largest value, or highest confidence. Returns each
opportunity with resolved lead, contact, owner, and status names;
cursor-paginated.
Find opportunity custom fieldsList all opportunity custom fields defined for the organization.
Includes both opportunity-specific fields and shared fields associated
with opportunities. 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 opportunities.
Find pipelines and opportunity statusesList all opportunity pipelines and their opportunity statuses in the organization.
Find scheduling linksList 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 templatesList or find SMS templates
Find tasksFind tasks based on various filters.
You can filter by lead, assignee, completion state, and due/created/
updated dates.
Find voice agentsList all voice agents configured for the organization. Voice agents are
AI callers that place outbound calls to leads' contacts on the user's
behalf.
Returns each voice agent's ID and name. Use this to find the right
voice agent ID when scheduling a call or assigning a call step in a
workflow.
Users may refer to voice agents as "voice agents", "Chloe", or by their
configured name. When more than one agent exists, pick the most
appropriate one based on the name.
Find workflowsList or find workflows
Get ai credit usageAI credit usage for the billing account, broken down by feature.
Reports total credits used and a per-feature breakdown. Credits
are the billing unit for AI features. Usage covers the whole
billing account, not a single organization. Omit `start`/`end`
for the current billing period; the result's `start`/`end` report
the window actually measured.
Explicit ranges must be timezone-aware and span at most 366 days.
Older ranges may return empty or partial data — zero usage for an
old range does not mean no activity. On a rate-limited error,
retry after `retry_after` seconds.
Get billing summaryBilling summary for the organization's billing account.
Reports the subscription plan, billing status with the trial end
date, seat counts, and AI usage availability, tier, and credit
allowance for the current billing cycle. Whether the account is on
trial is `status`, not anything under `ai_usage`. Use
`get_ai_credit_usage` for the credits actually used.
Get fieldsUse this tool ONLY to get a list of fields for the aggregation tool.
Get voice agent overview reportCross-agent rollup for the Voice Agents list page.
Returns one row per **active** agent — agents with completed calls
in `date_range` **or** queued upcoming calls. Cumulative funnel
counts (`answered`, `engaged`, `objective_met`) plus `total_calls`.
`upcoming_calls` is the agent's queued (not yet completed) calls and
is **not** bound by `date_range` — open tasks are open regardless of
when scheduled (so an agent with only upcoming calls still appears).
Use this to compare agents;
for one agent's outcomes, sentiment, or time saved use
`get_voice_agent_performance_report`. For an inventory of all
configured voice agents regardless of activity, use
`find_agent_configs`.
The Voice Agents list (Agents tab) shows all-time stats, so leave
`date_range` at its default (`all_time`) unless the user asks for a
specific window. (The Upcoming and Recent tabs are call lists, not
this rollup — search Calls for those.)
Rows are sorted server-side per the `sort` field (default
`most_calls`); pass a different mode rather than re-sorting in
your reply. Set `reverse=True` to invert (e.g. `sort=most_calls,
reverse=True` for least active first) — necessary to surface the
bottom of the ordering, since `rows` are capped before they reach
you. `truncated` and `total_agent_count` flag in-scope active
agents; `dormant_agent_count` reports in-scope agents with
**neither** completed calls in the date range **nor** queued
upcoming calls (not included in `rows`).
Get voice agent performance reportPerformance metrics for one voice agent.
Returns the numbers shown on the Performance tab of a Voice Agent
detail page. Passing multiple `agent_config_ids` pools metrics
into a single aggregate (not a per-agent breakdown — for that,
use `get_voice_agent_overview_report`). For per-call drill-down,
search Calls filtered by `agent_config_id`.
When the user is on a Voice Agent page, pull `date_range` from
`page_context.date_range` so the numbers match the UI.
Percentages: `*_pct` is over `total_calls`;
`engaged_over_answered_pct` and `objective_met_over_answered_pct`
are over `answered` (tier-to-tier conversion). For any other
denominator, compute from `*_count`.
`funnel_previous_period_deltas` is null when the date range has
no defined previous period (e.g. `all_time`).
Get voice agentsReturn detailed configuration for one or more voice agents.
Includes each agent's objective, user instructions, and which skills are
enabled. Use this as the follow-up to `find_voice_agents` once one or
more agent IDs have been selected.
Lead searchPerform 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.
List membership requestsList pending requests to join the current organization.
Each entry includes the requesting user's name and email, the
request id, and when the request was created.
List rolesList the roles that can be assigned in the organization.
Covers Close's built-in roles plus any custom roles the org defines.
Use this to resolve a role name to its id, or to see which roles
grant organization management access.
Org infoReturn general information about the organization and the user.
Org usersReturn active users (memberships) which are part of the current org.
Paginate searchPaginate a search to retrieve more results.
Provide exactly one of:
- `search_id`: a `share_*` id from a previous search or shared entry, or
- `smart_view_id`: a `save_*` Smart View (saved search) id the user is
viewing.
Propose voice agent updatePropose a voice agent configuration update from natural-language feedback.
This tool does not apply changes to the voice agent. It returns a short
behavioral summary and proposal ID when the requested edit is clear. If the
feedback is ambiguous, it returns clarification questions instead of making
a proposal. Use apply_voice_agent_update with the proposal ID only after
the user approves the proposal.
Schedule voice agent callSchedule a voice agent to call a lead's contact.
Creates a call task assigned to the voice agent. The voice agent will
place the call automatically at the scheduled time, or as soon as the
queue picks it up when no time is given.
Use `find_voice_agents` first to discover which voice agents are
available in this organization.
SearchPerform 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 call taskUpdate a call task.
Only fields that are provided will be updated. Reassigning to a user or
voice agent (agent_config_id) affects only this task. Completing a call
task also completes every sibling task sharing its deduplication key.
Update contactUpdate 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 custom activity instanceUpdate an existing custom activity instance.
A custom activity instance is an activity of a custom activity type,
holding the custom field values defined by that type.
Only fields that are provided will be updated. For custom fields, only
the custom fields included are modified; pass null to clear one. Pass
'clear' for contact_id to detach the contact.
Update custom object instanceUpdate an existing custom object instance.
A custom object instance is a record of a custom object type, attached
to a lead and holding the custom field values defined by that type.
Only fields that are provided will be updated. For custom fields, only
the custom fields included are modified; pass null to clear one.
Update draft emailUpdate an existing draft email.
Only draft emails can be updated; sent or scheduled emails are rejected.
Only fields that are provided are changed. When the body is replaced the
sender's saved email signature is appended again. This never sends the
email.
Update email templateUpdate 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 leadUpdate an existing lead (company).
Only fields that are provided and not None will be updated.
Update lead smart viewUpdate a lead smart view (saved search).
Only fields that are provided and not None will be updated.
Update lead statusUpdate the label of an existing lead status.
Update noteUpdate an existing note.
Only fields that are provided will be updated. Note content is
provided as rich text (HTML) via note_html; the plaintext note is
automatically derived.
Update opportunityUpdate 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 toolUpdate the label of an existing opportunity status.
Update pipelineUpdate an existing opportunity pipeline.
Only fields that are provided will be updated.
Update sms templateUpdate 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.
Update taskUpdate an existing task.
Only fields that are provided will be updated. Pass 'clear' for
contact_id or due_date to clear those values.
