Connectors · CRM & sales

Close MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Close and the rest of your systems. It gives your agent 313 Close actions (142 reads, 117 writes and 54 that wait for a confirmation) and holds the Close credential itself, so the agent never does. It paces Close's limits and records every call.

Connect Close free See pricing

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

claude mcp add --transport http actionlake https://connect.actionlake.com/mcp

313actionsin one signed file
142readlook, never change
117writecreate and update
54wait for a yesdestructive, confirmed first

Set up

Connect Close in three steps.

01
Add actionlake to Claude.
Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.
https://connect.actionlake.com/mcp
02
Connect Close.
Username and secret. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. actionlake stores what you paste write-only, sealed under your tenant's key.
- api_keyClose API key (api_... — Settings > Developer > API Keys)
```
account { op: "connections.requirements", service: "close" }
# free: exactly what to paste, and what is found for you
```

Make the first call. Check before a write.

Ask in plain words; Claude picks the action. Before anything changes, check validates the call and prices it, for free.

do    { action: "close.contacts.list" }# list contacts (close) · read · 1 upstream callcheck { action: "close.contacts.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Close at a glance

Sign-in: Username and secret. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead.
You provide: api_key
Limits we pace to: 10 calls a second, per connection
API covered: Close API v1api.close.com/api/v1
Built from: Close's documentation, read 19 September 2026developer.close.com developer.close.com
Service file: Version 1.0.0, signed (Ed25519)
Cached reads: 142 of 142 reads, for up to an hour; a write clears what it affects
Ready-made plans: 9 in the store
Shared entities: 11, so ask can line Close up with your other systems
Data: Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in Close.

313 actions in 15 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

142readlook, never change
117writecreate and update
54destructivewait for a confirmation

Config
166
69 read · 67 write · 30 destructive
List or filter all dialer sessions (Close) · Get a single dialer session (Close) · Enrich a specific field on a lead or contact using AI (Close) · List email templates (Close)
Activity
69
35 read · 20 write · 14 destructive
List or filter all Meeting activities (Close) · List or filter all Call activities (Close) · List or filter all Email activities (Close) · List or filter all Note activities (Close)
Lead
10
3 read · 5 write · 2 destructive
List Leads (Close) · Create a new lead (Close) · Create a Close lead from a whole object · Get a single Lead (Close)
User
10
5 read · 4 write · 1 destructive
List users in your organization (Close) · List user availability statuses (Close) · Fetch a single user (Close) · Fetch information about yourself (Close)
Export
8
6 read · 2 write · 0 destructive
Export leads based on a search query (Close) · Export opportunities, based on opportunity filters (Close) · List Lead Exports (Close) · List all the exports (Close)
Reporting
8
8 read · 0 write · 0 destructive
Get custom report (Explorer) (Close) · Get lead status change report (Close) · Get opportunity status change report (Close) · Get sent emails report (Close)
Contact
7
2 read · 4 write · 1 destructive
List contacts (Close) · Create a new contact (Close) · Create a Close contact from a whole object · Fetch a single contact (Close)
Pipeline
7
2 read · 4 write · 1 destructive
List or filter opportunities (Close) · Create an opportunity (Close) · Create a Close opportunity from a whole object · Retrieve an opportunity (Close)

7 more areas · 28 actions

Group 7
Task 6
Webhook 5
Role 5
Event 2
Org 2
Search 1

Top actions

The Close API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 186 of Close's 190 action names are shared with at least one other connector, so an agent learns them once.

Action	What it does	Effect	Same name in
`close.contacts.list`List contacts (Close)	List contacts.	read	`crm.contact.list`177 connectors
`close.opportunities.list`List or filter opportunities (Close)	List or filter opportunities.	read	`crm.deal.list`43 connectors
`close.meetings.list`List or filter all Meeting activities (Close)	List or filter all Meeting activities.	read	`comm.event.list`61 connectors
`close.tasks.list`List or filter tasks (Close)	List or filter tasks. The `view` parameter can be used to conveniently access the different task views. It accepts one of the following values:.	read	`work.task.list`122 connectors
`close.leads.list`List Leads (Close)	List Leads.	read	`crm.lead.list`28 connectors
`close.calls.list`List or filter all Call activities (Close)	List or filter all Call activities.	read	`comm.call.list`44 connectors
`close.contacts.create`Create a new contact (Close)	Create a new contact. Contacts belong to exactly one Lead (specified by `lead_id`). If you do not provide a `lead_id` then a new lead will be created, named…	write	`crm.contact.create`161 connectors
`close.contacts.create_raw`Create a Close contact from a whole object	Create a Close contact from a whole object. Sends the object you pass exactly as given, so custom fields (`custom.cf_<id>` keys) and any field Close adds…	write	`crm.contact.create`161 connectors
`close.users.list`List users in your organization (Close)	List users in your organization. List all users who are members of your organization.	read	`identity.user.list`474 connectors
`close.emails.list`List or filter all Email activities (Close)	List or filter all Email activities. You'll get one object per email message.	read	`comm.email.list`28 connectors
`close.opportunities.create`Create an opportunity (Close)	Create an opportunity. Create an opportunity, optionally linked to an existing lead.	write	`crm.deal.create`43 connectors
`close.contacts.delete`Delete a contact (Close)	Delete a contact.	destructive	`crm.contact.delete`147 connectors

Try it

Prompts to paste into Claude.

Each one names the Close actions it will call, so you know what it reads and what it changes before you send it.

Readread
Which Close deals are due to close this month, and what are they worth in total?
callsclose.opportunities.list
Planwrite
Summarise yesterday's calls and log a note in Close.
callsclose.users.listclose.calls.listclose.meetings.listclose.notes.listclose.tasks.create
Planread
Report opportunity and lead status movement in Close.
callsclose.pipelines.listclose.opportunity_statuses.listclose.reporting.opportunity_statuses.runclose.reporting.lead_statuses.runclose.reporting.funnel.totals.run
Writewrite
Create a new contact (Close) in Close. Show me exactly what you will send before you save it.
callsclose.contacts.create

The plan store

Ready-made plans for Close.

9 plans in the store. Install one and your agent runs it by name; the reply says which connections are still missing. A schedule can run a plan on a timetable. There are no triggers or webhooks, by design.

Report opportunity and lead status movement
Use it when A manager asks for a pipeline health or status-movement summary for a period.
Effect
read
Steps
5
Needs
date end, date start and org id
Install
close-pipeline-health-report
Export leads matching a query and wait for the file
Use it when Someone needs a CSV of leads matching a query pulled out of Close.
Effect
write
Steps
4
Needs
format and query
Install
close-export-leads-snapshot
Create a lead with its first contact and task
Use it when A new inbound enquiry needs to be entered into Close as a complete lead record.
Effect
write
Steps
4
Needs
assignee user id, company name, contact email and contact name
Install
close-onboard-new-lead
Subscribe a lead's contacts to an outreach sequence
Use it when A rep wants everyone on a lead enrolled in a Close email sequence.
A person decidesSubscribe number of items contacts to sequence name — they will start receiving automated email.
Effect
write
Steps
4 · loops
Needs
lead id, sender account id, sender email and sequence id
Install
close-sequence-subscribe-contacts
Create follow-up tasks for leads with no recent activity
Use it when A rep wants follow-up tasks raised against leads that have gone quiet.
Effect
write
Steps
4 · loops
Needs
assignee user id and days quiet
Install
close-stale-lead-followup-tasks
Suppress email addresses after a review
Use it when Bounced or complaining addresses need adding to the Close unsubscribe list.
A person decidesPermanently suppress number of addresses email addresses from all future Close sending.
Effect
write
Steps
4 · loops
Needs
addresses
Install
close-unsubscribe-bounced-contacts
Send a templated bulk email after approval
Use it when A marketer wants a template blasted to everyone matching a Close search, with a human check first.
A person decidesSend template template id to number of items recipients matching: query
Effect
write
Steps
5
Needs
email account id, query and template id
Install
close-bulk-email-campaign
Summarise yesterday's calls and log a note
Use it when A team lead wants a daily digest of call and meeting activity recorded in Close.
Effect
write
Steps
6
Needs
digest lead id
Install
close-call-activity-digest
Approve and run a bulk delete from a saved search
Use it when Someone wants to purge a set of Close records matched by a search query, with sign-off.
A person decidesPermanently delete number of items Close records matching: query
Effect
destructive
Steps
5
Needs
query
Install
close-bulk-delete-search-results

install a plan

account { op: "plans.install", slug: "close-pipeline-health-report" }
# then ask for it by name; a schedule can run it on a timetable

Governance for Close

Destructive actions wait for a yes.

54 Close actions are destructive. The first 10:

Delete a contact (Close)close.contacts.delete
Delete an opportunity (Close)close.opportunities.delete
Delete a Meeting activity (Close)close.meetings.delete
Delete a task (Close)close.tasks.delete
Delete a lead (Close)close.leads.delete
Delete a Call activity (Close)close.calls.delete
Delete an Email activity (Close)close.emails.delete
Delete a Group (Close)close.groups.delete
Delete a role (Close)close.roles.delete
Delete a Note activity (Close)close.notes.delete

A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

doclose.contacts.deleteconfirm_policy: human

Delete a contact (Close)?

intent: the user asked me to delete a contact (Close)

run suspended · waiting for a named person · key close-agent cannot confirm itself

In the console, or from an emailed signed link.

a key for this connector

account {  op: "keys.create", name: "close-agent",  allowed_actions: ["close.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "close.contacts.delete", approver: "[email protected]" },    { match: "close.opportunities.delete", approver: "[email protected]" },    { match: "close.meetings.delete", approver: "[email protected]" }  ]}

Illustrative. Scoped to Close only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What Close costs on actionlake.

Every Close action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Close refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

1upstream call per actionall 313 Close actions
46actions pageeach page of a long list is one call
142reads can be cacheda cache hit costs nothing
100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every Close action.

313 actions by area: the id your agent calls, what it does, and its effect.

Config166

close.activity_custom_fields.createCreate a new Activity Custom Field (Close)write
close.activity_custom_fields.deleteDelete an Activity Custom Field (Close)destructive
close.activity_custom_fields.getFetch Activity Custom Field's details (Close)read
close.activity_custom_fields.listList Activity Custom Fields (Close)read
close.activity_custom_fields.updateUpdate an Activity Custom Field (Close)write
close.blocked_phone_numbers.createCreate a Blocked Phone Number (Close)write
close.blocked_phone_numbers.deleteDelete a Blocked Phone Number (Close)destructive
close.blocked_phone_numbers.getRetrieve a single Blocked Phone Number (Close)read
close.blocked_phone_numbers.listList Blocked Phone Numbers (Close)read
close.blocked_phone_numbers.settings.getRetrieve Blocked Phone Number settings (Close)read
close.blocked_phone_numbers.settings.updateUpdate Blocked Phone Number settings (Close)write
close.blocked_phone_numbers.updateUpdate a Blocked Phone Number (Close)write
close.bulk_deletes.createInitiate a new bulk delete (Close)destructive
close.bulk_deletes.getFetch a single bulk delete object (Close)read
close.bulk_deletes.listList bulk deletes (Close)read
close.bulk_edits.createInitiate a new bulk edit (Close)write
close.bulk_edits.getFetch a single bulk edit object (Close)read
close.bulk_edits.listList bulk edits (Close)read
close.bulk_emails.createInitiate a new bulk email (Close)write
close.bulk_emails.getFetch a single bulk email object (Close)read
close.bulk_emails.listList bulk emails (Close)read
close.bulk_sequence_subscriptions.createInitiate a new bulk sequence subscription (Close)write
close.bulk_sequence_subscriptions.getFetch a single bulk sequence subscription object (Close)read
close.bulk_sequence_subscriptions.listList bulk sequence subscriptions (Close)read
close.connected_accounts.getFetch a single connected account (Close)read
close.connected_accounts.listList connected accounts (Close)read
close.contact_custom_fields.createCreate a new Contact Custom Field (Close)write
close.contact_custom_fields.deleteDelete a Contact Custom Field (Close)destructive
close.contact_custom_fields.getFetch Contact Custom Field's details (Close)read
close.contact_custom_fields.listList Contact Custom Fields (Close)read
close.contact_custom_fields.updateUpdate a Contact Custom Field (Close)write
close.custom_activity_types.createCreate new Custom Activity Type (Close)write
close.custom_activity_types.deleteDelete a Custom Activity Type (Close)destructive
close.custom_activity_types.getRetrieve a single Custom Activity Type (Close)read
close.custom_activity_types.listList Custom Activity Types (Close)read
close.custom_activity_types.updateUpdate existing Custom Activity Type (Close)write
close.custom_field_schemas.getRetrieve a custom field schema (Close)read
close.custom_field_schemas.updateUpdate a custom field schema (Close)write
close.custom_object_custom_fields.createCreate a new Custom Object Custom Field (Close)write
close.custom_object_custom_fields.deleteDelete a Custom Object Custom Field (Close)destructive
close.custom_object_custom_fields.getFetch Custom Object Custom Field's details (Close)read
close.custom_object_custom_fields.listList Custom Object Custom Fields (Close)read
close.custom_object_custom_fields.updateUpdate a Custom Object Custom Field (Close)write
close.custom_object_types.createCreate new Custom Object Type (Close)write
close.custom_object_types.deleteDelete a Custom Object Type (Close)destructive
close.custom_object_types.getRetrieve a single Custom Object Type (Close)read
close.custom_object_types.listList Custom Object Types (Close)read
close.custom_object_types.updateUpdate existing Custom Object Type (Close)write
close.custom_objects.createCreate a new Custom Object instance (Close)write
close.custom_objects.create_rawCreate a Close custom object instance from a whole objectwrite
close.custom_objects.deleteDelete a Custom Object instance (Close)destructive
close.custom_objects.getRetrieve a single Custom Object instance (Close)read
close.custom_objects.listList Custom Object instances (Close)read
close.custom_objects.updateUpdating a Custom Object instance (Close)write
close.custom_objects.update_rawUpdate a Close custom object instance from a whole objectwrite
close.dialers.getGet a single dialer session (Close)read
close.dialers.listList or filter all dialer sessions (Close)read
close.email_templates.createCreate an email template (Close)write
close.email_templates.deleteDelete an email template (Close)destructive
close.email_templates.getFetch an email template (Close)read
close.email_templates.listList email templates (Close)read
close.email_templates.renderRender an email template (Close)read
close.email_templates.updateUpdate an email template (Close)write
close.field_enrichment.createEnrich a specific field on a lead or contact using AI (Close)write
close.files.createGenerate a signed S3 POST (Close)write
close.forms.getRetrieve a Form (Close)read
close.forms.listList Forms (Close)read
close.integration_links.createCreate an integration link (Close)write
close.integration_links.deleteDelete an integration link (Close)destructive
close.integration_links.getGet a single integration link (Close)read
close.integration_links.listGet all integration links for your organization (Close)read
close.integration_links.updateUpdate an integration link (Close)write
close.lead_custom_fields.createCreate a new Lead Custom Field (Close)write
close.lead_custom_fields.deleteDelete a Lead Custom Field (Close)destructive
close.lead_custom_fields.getFetch Lead Custom Field's details (Close)read
close.lead_custom_fields.listList Lead Custom Fields (Close)read
close.lead_custom_fields.updateUpdate a Lead Custom Field (Close)write
close.lead_statuses.createCreate a new status that can be applied to leads (Close)write
close.lead_statuses.deleteDelete a lead status (Close)destructive
close.lead_statuses.getFetch a single lead status (Close)read
close.lead_statuses.listList lead statuses for your organization (Close)read
close.lead_statuses.updateRename a lead status (Close)write
close.opportunity_custom_fields.createCreate a new Opportunity Custom Field (Close)write
close.opportunity_custom_fields.deleteDelete an Opportunity Custom Field (Close)destructive
close.opportunity_custom_fields.getFetch Opportunity Custom Field's details (Close)read
close.opportunity_custom_fields.listList Opportunity Custom Fields (Close)read
close.opportunity_custom_fields.updateUpdate an Opportunity Custom Field (Close)write
close.opportunity_statuses.createCreate an opportunity status (Close)write
close.opportunity_statuses.deleteDelete an opportunity status (Close)destructive
close.opportunity_statuses.getFetch a single opportunity status (Close)read
close.opportunity_statuses.listList opportunity statuses for your organization (Close)read
close.opportunity_statuses.updateRename an opportunity status (Close)write
close.outcomes.createCreate an outcome (Close)write
close.outcomes.deleteDelete an outcome (Close)destructive
close.outcomes.getFetch a single outcome (Close)read
close.outcomes.listList or filter outcomes (Close)read
close.outcomes.updateUpdate an outcome (Close)write
close.phone_numbers.createRequest an internal phone number (Close)write
close.phone_numbers.deleteDelete a phone number (Close)destructive
close.phone_numbers.getRetrieve a single phone number (Close)read
close.phone_numbers.listList or search for phone numbers (Close)read
close.phone_numbers.updateUpdate a phone number (Close)write
close.pipelines.createCreate a Pipeline (Close)write
close.pipelines.deleteDelete a Pipeline (Close)destructive
close.pipelines.getFetch a single Pipeline (Close)read
close.pipelines.listList Pipelines for your organization (Close)read
close.pipelines.updateUpdate a Pipeline (Close)write
close.playbooks.archiveArchive a playbook (Close)write
close.playbooks.createCreate a playbook (Close)write
close.playbooks.deleteDelete a playbook (Close)destructive
close.playbooks.getFetch a single playbook (Close)read
close.playbooks.listList or filter playbooks (Close)read
close.playbooks.unarchiveUnarchive a playbook (Close)write
close.playbooks.updateUpdate a playbook (Close)write
close.scheduling_links.createCreate a User Scheduling Link (Close)write
close.scheduling_links.deleteDelete a User Scheduling Link (Close)destructive
close.scheduling_links.getFetch a User Scheduling Link (Close)read
close.scheduling_links.integration.deleteDelete a User Scheduling Link via OAuth integration (Close)destructive
close.scheduling_links.integration.upsertCreate or update a Scheduling Link via OAuth (Close)write
close.scheduling_links.listList User Scheduling Links (Close)read
close.scheduling_links.shared.createCreate a Shared Scheduling Link (Close)write
close.scheduling_links.shared.deleteDelete a Shared Scheduling Link (Close)destructive
close.scheduling_links.shared.getFetch a Shared Scheduling Link (Close)read
close.scheduling_links.shared.listList Shared Scheduling Links (Close)read
close.scheduling_links.shared.mapMap a Shared Scheduling Link (Close)write
close.scheduling_links.shared.unmapUnmap a Shared Scheduling Link (Close)write
close.scheduling_links.shared.updateUpdate a Shared Scheduling Link (Close)write
close.scheduling_links.updateUpdate a User Scheduling Link (Close)write
close.send_as.bulk_upsertEdit Send As Associations in bulk (Close)write
close.send_as.createCreate a Send As Association (Close)write
close.send_as.deleteDelete a Send As Association by ID (Close)destructive
close.send_as.delete_by_userDelete a Send As Association by allowed user (Close)destructive
close.send_as.getRetrieve a single Send As Association (Close)read
close.send_as.listList Send As Associations (Close)read
close.sequences.createCreate a Sequence (Close)write
close.sequences.deleteDelete a Sequence (Close)destructive
close.sequences.getFetch a Sequence (Close)read
close.sequences.listList Sequences (Close)read
close.sequences.subscriptions.createSubscribe a Contact to a Sequence (Close)write
close.sequences.subscriptions.deleteDelete a Sequence Subscription (Close)destructive
close.sequences.subscriptions.getFetch a single Sequence Subscription (Close)read
close.sequences.subscriptions.listList Sequence Subscriptions (Close)read
close.sequences.subscriptions.updateUpdate a specific Subscription (Close)write
close.sequences.updateUpdate a Sequence (Close)write
close.shared_custom_fields.associations.createAssociate a Shared Custom Field with an object type (Close)write
close.shared_custom_fields.associations.deleteDisassociate a Shared Custom Field from an object type (Close)destructive
close.shared_custom_fields.associations.getFetch a Shared Custom Field Association (Close)read
close.shared_custom_fields.associations.updateUpdate an existing Shared Custom Field Association (Close)write
close.shared_custom_fields.createCreate a new Shared Custom Field (Close)write
close.shared_custom_fields.deleteDelete a Shared Custom Field (Close)destructive
close.shared_custom_fields.getFetch Shared Custom Field's details (Close)read
close.shared_custom_fields.listList Shared Custom Fields (Close)read
close.shared_custom_fields.updateUpdate a Shared Custom Field (Close)write
close.smart_views.createCreate a Smart View (Close)write
close.smart_views.deleteDelete a Smart View (Close)destructive
close.smart_views.getGet a single Smart View (Close)read
close.smart_views.listList Smart Views (Close)read
close.smart_views.updateUpdate a Smart View (Close)write
close.sms_templates.createCreate an SMS template (Close)write
close.sms_templates.deleteDelete an SMS template (Close)destructive
close.sms_templates.getFetch an SMS template (Close)read
close.sms_templates.listList SMS templates (Close)read
close.sms_templates.updateUpdate an SMS template (Close)write
close.unsubscribed_emails.createUnsubscribe an email address (Close)write
close.unsubscribed_emails.deleteResubscribe an email address (Close)destructive
close.unsubscribed_emails.listList all unsubscribed emails (Close)read

Activity69

close.activities.listList or filter all activity types (Close)read
close.calls.createLog an external Call activity (Close)write
close.calls.deleteDelete a Call activity (Close)destructive
close.calls.getGet a single Call activity (Close)read
close.calls.listList or filter all Call activities (Close)read
close.calls.updateUpdate a Call activity (Close)write
close.comments.createCreate a Comment (Close)write
close.comments.deleteRemove a comment (Close)destructive
close.comments.getFetch an individual comment (Close)read
close.comments.listFetch multiple comments (Close)read
close.comments.threads.getFetch an individual comment thread (Close)read
close.comments.threads.listFetch multiple comment threads (Close)read
close.comments.updateUpdate a Comment (Close)write
close.creations.getGet a single Created activity (Close)read
close.creations.listList or filter all Created activities (Close)read
close.custom_activities.createCreate a new Custom Activity instance (Close)write
close.custom_activities.create_rawCreate a Close custom activity from a whole objectwrite
close.custom_activities.deleteDelete a Custom Activity instance (Close)destructive
close.custom_activities.getGet a single Custom Activity instance (Close)read
close.custom_activities.listList or filter all Custom Activity instances (Close)read
close.custom_activities.updateUpdating a Custom Activity instance (Close)write
close.custom_activities.update_rawUpdate a Close custom activity from a whole objectwrite
close.email_threads.deleteDelete an EmailThread activity (Close)destructive
close.email_threads.getGet a single EmailThread activity (Close)read
close.email_threads.listList or filter all EmailThread activities (Close)read
close.emails.createCreate an Email activity (Close)write
close.emails.deleteDelete an Email activity (Close)destructive
close.emails.getGet a single Email activity (Close)read
close.emails.listList or filter all Email activities (Close)read
close.emails.updateUpdate an Email activity (Close)write
close.form_submissions.deleteDelete a FormSubmission activity (Close)destructive
close.form_submissions.getGet a single FormSubmission activity (Close)read
close.form_submissions.listList or filter all FormSubmission activities (Close)read
close.import_updates.deleteDelete an ImportUpdate activity (Close)destructive
close.import_updates.getGet a single ImportUpdate activity (Close)read
close.import_updates.listList or filter all ImportUpdate activities (Close)read
close.lead_merges.getGet a single LeadMerge activity (Close)read
close.lead_merges.listList or filter all LeadMerge activities (Close)read
close.lead_status_changes.createCreate a new LeadStatusChange activity (Close)write
close.lead_status_changes.deleteDelete a single LeadStatusChange activity (Close)destructive
close.lead_status_changes.getGet a single LeadStatusChange activity (Close)read
close.lead_status_changes.listList or filter all LeadStatusChange activities (Close)read
close.meetings.deleteDelete a Meeting activity (Close)destructive
close.meetings.getGet a single Meeting activity (Close)read
close.meetings.integration.upsertCreate or update third-party Meeting integration (Close)write
close.meetings.listList or filter all Meeting activities (Close)read
close.meetings.updateUpdate a Meeting activity (Close)write
close.notes.createCreate a Note activity (Close)write
close.notes.deleteDelete a Note activity (Close)destructive
close.notes.getGet a single Note activity (Close)read
close.notes.listList or filter all Note activities (Close)read
close.notes.updateUpdate a Note activity (Close)write
close.opportunity_status_changes.createCreate a new OpportunityStatusChange activity (Close)write
close.opportunity_status_changes.deleteDelete a single OpportunityStatusChange activity (Close)destructive
close.opportunity_status_changes.getGet a single OpportunityStatusChange activity (Close)read
close.opportunity_status_changes.listList or filter all OpportunityStatusChange activities (Close)read
close.sms.createCreate an SMS activity (Close)write
close.sms.deleteDelete an SMS activity (Close)destructive
close.sms.getGet a single SMS activity (Close)read
close.sms.listList or filter all SMS activities (Close)read
close.sms.updateUpdate an SMS activity (Close)write
close.task_completions.deleteDelete a TaskCompleted activity (Close)destructive
close.task_completions.getGet a single TaskCompleted activity (Close)read
close.task_completions.listList or filter all TaskCompleted activities (Close)read
close.whatsapp_messages.createCreate a WhatsAppMessage activity (Close)write
close.whatsapp_messages.deleteDelete a WhatsAppMessage activity (Close)destructive
close.whatsapp_messages.getGet a single WhatsAppMessage activity (Close)read
close.whatsapp_messages.listList or filter all WhatsAppMessage activities (Close)read
close.whatsapp_messages.updateUpdate a WhatsAppMessage activity (Close)write

Lead10

close.leads.createCreate a new lead (Close)write
close.leads.create_rawCreate a Close lead from a whole objectwrite
close.leads.deleteDelete a lead (Close)destructive
close.leads.files.attachAttach a file to a lead (Close)write
close.leads.files.listList files attached to a lead (Close)read
close.leads.getGet a single Lead (Close)read
close.leads.listList Leads (Close)read
close.leads.mergeMerge two leads (Close)destructive
close.leads.updateUpdate an existing lead (Close)write
close.leads.update_rawUpdate a Close lead from a whole objectwrite

User10

close.memberships.bulk_updateBulk update memberships (Close)write
close.memberships.createCreate a membership (Close)write
close.memberships.deleteDelete a membership (Close)destructive
close.memberships.pinned_views.getGet pinned views for a membership (Close)read
close.memberships.pinned_views.updateUpdate pinned views for a membership (Close)write
close.memberships.updateUpdate a membership (Close)write
close.users.availability.listList user availability statuses (Close)read
close.users.getFetch a single user (Close)read
close.users.listList users in your organization (Close)read
close.users.meFetch information about yourself (Close)read

Export8

close.exports.getGet a single Export (Close)read
close.exports.leads.createExport leads based on a search query (Close)write
close.exports.leads.getGet a single Lead Export (Close)read
close.exports.leads.listList Lead Exports (Close)read
close.exports.listList all the exports (Close)read
close.exports.opportunities.createExport opportunities, based on opportunity filters (Close)write
close.exports.opportunities.getGet a single Opportunity Export (Close)read
close.exports.opportunities.listList Opportunity Exports (Close)read

Reporting8

close.reporting.activity.metrics.listList the predefined metrics used in activity reports (Close)read
close.reporting.activity.runGet an activity report (Close)read
close.reporting.custom.runGet custom report (Explorer) (Close)read
close.reporting.funnel.stages.runGet a funnel report (stages) (Close)read
close.reporting.funnel.totals.runGet a funnel report (totals) (Close)read
close.reporting.lead_statuses.runGet lead status change report (Close)read
close.reporting.opportunity_statuses.runGet opportunity status change report (Close)read
close.reporting.sent_emails.runGet sent emails report (Close)read

Contact7

close.contacts.createCreate a new contact (Close)write
close.contacts.create_rawCreate a Close contact from a whole objectwrite
close.contacts.deleteDelete a contact (Close)destructive
close.contacts.getFetch a single contact (Close)read
close.contacts.listList contacts (Close)read
close.contacts.updateUpdate an existing contact (Close)write
close.contacts.update_rawUpdate a Close contact from a whole objectwrite

Pipeline7

close.opportunities.createCreate an opportunity (Close)write
close.opportunities.create_rawCreate a Close opportunity from a whole objectwrite
close.opportunities.deleteDelete an opportunity (Close)destructive
close.opportunities.getRetrieve an opportunity (Close)read
close.opportunities.listList or filter opportunities (Close)read
close.opportunities.updateUpdate an opportunity (Close)write
close.opportunities.update_rawUpdate a Close opportunity from a whole objectwrite

Group7

close.groups.createCreate a Group (Close)write
close.groups.deleteDelete a Group (Close)destructive
close.groups.getFetch an individual Group (Close)read
close.groups.listList Groups for your organization (Close)read
close.groups.members.addAdd a User to a Group (Close)write
close.groups.members.removeRemove a User from a Group (Close)destructive
close.groups.updateUpdate a Group (Close)write

Task6

close.tasks.bulk_updateBulk-update tasks (Close)write
close.tasks.createCreate a task (Close)write
close.tasks.deleteDelete a task (Close)destructive
close.tasks.getFetch a task's details (Close)read
close.tasks.listList or filter tasks (Close)read
close.tasks.updateUpdate a task (Close)write

Webhook5

close.webhooks.createCreate new Webhook subscription (Close)write
close.webhooks.deleteDelete Webhook subscription (Close)destructive
close.webhooks.getRetrieve a single Webhook subscription (Close)read
close.webhooks.listList Webhook subscriptions (Close)read
close.webhooks.updateUpdate existing Webhook subscription (Close)write

Role5

close.roles.createCreate a new role (Close)write
close.roles.deleteDelete a role (Close)destructive
close.roles.getFetch a single role (Close)read
close.roles.listList all the roles defined for your organization (Close)read
close.roles.updateUpdate existing role (Close)write

Event2

close.events.getRetrieve a single event by ID (Close)read
close.events.listRetrieve a list of events (Close)read

Org2

close.organizations.getGet an organization's details (Close)read
close.organizations.updateUpdate an organization (Close)write

Search1

close.search.runSearch leads or contacts with the Close query DSLread

Questions

The Close MCP server, answered.

Is there a Close MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 313 Close actions across config, activity, lead and user, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Close.

What do I need to connect Close?

Close API key (api_... — Settings > Developer > API Keys). The free call account { op: "connections.requirements", service: "close" } lists exactly what to paste.

Can an AI agent delete or change things in Close?

Only if its key allows it, and only with an explicit confirmation. 54 Close actions are destructive, including delete a contact (Close), delete an opportunity (Close) and delete a Meeting activity (Close). Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

Will an AI agent use up my Close API limit?

actionlake paces every call to the limits in the Close service file: 10 calls a second per connection. Repeated reads are answered from cache (142 Close actions can be), which never reaches Close.

What does a Close action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (46 Close actions page). Cache hits, searches, dry runs and calls Close refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

Which Close API does it cover?

The Close API v1 at api.close.com/api/v1. It is built from Close's documentation as read on 19 September 2026. 313 actions in 15 areas, each one in the signed service file (version 1.0.0).

Does actionlake keep my Close data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to an hour, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Close credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

Which AI clients can use it?

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

Give your agent Close today.

Connect Close free See pricing

Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.

Close MCP server for AI agents.

Connect Close in three steps.

Add actionlake to Claude.

Connect Close.

Make the first call. Check before a write.

What an AI agent can do in Close.

Config

Activity

Lead

User

Export

Reporting

Contact

Pipeline

The Close API, shaped for agents.

Prompts to paste into Claude.

Ready-made plans for Close.

Report opportunity and lead status movement

Export leads matching a query and wait for the file

Create a lead with its first contact and task

Subscribe a lead's contacts to an outreach sequence

Create follow-up tasks for leads with no recent activity

Suppress email addresses after a review

Send a templated bulk email after approval

Summarise yesterday's calls and log a note

Approve and run a bulk delete from a saved search

Destructive actions wait for a yes.

What Close costs on actionlake.

Every Close action.

The Close MCP server, answered.

More connectors like Close

Give your agent Close today.