--- title: "Close MCP server for AI agents - actionlake" description: "Give Claude 313 Close actions through one MCP server: config, activity, lead, user. Your agent never holds the credential. 100,000 calls a month free." canonical: https://actionlake.com/connectors/close updated: 2026-10-10 --- 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](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/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` the first call ``` do { action: "close.contacts.list", intent: "check which Close account is connected" } # List contacts (Close) · read · 1 upstream call ``` - 313 actions in one signed file - 142 read look, never change - 117 write create and update - 54 wait for a yes destructive, confirmed first Set up ## Connect Close in three steps. 1. 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` 2. 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_key` Close API key (api_... — Settings > Developer > API Keys) ``` account { op: "connections.requirements", service: "close" } # free: exactly what to paste, and what is found for you ``` 3. 03 ### 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 call check { 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 v1`api.close.com/api/v1` **Built from** Close's documentation, read 19 September 2026[developer.close.com](https://developer.close.com/openapi.json) [developer.close.com](https://developer.close.com/llms.txt) **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. - **142** read look, never change - **117** write create and update - **54** destructive wait for a confirmation 1. ### 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) 2. ### 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) 3. ### 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) 4. ### 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) 5. ### 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) 6. ### 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) 7. ### 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) 8. ### 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_` 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. 1. Read read Which Close deals are due to close this month, and what are they worth in total? calls `close.opportunities.list` 2. Plan write Summarise yesterday's calls and log a note in Close. calls `close.users.list` `close.calls.list` `close.meetings.list` `close.notes.list` `close.tasks.create` 3. Plan read Report opportunity and lead status movement in Close. calls `close.pipelines.list` `close.opportunity_statuses.list` `close.reporting.opportunity_statuses.run` `close.reporting.lead_statuses.run` `close.reporting.funnel.totals.run` 4. Write write Create a new contact (Close) in Close. Show me exactly what you will send before you save it. calls `close.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. 1. ### 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` 2. ### 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` 3. ### 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` 4. ### 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 decides Subscribe _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` 5. ### 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` 6. ### Suppress email addresses after a review Use it when Bounced or complaining addresses need adding to the Close unsubscribe list. A person decides Permanently suppress _number of addresses_ email addresses from all future Close sending. **Effect** write **Steps** 4 · loops **Needs** addresses **Install** `close-unsubscribe-bounced-contacts` 7. ### 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 decides Send 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` 8. ### 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` 9. ### 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 decides Permanently 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. do close.contacts.delete confirm_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: "lead@example.com" }, { match: "close.opportunities.delete", approver: "lead@example.com" }, { match: "close.meetings.delete", approver: "lead@example.com" } ] } ``` 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. - 1 upstream call per action all 313 Close actions - 46 actions page each page of a long list is one call - 142 reads can be cached a cache hit costs nothing - 100,000 calls a month, free paid plans from US$49 a month for 250,000 [See pricing](https://actionlake.com/pricing) Action index ## Every Close action. 313 actions by area: the id your agent calls, what it does, and its effect. **Config 166** - `close.activity_custom_fields.create` Create a new Activity Custom Field (Close) write - `close.activity_custom_fields.delete` Delete an Activity Custom Field (Close) destructive - `close.activity_custom_fields.get` Fetch Activity Custom Field's details (Close) read - `close.activity_custom_fields.list` List Activity Custom Fields (Close) read - `close.activity_custom_fields.update` Update an Activity Custom Field (Close) write - `close.blocked_phone_numbers.create` Create a Blocked Phone Number (Close) write - `close.blocked_phone_numbers.delete` Delete a Blocked Phone Number (Close) destructive - `close.blocked_phone_numbers.get` Retrieve a single Blocked Phone Number (Close) read - `close.blocked_phone_numbers.list` List Blocked Phone Numbers (Close) read - `close.blocked_phone_numbers.settings.get` Retrieve Blocked Phone Number settings (Close) read - `close.blocked_phone_numbers.settings.update` Update Blocked Phone Number settings (Close) write - `close.blocked_phone_numbers.update` Update a Blocked Phone Number (Close) write - `close.bulk_deletes.create` Initiate a new bulk delete (Close) destructive - `close.bulk_deletes.get` Fetch a single bulk delete object (Close) read - `close.bulk_deletes.list` List bulk deletes (Close) read - `close.bulk_edits.create` Initiate a new bulk edit (Close) write - `close.bulk_edits.get` Fetch a single bulk edit object (Close) read - `close.bulk_edits.list` List bulk edits (Close) read - `close.bulk_emails.create` Initiate a new bulk email (Close) write - `close.bulk_emails.get` Fetch a single bulk email object (Close) read - `close.bulk_emails.list` List bulk emails (Close) read - `close.bulk_sequence_subscriptions.create` Initiate a new bulk sequence subscription (Close) write - `close.bulk_sequence_subscriptions.get` Fetch a single bulk sequence subscription object (Close) read - `close.bulk_sequence_subscriptions.list` List bulk sequence subscriptions (Close) read - `close.connected_accounts.get` Fetch a single connected account (Close) read - `close.connected_accounts.list` List connected accounts (Close) read - `close.contact_custom_fields.create` Create a new Contact Custom Field (Close) write - `close.contact_custom_fields.delete` Delete a Contact Custom Field (Close) destructive - `close.contact_custom_fields.get` Fetch Contact Custom Field's details (Close) read - `close.contact_custom_fields.list` List Contact Custom Fields (Close) read - `close.contact_custom_fields.update` Update a Contact Custom Field (Close) write - `close.custom_activity_types.create` Create new Custom Activity Type (Close) write - `close.custom_activity_types.delete` Delete a Custom Activity Type (Close) destructive - `close.custom_activity_types.get` Retrieve a single Custom Activity Type (Close) read - `close.custom_activity_types.list` List Custom Activity Types (Close) read - `close.custom_activity_types.update` Update existing Custom Activity Type (Close) write - `close.custom_field_schemas.get` Retrieve a custom field schema (Close) read - `close.custom_field_schemas.update` Update a custom field schema (Close) write - `close.custom_object_custom_fields.create` Create a new Custom Object Custom Field (Close) write - `close.custom_object_custom_fields.delete` Delete a Custom Object Custom Field (Close) destructive - `close.custom_object_custom_fields.get` Fetch Custom Object Custom Field's details (Close) read - `close.custom_object_custom_fields.list` List Custom Object Custom Fields (Close) read - `close.custom_object_custom_fields.update` Update a Custom Object Custom Field (Close) write - `close.custom_object_types.create` Create new Custom Object Type (Close) write - `close.custom_object_types.delete` Delete a Custom Object Type (Close) destructive - `close.custom_object_types.get` Retrieve a single Custom Object Type (Close) read - `close.custom_object_types.list` List Custom Object Types (Close) read - `close.custom_object_types.update` Update existing Custom Object Type (Close) write - `close.custom_objects.create` Create a new Custom Object instance (Close) write - `close.custom_objects.create_raw` Create a Close custom object instance from a whole object write - `close.custom_objects.delete` Delete a Custom Object instance (Close) destructive - `close.custom_objects.get` Retrieve a single Custom Object instance (Close) read - `close.custom_objects.list` List Custom Object instances (Close) read - `close.custom_objects.update` Updating a Custom Object instance (Close) write - `close.custom_objects.update_raw` Update a Close custom object instance from a whole object write - `close.dialers.get` Get a single dialer session (Close) read - `close.dialers.list` List or filter all dialer sessions (Close) read - `close.email_templates.create` Create an email template (Close) write - `close.email_templates.delete` Delete an email template (Close) destructive - `close.email_templates.get` Fetch an email template (Close) read - `close.email_templates.list` List email templates (Close) read - `close.email_templates.render` Render an email template (Close) read - `close.email_templates.update` Update an email template (Close) write - `close.field_enrichment.create` Enrich a specific field on a lead or contact using AI (Close) write - `close.files.create` Generate a signed S3 POST (Close) write - `close.forms.get` Retrieve a Form (Close) read - `close.forms.list` List Forms (Close) read - `close.integration_links.create` Create an integration link (Close) write - `close.integration_links.delete` Delete an integration link (Close) destructive - `close.integration_links.get` Get a single integration link (Close) read - `close.integration_links.list` Get all integration links for your organization (Close) read - `close.integration_links.update` Update an integration link (Close) write - `close.lead_custom_fields.create` Create a new Lead Custom Field (Close) write - `close.lead_custom_fields.delete` Delete a Lead Custom Field (Close) destructive - `close.lead_custom_fields.get` Fetch Lead Custom Field's details (Close) read - `close.lead_custom_fields.list` List Lead Custom Fields (Close) read - `close.lead_custom_fields.update` Update a Lead Custom Field (Close) write - `close.lead_statuses.create` Create a new status that can be applied to leads (Close) write - `close.lead_statuses.delete` Delete a lead status (Close) destructive - `close.lead_statuses.get` Fetch a single lead status (Close) read - `close.lead_statuses.list` List lead statuses for your organization (Close) read - `close.lead_statuses.update` Rename a lead status (Close) write - `close.opportunity_custom_fields.create` Create a new Opportunity Custom Field (Close) write - `close.opportunity_custom_fields.delete` Delete an Opportunity Custom Field (Close) destructive - `close.opportunity_custom_fields.get` Fetch Opportunity Custom Field's details (Close) read - `close.opportunity_custom_fields.list` List Opportunity Custom Fields (Close) read - `close.opportunity_custom_fields.update` Update an Opportunity Custom Field (Close) write - `close.opportunity_statuses.create` Create an opportunity status (Close) write - `close.opportunity_statuses.delete` Delete an opportunity status (Close) destructive - `close.opportunity_statuses.get` Fetch a single opportunity status (Close) read - `close.opportunity_statuses.list` List opportunity statuses for your organization (Close) read - `close.opportunity_statuses.update` Rename an opportunity status (Close) write - `close.outcomes.create` Create an outcome (Close) write - `close.outcomes.delete` Delete an outcome (Close) destructive - `close.outcomes.get` Fetch a single outcome (Close) read - `close.outcomes.list` List or filter outcomes (Close) read - `close.outcomes.update` Update an outcome (Close) write - `close.phone_numbers.create` Request an internal phone number (Close) write - `close.phone_numbers.delete` Delete a phone number (Close) destructive - `close.phone_numbers.get` Retrieve a single phone number (Close) read - `close.phone_numbers.list` List or search for phone numbers (Close) read - `close.phone_numbers.update` Update a phone number (Close) write - `close.pipelines.create` Create a Pipeline (Close) write - `close.pipelines.delete` Delete a Pipeline (Close) destructive - `close.pipelines.get` Fetch a single Pipeline (Close) read - `close.pipelines.list` List Pipelines for your organization (Close) read - `close.pipelines.update` Update a Pipeline (Close) write - `close.playbooks.archive` Archive a playbook (Close) write - `close.playbooks.create` Create a playbook (Close) write - `close.playbooks.delete` Delete a playbook (Close) destructive - `close.playbooks.get` Fetch a single playbook (Close) read - `close.playbooks.list` List or filter playbooks (Close) read - `close.playbooks.unarchive` Unarchive a playbook (Close) write - `close.playbooks.update` Update a playbook (Close) write - `close.scheduling_links.create` Create a User Scheduling Link (Close) write - `close.scheduling_links.delete` Delete a User Scheduling Link (Close) destructive - `close.scheduling_links.get` Fetch a User Scheduling Link (Close) read - `close.scheduling_links.integration.delete` Delete a User Scheduling Link via OAuth integration (Close) destructive - `close.scheduling_links.integration.upsert` Create or update a Scheduling Link via OAuth (Close) write - `close.scheduling_links.list` List User Scheduling Links (Close) read - `close.scheduling_links.shared.create` Create a Shared Scheduling Link (Close) write - `close.scheduling_links.shared.delete` Delete a Shared Scheduling Link (Close) destructive - `close.scheduling_links.shared.get` Fetch a Shared Scheduling Link (Close) read - `close.scheduling_links.shared.list` List Shared Scheduling Links (Close) read - `close.scheduling_links.shared.map` Map a Shared Scheduling Link (Close) write - `close.scheduling_links.shared.unmap` Unmap a Shared Scheduling Link (Close) write - `close.scheduling_links.shared.update` Update a Shared Scheduling Link (Close) write - `close.scheduling_links.update` Update a User Scheduling Link (Close) write - `close.send_as.bulk_upsert` Edit Send As Associations in bulk (Close) write - `close.send_as.create` Create a Send As Association (Close) write - `close.send_as.delete` Delete a Send As Association by ID (Close) destructive - `close.send_as.delete_by_user` Delete a Send As Association by allowed user (Close) destructive - `close.send_as.get` Retrieve a single Send As Association (Close) read - `close.send_as.list` List Send As Associations (Close) read - `close.sequences.create` Create a Sequence (Close) write - `close.sequences.delete` Delete a Sequence (Close) destructive - `close.sequences.get` Fetch a Sequence (Close) read - `close.sequences.list` List Sequences (Close) read - `close.sequences.subscriptions.create` Subscribe a Contact to a Sequence (Close) write - `close.sequences.subscriptions.delete` Delete a Sequence Subscription (Close) destructive - `close.sequences.subscriptions.get` Fetch a single Sequence Subscription (Close) read - `close.sequences.subscriptions.list` List Sequence Subscriptions (Close) read - `close.sequences.subscriptions.update` Update a specific Subscription (Close) write - `close.sequences.update` Update a Sequence (Close) write - `close.shared_custom_fields.associations.create` Associate a Shared Custom Field with an object type (Close) write - `close.shared_custom_fields.associations.delete` Disassociate a Shared Custom Field from an object type (Close) destructive - `close.shared_custom_fields.associations.get` Fetch a Shared Custom Field Association (Close) read - `close.shared_custom_fields.associations.update` Update an existing Shared Custom Field Association (Close) write - `close.shared_custom_fields.create` Create a new Shared Custom Field (Close) write - `close.shared_custom_fields.delete` Delete a Shared Custom Field (Close) destructive - `close.shared_custom_fields.get` Fetch Shared Custom Field's details (Close) read - `close.shared_custom_fields.list` List Shared Custom Fields (Close) read - `close.shared_custom_fields.update` Update a Shared Custom Field (Close) write - `close.smart_views.create` Create a Smart View (Close) write - `close.smart_views.delete` Delete a Smart View (Close) destructive - `close.smart_views.get` Get a single Smart View (Close) read - `close.smart_views.list` List Smart Views (Close) read - `close.smart_views.update` Update a Smart View (Close) write - `close.sms_templates.create` Create an SMS template (Close) write - `close.sms_templates.delete` Delete an SMS template (Close) destructive - `close.sms_templates.get` Fetch an SMS template (Close) read - `close.sms_templates.list` List SMS templates (Close) read - `close.sms_templates.update` Update an SMS template (Close) write - `close.unsubscribed_emails.create` Unsubscribe an email address (Close) write - `close.unsubscribed_emails.delete` Resubscribe an email address (Close) destructive - `close.unsubscribed_emails.list` List all unsubscribed emails (Close) read **Activity 69** - `close.activities.list` List or filter all activity types (Close) read - `close.calls.create` Log an external Call activity (Close) write - `close.calls.delete` Delete a Call activity (Close) destructive - `close.calls.get` Get a single Call activity (Close) read - `close.calls.list` List or filter all Call activities (Close) read - `close.calls.update` Update a Call activity (Close) write - `close.comments.create` Create a Comment (Close) write - `close.comments.delete` Remove a comment (Close) destructive - `close.comments.get` Fetch an individual comment (Close) read - `close.comments.list` Fetch multiple comments (Close) read - `close.comments.threads.get` Fetch an individual comment thread (Close) read - `close.comments.threads.list` Fetch multiple comment threads (Close) read - `close.comments.update` Update a Comment (Close) write - `close.creations.get` Get a single Created activity (Close) read - `close.creations.list` List or filter all Created activities (Close) read - `close.custom_activities.create` Create a new Custom Activity instance (Close) write - `close.custom_activities.create_raw` Create a Close custom activity from a whole object write - `close.custom_activities.delete` Delete a Custom Activity instance (Close) destructive - `close.custom_activities.get` Get a single Custom Activity instance (Close) read - `close.custom_activities.list` List or filter all Custom Activity instances (Close) read - `close.custom_activities.update` Updating a Custom Activity instance (Close) write - `close.custom_activities.update_raw` Update a Close custom activity from a whole object write - `close.email_threads.delete` Delete an EmailThread activity (Close) destructive - `close.email_threads.get` Get a single EmailThread activity (Close) read - `close.email_threads.list` List or filter all EmailThread activities (Close) read - `close.emails.create` Create an Email activity (Close) write - `close.emails.delete` Delete an Email activity (Close) destructive - `close.emails.get` Get a single Email activity (Close) read - `close.emails.list` List or filter all Email activities (Close) read - `close.emails.update` Update an Email activity (Close) write - `close.form_submissions.delete` Delete a FormSubmission activity (Close) destructive - `close.form_submissions.get` Get a single FormSubmission activity (Close) read - `close.form_submissions.list` List or filter all FormSubmission activities (Close) read - `close.import_updates.delete` Delete an ImportUpdate activity (Close) destructive - `close.import_updates.get` Get a single ImportUpdate activity (Close) read - `close.import_updates.list` List or filter all ImportUpdate activities (Close) read - `close.lead_merges.get` Get a single LeadMerge activity (Close) read - `close.lead_merges.list` List or filter all LeadMerge activities (Close) read - `close.lead_status_changes.create` Create a new LeadStatusChange activity (Close) write - `close.lead_status_changes.delete` Delete a single LeadStatusChange activity (Close) destructive - `close.lead_status_changes.get` Get a single LeadStatusChange activity (Close) read - `close.lead_status_changes.list` List or filter all LeadStatusChange activities (Close) read - `close.meetings.delete` Delete a Meeting activity (Close) destructive - `close.meetings.get` Get a single Meeting activity (Close) read - `close.meetings.integration.upsert` Create or update third-party Meeting integration (Close) write - `close.meetings.list` List or filter all Meeting activities (Close) read - `close.meetings.update` Update a Meeting activity (Close) write - `close.notes.create` Create a Note activity (Close) write - `close.notes.delete` Delete a Note activity (Close) destructive - `close.notes.get` Get a single Note activity (Close) read - `close.notes.list` List or filter all Note activities (Close) read - `close.notes.update` Update a Note activity (Close) write - `close.opportunity_status_changes.create` Create a new OpportunityStatusChange activity (Close) write - `close.opportunity_status_changes.delete` Delete a single OpportunityStatusChange activity (Close) destructive - `close.opportunity_status_changes.get` Get a single OpportunityStatusChange activity (Close) read - `close.opportunity_status_changes.list` List or filter all OpportunityStatusChange activities (Close) read - `close.sms.create` Create an SMS activity (Close) write - `close.sms.delete` Delete an SMS activity (Close) destructive - `close.sms.get` Get a single SMS activity (Close) read - `close.sms.list` List or filter all SMS activities (Close) read - `close.sms.update` Update an SMS activity (Close) write - `close.task_completions.delete` Delete a TaskCompleted activity (Close) destructive - `close.task_completions.get` Get a single TaskCompleted activity (Close) read - `close.task_completions.list` List or filter all TaskCompleted activities (Close) read - `close.whatsapp_messages.create` Create a WhatsAppMessage activity (Close) write - `close.whatsapp_messages.delete` Delete a WhatsAppMessage activity (Close) destructive - `close.whatsapp_messages.get` Get a single WhatsAppMessage activity (Close) read - `close.whatsapp_messages.list` List or filter all WhatsAppMessage activities (Close) read - `close.whatsapp_messages.update` Update a WhatsAppMessage activity (Close) write **Lead 10** - `close.leads.create` Create a new lead (Close) write - `close.leads.create_raw` Create a Close lead from a whole object write - `close.leads.delete` Delete a lead (Close) destructive - `close.leads.files.attach` Attach a file to a lead (Close) write - `close.leads.files.list` List files attached to a lead (Close) read - `close.leads.get` Get a single Lead (Close) read - `close.leads.list` List Leads (Close) read - `close.leads.merge` Merge two leads (Close) destructive - `close.leads.update` Update an existing lead (Close) write - `close.leads.update_raw` Update a Close lead from a whole object write **User 10** - `close.memberships.bulk_update` Bulk update memberships (Close) write - `close.memberships.create` Create a membership (Close) write - `close.memberships.delete` Delete a membership (Close) destructive - `close.memberships.pinned_views.get` Get pinned views for a membership (Close) read - `close.memberships.pinned_views.update` Update pinned views for a membership (Close) write - `close.memberships.update` Update a membership (Close) write - `close.users.availability.list` List user availability statuses (Close) read - `close.users.get` Fetch a single user (Close) read - `close.users.list` List users in your organization (Close) read - `close.users.me` Fetch information about yourself (Close) read **Export 8** - `close.exports.get` Get a single Export (Close) read - `close.exports.leads.create` Export leads based on a search query (Close) write - `close.exports.leads.get` Get a single Lead Export (Close) read - `close.exports.leads.list` List Lead Exports (Close) read - `close.exports.list` List all the exports (Close) read - `close.exports.opportunities.create` Export opportunities, based on opportunity filters (Close) write - `close.exports.opportunities.get` Get a single Opportunity Export (Close) read - `close.exports.opportunities.list` List Opportunity Exports (Close) read **Reporting 8** - `close.reporting.activity.metrics.list` List the predefined metrics used in activity reports (Close) read - `close.reporting.activity.run` Get an activity report (Close) read - `close.reporting.custom.run` Get custom report (Explorer) (Close) read - `close.reporting.funnel.stages.run` Get a funnel report (stages) (Close) read - `close.reporting.funnel.totals.run` Get a funnel report (totals) (Close) read - `close.reporting.lead_statuses.run` Get lead status change report (Close) read - `close.reporting.opportunity_statuses.run` Get opportunity status change report (Close) read - `close.reporting.sent_emails.run` Get sent emails report (Close) read **Contact 7** - `close.contacts.create` Create a new contact (Close) write - `close.contacts.create_raw` Create a Close contact from a whole object write - `close.contacts.delete` Delete a contact (Close) destructive - `close.contacts.get` Fetch a single contact (Close) read - `close.contacts.list` List contacts (Close) read - `close.contacts.update` Update an existing contact (Close) write - `close.contacts.update_raw` Update a Close contact from a whole object write **Pipeline 7** - `close.opportunities.create` Create an opportunity (Close) write - `close.opportunities.create_raw` Create a Close opportunity from a whole object write - `close.opportunities.delete` Delete an opportunity (Close) destructive - `close.opportunities.get` Retrieve an opportunity (Close) read - `close.opportunities.list` List or filter opportunities (Close) read - `close.opportunities.update` Update an opportunity (Close) write - `close.opportunities.update_raw` Update a Close opportunity from a whole object write **Group 7** - `close.groups.create` Create a Group (Close) write - `close.groups.delete` Delete a Group (Close) destructive - `close.groups.get` Fetch an individual Group (Close) read - `close.groups.list` List Groups for your organization (Close) read - `close.groups.members.add` Add a User to a Group (Close) write - `close.groups.members.remove` Remove a User from a Group (Close) destructive - `close.groups.update` Update a Group (Close) write **Task 6** - `close.tasks.bulk_update` Bulk-update tasks (Close) write - `close.tasks.create` Create a task (Close) write - `close.tasks.delete` Delete a task (Close) destructive - `close.tasks.get` Fetch a task's details (Close) read - `close.tasks.list` List or filter tasks (Close) read - `close.tasks.update` Update a task (Close) write **Webhook 5** - `close.webhooks.create` Create new Webhook subscription (Close) write - `close.webhooks.delete` Delete Webhook subscription (Close) destructive - `close.webhooks.get` Retrieve a single Webhook subscription (Close) read - `close.webhooks.list` List Webhook subscriptions (Close) read - `close.webhooks.update` Update existing Webhook subscription (Close) write **Role 5** - `close.roles.create` Create a new role (Close) write - `close.roles.delete` Delete a role (Close) destructive - `close.roles.get` Fetch a single role (Close) read - `close.roles.list` List all the roles defined for your organization (Close) read - `close.roles.update` Update existing role (Close) write **Event 2** - `close.events.get` Retrieve a single event by ID (Close) read - `close.events.list` Retrieve a list of events (Close) read **Org 2** - `close.organizations.get` Get an organization's details (Close) read - `close.organizations.update` Update an organization (Close) write **Search 1** - `close.search.run` Search leads or contacts with the Close query DSL read 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. ## More connectors like Close Shares the most action names with - [Follow Up Boss 72](https://actionlake.com/connectors/follow-up-boss) - [Pipedrive 70](https://actionlake.com/connectors/pipedrive) - [HubSpot CRM 66](https://actionlake.com/connectors/hubspot-crm) - [HubSpot Deals 46](https://actionlake.com/connectors/hubspot-deals) - [Attio 43](https://actionlake.com/connectors/attio) - [Salesloft 37](https://actionlake.com/connectors/salesloft) Joins with, on shared entities - [ERPNext (Frappe) 7](https://actionlake.com/connectors/erpnext-frappe) - [HaloPSA 6](https://actionlake.com/connectors/halopsa) - [Odoo 6](https://actionlake.com/connectors/odoo) - [Unified.to 5](https://actionlake.com/connectors/unified-to) - [Cvent 5](https://actionlake.com/connectors/cvent) - [ScalePad 5](https://actionlake.com/connectors/scalepad) Browse - [All CRM & sales connectors](https://actionlake.com/connectors/category/crm-and-sales) - [All connectors](https://actionlake.com/connectors) - [How actionlake compares](https://actionlake.com/compare) actionlake is independent. It is not made or endorsed by Close; the name is the vendor's own. Counts are from the Close service file, version 1.0.0. ## Give your agent Close today. [Connect Close free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing) Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free. --- Source: https://actionlake.com/connectors/close More: https://actionlake.com/llms.txt