# Close (Close CRM) ID: 06-close Page: https://gtmmcps.com/tools/06-close JSON: https://gtmmcps.com/data/tools/06-close.json Documentation references: https://gtmmcps.com/docs/06-close/ Category: RevOps Infra MCP support: official Testing: RESEARCHED API access: paid Last checked: 2026-09-07 Endpoint check: docs-only; date: 2026-09-04 A sales CRM built for inside-sales teams with built-in calling, email, and SMS alongside pipeline/lead management - a communications-plus-CRM combo rather than a pure system of record. ## MCP links - https://mcp.close.com/mcp - https://help.close.com/integrations/close-mcp-server ## Sources - https://help.close.com/integrations/close-mcp-server - https://help.close.com/llms.txt - https://mcp.close.com/mcp ## Research notes Supports HTTP Streamable transport and integrates with Claude (web/desktop/code), ChatGPT, Cursor, VS Code, and n8n per its own docs. A separate community CLI tool (bcharleson/close-crm-cli) also exists and is unofficial. 2026-09-07: Official MCP registry carries com.close/close-mcp (DNS-verified close.com namespace) with remote https://mcp.close.com/mcp; that URL returned 401 to an MCP initialize (https://mcp.close.com/mcp). ## Named capabilities Tool names below are reported by sources. Their presence is not a successful call. - activity_search: Search for activities. Results are returned ordered by date descending.; evidence: docs; party: vendor - aggregation: Perform an aggregation to answer questions like: How many emails were sent this week?; evidence: docs; party: vendor - apply_voice_agent_update: Apply a previously proposed voice agent update.; evidence: docs; party: vendor - close_product_knowledge_search: Search Close product documentation and knowledge base for relevant information.; evidence: docs; party: vendor - create_address: Add a new address to an existing lead (company).; evidence: docs; party: vendor - create_call_task: Schedule a call task on a lead, assigned to either a user or a voice agent.; evidence: docs; party: vendor - create_comment: Add a comment to a commentable object (note, call, opportunity, task, custom object, etc.).; evidence: docs; party: vendor - create_contact: Create a new contact for a lead.; evidence: docs; party: vendor - create_custom_activity_instance: Create a new custom activity instance on a lead.; evidence: docs; party: vendor - create_custom_object_instance: Create a new custom object instance on a lead.; evidence: docs; party: vendor - create_draft_email: Create a draft email on a lead.; evidence: docs; party: vendor - create_email_template: Create a new email template.; evidence: docs; party: vendor - create_lead: Create a new lead (company).; evidence: docs; party: vendor - create_lead_status: Create a new lead status.; evidence: docs; party: vendor - create_note: Create a new note on a lead.; evidence: docs; party: vendor - create_opportunity: Create a new opportunity.; evidence: docs; party: vendor - create_opportunity_status_tool: Create a new opportunity status.; evidence: docs; party: vendor - create_pipeline: Create a new opportunity pipeline.; evidence: docs; party: vendor - create_sms_template: Create a new SMS template.; evidence: docs; party: vendor - create_task: Create a new task for a lead.; evidence: docs; party: vendor - create_workflow: Create a new workflow (a.k.a. sequence) with Draft status.; evidence: docs; party: vendor - customized_builtin_labels: Return the customized builtin labels.; evidence: docs; party: vendor - delete_address: Delete an address from an existing lead (company).; evidence: docs; party: vendor - delete_call_task: Delete a call task.; evidence: docs; party: vendor - delete_contact: Permanently delete an existing contact.; evidence: docs; party: vendor - delete_custom_activity_instance: Permanently delete an existing custom activity instance.; evidence: docs; party: vendor - delete_custom_object_instance: Permanently delete an existing custom object instance.; evidence: docs; party: vendor - delete_email_template: Permanently delete an email template.; evidence: docs; party: vendor - delete_lead: Permanently delete an existing lead (company) by ID.; evidence: docs; party: vendor - delete_lead_smart_view: Permanently delete a lead smart view (saved search).; evidence: docs; party: vendor - delete_lead_status: Permanently delete a lead status.; evidence: docs; party: vendor - delete_note: Permanently delete an existing note.; evidence: docs; party: vendor - delete_opportunity: Permanently delete an opportunity.; evidence: docs; party: vendor - delete_opportunity_status_tool: Permanently delete an opportunity status.; evidence: docs; party: vendor - delete_pipeline: Permanently delete an opportunity pipeline.; evidence: docs; party: vendor - delete_sms_template: Permanently delete an SMS template.; evidence: docs; party: vendor - delete_task: Permanently delete an existing task by ID.; evidence: docs; party: vendor - enrich_field: Use AI to determine and set the value of a field on a lead or contact.; evidence: docs; party: vendor - fetch: Retrieve the contents of an arbitrary object by its ID.; evidence: docs; party: vendor - fetch_call: Fetch a single call activity by ID.; evidence: docs; party: vendor - fetch_call_task: Fetch a single call task by ID.; evidence: docs; party: vendor - fetch_comment: Fetch a single comment by ID.; evidence: docs; party: vendor - fetch_contact: Fetch an existing contact by ID.; evidence: docs; party: vendor - fetch_custom_activity_instance: Fetch an existing custom activity instance by ID.; evidence: docs; party: vendor - fetch_custom_object_instance: Fetch an existing custom object instance by ID.; evidence: docs; party: vendor - fetch_custom_object_type: Fetch a single custom object type by its ID.; evidence: docs; party: vendor - fetch_email_template: Fetch an email template by ID.; evidence: docs; party: vendor - fetch_invoice: Fetch one of the organization's billing invoices by id.; evidence: docs; party: vendor - fetch_lead: Fetch an existing lead (company) by ID.; evidence: docs; party: vendor - fetch_lead_smart_view: Fetch a lead smart view (saved search) by ID.; evidence: docs; party: vendor - fetch_lead_status: Fetch a lead status by ID.; evidence: docs; party: vendor - fetch_meeting_transcript: Fetch a meeting's Notetaker transcript(s) by meeting activity ID.; evidence: docs; party: vendor - fetch_membership: Fetch one of the organization's members by user id.; evidence: docs; party: vendor - fetch_note: Fetch an existing note by ID.; evidence: docs; party: vendor - fetch_opportunity: Fetch a specific opportunity by ID.; evidence: docs; party: vendor - fetch_opportunity_status: Fetch an opportunity status by ID.; evidence: docs; party: vendor - fetch_pipeline_and_opportunity_statuses: Fetch an opportunity pipeline, including its opportunity statuses, by ID.; evidence: docs; party: vendor - fetch_role: Fetch one of the organization's roles by id, with every permission it grants.; evidence: docs; party: vendor - fetch_sms_template: Fetch an SMS template by ID.; evidence: docs; party: vendor - fetch_task: Fetch an existing task by ID.; evidence: docs; party: vendor - find_agent_configs: List all voice agents configured for the organization.; evidence: docs; party: vendor - find_call_outcomes: List all outcomes applicable to calls available in the organization.; evidence: docs; party: vendor - find_call_tasks: Find call tasks based on various filters.; evidence: docs; party: vendor - find_contact_custom_fields: List all contact custom fields defined for the organization.; evidence: docs; party: vendor - find_custom_activities: List all active (non-archived) Custom Activity Types in the organization.; evidence: docs; party: vendor - find_custom_activity_instances: Find a lead's custom activity instances based on various filters.; evidence: docs; party: vendor - find_custom_object_instances: Find a lead's custom object instances.; evidence: docs; party: vendor - find_custom_object_types: List all custom object types in the organization.; evidence: docs; party: vendor - find_email_templates: List or find email templates; evidence: docs; party: vendor - find_forms: List all web forms in the organization.; evidence: docs; party: vendor - find_groups: List all groups in the organization.; evidence: docs; party: vendor - find_invoices: Find the organization's billing invoices, newest first.; evidence: docs; party: vendor - find_lead_custom_fields: List all lead custom fields defined for the organization.; evidence: docs; party: vendor - find_lead_smart_views: List lead smart views (saved searches).; evidence: docs; party: vendor - find_lead_statuses: List or find lead statuses for the organization; evidence: docs; party: vendor - find_meeting_outcomes: List all outcomes applicable to meetings available in the organization.; evidence: docs; party: vendor - find_memberships: List the organization's members with each member's role name.; evidence: docs; party: vendor - find_notes: Find notes based on various filters.; evidence: docs; party: vendor - find_opportunities: Find opportunities by status (active/won/lost), owner, lead, or close-date range.; evidence: docs; party: vendor - find_opportunity_custom_fields: List all opportunity custom fields defined for the organization.; evidence: docs; party: vendor - find_pipelines_and_opportunity_statuses: List all opportunity pipelines and their opportunity statuses in the organization.; evidence: docs; party: vendor - find_scheduling_links: List available scheduling links for the user and org.; evidence: docs; party: vendor - find_sms_templates: List or find SMS templates; evidence: docs; party: vendor - find_tasks: Find tasks based on various filters.; evidence: docs; party: vendor - find_voice_agents: List all voice agents configured for the organization.; evidence: docs; party: vendor - find_workflows: List or find workflows; evidence: docs; party: vendor - get_ai_credit_usage: AI credit usage for the billing account, broken down by feature.; evidence: docs; party: vendor - get_billing_summary: Billing summary for the organization's billing account.; evidence: docs; party: vendor - get_fields: Use this tool ONLY to get a list of fields for the aggregation tool.; evidence: docs; party: vendor - get_voice_agent_overview_report: Cross-agent rollup for the Voice Agents list page.; evidence: docs; party: vendor - get_voice_agent_performance_report: Performance metrics for one voice agent.; evidence: docs; party: vendor - get_voice_agents: Return detailed configuration for one or more voice agents.; evidence: docs; party: vendor - lead_search: Perform a simple lead search and return the initial set of results.; evidence: docs; party: vendor - list_membership_requests: List pending requests to join the current organization.; evidence: docs; party: vendor - list_roles: List the roles that can be assigned in the organization.; evidence: docs; party: vendor - org_info: Return general information about the organization and the user.; evidence: docs; party: vendor - org_users: Return active users (memberships) which are part of the current org.; evidence: docs; party: vendor - paginate_search: Paginate a search to retrieve more results.; evidence: docs; party: vendor - propose_voice_agent_update: Propose a voice agent configuration update from natural-language feedback.; evidence: docs; party: vendor - schedule_voice_agent_call: Schedule a voice agent to call a lead's contact.; evidence: docs; party: vendor - search: Perform a natural language search for leads or contacts.; evidence: docs; party: vendor - update_call_task: Update a call task.; evidence: docs; party: vendor - update_contact: Update an existing contact.; evidence: docs; party: vendor - update_custom_activity_instance: Update an existing custom activity instance.; evidence: docs; party: vendor - update_custom_object_instance: Update an existing custom object instance.; evidence: docs; party: vendor - update_draft_email: Update an existing draft email.; evidence: docs; party: vendor - update_email_template: Update an existing email template.; evidence: docs; party: vendor - update_lead: Update an existing lead (company).; evidence: docs; party: vendor - update_lead_smart_view: Update a lead smart view (saved search).; evidence: docs; party: vendor - update_lead_status: Update the label of an existing lead status.; evidence: docs; party: vendor - update_note: Update an existing note.; evidence: docs; party: vendor - update_opportunity: Update an existing opportunity.; evidence: docs; party: vendor - update_opportunity_status_tool: Update the label of an existing opportunity status.; evidence: docs; party: vendor - update_pipeline: Update an existing opportunity pipeline.; evidence: docs; party: vendor - update_sms_template: Update an existing SMS template.; evidence: docs; party: vendor - update_task: Update an existing task.; evidence: docs; party: vendor ## CLI evidence Status: none-found Read current vendor documentation before configuring or running commands.