Close CRM

In one line: Connect Close so your UnleashX agent can create and update leads and contacts, move opportunities through the pipeline, log notes and tasks, and start a workflow the moment a new lead lands.


Category	CRM & Marketing
Authentication	API key
Setup time	~3 minutes
Difficulty	Easy
Best for	Sales teams on Close who want an agent doing the data entry — logging calls, creating follow-ups, and keeping the pipeline current

1. Overview

Close is a sales CRM built around the lead, which is the company record. Each lead holds contacts (people), opportunities (deals with a value and a status), tasks, and activities — notes, calls and emails. Once connected to UnleashX, your agent can search and manage leads and contacts, create and move opportunities, create and complete tasks, log notes and emails, read calls, and look up the organisation’s users, pipelines, statuses and custom field definitions. It can also read Close’s change feed directly. Four polling triggers let a workflow start on its own — a new lead, contact, opportunity or task. Connecting Close to UnleashX means the CRM stops depending on someone remembering to update it: a call ends and the note is logged, a form comes in and the lead exists with the right status, a deal closes and the next task is already assigned.

2. What you’ll need

A Close account with access to Settings → Developer.
An API key from that page.
An UnleashX agent where you’ll add the connector.

An API key inherits the permissions of the user it belongs to. Create it on an account that can see the leads your workflows need.

3. Get your credentials

Close authenticates with an API key. There’s no OAuth flow.

Go to app.close.com and sign in.

Open the API Keys page

Go to Settings → Developer → API Keys.

Create a key

Create a new API key and name it something you’ll recognise later — for example “UnleashX”.

Copy it

Copy the key now and store it in your password manager. If you lose it, delete the key and create a new one.

Access this key grants UnleashX

Access	Why UnleashX needs it
Leads	Search, read, create, update and delete leads
Contacts	Search, read, create, update and delete contacts
Opportunities	Read, create, update and delete opportunities
Tasks	Read, create and update tasks
Activities	Read calls and emails; log notes and email activities
Organisation data	Read users, pipelines, statuses and custom field definitions
Event log	Read the change feed that powers the lead and contact triggers

The key can delete leads, and deleting a lead takes its contacts and activities with it. Grant it deliberately and keep delete steps out of workflows that run unattended.

4. Connect on UnleashX

Open your agent

Open Data Connectors

In the agent, go to Data Connectors and find Close CRM.

Fill in the Configuration form

Click Connect / Add / Configure and complete both fields:

Field	What to enter
Access Token	The Close API key from Section 3
Account Name	A label for this connection inside UnleashX

Then click Add Tool.

The Close CRM Configuration dialog: Access Token and Account Name

Confirm

Save, then run Get Me once — it returns the user and organisation the key belongs to, which is the quickest way to confirm you connected the right account.

Use Close CRM in a Workflow

Once connected, you can add Close CRM to any automation from the Workflows builder. Its triggers and tools appear in the Apps panel, marked with an MCP badge.

Open the Apps panel

Open Workflows → New Workflow. On the canvas, click the + below a node, then open the Apps tab in the Paths panel and select Close CRM — its Actions are listed underneath. Use the search box if you have many connectors.

Pick the action and account

Choose the action from Select Action, then pick the connected account under Select Account — or click Add Account to connect one now.

Fill in the fields

Required fields are marked with a red asterisk (*). Most steps need a Lead Id — get it from List Leads or from the trigger that started the workflow.

Save and test

Click Save. Use Test to verify the step, then toggle Publish when the workflow is ready.

The steps are the same for every connector. For the full workflow builder guide, see Using MCP in Workflows.

5. Available tools

Updates are partial. Supply only the fields you want changed and the rest are left alone — you never have to send a whole record back to edit one field.

Names match the Workflows Apps panel, which lists them alphabetically; they’re grouped here by what they act on. The Tool ID is what the agent calls behind the scenes. Leads

Tool	Tool ID	What it does	Required	Changes data?
List Leads	`closecrm_list_leads`	Lists leads, optionally narrowed by a search query	—	No
Get Lead	`closecrm_get_lead`	One lead by id	`lead_id`	No
Create Lead	`closecrm_create_lead`	Creates a lead (the company record)	—	✏️ Yes
Update Lead	`closecrm_update_lead`	Updates only the fields you supply	`lead_id`	✏️ Yes
Delete Lead	`closecrm_delete_lead`	Deletes a lead with its contacts and activities	`lead_id`	⚠️ Yes

Contacts

Tool	Tool ID	What it does	Required	Changes data?
List Contacts	`closecrm_list_contacts`	Lists contacts, optionally only those on one lead	—	No
Get Contact	`closecrm_get_contact`	One contact by id	`contact_id`	No
Create Contact	`closecrm_create_contact`	Creates a contact on a lead	`lead_id`	✏️ Yes
Update Contact	`closecrm_update_contact`	Updates only the fields you supply	`contact_id`	✏️ Yes
Delete Contact	`closecrm_delete_contact`	Deletes a contact	`contact_id`	⚠️ Yes

Opportunities

Tool	Tool ID	What it does	Required	Changes data?
List Opportunities	`closecrm_list_opportunities`	Lists opportunities, filterable by lead, status or user	—	No
Get Opportunity	`closecrm_get_opportunity`	One opportunity by id	`opportunity_id`	No
Create Opportunity	`closecrm_create_opportunity`	Creates an opportunity on a lead	`lead_id`	✏️ Yes
Update Opportunity	`closecrm_update_opportunity`	Updates it, including moving it to another status	`opportunity_id`	✏️ Yes
Delete Opportunity	`closecrm_delete_opportunity`	Deletes an opportunity	`opportunity_id`	⚠️ Yes

Tasks

Tool	Tool ID	What it does	Required	Changes data?
List Tasks	`closecrm_list_tasks`	Lists tasks, filterable by lead, assignee or completion	—	No
Get Task	`closecrm_get_task`	One task by id	`task_id`	No
Create Task	`closecrm_create_task`	Creates a task against a lead	`lead_id`, `text`	✏️ Yes
Update Task	`closecrm_update_task`	Updates it, including marking it complete	`task_id`	✏️ Yes

Activities

Tool	Tool ID	What it does	Required	Changes data?
List Notes	`closecrm_list_notes`	Lists note activities	—	No
Create Note	`closecrm_create_note`	Logs a note on a lead	`lead_id`, `note`	✏️ Yes
List Calls	`closecrm_list_calls`	Lists call activities	—	No
List Emails	`closecrm_list_emails`	Lists email activities	—	No
Create Email	`closecrm_create_email`	Creates an email activity (`status` defaults to `draft`)	`lead_id`	✏️ Yes

Organisation and configuration

Tool	Tool ID	What it does	Required	Changes data?
Get Me	`closecrm_get_me`	The user and organisation the API key belongs to	—	No
List Users	`closecrm_list_users`	Users in the Close organisation	—	No
List Pipelines	`closecrm_list_pipelines`	Opportunity pipelines and their stages	—	No
List Lead Statuses	`closecrm_list_lead_statuses`	Lead statuses — the source for `status_id` on lead actions	—	No
List Opportunity Statuses	`closecrm_list_opportunity_statuses`	Opportunity statuses — the source for `status_id` on opportunity actions	—	No
List Custom Fields	`closecrm_list_custom_fields`	Lead custom field definitions, so you know the ids to write to	—	No
List Events	`closecrm_list_events`	Close’s change feed — every create, update and delete	—	No

Anything taking a status_id needs a real id, not a status name. Fetch them once with List Lead Statuses or List Opportunity Statuses and reuse them in the workflow.

Triggers

Trigger	Trigger ID	Fires when
On New Lead	`closecrm_on_new_lead`	A lead is created
On New Contact	`closecrm_on_new_contact`	A contact is created
On New Opportunity	`closecrm_on_new_opportunity`	An opportunity is created, optionally filtered by status
On New Task	`closecrm_on_new_task`	A task is created, optionally filtered by assignee

Close’s lead and contact endpoints support no ordering and no date filter, so polling them newest-first is impossible. On New Lead and On New Contact read the change feed instead, which does filter properly. Opportunities and tasks have native ordering and use it directly. Either way you get the new records — the mechanism just differs.

6. Example usage

“Create a lead for Acme Corp with Jane as the contact.” Runs Create Lead, then Create Contact against the returned lead id. “Move the Acme deal to Negotiation and set it to ₹4,00,000.” Runs List Opportunity Statuses for the id, then Update Opportunity. “Log a note on that lead and remind me to follow up Friday.” Runs Create Note and Create Task with a due date. “When a new lead comes in, enrich it and assign a first-touch task.” A workflow starts on On New Lead, enriches via your data connector, then runs Update Lead and Create Task.

7. Permissions & data access

UnleashX CAN:

Search, read, create, update and delete leads, contacts and opportunities.
Create and complete tasks, log notes and email activities, and read calls.
Read users, pipelines, statuses, custom field definitions and the change feed.
Start workflows on new leads, contacts, opportunities and tasks.

UnleashX CANNOT:

Do anything the key’s own user can’t do in Close.
Place calls or actually send email — Create Email records an activity, it isn’t a send.
Reach any Close organisation other than the key’s.

To disconnect: In UnleashX, open your agent → Data Connectors → Close CRM → Disconnect. To fully revoke access, delete the key in Settings → Developer → API Keys.

8. Troubleshooting

Problem	What it means	How to fix it
`401 Unauthorized`	The key is wrong or was deleted	Create a new key in Settings → Developer and reconnect
`403 Forbidden`	The key’s user can’t see or change that record	Use a key from an account with the right permissions
A status change is rejected	A status name was sent where an id belongs	Fetch the id with List Lead Statuses or List Opportunity Statuses
Only 200 records come back	Close caps the page size at 200	Page through with `skip`, don’t raise `limit`
An update wiped a field	A field was sent explicitly as empty	Updates are partial — omit a field entirely to leave it alone
Deleting a lead removed more than expected	Lead deletes cascade to contacts and activities	Delete the contact instead when the company should stay
A trigger fires for old records on first run	The first poll has no previous snapshot	Expected — later polls only report what’s genuinely new

For general connector issues, see /mcp/integrations.

9. Frequently asked questions

Is my CRM data stored by UnleashX? No. Tools call the Close API live with your key. UnleashX keeps only the bookkeeping a polling trigger needs to know what it has already seen. What’s a lead versus a contact? In Close, the lead is the company and contacts are the people on it. Every contact belongs to a lead. Does Create Email send an email? No. It records an email activity on the lead. Use an email connector to actually send. How do I find custom field ids? List Custom Fields returns the lead custom field definitions and their ids. Can I connect more than one Close organisation? Yes. Add a key per organisation and tell them apart by Account Name.

10. References

Close API reference: https://developer.close.com/
API keys (Settings → Developer): https://app.close.com/settings/developer/api-keys/
Close event log: https://developer.close.com/resources/event-log/

Providers

Integrations

Close CRM

Close CRM

1. Overview

2. What you’ll need

3. Get your credentials

Access this key grants UnleashX

4. Connect on UnleashX

Use Close CRM in a Workflow

5. Available tools

6. Example usage

7. Permissions & data access

8. Troubleshooting

9. Frequently asked questions

10. References

​Close CRM

​1. Overview

​2. What you’ll need

​3. Get your credentials

​Access this key grants UnleashX

​4. Connect on UnleashX

​Use Close CRM in a Workflow

​5. Available tools

​6. Example usage

​7. Permissions & data access

​8. Troubleshooting

​9. Frequently asked questions

​10. References

Close CRM

1. Overview

2. What you’ll need

3. Get your credentials

Access this key grants UnleashX

4. Connect on UnleashX

Use Close CRM in a Workflow

5. Available tools

6. Example usage

7. Permissions & data access

8. Troubleshooting

9. Frequently asked questions

10. References