# Close (verified)

Manage leads, contacts, and deals in Close CRM. Log calls, send emails, create tasks, and track pipeline activity.

## Quick Start

```bash
# Connect this server (installs CLI if needed)
npx -y @smithery/cli@latest mcp add close

# Browse available tools
npx -y @smithery/cli@latest tool list close

# Get full schema for a tool
npx -y @smithery/cli@latest tool get close org_info

# Call a tool
npx -y @smithery/cli@latest tool call close org_info '{}'
```

## Direct MCP Connection

Endpoint: `https://close.run.tools`

## Tools (62)

- `org_info` — Return general information about the organization and the user.
- `org_users` — Return active users (memberships) which are part of the current org.
- `find_lead_statuses` — List or find lead statuses for the organization
- `fetch_lead_status` — Fetch a lead status by ID.
- `create_lead_status` — Create a new lead status.
- `update_lead_status` — Update the label of an existing lead status.
- `delete_lead_status` — Permanently delete a lead status.
- `find_email_templates` — List or find email templates
- `fetch_email_template` — Fetch an email template by ID.
- `update_email_template` — Update an existing email template.
- `create_email_template` — Create a new email template.
- `delete_email_template` — Permanently delete an email template.
- `find_sms_templates` — List or find SMS templates
- `fetch_sms_template` — Fetch an SMS template by ID.
- `update_sms_template` — Update an existing SMS template.
- `create_sms_template` — Create a new SMS template.
- `delete_sms_template` — Permanently delete an SMS template.
- `create_lead` — Create a new lead (company).
- `update_lead` — Update an existing lead (company).
- `fetch_lead` — Fetch an existing lead (company) by ID.
- `delete_lead` — Permanently delete an existing lead (company) by ID including all of its
- `create_address` — Add a new address to an existing lead (company).
- `delete_address` — Delete an address from an existing lead (company) if there is an exact
- `find_lead_smart_views` — List lead smart views (saved searches).
- `fetch_lead_smart_view` — Fetch a lead smart view (saved search) by ID.
- `update_lead_smart_view` — Update a lead smart view (saved search).
- `delete_lead_smart_view` — Permanently delete a lead smart view (saved search).
- `create_contact` — Create a new contact for a lead.
- `fetch_contact` — Fetch an existing contact by ID.
- `update_contact` — Update an existing contact.
- `delete_contact` — Permanently delete an existing contact.
- `lead_search` — Perform a simple lead search and return the initial set of results.
- `paginate_search` — Paginate an existing search (from search or lead_search) to retrieve more
- `activity_search` — Search for activities. Results are returned ordered by date descending.
- `search` — Perform a natural language search for leads or contacts.
- `fetch` — Retrieve the contents of an arbitrary object by its ID.
- `aggregation` — Perform an aggregation to answer questions like:
- `get_fields` — Use this field ONLY to get a list of fields for the aggregation tool.
- `close_product_knowledge_search` — Search Close product documentation and knowledge base for relevant information.
- `find_workflows` — List or find workflows
- `create_workflow` — Create a new workflow (a.k.a. sequence) with Draft status.
- `find_pipelines_and_opportunity_statuses` — List all opportunity pipelines and their opportunity statuses in the organization.
- `fetch_pipeline_and_opportunity_statuses` — Fetch an opportunity pipeline, including its opportunity statuses, by ID.
- `create_pipeline` — Create a new opportunity pipeline.
- `update_pipeline` — Update an existing opportunity pipeline.
- `delete_pipeline` — Permanently delete an opportunity pipeline.
- `fetch_opportunity_status` — Fetch an opportunity status by ID.
- `create_opportunity_status_tool` — Create a new opportunity status.
- `update_opportunity_status_tool` — Update the label of an existing opportunity status.
- `delete_opportunity_status_tool` — Permanently delete an opportunity status.
- `find_opportunities` — Find opportunities based on various filters.
- `fetch_opportunity` — Fetch a specific opportunity by ID.
- `create_opportunity` — Create a new opportunity.
- `update_opportunity` — Update an existing opportunity.
- `delete_opportunity` — Permanently delete an opportunity.
- `find_call_outcomes` — List all outcomes applicable to calls available in the organization.
- `find_meeting_outcomes` — List all outcomes applicable to meetings available in the organization.
- `find_scheduling_links` — List available scheduling links for the user and org.
- `create_task` — Create a new task for a lead.
- `find_custom_activities` — List all active (non-archived) Custom Activity Types in the organization.
- `find_forms` — List all web forms in the organization.
- `find_lead_custom_fields` — List all lead custom fields defined for the organization.

```bash
# Get full input/output schema for a tool
npx -y @smithery/cli@latest tool get close <tool-name>
```