list_activities
List Activities
List activities in Close CRM with optional filters. Activities include calls, emails, notes, meetings, SMS, and other interaction types logged against leads and contacts.
list_activities
List activities in Close CRM with optional filters. Activities include calls, emails, notes, meetings, SMS, and other interaction types logged against leads and contacts.
manage_opportunity
Create a new opportunity or update an existing one in Close CRM. When creating: provide at least a leadId to associate the opportunity with. When updating: provide the opportunityId along with any fields to change.
search_leads
Search leads in Close using advanced search/filtering. Uses the POST /data/search/ endpoint which supports complex query objects with boolean logic, field conditions, and nested queries. Useful for finding leads matching specific criteria like status, custom fields, activity dates, etc.
delete_lead
Delete a lead from Close CRM by its ID. Permanently removes the lead and all associated data including contacts, activities, opportunities, and tasks. This action cannot be undone.
list_opportunities
List opportunities in Close CRM with optional filtering by lead, user, status, and search query. Returns a paginated list of opportunities along with total results and whether more results are available.
manage_contact
Create a new contact or update an existing one in Close CRM. When creating: provide leadId and at least a name. When updating: provide contactId along with any fields to change.
list_smart_views
List saved Smart Views (saved search filters) in Close. Smart Views are pre-configured search queries that can be reused. Optionally filter by view type (lead or contact).
list_contacts
List contacts in Close CRM, optionally filtered by lead. Returns paginated results with contact details including name, title, emails, and phones.
list_users
List users in the Close organization. Useful for looking up user IDs for lead/opportunity assignment, understanding team membership, and finding who is responsible for specific records.
list_leads
Lists and searches leads in Close CRM with optional text query filtering and pagination. Returns a summary of each lead.
manage_task
Create a new task or update an existing one in Close CRM. When creating: provide at least a leadId and text for the task. When updating: provide the taskId along with any fields to change.
manage_lead
Creates or updates a lead in Close CRM. If a leadId is provided, the existing lead is updated with the supplied fields. If no leadId is provided, a new lead is created. Supports setting contacts, addresses, and custom fields.
get_lead
Retrieves a single lead from Close CRM by ID with full details including contacts, opportunities, and addresses.
list_pipelines_and_statuses
List pipelines, lead statuses, and/or opportunity statuses in Close. Useful for understanding the sales pipeline configuration, looking up status IDs for filtering or updating leads/opportunities, and seeing available pipeline stages.
send_email
Send an email through Close CRM associated with a lead. Supports sending, drafting, specifying recipients, CC/BCC, and using email templates.
manage_email_template
Create or update an email template in Close CRM. If a templateId is provided the existing template is updated; otherwise a new template is created.
manage_note
Create or update a note on a lead in Close CRM. If a noteId is provided the existing note is updated; otherwise a new note is created on the specified lead.
Manage leads, contacts, opportunities, and sales pipeline in Close CRM. Create, read, update, and delete leads and contacts with custom fields. Track and log activities including emails, calls, SMS, meetings, notes, and WhatsApp messages. Send emails and manage email threads and templates. Create and manage tasks, opportunities with configurable statuses and pipelines, and email sequences for automated outreach. Search and filter leads with advanced queries and Smart Views. Generate sales reports and exports. Manage custom fields, custom activities, custom objects, scheduling links, connected email accounts, users, roles, and organization settings. Perform bulk operations on leads and other objects. Subscribe to webhooks for real-time event notifications on CRM data changes.
Common questions about connecting Close to AI agents with Metorial.