Connect Close to AI agents

Connect Close to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Tools

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.

manage_opportunity

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

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 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

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

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 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

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

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

List Leads

Lists and searches leads in Close CRM with optional text query filtering and pagination. Returns a summary of each lead.

manage_task

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

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

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 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 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

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

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.

More integrations teams use with Close

Slack

Slack: connect with bot OAuth or user OAuth. Send, update, delete, and schedule messages; list and cancel scheduled messages; open DMs and group DMs; manage conversations, members, files, reactions, pins, bookmarks, reminders, user groups, and user status; search messages and files with user scopes; and retrieve user, conversation, and workspace info.

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Technical notes for Close

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.

Connect Close to production AI agents

See how Metorial gives Close access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Close to AI agents with Metorial.

  1. Can Metorial connect Close to AI agents?
    Yes. Metorial connects AI agents to Close through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.