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 Triggers

opportunity_events

Opportunity Events

Triggers when an opportunity is created, updated, or deleted in Close.

lead_events

Lead Events

Triggers when a lead is created, updated, or deleted in Close.

task_events

Task Events

Triggers when a task is created, updated, or deleted in Close.

contact_events

Contact Events

Triggers when a contact is created, updated, or deleted in Close.

activity_events

Activity Events

Triggers when an activity (email, call, note, SMS, meeting) is created, updated, or deleted in Close.

More integrations teams use with Close

Slack

Slack: connect with bot OAuth or user OAuth to work with messages, conversations, search, files, Canvases, Lists, profiles, reactions, reminders, and workspace productivity settings.

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.

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.

Notion

Create, read, update, and archive pages and databases in a Notion workspace. Manage blocks (paragraphs, lists, headings, embeds, etc.) within pages. Query databases with filters and sorts across rich property types including text, numbers, dates, selects, relations, and formulas. Search across pages and databases by title. Add and read comments on pages and blocks. Upload files to pages. Manage workspace users and retrieve user profiles. Receive real-time webhook notifications for page changes, new pages, comments, and database schema updates.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

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.