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.
Frequently asked questions
Common questions about connecting Close to AI agents with Metorial.
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.Does the Close integration work with MCP?
Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.How does Metorial control access to Close?
Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.Can teams trace Close activity from agents?
Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.


