Integration

Close integration

Sales CRM platform API. Manage leads, contacts, opportunities, and activities. Track sales pipelines, log calls and emails, and automate outreach. Build sales integrations, CRM sync, and productivity tools for sales teams.

Connect Close How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in Close.Built from the 37 Close tools below, on the connection you add once.

Common Close use cases

CRM sync
User lookup
Call logging
Email outreach
Activity tracking
Status management
Outreach automation
Pipeline management
Pipeline configuration
Status changes

What you can do with Close

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Lead, 6 operations

create_leadCreate leadPOSTCreates a new lead with contacts and details.
delete_leadDelete leadDELETEDeletes a lead and all its associated data.
get_leadGet leadGETRetrieves complete details for a specific lead.
list_leadsList leadsGETLists all leads with optional filtering and pagination.
merge_leadsMerge leadsPOSTMerges two leads into a single lead.
update_leadUpdate leadPUTUpdates an existing lead's information.

Contact, 5 operations

create_contactCreate contactPOSTCreates a new contact on a lead.
delete_contactDelete contactDELETEDeletes a contact from a lead.
get_contactGet contactGETRetrieves a specific contact by ID.
list_contactsList contactsGETLists all contacts with optional lead filtering.
update_contactUpdate contactPUTUpdates an existing contact's information.

Opportunity, 5 operations

create_opportunityCreate opportunityPOSTCreates a new opportunity (deal) on a lead.
delete_opportunityDelete opportunityDELETEDeletes an opportunity.
get_opportunityGet opportunityGETRetrieves a specific opportunity by ID.
list_opportunitiesList opportunitiesGETLists all opportunities (deals) with filtering options.
update_opportunityUpdate opportunityPUTUpdates an existing opportunity.

Task, 5 operations

create_taskCreate taskPOSTCreates a new task on a lead.
delete_taskDelete taskDELETEDeletes a task.
get_taskGet taskGETRetrieves a specific task by ID.
list_tasksList tasksGETLists all tasks with filtering options.
update_taskUpdate taskPUTUpdates an existing task.

User, 3 operations

get_current_userGet current userGETRetrieves the current authenticated user's information.
get_userGet userGETRetrieves a specific user by ID.
list_usersList usersGETLists all users in the organization.

Activity, 1 operation

list_activitiesList activitiesGETLists all activities (calls, emails, notes, meetings).

Call, 1 operation

log_callLog callPOSTLogs a call activity on a lead.

Custom field, 1 operation

list_custom_fieldsList custom fieldsGETLists all custom fields for a specific object type.

Email, 1 operation

send_emailSend emailPOSTCreates an email activity or sends an email.

Email template, 1 operation

list_email_templatesList email templatesGETLists all email templates.

Event, 1 operation

list_eventsList eventsGETLists events from the audit log.

Lead status, 1 operation

list_lead_statusesList lead statusesGETLists all lead statuses configured for the organization.

Note, 1 operation

create_noteCreate notePOSTCreates a note activity on a lead.

Opportunity status, 1 operation

list_opportunity_statusesList opportunity statusesGETLists all opportunity statuses configured for the organization.

Pipeline, 1 operation

list_pipelinesList pipelinesGETLists all pipelines configured for the organization.

Sequence, 1 operation

list_sequencesList sequencesGETLists all sequences (automated outreach workflows).

Sequence subscription, 1 operation

subscribe_to_sequenceSubscribe to sequencePOSTSubscribes a contact to an automated sequence.

Smart view, 1 operation

list_smart_viewsList smart viewsGETLists all Smart Views (saved search queries).

Use Close from Claude Code, Cursor or Codex

Connect Close in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Close operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Close

Create your workspace
Sign up free. Nothing to install.
Connect Close once
Add your Close connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.