What can you do with the Close integration?

LiveContext exposes 37 operations on Close, covering lead, contact, opportunity and task. Common uses include CRM sync, User lookup and Call logging.

LiveContext

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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.

37 toolsBasic authAPI docs

Connect Close How integrations work

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

POSTcreate_lead
Creates a new lead with contacts and details.
DELETEdelete_lead
Deletes a lead and all its associated data.
GETget_lead
Retrieves complete details for a specific lead.
GETlist_leads
Lists all leads with optional filtering and pagination.
POSTmerge_leads
Merges two leads into a single lead.
PUTupdate_lead
Updates an existing lead's information.

Contact, 5 operations

POSTcreate_contact
Creates a new contact on a lead.
DELETEdelete_contact
Deletes a contact from a lead.
GETget_contact
Retrieves a specific contact by ID.
GETlist_contacts
Lists all contacts with optional lead filtering.
PUTupdate_contact
Updates an existing contact's information.

Opportunity, 5 operations

POSTcreate_opportunity
Creates a new opportunity (deal) on a lead.
DELETEdelete_opportunity
Deletes an opportunity.
GETget_opportunity
Retrieves a specific opportunity by ID.
GETlist_opportunities
Lists all opportunities (deals) with filtering options.
PUTupdate_opportunity
Updates an existing opportunity.

Task, 5 operations

POSTcreate_task
Creates a new task on a lead.
DELETEdelete_task
Deletes a task.
GETget_task
Retrieves a specific task by ID.
GETlist_tasks
Lists all tasks with filtering options.
PUTupdate_task
Updates an existing task.

User, 3 operations

GETget_current_user
Retrieves the current authenticated user's information.
GETget_user
Retrieves a specific user by ID.
GETlist_users
Lists all users in the organization.

Activity, 1 operation

GETlist_activities
Lists all activities (calls, emails, notes, meetings).

Call, 1 operation

POSTlog_call
Logs a call activity on a lead.

Custom field, 1 operation

GETlist_custom_fields
Lists all custom fields for a specific object type.

Email, 1 operation

POSTsend_email
Creates an email activity or sends an email.

Email template, 1 operation

GETlist_email_templates
Lists all email templates.

Event, 1 operation

GETlist_events
Lists events from the audit log.

Lead status, 1 operation

GETlist_lead_statuses
Lists all lead statuses configured for the organization.

Note, 1 operation

POSTcreate_note
Creates a note activity on a lead.

Opportunity status, 1 operation

GETlist_opportunity_statuses
Lists all opportunity statuses configured for the organization.

Pipeline, 1 operation

GETlist_pipelines
Lists all pipelines configured for the organization.

Sequence, 1 operation

GETlist_sequences
Lists all sequences (automated outreach workflows).

Sequence subscription, 1 operation

POSTsubscribe_to_sequence
Subscribes a contact to an automated sequence.

Smart view, 1 operation

GETlist_smart_views
Lists 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.

Close integration FAQ

What can you do with the Close integration?: LiveContext exposes 37 operations on Close, covering lead, contact, opportunity and task. Common uses include CRM sync, User lookup and Call logging.