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Close

Close.com is a sales productivity platform designed for small to medium-sized businesses, providing tools to manage leads, track sales activities, and optimize customer relationships. Use it to streamline sales processes and enhance CRM functions.

This Close MCP server is compatible with any MCP client including Claude Desktop, Cursor, and other Model Context Protocol implementations.

Customer Relations

FIELDS, OAUTH2

Official Website

Tools From This Provider (36)

Close Com List Opportunity Status Change Activities

Get a detailed history of status changes for sales opportunities. This is useful for auditing the lifecycle of your opportunities and optimizing the opportunity management process. Returns...

Close Com List Users

Retrieve a list of users from your Close.com account. Use this to view or manage team members and their roles within your organization. This tool returns detailed user information including IDs,...

Close Com List Delete Bulk Actions

Retrieve documentation of bulk deletions conducted in your Close.com account. Use this tool when you need to review or audit mass data removal activities. It returns records of deletions, detailing...

Close Com List Email Templates

Fetch a list of pre-defined email templates from your Close.com account. Useful for quickly accessing and sending customized emails during sales outreach campaigns. Returns template IDs, names, and...

Close Com List Email Bulk Actions

Fetch a list of all bulk email actions performed in your Close.com system, such as mass email sends and campaigns. Ideal for reviewing past email actions or planning future campaigns, it returns...

Close Com List Integration Links

Generate a list of all integration links set up in Close.com to manage third-party connections. Use it to review current integrations or diagnose connectivity issues. It returns integration names and...

Close Com List Email Thread Activities

Extracts a list of all email thread activities, aiding in managing and reviewing email communications with clients. Perfect for ensuring continuity in email exchanges. Returns full details of each...

Close Com List Sms Activities

Access a list of SMS activities for efficient communication tracking and evaluation. Utilize when reviewing outbound and inbound SMS interactions. Returns comprehensive details on each SMS activity...

Close Com List Roles

Retrieve a complete list of user roles defined within your Close.com environment. Use this for permission audits or role management tasks. It provides comprehensive details on each role, including...

Close Com List Edit Bulk Actions

Get a record of all bulk edit actions performed, providing insight into mass data updates. Apply this tool to audit changes or coordinate large-scale data management tasks. Outputs include details on...

Close Com List Lead Statuses

Retrieve all lead statuses configured in your Close.com account. Use this to understand or modify how leads are categorized through your sales workflow. Returns status names, associated IDs, and...

Close Com List Note Activities

List all note-taking activities connected with your leads and opportunities, optimizing documentation practices. Ideal for reviewing written insights or brainstorming notes before client meetings....

Close Com List Send As

Compile a record of 'send-as' email identities used within Close.com for corporate or alias sending. Critical for compliance auditing or configuring sender identities, it outputs detailed information...

Close Com List Sequence Subscription Bulk Actions

Access a list of sequence subscription actions made in bulk, enabling oversight of automated email sequences. Utilize this tool to track and audit sequence enrollments or modifications. It provides...

Close Com List Contacts

Get a comprehensive list of all contacts in your Close.com account. Use this for contact management, segmentation, or campaign targeting. Returns contact details such as names, email addresses, and...

Close Com List Events

Access a comprehensive list of all events logged in your sales platform for activity tracking and analysis. Utilize this tool when auditing past sales interactions or planning follow-ups. Returns...

Close Com List Pipelines

List all sales pipelines configured in your Close.com account. Employ this for pipeline management, adjustments, or performance assessment. It returns pipeline details such as stages, associated...

Close Com List Email Sequences

Retrieve all email sequences set up in your Close.com environment. Utilize this for automating follow-ups and nurturing leads over email. Returns sequence details such as names, step counts, and...

Close Com List Opportunities

Fetch a list of opportunities within your sales pipeline, assisting in sales forecasting and progression analysis. Use it to prioritize tasks and actions based on opportunity advancement. Returns...

Close Com List Call Activities

Compile a list of call activities within the sales platform, supporting detailed analysis of telecommunication touchpoints. Best used for validating call outcomes or strategizing call follow-ups....

Close Com List Opportunity Statuses

Access all opportunity statuses available in your Close.com system. Ideal for tracking and managing the sales pipeline stages effectively. Returns status details like descriptions, IDs, and priority...

Close Com List Contact Custom Fields

Retrieve all custom fields applied to contacts in your Close.com account. Ideal for managing and viewing specific contact information that extends beyond default fields. Returns details such as...

Close Com List Created Activities

Retrieve a record of all created activities, helping you keep a keen track of sales team efforts and customer interactions. Best used for performance oversight or history review. Returns details...

Close Com List Meeting Activities

Retrieve a list of scheduled meeting activities in your Close.com account. Use this tool to review and analyze all upcoming and past meetings for optimal scheduling and follow-ups. Returns details...

Close Com List Opportunity Custom Fields

Fetch custom fields associated with opportunities in your Close.com platform. Use this to enhance opportunity tracking with tailored information. Returns data on each custom field, including unique...

Close Com List Lead Custom Fields

Access all custom fields configured for leads in your Close.com account. Use this when you need to reference or customize lead attributes tailored to your sales process. Returns information about...

Close Com List Dialer

Retrieve a list of all dialer activities from your Close.com account, including activity details and timestamps. Use this tool to monitor and analyze outbound calling efforts. It returns...

Close Com List Custom Activities

Extract a list of custom activities logged in your Close.com system to expand tracking beyond standard metrics. Use this tool to customize performance reports or enhance customer interaction...

Close Com List Voicemail Tasks

List tasks created from voicemails to ensure timely follow-up actions. Ideal for maintaining a structured communication workflow by responding to missed calls. Parameters '_type' and '_order_by'...

Close Com List Leads

Gather a list of all your sales leads from the Close.com platform for a comprehensive overview of potential clients. Suitable for organizing lead follow-ups or bulk communications efforts. Returns...

Close Com List Task Completed Activities

Retrieve a list of completed task activities in your sales workflow. Use this when you need to review finished tasks to ensure accountability and productivity. Returns task details, including...

Close Com List Smart Views

Retrieve a collection of your saved Smart Views, which are custom filters for leads and opportunities. Use this tool when you need to access or manage predefined pipelines or sorted data views. It...

Close Com List Email Activities

Provide a comprehensive list of email activities, useful for analyzing email engagement or preparing follow-up strategies. Employ this tool to review sent and received emails. Returns detailed email...

Close Com List Activity Custom Fields

List all custom fields related to activities in your Close.com setup. Useful for enhancing activity tracking with specific metrics or attributes. Provides detailed information on each field including...

Close Com List Zoom Connected Accounts

Retrieve information about Zoom accounts linked to your Close.com system. This is useful for managing video communication integrations and verifying account connections. The tool returns Zoom account...

Close Com List Lead Status Change Activities

Fetch a log of status changes for leads in your CRM. Use this tool to track and analyze the progression of leads through your sales funnel. Returns detailed information on lead ID, old status, new...

Related Bundles (1)

Close Tools

Customer Relations

Close.com is a sales productivity platform designed for small to medium-sized businesses, providing tools to manage leads, track sales activities, and optimize customer relationships. Use it to...

Provider Information

CategoryCustomer Relations

Auth TypeFIELDS, OAUTH2

AddedOctober 29, 2025

UpdatedFebruary 1, 2026

Used By Tools

36

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