# Close — how to use (mcp.ai)

Connect your Close account and use 6 tools for CRM straight from your AI agent. Connect with your own API key. Close is a CRM platform designed to help businesses manage and streamline their sales processes, including calling, email automation, and predictive dialers.

## Option A — via MCP (recommended)
Remote MCP endpoint (HTTP, streamable): `https://api.mcp.ai/p_close?ms=1787295720000`
Add it as a custom/remote MCP connector in your client (Claude, Cursor, VS Code…), then authenticate when prompted. Once connected, ask the agent to use the server's tools (e.g. `close_create_call`).

## Option B — via direct REST API
Base URL: `https://api.mcp.ai/api/close`
Auth: `Authorization: Bearer sk_live_…` — create a workspace API key at https://mcp.ai/settings/api-keys
Discover endpoints: `GET https://api.mcp.ai/api/close/_endpoints`

### Endpoints
- `POST https://api.mcp.ai/api/close/create/call` — Creates a new call record in Close.com. This tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead_id, direction, and optional support for c
  - body: { note?: string, phone?: string, lead_id: string, user_id?: string, duration?: integer, direction: string, contact_id?: string, disposition?: string, recording_url?: string }
- `POST https://api.mcp.ai/api/close/create/lead` — Creates a new lead in Close CRM. A lead represents a company or organization in your sales pipeline. This tool allows you to create leads with company information (name, description, website), associa
  - body: { url?: string, name: string, contacts?: object[], addresses?: object[], status_id?: string, description?: string }
- `POST https://api.mcp.ai/api/close/create/sms` — This tool creates a new SMS activity in Close CRM. It is primarily used to log SMS communications, including sent messages, received messages, and draft messages. The tool requires an internal phone n
  - body: { text: string, status: string, lead_id: string, send_in?: integer, direction?: string, contact_id?: string, local_phone: string, template_id?: string, remote_phone: string, date_scheduled?: string }
- `POST https://api.mcp.ai/api/close/create/task` — This tool creates a new task in Close.com. Tasks are used to track to-do items and can be associated with leads. The tool will create a task with the specified parameters using the provided text, due_
  - body: { date: string, text: string, _type?: string, lead_id: string, assigned_to?: string, is_complete?: boolean }
- `POST https://api.mcp.ai/api/close/delete/call` — This tool allows you to delete a specific call activity in Close.com. It is useful for removing incorrectly logged calls or cleaning up call records. The action deletes a call activity using its uniqu
  - body: { call_id: string }
- `POST https://api.mcp.ai/api/close/get/note` — This tool retrieves a list of note activities from Close. It allows users to fetch notes with optional filtering parameters, including filtering by lead_id, user_id, and date ranges. The tool returns 
  - body: { skip?: integer, limit?: integer, lead_id?: string, user_id?: string, date_created__gt?: string, date_created__lt?: string }

## Example prompts
- "What can I do in Close?"
- "Show me a summary of my Close account"

## More
- Page: https://mcp.ai/close
- Agent spec (llms.txt): https://mcp.ai/close/llms.txt
- Postman collection: https://mcp.ai/close/postman.json