KosmoKrator

productivity

Close CRM MCP, CLI, and Lua Integration for AI Agents

Close CRM integration docs for AI agents: MCP gateway setup, Close CRM CLI commands, Lua API reference, credentials, and function schemas.

Close CRM for agents

Credentials can be configured manually in web or CLI hosts.

Use this integration from Lua code mode, the headless integrations CLI, or the KosmoKrator MCP gateway. The same package metadata powers all three surfaces.

Agent Surfaces

Close CRM CLIHeadless setup, JSON output, direct function calls. Close CRM MCPExpose selected tools to local MCP clients. Close CRM LuaAgent-facing namespace and Lua reference. FeedbackReport missing tools, auth issues, or bad metadata.

Machine-Readable Metadata

integration_slug
close
route_slug
close
package
close
auth_strategy
api_key
cli_setup_supported
true
cli_runtime_supported
true
mcp_gateway_supported
true
lua_supported
true

Function Catalog

FunctionTypeParametersDescription
close.close_list_leads Read read 3 Search and list leads in Close CRM. Use the query parameter with Close search syntax to filter leads by name, status, custom fields, dates, and more. Returns a paginated list of leads with their contacts and addresses.
close.close_get_lead Read read 1 Get full details for a single lead in Close CRM, including contacts, addresses, custom fields, and associated information.
close.close_create_lead Write write 5 Create a new lead in Close CRM. Provide a company name and optionally add contacts with email addresses and phone numbers.
close.close_update_lead Write write 5 Update an existing lead in Close CRM. Provide the lead ID and the fields to update (name, status, custom fields, URL, etc.).
close.close_delete_lead Write write 1 Permanently delete a lead from Close CRM. This removes the lead and all associated contacts, activities, and tasks.
close.close_list_contacts Read read 3 List contacts in Close CRM. Optionally filter by lead ID to get contacts for a specific lead. Supports pagination.
close.close_get_contact Read read 0 Get a single contact.
close.close_create_contact Write write 0 Create a contact on a lead.
close.close_update_contact Write write 0 Update a contact.
close.close_delete_contact Write write 0 Delete a contact.
close.close_list_opportunities Read read 0 List or filter opportunities.
close.close_get_opportunity Read read 0 Get a single opportunity.
close.close_create_opportunity Write write 0 Create an opportunity.
close.close_update_opportunity Write write 0 Update an opportunity.
close.close_delete_opportunity Write write 0 Delete an opportunity.
close.close_list_tasks Read read 0 List or filter tasks.
close.close_create_task Write write 6 Create a new task in Close CRM. Optionally associate it with a lead, assign it to a user, and set a due date.
close.close_get_task Read read 0 Get a single task.
close.close_update_task Write write 0 Update a task.
close.close_delete_task Write write 0 Delete a task.
close.close_list_activities Read read 4 List activities in Close CRM: emails, calls, notes, and other activity types. Filter by lead ID or activity type. Supports pagination.
close.close_list_notes Read read 0 List note activities.
close.close_get_note Read read 0 Get a note activity.
close.close_create_note Write write 0 Create a note activity.
close.close_update_note Write write 0 Update a note activity.
close.close_delete_note Write write 0 Delete a note activity.
close.close_get_current_user Read read 0 Get the profile of the currently authenticated Close CRM user: name, email, organization, and other account details.
close.close_list_users Read read 0 List users in the organization.
close.close_get_user Read read 0 Get a single user.
close.close_list_user_availability Read read 0 List user availability statuses.
close.close_list_lead_statuses Read read 0 List configured lead statuses.
close.close_create_lead_status Write write 0 Create a lead status.
close.close_update_lead_status Write write 0 Rename a lead status.
close.close_delete_lead_status Write write 0 Delete a lead status.
close.close_list_opportunity_statuses Read read 0 List configured opportunity statuses.
close.close_create_opportunity_status Write write 0 Create an opportunity status.
close.close_update_opportunity_status Write write 0 Update an opportunity status.
close.close_delete_opportunity_status Write write 0 Delete an opportunity status.
close.close_list_pipelines Read read 0 List configured pipelines.
close.close_create_pipeline Write write 0 Create a pipeline.
close.close_update_pipeline Write write 0 Update a pipeline.
close.close_delete_pipeline Write write 0 Delete a pipeline.