Close
Inside sales CRM with calling.
Verdict
Common use cases
- Log sales calls immediately after customer meetings
- Create leads from Slack or email threads
- Send SMS follow-ups without opening Close
- Pull notes for deal reviews in real time
- Assign tasks to reps during standup
Integration
- Vendor
- Close
- Category
- crm
- Auth
- OAUTH2
- Tools
- 6
- Composio slug
close
Tools
- 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 contact id, phone, duration, note, record
- Create Lead
This tool creates a new lead in close crm. it allows users to create a lead with basic company information and optional contact details, including company name, description, website url, lead status, contacts, and addresses. it operates by
- Create SMS Message
This tool creates a new sms message in close. the tool allows sending immediate sms messages or logging received sms messages using the provided phone numbers and message content. it includes parameters such as local phone, remote phone, te
- 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 date, and is complete flags.
- Delete Calldestructive
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 unique call id and cannot be undone.
- Get Notes
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 details such as note content, creation a
Setup
Setup guide
- 11. Open your Switchy workspace and navigate to Settings → Integrations → Browse MCP Servers. 2. Search for 'Close' and click Connect. 3. You'll be redirected to Close's OAuth consent screen—sign in with your Close account credentials. 4. Grant the requested scopes: read and write access to leads, activities (calls, notes, SMS), and tasks. 5. Close redirects you back to Switchy; you'll see a green 'Connected' badge next to the Close tile. 6. Open any Space, type '@Close' in the message box, and select 'Create Lead' from the autocomplete menu. 7. Fill in a test company name and hit send—if the MCP replies with a lead ID, the connection is live. 8. To invoke tools going forward, start any message with '@Close' followed by your instruction (e.g. '@Close log a call with lead_abc123 about pricing').
What teammates see: by default, memories from Close are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Spaces have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
Log Outbound Call
@Close create a call for lead_5Fq8z9 marked as outbound, duration 12 minutes, with the note 'Discussed Q2 pricing and implementation timeline'.Open in a Space →
Spin Up New Lead
@Close create a lead for Acme Corp with website acmecorp.com, contact email sarah@acmecorp.com, and status 'Qualified'.Open in a Space →
Send SMS Follow-Up
@Close send an SMS to +14155551234 saying 'Hi Sarah, following up on our call—here's the deck we discussed: [link]'.Open in a Space →
Fetch Recent Notes
@Close get all notes for lead_5Fq8z9 from the past 30 days and summarize the key discussion points.Open in a Space →
Assign Follow-Up Task
@Close create a task assigned to user_abc123 with text 'Send contract to Acme Corp' due tomorrow at 5pm, associated with lead_5Fq8z9.Open in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@Close show me all notes from the last 7 days for leads owned by Sarah, sorted by most recent first.
Here are the 12 notes from the past week for Sarah's leads: • **Acme Corp** (2 days ago): "Follow-up call scheduled for Thursday. They're interested in Enterprise tier but need board approval." • **TechStart Inc** (3 days ago): "Demo went well. Asked about API rate limits and SSO integration." • **BuildRight LLC** (4 days ago): "Not ready to move forward until Q2. Set reminder for March." [9 more notes listed with lead name, timestamp, and content preview] All notes are sorted by creation date descending. This is an illustrative example—actual note content and count will vary based on your Close account activity.
This example demonstrates the Get Notes tool's filtering and retrieval capabilities. The MCP requires a valid API key with read access to notes and lead data. Note that Close's API returns paginated results—large note sets may require multiple queries or may hit rate limits (typically 600 requests per minute).
@Close create a new lead for "Quantum Dynamics" with website quantumdynamics.io, add contact Emma Chen as CTO with email emma@quantumdynamics.io, and set status to "Potential".
Lead created successfully: **Quantum Dynamics** (ID: lead_abc123xyz) • Website: quantumdynamics.io • Status: Potential • Contact added: Emma Chen (CTO) — emma@quantumdynamics.io The lead is now visible in your Close pipeline. You can view it at close.com/lead/lead_abc123xyz. This is an illustrative example—actual lead IDs and URLs will differ in your account.
This example shows the Create Lead tool's ability to set up a new prospect with company details and contact information in one action. The MCP writes directly to your Close CRM, so this creates a real lead record. Ensure your API key has write permissions for leads and contacts. Lead status values must match your Close account's configured statuses.
@Close review all tasks due this week across the sales team, then draft a priority summary highlighting any overdue items and grouping by assigned user.
**Sales Team Task Summary (Week of Jan 13)** **Overdue (3 tasks):** • Sarah: Follow up with Acme Corp re: pricing (due Jan 10) • Mike: Send contract to BuildRight LLC (due Jan 11) **Due This Week (8 tasks):** • Sarah (3): Demo prep for TechStart, proposal review for Quantum, contract negotiation call • Mike (2): Q1 forecast update, pipeline review meeting • Jordan (3): Onboarding call for new client, feature demo, renewal discussion Recommendation: Prioritize Sarah's overdue Acme follow-up—they're in final decision stage. This summary is illustrative based on typical task data patterns.
This example combines the MCP's task retrieval with AI reasoning to synthesize actionable insights from raw CRM data. The Create Task and task-listing tools work together here. Be aware that Close's task API doesn't natively support cross-user queries—the MCP may need to fetch tasks per user and aggregate them, which can be slower for large teams.
Use-case deep-dives
When Close MCP beats manual CRM entry for demo follow-up
A 3-person sales team runs 8-12 product demos a week and needs call notes in Close within an hour of each call. The Close MCP's Create Call and Create Task tools let your AI assistant log the call, extract next steps from a transcript, and create follow-up tasks without opening the CRM. This works cleanly when your team already uses Close as the source of truth and demos follow a predictable format. The trade-off: if your reps need to attach custom fields or multi-thread email sequences during logging, you'll still need the Close UI for those steps. If your team closes 80% of deals in under three touches and call logging is the bottleneck, this MCP removes that friction.
Close MCP for qualifying 50+ inbound leads per week
A 5-person growth team at a B2B SaaS startup gets 50-70 inbound leads weekly from web forms and needs to route them to the right rep within 4 hours. The Close MCP's Create Lead and Get Notes tools let your AI assistant create the lead record, pull recent activity from similar companies, and assign based on territory rules you define in the prompt. This setup works when lead data is clean and routing logic is rules-based, not judgment calls. The boundary: if your qualification process requires pulling Clearbit enrichment or cross-referencing a Google Sheet of account tiers, you'll need additional MCPs or a Zapier step. If speed-to-contact is your conversion lever and your team is under 10 people, this MCP keeps leads from sitting in a queue.
When Close MCP handles post-sale SMS workflows
A 4-person customer success team manages 120 SMB accounts and sends SMS check-ins at 30, 60, and 90 days post-sale. The Close MCP's Create SMS Message tool lets your AI assistant send templated check-ins, log responses, and flag accounts that need a call based on sentiment in the reply. This works when your SMS volume is under 200 messages a month and responses follow common patterns. The limit: Close's SMS tool doesn't support media attachments or bulk sends over 50 at once, so high-touch onboarding programs or screenshot-heavy troubleshooting won't fit. If your CS motion is lightweight and SMS is a retention signal, not a support channel, this MCP automates the repetitive parts without adding a dedicated SMS platform.
Frequently asked
What does the Close MCP let me do in Switchy?
The Close MCP connects your Close CRM to Switchy's AI workspace. You can create leads, log calls and SMS messages, manage tasks, and retrieve notes — all through natural language prompts. Your team can update Close records without switching tabs or remembering field names. It's useful for logging client interactions, creating follow-up tasks, and pulling CRM data into AI conversations.
Do I need admin access to connect Close?
You need a Close API key, which any user with API access can generate from their Close settings. You don't need admin rights to the Close account itself, but your API key inherits your user permissions. If you can't create leads or tasks in Close's UI, the MCP won't be able to either. Most teams have one person generate the key and share it in Switchy.
Can the Close MCP update existing leads or only create new ones?
The current toolset focuses on creating new records — leads, calls, SMS logs, tasks — and retrieving notes. You can delete call activities, but there's no general-purpose update tool for leads or contacts. If you need to change a lead's status or phone number, you'll still do that in Close directly or via a custom API call outside the MCP.
Why use this instead of just opening Close in another tab?
The MCP saves you from context-switching when you're already working in Switchy. If an AI conversation surfaces a lead name or phone number, you can log the call or create a task without copying data between apps. It's faster for bulk actions too — your AI can create five follow-up tasks in one prompt. For complex CRM workflows or reporting, Close's native UI is still better.
Who on my team should connect the Close MCP?
Whoever owns your Close account or has API key access should set it up. Once connected, any Switchy user in your workspace can use the MCP — they don't need their own Close login. The API key's permissions apply to all actions, so if your key can only read notes, no one can create leads through Switchy. Plan this with your CRM admin.