# Close MCP
> Close's hosted MCP connects AI clients to Close CRM data and actions, including lead, contact, activity, task, opportunity and workflow operations. Available tools depend on the authorized access scope.
Canonical: https://www.mcpfolio.com/servers/close
Last updated: 2026-10-28
## Catalog record

- Publisher: Close
- Categories: productivity, search, communication

## Website

https://www.close.com/

## Transports

Streamable HTTP

## Authentication

OAuth 2.0 with Dynamic Client Registration; custom integrations can use a Close API key plus Close-Scope (mcp.read, mcp.write_safe, or mcp.write_destructive).

## Tools

- **activity_search**: Search for activities. Results are returned ordered by date descending.
- **aggregate_objects**: Count, sum, average or otherwise aggregate CRM objects, grouped by up to two fields and optionally by time buckets. Takes the same object types and filters as list_objects.
- **close_product_knowledge_search**: Search Close product documentation and knowledge base for relevant information.
- **customized_builtin_labels**: Return the customized builtin labels.
- **describe_fields**: List the fields of one object type for list_objects and aggregate_objects: built-in fields, smart fields (num\_*, last\_*, first\_*, time_to\_*, ...) and the organization's custom fields, with their value types, enum values and choices.
- **fetch**: Retrieve the contents of an arbitrary object by its ID.
- **fetch_call**: Fetch a single call activity by ID.
- **fetch_call_task**: Fetch a single call task by ID.
- **fetch_comment**: Fetch a single comment by ID.
- **fetch_contact**: Fetch an existing contact by ID.
- **fetch_custom_activity_instance**: Fetch an existing custom activity instance by ID.
- **fetch_custom_object_instance**: Fetch an existing custom object instance by ID.
- **fetch_custom_object_type**: Fetch a single custom object type by its ID.
- **fetch_email**: Fetch a single email activity by ID.
- **fetch_email_template**: Fetch an email template by ID.
- **fetch_email_thread**: Fetch a single Email Thread by ID.
- **fetch_invoice**: Fetch one of the organization's billing invoices by id.
- **fetch_lead**: Fetch an existing lead (company) by ID.
- **fetch_lead_merge**: Get the status of a lead merge using `lead_merge_activity_id` from
- **fetch_lead_smart_view**: Fetch a lead smart view (saved search) by ID.
- **fetch_lead_status**: Fetch a lead status by ID.
- **fetch_meeting_transcript**: Fetch a meeting's Notetaker transcript(s) by meeting activity ID.
- **fetch_membership**: Fetch one of the organization's members by user id.
- **fetch_note**: Fetch an existing note by ID.
- **fetch_notification**: Fetch an item in the current user's inbox by ID, with the fields its
- **fetch_objects**: Fetch CRM objects by their IDs, with full details: up to 30 per call.
- **fetch_opportunity**: Fetch a specific opportunity by ID.
- **fetch_opportunity_status**: Fetch an opportunity status by ID.
- **fetch_pipeline_and_opportunity_statuses**: Fetch an opportunity pipeline, including its opportunity statuses, by ID.
- **fetch_role**: Fetch one of the organization's roles by id, with every permission it
- **fetch_sms**: Fetch a single SMS activity by ID.
- **fetch_sms_template**: Fetch an SMS template by ID.
- **fetch_task**: Fetch an existing task by ID.
- **fetch_workflow**: Fetch a single workflow by ID.
- **find_agent_configs**: List all voice agents configured for the organization. Voice agents are
- **find_call_outcomes**: List currently configured call outcomes and their descriptions.
- **find_call_tasks**: Find call tasks based on various filters.
- **find_contact_custom_fields**: List all contact custom fields defined for the organization.
- **find_custom_activities**: List all active (non-archived) Custom Activity Types in the organization,
- **find_custom_activity_instances**: Find a lead's custom activity instances based on various filters.
- **find_custom_object_instances**: Find a lead's custom object instances.
- **find_custom_object_types**: List all custom object types in the organization, along with the
- **find_email_templates**: List or find email templates
- **find_forms**: List all web forms in the organization.
- **find_groups**: List all groups in the organization.
- **find_invoices**: Find the organization's billing invoices, newest first.
- **find_lead_custom_fields**: List all lead custom fields defined for the organization.
- **find_lead_smart_views**: List lead smart views (saved searches).
- **find_lead_statuses**: List or find lead statuses for the organization
- **find_meeting_outcomes**: List all outcomes applicable to meetings available in the organization.
- **find_memberships**: List the organization's members with each member's role name, whether the
- **find_notes**: Find notes based on various filters.
- **find_notifications**: Find items in the current user's inbox, such as incoming emails and
- **find_opportunities**: Find opportunities by status (active/won/lost), owner, lead, or
- **find_opportunity_custom_fields**: List all opportunity custom fields defined for the organization.
- **find_pipelines_and_opportunity_statuses**: List all opportunity pipelines and their opportunity statuses in the organization.
- **find_scheduling_links**: List available scheduling links for the user and org.
- **find_smart_views**: List smart views (saved searches) of every type that the user can see.
- **find_sms_templates**: List or find SMS templates
- **find_tasks**: Find tasks based on various filters.
- **find_voice_agents**: List all voice agents configured for the organization. Voice agents are
- **find_workflows**: List or find workflows
- **get_ai_credit_usage**: AI credit usage for the billing account, broken down by feature.
- **get_billing_summary**: Billing summary for the organization's billing account.
- **get_voice_agent_overview_report**: Cross-agent rollup for the Voice Agents list page.
- **get_voice_agent_performance_report**: Performance metrics for one voice agent.
- **get_voice_agents**: Return detailed configuration for one or more voice agents.
- **lead_search**: Perform a simple lead search and return the initial set of results.
- **list_membership_requests**: List pending requests to join the current organization.
- **list_objects**: Search and list CRM objects (leads, contacts, opportunities, tasks, activities and more) with a structured query of filters, columns and sort.
- **list_roles**: List the roles that can be assigned in the organization.
- **org_info**: Return general information about the organization and the user.
- **org_users**: Return active users (memberships) which are part of the current org.
- **paginate_search**: Paginate a search to retrieve more results.
- **propose_voice_agent_update**: Propose a voice agent configuration update from natural-language feedback.
- **render_email_template**: Render an email template for a lead, including any template variables.
- **search**: Perform a natural language search for leads or contacts.
- **create_address**: Add a new address to an existing lead (company).
- **create_comment**: Add a comment to a commentable object (note, call, opportunity, task,
- **create_contact**: Create a new contact for a lead.
- **create_custom_activity_instance**: Create a new custom activity instance on a lead.
- **create_custom_object_instance**: Create a new custom object instance on a lead.
- **create_draft_email**: Create a draft email on a lead.
- **create_email_template**: Create a new email template.
- **create_lead**: Create a new lead (company).
- **create_lead_status**: Create a new lead status.
- **create_note**: Create a new note on a lead.
- **create_opportunity**: Create a new opportunity.
- **create_opportunity_status_tool**: Create a new opportunity status.
- **create_pipeline**: Create a new opportunity pipeline.
- **create_smart_view**: Save a search as a smart view (saved search).
- **create_sms_template**: Create a new SMS template.
- **create_task**: Create a new task for a lead.
- **create_workflow**: Create a new workflow (a.k.a. sequence) with Draft status.
- **pin_smart_view**: Pin a smart view to the top of the user's sidebar.
- **unpin_smart_view**: Remove a smart view from the user's sidebar.
- **apply_voice_agent_update**: Apply a previously proposed voice agent update.
- **bulk_update_tasks**: Reassign or reprioritize several of the current user's tasks at once.
- **create_call_task**: Schedule a call task on a lead, assigned to either a user or a
- **delete_address**: Delete an address from an existing lead (company) if there is an exact
- **delete_call_task**: Delete a call task. Does not affect sibling tasks.
- **delete_contact**: Permanently delete an existing contact.
- **delete_custom_activity_instance**: Permanently delete an existing custom activity instance.
- **delete_custom_object_instance**: Permanently delete an existing custom object instance.
- **delete_email_template**: Permanently delete an email template.
- **delete_lead**: Permanently delete an existing lead (company) by ID including all of its
- **delete_lead_smart_view**: Permanently delete a lead smart view (saved search).
- **delete_lead_status**: Permanently delete a lead status.
- **delete_note**: Permanently delete an existing note.
- **delete_opportunity**: Permanently delete an opportunity.
- **delete_opportunity_status_tool**: Permanently delete an opportunity status.
- **delete_pipeline**: Permanently delete an opportunity pipeline.
- **delete_smart_view**: Permanently delete a smart view (saved search).
- **delete_sms_template**: Permanently delete an SMS template.
- **delete_task**: Permanently delete an existing task by ID.
- **enrich_field**: Use AI to determine and set the value of a field on a lead or contact.
- **mark_notifications_done**: Mark items in the current user's inbox as done, which moves them to the
- **merge_leads**: Merge two leads in the background.
- **schedule_voice_agent_call**: Schedule a voice agent to call a lead's contact.
- **set_pinned_smart_views**: Replace the smart views pinned to the user's sidebar and their order.
- **snooze_notifications**: Snooze items in the current user's inbox until a later date or time,
- **update_call_task**: Update a call task.
- **update_contact**: Update an existing contact.
- **update_custom_activity_instance**: Update an existing custom activity instance.
- **update_custom_object_instance**: Update an existing custom object instance.
- **update_draft_email**: Update an existing draft email.
- **update_email_template**: Update an existing email template.
- **update_lead**: Update an existing lead (company).
- **update_lead_smart_view**: Update a lead smart view (saved search).
- **update_lead_status**: Update the label of an existing lead status.
- **update_note**: Update an existing note.
- **update_opportunity**: Update an existing opportunity.
- **update_opportunity_status_tool**: Update the label of an existing opportunity status.
- **update_pipeline**: Update an existing opportunity pipeline.
- **update_smart_view**: Update the name or description of a smart view (saved search).
- **update_sms_template**: Update an existing SMS template.
- **update_task**: Update an existing task.

## Sources

- [official_complete_scoped_tool_reference](https://developer.close.com/mcp/tools.md)
- [official_setup_guide](https://help.close.com/integrations/close-mcp-server)

## Setup

Use the interactive setup panel on [the detail page](https://www.mcpfolio.com/servers/close) to view instructions for each supported client.