9a2bb97784
- supermetrics: fix query endpoint /query → /query/data/json - airops: fix base URL /v1 → /public_api/v1 - zoominfo: fix auth --dry-run leaking real JWT, add response validation - outreach: remove parseInt() on JSON:API string IDs (caused NaN) - similarweb: add encodeURIComponent on domain in all URL paths - coupler: fix dry-run auth mask from '***' to 'Bearer ***' - clay: allow name-based enrich (--first-name + --last-name + --domain) - pendo.md: fix guide state from 'published' to 'public' - close.md: fix rate limit header names to ratelimit-* Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
191 lines
4 KiB
Markdown
191 lines
4 KiB
Markdown
# Close
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Sales CRM for SMBs with built-in calling, email, and pipeline management designed for high-velocity sales teams.
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## Capabilities
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| Integration | Available | Notes |
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|-------------|-----------|-------|
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| API | ✓ | Leads, Contacts, Opportunities, Activities, Tasks |
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| MCP | - | Not available |
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| CLI | ✓ | [close.js](../clis/close.js) |
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| SDK | - | REST API only |
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## Authentication
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- **Type**: Basic Auth
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- **Header**: `Authorization: Basic {base64(api_key + ':')}`
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- **Get key**: Settings > API Keys at https://app.close.com
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## Common Agent Operations
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### List Leads
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```bash
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GET https://api.close.com/api/v1/lead/
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Authorization: Basic {base64(api_key + ':')}
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```
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### Search Leads
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```bash
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GET https://api.close.com/api/v1/lead/?query=company_name
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Authorization: Basic {base64(api_key + ':')}
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```
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### Create Lead
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```bash
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POST https://api.close.com/api/v1/lead/
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{
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"name": "Acme Corp",
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"url": "https://acme.com",
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"description": "Enterprise prospect"
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}
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```
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### Get Contact
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```bash
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GET https://api.close.com/api/v1/contact/{contact_id}/
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Authorization: Basic {base64(api_key + ':')}
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```
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### Create Contact
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```bash
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POST https://api.close.com/api/v1/contact/
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{
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"lead_id": "lead_xxx",
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"name": "Jane Smith",
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"emails": [{ "email": "jane@acme.com", "type": "office" }],
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"phones": [{ "phone": "+15551234567", "type": "office" }]
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}
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```
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### Create Opportunity
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```bash
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POST https://api.close.com/api/v1/opportunity/
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{
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"lead_id": "lead_xxx",
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"value": 50000,
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"status_type": "active"
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}
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```
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### List Activities
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```bash
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GET https://api.close.com/api/v1/activity/?lead_id=lead_xxx
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Authorization: Basic {base64(api_key + ':')}
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```
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### Create Task
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```bash
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POST https://api.close.com/api/v1/task/
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{
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"lead_id": "lead_xxx",
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"text": "Follow up on demo request",
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"_type": "lead",
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"date": "2026-03-10"
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}
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```
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## Key Metrics
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### Lead Data
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- `id` - Lead ID
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- `display_name` - Lead name
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- `url` - Website URL
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- `description` - Lead description
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- `status_id` - Pipeline status
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- `contacts` - Associated contacts
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- `opportunities` - Associated opportunities
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- `tasks` - Associated tasks
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### Contact Data
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- `id` - Contact ID
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- `lead_id` - Parent lead
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- `name` - Full name
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- `title` - Job title
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- `emails` - Email addresses array
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- `phones` - Phone numbers array
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### Opportunity Data
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- `id` - Opportunity ID
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- `lead_id` - Parent lead
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- `value` - Value in cents
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- `status_type` - active, won, or lost
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- `confidence` - Win probability (0-100)
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- `date_won` - Close date
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### Task Data
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- `id` - Task ID
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- `lead_id` - Parent lead
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- `text` - Task description
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- `assigned_to` - Assigned user ID
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- `date` - Due date
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- `is_complete` - Completion status
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## Parameters
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### Leads
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- `query` - Search query string
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- `_skip` - Number of results to skip (pagination)
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- `_limit` - Max results to return (default: 100)
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- `_fields` - Comma-separated fields to return
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### Contacts
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- `lead_id` - Filter by parent lead
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- `_skip` - Pagination offset
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- `_limit` - Max results
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### Opportunities
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- `lead_id` - Filter by parent lead
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- `status` - Filter by status type (active, won, lost)
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- `_skip` - Pagination offset
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- `_limit` - Max results
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### Activities
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- `lead_id` - Filter by lead
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- `_type__type` - Filter by type (Email, Call, Note, SMS, Meeting)
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- `date_created__gt` - After date
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- `date_created__lt` - Before date
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### Tasks
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- `assigned_to` - Filter by user ID
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- `is_complete` - Filter by completion (true/false)
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- `lead_id` - Filter by lead
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- `_type` - Task type (lead)
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## When to Use
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- Managing SMB sales pipelines with high-touch outreach
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- Tracking sales activities (calls, emails, meetings) per lead
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- Creating and managing tasks for sales follow-ups
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- Opportunity tracking and revenue forecasting
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- Building automated outreach workflows
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- Sales team performance reporting
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## Rate Limits
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- Rate limits based on organization plan
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- Standard: ~100 requests/minute
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- Responses include `ratelimit-limit` and `ratelimit-remaining` headers
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- 429 responses include `Retry-After` header
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## Relevant Skills
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- revops
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- sales-enablement
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- cold-email
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