delete_lead_status
Permanently delete a lead status.
Cannot delete if it's the last lead status in the organization or there are
leads currently using this status.
find_email_templates
List or find email templates
fetch_email_template
Fetch an email template by ID.
Returns the complete email template with all its details.
update_email_template
Update an existing email template.
Only fields that are provided and not None will be updated.
Handling of attachments and unsubscribe links via this tool is currently unsupported.
Email template body should be HTML formatted.
Use template tags as placeholders, for example:
{{ organization.name }} to refer to the sender's organization name.
{{ user.first_name }} {{ user.last_name }} {{ user.email }} {{ user.phone }} to refer to the user sending the email.
{{ lead.display_name }} to refer to the lead name (recipient's name/company).
{{ contact.first_name }} {{ contact.last_name }} to refer to the recipient.
create_email_template
Create a new email template.
Handling of attachments and unsubscribe links via this tool is currently unsupported.
Email template body should be HTML formatted.
Use template tags as placeholders, for example:
{{ organization.name }} to refer to the sender's organization name.
{{ user.first_name }} {{ user.last_name }} {{ user.email }} {{ user.phone }} to refer to the user sending the email.
{{ lead.display_name }} to refer to the lead name (recipient's name/company).
{{ contact.first_name }} {{ contact.last_name }} to refer to the recipient.
delete_email_template
Permanently delete an email template.
If the template is used in any workflows (sequences), it cannot be deleted.
find_sms_templates
List or find SMS templates
fetch_sms_template
Fetch an SMS template by ID.
Returns the complete SMS template with all its details.
update_sms_template
Update an existing SMS template.
Only fields that are provided will be updated. Fields that are not provided will remain unchanged.
Handling of attachments via this tool is currently unsupported.
Use template tags as placeholders, for example:
{{ organization.name }} to refer to the sender's organization name.
{{ user.first_name }} {{ user.last_name }} {{ user.email }} {{ user.phone }} to refer to the user sending the message.
{{ lead.display_name }} to refer to the lead name (recipient's name/company).
{{ contact.first_name }} {{ contact.last_name }} to refer to the recipient.
create_sms_template
Create a new SMS template.
Handling of attachments via this tool is currently unsupported.
Use template tags as placeholders, for example:
{{ organization.name }} to refer to the sender's organization name.
{{ user.first_name }} {{ user.last_name }} {{ user.email }} {{ user.phone }} to refer to the user sending the message.
{{ lead.display_name }} to refer to the lead name (recipient's name/company).
{{ contact.first_name }} {{ contact.last_name }} to refer to the recipient.
delete_sms_template
Permanently delete an SMS template.
If the template is used in any workflows (sequences), it cannot be deleted.
create_lead
Create a new lead (company).
After creating a lead, you should usually add an address or contact
(including phone or email) to the lead.
update_lead
Update an existing lead (company).
Only fields that are provided and not None will be updated.
fetch_lead
Fetch an existing lead (company) by ID.
delete_lead
Permanently delete an existing lead (company) by ID including all of its
addresses, contacts, opportunities, tasks, and activities.
ONLY call this if the user specifically instructed you to delete the lead,
and you confirmed what the deletion will entail and that it cannot be
reversed.
create_address
Add a new address to an existing lead (company).
delete_address
Delete an address from an existing lead (company) if there is an exact
match.
find_lead_smart_views
List lead smart views (saved searches).
fetch_lead_smart_view
Fetch a lead smart view (saved search) by ID.
update_lead_smart_view
Update a lead smart view (saved search).
Only fields that are provided and not None will be updated.
delete_lead_smart_view
Permanently delete a lead smart view (saved search).
create_contact
Create a new contact for a lead.
A contact represents a person associated with a lead (company).
fetch_contact
Fetch an existing contact by ID.
Returns the contact's details including name, title, email addresses, phone numbers, and URLs.
update_contact
Update an existing contact.
You can update a contact's name, title, email addresses, phone numbers, and URLs.
Only fields that are provided will be updated.
delete_contact
Permanently delete an existing contact.
This will remove the contact from its lead including its email addresses,
phone numbers, and URLs will be removed. Activitise on the lead are not
affected.
This action cannot be undone.
ONLY call this if the user specifically instructed you to delete the contact.
lead_search
Perform a simple lead search and return the initial set of results.
Use this to retrieve all leads, most recent leads, search leads by
keyword, or filter by lead status and smart view. For more complex
searches use the `search` tool instead.
Leads will be returned by last updated first.
paginate_search
Paginate an existing search (from search or lead_search) to retrieve more
results.
Use the search_id from a previous search and a pagination cursor.
activity_search
Search for activities. Results are returned ordered by date descending.
Examples:
- To list activities on a lead, use the lead_ids filter.
- To list conversations, filter for calls and meetings.
search
Perform a natural language search for leads or contacts.
If a more specific search tool (like lead_search or activity_search)
satisfies the request, use that tool instead.
You can reference related objects like activities (such as calls, emails,
meetings, notes, custom activities, etc.), opportunities, tasks as long as
they are part of a lead query.
Example queries:
- leads not contacted in the past week
- leads assigned to me with uncompleted tasks
- leads with an active opportunity over $500
- contacts with CTO title
Each returned result will contain a title label, preview text, object ID,
and URL.
The initial set of results, total count of all results, and a URL to open
the results in Close is returned. To retrieve more results, use the
returned cursor and call the paginate_search tool using the cursor and
search ID returned in this response.
fetch
Retrieve the contents of an arbitrary object by its ID.
Currently supported are leads and contacts.
aggregation
Perform an aggregation to answer questions like:
- How many emails were sent this week?
- Calls by user this week (Who made the most?)
You MUST first fetch the list of available leads of fields using the
`get_fields` tool.
get_fields
Use this field ONLY to get a list of fields for the aggregation tool.
close_product_knowledge_search
Search Close product documentation and knowledge base for relevant information.
Use this tool when users ask about:
- How to use specific Close features
- Close API documentation and integration
- Workflow automation and best practices
- Product capabilities and limitations
- Setup and configuration guidance
Example queries:
- "How do I set up automated lead assignment?"
- "What are Close's API rate limits?"
- "How to create custom fields in Close?"
- "Best practices for email templates in Close"
find_workflows
List or find workflows
create_workflow
Create a new workflow (a.k.a. sequence) with Draft status.
find_pipelines_and_opportunity_statuses
List all opportunity pipelines and their opportunity statuses in the organization.
fetch_pipeline_and_opportunity_statuses
Fetch an opportunity pipeline, including its opportunity statuses, by ID.
create_pipeline
Create a new opportunity pipeline.
Use the create_opportunity_status tool to add statuses to the pipeline.
update_pipeline
Update an existing opportunity pipeline.
Only fields that are provided will be updated.
delete_pipeline
Permanently delete an opportunity pipeline.
A pipeline can only be deleted if it has no statuses. The last pipeline
cannot be deleted.
fetch_opportunity_status
Fetch an opportunity status by ID.
create_opportunity_status_tool
Create a new opportunity status.
update_opportunity_status_tool
Update the label of an existing opportunity status.
delete_opportunity_status_tool
Permanently delete an opportunity status.
Cannot delete if it's the last opportunity status in the organization or there are
opportunities currently using this status.
find_opportunities
Find opportunities based on various filters.
You can filter by lead, user, status, dates, and more.
fetch_opportunity
Fetch a specific opportunity by ID.
Returns the complete opportunity with all its details.
create_opportunity
Create a new opportunity.
Requires a lead ID and status ID. Other fields are optional.
The value should be specified in cents (e.g., $100.00 = 10000).
update_opportunity
Update an existing opportunity.
Only fields that are provided will be updated.
The value should be specified in cents (e.g., $100.00 = 10000).
delete_opportunity
Permanently delete an opportunity.
This action cannot be undone. All data associated with the opportunity will be removed.
find_call_outcomes
List all outcomes applicable to calls available in the organization.
find_meeting_outcomes
List all outcomes applicable to meetings available in the organization.
find_scheduling_links
List available scheduling links for the user and org.
User-owned personal links come with a URL. Shared links come with a special
template tag. Each can be inserted into generated templates.
create_task
Create a new task for a lead.
A task represents a to-do item that can be assigned to a user
and optionally associated with a contact.
find_custom_activities
List all active (non-archived) Custom Activity Types in the organization.
Call this before creating a workflow with a "custom-activity-event" trigger
so you can look up the correct Custom Activity Type ID.
find_forms
List all web forms in the organization.
Call this before creating a workflow with a "form-submission-event" trigger
so you can look up the correct Form ID.
find_lead_custom_fields
List all lead custom fields defined for the organization.
Returns each field's ID, name, description, type, allowed choices
(for choice fields), whether multiple values are accepted, and whether
it is a shared field. Useful for deciding which custom field to read
or write when working with leads.