--- title: "Connect Close to Hospitable - APIANT.ai" description: "When \"New Contact in Contact Smart View\" fires in Close, your agent runs \"Lock Smart Lock\" in Hospitable." canonical: "https://apiant.ai/connect/close-to-hospitable" --- # Connect Close to Hospitable When **New Contact in Contact Smart View** fires in [Close](https://apiant.ai/connections/close), your agent runs **Lock Smart Lock** in [Hospitable](https://apiant.ai/connections/hospitable). Describe the whole flow and it is built, tested on every scenario and kept running. Close **3** triggers Close **55** actions Hospitable **65** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Close and Hospitable to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Close can start in Hospitable - When **New Contact in Contact Smart View** in Close then **Lock Smart Lock** in Hospitable - When **New Lead in Smart View** in Close then **Create Task** in Hospitable Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Close and Hospitable ## Triggers and actions 3 triggers · 120 actions - Trigger **New Contact in Contact Smart View** Triggers when a new contact appears in the selected contact Smart View. - Trigger **New Lead in Smart View** Triggers when a new lead appears in the selected Close lead Smart View, newest leads first. - Trigger **New Note** Triggers when a new note is added to a lead in Close. - Action **Add Address to Lead** Adds a new address to an existing Close lead, keeping the lead's current addresses, and returns the updated lead. - Action **Add User** Adds a user to your Close organization by email, provisioning a new Close user if one does not exist, and returns the new membership. - Action **Create Bulk Action** Starts a bulk edit in Close that sets a lead status, or sets or clears a custom field, on every record matching a search. Returns the bulk edit job and its status. - Action **Create Bulk Email** Starts a bulk email in Close that sends an email template to every lead matching a search query. Returns the bulk email job with its id and status. - Action **Create Bulk Workflow Subscription Action** Starts a bulk workflow (sequence) action in Close for every lead matching a search: subscribe them to a workflow, or pause or resume their existing workflow subscriptions. Returns the bulk action record and its processing status. - Action **Create Call** Logs a call made outside Close's built-in calling as a Call activity on a lead, with optional direction, duration, note, recording and outcome. - Action **Create Call Task** Creates an outgoing call task in Close that reminds a user to call a specific contact on a lead. - Action **Create Contact** Creates a contact in Close, on an existing lead or on a new lead named after the contact, including any contact custom fields. - Action **Create Custom Activity** Creates a custom activity of a chosen type on a Close lead, optionally tied to a contact, and returns the new activity. - Action **Create Email** Creates an email activity on a Close lead: logs a received or sent email, saves a draft, schedules an email, or sends one immediately. - Action **Create Export** Starts an export of Close leads (optionally narrowed by an Advanced Filtering query) to a CSV or JSON file, and returns the export job. Close emails a download link when the export is done. - Action **Create Lead** Creates a new lead in Close, optionally with nested contacts, addresses, a status and custom field values. - Action **Create Lead Smart View** Creates a Lead Smart View in Close: a saved lead search defined by an Advanced Filtering query, and returns the new Smart View. - Action **Create Note** Creates a note on a lead in Close, optionally tied to a contact, pinned, or with file attachments. - Action **Create Opportunity** Creates an opportunity in Close, optionally on an existing lead, with its value, status, pipeline, owner, note and custom fields. - Action **Create SMS** Creates an SMS activity on a Close lead: log a received or sent text, save a draft, schedule one, or send it immediately from one of your Close phone numbers. - Action **Create Task** Creates a to-do task on a Close lead, optionally tied to one of the lead's contacts, assigned to a user and given a due date. - Action **Create WhatsApp Message** Logs a WhatsApp message activity on a Close lead and contact, with its text, direction, phone numbers and optional attachments. - Action **Delete Email** Deletes an email activity from Close. - Action **Delete Email Address From Contact** Removes one email address from a Close contact, keeping the contact's other email addresses. - Action **Delete Logged Call** Deletes a logged Call activity from Close. - Action **Export Activity Report to CSV** Runs a Close activity report (overview by time period or comparison by user) and returns it as CSV text. - Action **Find Call** Returns the call activities logged in Close that match the lead, contact, user, call IDs or date range you specify. - Action **Find Connected Account** Returns the email and calendar accounts a Close user has connected, such as Gmail, Outlook or Zoom accounts. - Action **Find Contacts** Returns up to 200 Close contacts whose name, email, phone or other text fields match the search text, including each contact's custom field values. - Action **Find Custom Activity** Returns the custom activities in Close that match the lead, contact, user, activity type or date criteria you specify. - Action **Find Custom Objects** Returns the custom object records attached to a lead, optionally limited to one custom object type. - Action **Find Group** Returns the Close groups whose name matches the name you supply, along with the first match. - Action **Find Lead** Returns up to 200 leads whose name, contacts, emails, phones or other text fields match the search text. - Action **Find Meetings** Returns the Meeting activities in Close that match the lead, contact, user, meeting ID and date filters you supply. - Action **Find Note** Returns the Note activities in Close that match the lead, contact, user, note IDs or date ranges you specify. - Action **Find Number of Leads in Smart View** Returns the number of leads that currently match a lead Smart View in Close. - Action **Find Opportunities** Returns the opportunities that match a search query and any of the chosen filters, such as lead, owner, status, value period or date ranges. - Action **Find Task** Returns the Close tasks that match the filters you supply, such as the lead, assignee, completion state, type or due date. - Action **Find User** Finds users in your Close organization by email address and/or name, returning the matching users. - Action **Find WhatsApp Messages** Returns the WhatsApp message activities in Close that match the lead, contact, user, WhatsApp message id or date range you specify. - Action **Find Workflow Subscription** Returns the workflow (sequence) subscriptions for a workflow, contact or lead. - Action **Merge Two Leads** Merges one Close lead into another. The source lead's contacts, activities and opportunities move to the destination lead, and the source lead is removed. - Action **Resubscribe Email** Resubscribes an email address in Close by removing it from the organization's unsubscribed email list, so Close can send email to it again. - Action **Run Activity Overview Report** Runs a Close activity overview report and returns the chosen activity metrics for each time period in the range, plus totals for the whole range. - Action **Run Opportunity Funnel Report** Runs Close's opportunity funnel totals report for a pipeline, returning win rates, won and completed values, time to win and sales velocity, overall and per user. - Action **Run Opportunity Report** Returns Close's opportunity status change report: how many opportunities were in, entered and left each status over a period, plus the transitions between statuses. - Action **Run Sent Email Report** Returns sent email statistics for an organization — totals, opens and replies overall and per email template — optionally limited to a date range or user. - Action **Run Status Change Report** Runs Close's lead status change report, returning how many leads were in each lead status over a period and how leads moved between statuses. - Action **Select Random User** Picks one user at random from the members of your Close organization and returns that user's details — useful for round-robin style lead or task assignment. - Action **Toggle Forwarding on Phone Number** Turns call forwarding on or off for a Close phone number, optionally setting the number calls forward to and other phone number settings. Returns the updated phone number. - Action **Unsubscribe Email** Unsubscribes an email address so Close no longer sends it email, for example when the person opted out of a mailing list elsewhere. - Action **Update Call** Updates an existing call activity in Close, such as its note, outcome, status or duration. Only the fields you fill in are changed. - Action **Update Contact** Updates an existing Close contact's name, title, lead, emails, phones, URLs, timezone or custom fields. Fields left blank keep their current values. - Action **Update Custom Activity** Updates an existing custom activity in Close: its contact, date, draft/published status, pinned state and custom field values. - Action **Update Lead** Updates an existing Close lead's name, description, website, status, addresses or custom fields. Fields left blank keep their current values. - Action **Update Lead Smart View** Renames a lead Smart View in Close or replaces the filter that decides which leads it lists. - Action **Update Note** Updates an existing note on a Close lead: its text, title, pinned state, contact, activity date or attachments. Fields left blank are not changed. - Action **Update Opportunity** Updates an existing opportunity in Close, changing only the fields you fill in, including your custom opportunity fields. - Action **Update Workflow Subscription** Pauses or resumes a contact's workflow (sequence) subscription in Close by changing its status. - Action **All Payouts** Returns Airbnb payouts. - Action **All Transactions** All Transactions in Hospitable. - Action **Cancel Manual Reservation** Cancel a manual reservation. Only manual reservations can be cancelled through this endpoint. - Action **Cancel Scheduled Message** Cancels a scheduled message so it will not be sent to the guest. The scheduled message record itself is preserved and can be restored with the restore-scheduled-message endpoint. - Action **Create Owner Statement Transaction** Creates an owner-statement expense or reimbursement transaction. - Action **Create Task** Creates a manual operations task on a property. Supports immediate internal teammate assignment via `teammate_uuid`. Marketplace assignment is not supported through this endpoint. - Action **Delete a Knowledge Hub item** Deletes a Knowledge Hub aggregate item from a property. - Action **Delete a Knowledge Hub topic** Deletes a Knowledge Hub topic and all of its aggregate items from a property. - Action **Delete Owner Statement Transaction** Deletes an owner-statement expense or reimbursement transaction. - Action **Delete Task** Deletes a manual operations task. Marketplace-backed tasks cannot be deleted through this endpoint. - Action **Get Agreement** Returns a single rental agreement with rendered **content**, structured **fields** (guest-submitted values), and a **pdf_url** for signed agreements. - Action **Get Agreements** Returns a paginated list of rental agreement **summaries** for the authenticated account, ordered by most recently created first. - Action **Get Alerts** Returns a paginated list of dashboard alerts for the authenticated team. Alerts are issues that need attention — for example a disconnected channel, low smart-lock battery, failed payment, or a detect - Action **Get an Enrichable Shortcode by Key** Returns the value that has been provided for the key. - Action **Get Business** Returns a single Owner Statements business by UUID. - Action **Get Businesses** Returns a paginated list of Owner Statements businesses for the active team. - Action **Get Channels** Returns the booking-platform channels connected to the account (Airbnb, VRBO, Booking.com, Agoda, iCal, manual, direct). Use the `user_id` field as the `host` filter on the get-custom-codes endpoint. - Action **Get Custom Codes** Returns the account's user-defined custom codes (`%%key%%`) used in guest messages. Filter by scoping fields to narrow. - Action **Get Inquiries** > 📘 **Available includes:** - Action **Get Inquiry by UUID** > 📘 **Available includes:** - Action **Get Opportunities** Returns a paginated list of dashboard opportunities for the authenticated team. Opportunities are suggestions that can improve listing performance — for example enabling property protection, optimizin - Action **Get Owner** Returns a single property owner by UUID, including `owner_portal_status` and `bank_account_status`. - Action **Get Owners** Returns a paginated list of property owners for the active team (Owner Statements), including `owner_portal_status` and `bank_account_status`. - Action **Get Owner Statement** Returns a single owner statement or invoice by UUID, including lean money totals by default (for example `total_reservation_income`, `taxes_to_manager`, `taxes_to_owner`, `total_due_to_owner`) plus `p - Action **Get Owner Statements** Returns a paginated list of owner statements and invoices for the active team. - Action **Get Owner Statement Transaction** Returns a single owner-statement expense transaction by UUID. - Action **Get Owner Statement Transactions** Returns a paginated list of owner-statement expense and reimbursement transactions. - Action **Get Properties** > 📘 **Available includes:** - Action **Get Property Availability Settings** Returns availability and booking rules for a property: advance notice, rolling availability window, maximum and minimum stay, check-in/check-out day restrictions, preparation time, instant book, and r - Action **Get Property by UUID** > 📘 **Available includes:** - Action **Get Property Calendar** Get Property Calendar in Hospitable. - Action **Get Property Devices** Returns the smart devices connected to a property: smart locks and thermostats. Filter by `device_type` to restrict to a single category. - Action **Get Property Images** Get Property Images in Hospitable. - Action **Get Property Knowledge Hub** Returns the Knowledge Hub for a property, including all sources, topics, and aggregate items. Aggregate items under each topic are the primary representation of knowledge for that property. - Action **Get Property Pricing** Returns pricing settings saved on a property: currency, base and weekend nightly rates, fees, guests included, maximum occupancy, and security deposit configuration. - Action **Get Property Reviews** Returns a paginated list of reviews that guests have left for a specific property. - Action **Get Property Taxes** Returns the tax rules configured for a property: type, calculation method, rate or amount, subjects, and per-channel activation and remittance flags. - Action **Get Reservation** > 📘 **Available includes**: - Action **Get Reservation Messages** > **Rate Limits**: (per vendor OAuth client, or per Hospitable account if using PATs) - Action **Get Reservations** > 📘 **Available includes:** - Action **Get Short Codes** Returns the catalog of built-in shortcodes (`%key%`) that can be embedded in guest messages, including the events they apply to. Filter by a specific event to see the subset valid for that lifecycle s - Action **Get Task** Returns a single task by UUID. `start_date` and `end_date` are ISO-8601 datetimes in the property local timezone (identified by the `timezone` field). - Action **Get Tasks** Returns a paginated list of operations tasks for one or more properties, with optional filters for dates, task types, and statuses. - Action **Get Teammate** Returns a single teammate by UUID. - Action **Get Teammates** Returns a paginated list of internal teammates associated with the account. Use this to resolve a teammate UUID for the task create/update endpoints. - Action **Get Upsell Product** Returns a single upsell product by UUID, including the same catalog fields as the list endpoint plus `can_edit_pricing_type` and a resolved `payout_method` when available. - Action **Get User & Billing** Get User & Billing in Hospitable. - Action **List Enrichable Shortcodes** Returns the enrichable shortcodes scoped to the client along with the values that have been provided. - Action **List Guest Reviews** Returns host-of-guest review records on the account, including pending drafts you have not yet submitted, reviews you have already sent to the platform, and reviews that were cancelled. Use `status` t - Action **List Purchased Upsells** Returns a paginated list of purchased upsells for the authenticated account, ordered by most recently paid first (`paid_at` descending, then id). - Action **List Reservation Scheduled Messages** Returns the scheduled messages attached to a single reservation, including ones that have already been sent and ones that have been cancelled. Time fields are returned in the reservation's local timez - Action **List Upsell Products** Returns a paginated list of upsell products in the authenticated account catalog (early check-in, late checkout, custom fees, trip insurance, and similar offers you configure for guests). - Action **Lock Smart Lock** Sends a lock command to the smart lock and returns the refreshed device state once the provider confirms the action. The response shape matches the get-property-devices item shape. - Action **Mark Owner Statement As Paid** Marks a published owner statement as paid. - Action **Mark Owner Statement As Unpaid** Marks a paid owner statement as unpaid (returns it to published). - Action **Publish Owner Statement** Starts an asynchronous publish for the owner statement. - Action **Respond to a Review** Respond to a review received for a reservation. - Action **Restore Scheduled Message** Restores a previously cancelled scheduled message so it will be sent at its existing `scheduled_for` time. - Action **Retrieve a Payout** Retrieve a Payout in Hospitable. - Action **Retrieve a Transaction** Retrieve a Transaction in Hospitable. - Action **Search Properties** This endpoint allows you to search up to **3 years** in the future and for a max period of **90 days**. - Action **Send a Message for an Inquiry** > **Rate Limits**: (per vendor OAuth client, or per Hospitable account if using PATs) - Action **Set an Enrichable Shortcode** Set an Enrichable Shortcode in Hospitable. - Action **Unlock Smart Lock** Sends a unlock command to the smart lock and returns the refreshed device state once the provider confirms the action. The response shape matches the get-property-devices item shape. - Action **Unpublish Owner Statement** Starts an asynchronous unpublish for the owner statement. ## Each app on its own - [ **Close** Close is a sales productivity platform built to help you close more deals.](https://apiant.ai/connections/close) - [ **Hospitable** Hospitable is a vacation rental software that empowers you to run your business on autopilot.](https://apiant.ai/connections/hospitable) Reviews ## What our customers say ## More from Close - [ **Close to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/close-to-hubspot) - [ **Close to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/close-to-salesforce) - [ **Close to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/close-to-slack) - [ **Close to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/close-to-google-sheets) - [ **Close to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/close-to-gmail) - [ **Close to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/close-to-google-calendar) ## More into Hospitable - [ **HubSpot to Hospitable** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-hospitable) - [ **Salesforce to Hospitable** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-hospitable) - [ **Slack to Hospitable** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-hospitable) - [ **Google Sheets to Hospitable** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-hospitable) - [ **Gmail to Hospitable** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-hospitable) - [ **Google Calendar to Hospitable** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-hospitable) Questions ## Close and Hospitable, answered ### ### What can start an automation from Close? Any of Close's 3 triggers in the catalog, including New Contact in Contact Smart View, New Lead in Smart View and New Note. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Hospitable when something happens in Close? Any of Hospitable's 65 actions, including Create Owner Statement Transaction, Create Task, Send a Message for an Inquiry and All Payouts. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Hospitable to Close? Hospitable has no triggers in the catalog today, so automations start in Close. If you need the other direction, ask: your agent reads Hospitable's API documentation and adds it. ### ### Do I have to build a connector for Close or Hospitable? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Close and Hospitable without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.