--- title: "Connect Close and JIRA - APIANT.ai" description: "When \"New Contact in Contact Smart View\" fires in Close, your agent runs \"Add Comment to Issue\" in JIRA." canonical: "https://apiant.ai/connect/close-to-jira" --- # Connect Close and JIRA When **New Contact in Contact Smart View** fires in [Close](https://apiant.ai/connections/close), your agent runs **Add Comment to Issue** in [JIRA](https://apiant.ai/connections/jira), or **New Issue** in JIRA to **Add Address to Lead** in Close. Describe the whole flow and it is built, tested on every scenario and kept running. Close **3** triggers Close **47** actions JIRA **2** triggers JIRA **138** 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 JIRA 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 and JIRA can do together ### From Close to JIRA - When **New Contact in Contact Smart View** in Close then **Add Comment to Issue** in JIRA - When **New Lead in Smart View** in Close then **Add comment** in JIRA ### From JIRA to Close - When **New Issue** in JIRA then **Add Address to Lead** in Close - When **New or Updated Issue** in JIRA then **Create Bulk Email** in Close 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 JIRA ## Triggers and actions 5 triggers · 185 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 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 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 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 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 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 **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. - Trigger **New Issue** Polls for newly created issues in a project (ordered by creation date). - Trigger **New or Updated Issue** Polls for issues created or updated recently (ordered by updated date). - Action **Add attachment** add an attachment to an issue - Action **Add comment** add a comment to an issue - Action **Add Comment to Issue** Adds a comment to the specified issue. - Action **Add filter as favorite** Add filter as favorite - Action **Add gadget to dashboard** Add gadget to dashboard - Action **Add user to group** add a user to a group - Action **Add vote** add the current user's vote to an issue - Action **Add worklog** add a worklog to an issue - Action **Archive issues by ID or key** archive issues by ID/key - Action **Archive issue(s) by JQL** Archive issue(s) by JQL - Action **Assign Issue** Assigns an issue to a user by account ID. - Action **Bulk create issue** bulk create issues - Action **Bulk create statuses** Bulk create statuses - Action **Bulk delete issues** bulk delete issues - Action **Bulk delete Statuses** Bulk delete Statuses - Action **Bulk delete worklogs** bulk delete worklogs on an issue - Action **Bulk edit dashboards** Bulk edit dashboards - Action **Bulk edit issues** bulk edit issue fields - Action **Bulk fetch issues** bulk fetch issues by ID/key - Action **Bulk move issues** bulk move issues - Action **Bulk move worklogs** bulk move worklogs - Action **Bulk transition issue statuses** bulk transition issue statuses - Action **Bulk unwatch issues** bulk unwatch issues - Action **Bulk watch issues** bulk watch issues - Action **Change filter owner** Change filter owner - Action **Copy dashboard** Copy dashboard - Action **Create component** Create component - Action **Create custom field** Create custom field - Action **Create dashboard** Create dashboard - Action **Create filter** Create filter - Action **Create group** Create group - Action **Create Issue** Creates a new issue in the specified project. - Action **Create issue link** create a link between two issues - Action **Create issue link type** create an issue link type - Action **Create issue type** create an issue type - Action **Create project** create a project - Action **Create project category** create a project category - Action **Create related work** Create related work - Action **Create user** create a user - Action **Create version** Create version - Action **Delete and replace version** Delete and replace version - Action **Delete attachment** delete an attachment - Action **Delete comment** delete a comment - Action **Delete component** Delete component - Action **Delete custom field** Delete custom field - Action **Delete dashboard** Delete dashboard - Action **Delete filter** Delete filter - Action **Delete Issue** Deletes an issue by its key or ID. - Action **Delete issue link** delete an issue link - Action **Delete issue link type** delete an issue link type - Action **Delete issue type** delete an issue type - Action **Delete project** delete a project - Action **Delete project asynchronously** delete a project asynchronously - Action **Delete project category** delete a project category - Action **Delete related work** Delete related work - Action **Delete user** delete a user - Action **Delete version** Delete version - Action **Delete vote** remove the current user's vote from an issue - Action **Delete watcher** remove a watcher from an issue - Action **Delete worklog** delete a worklog - Action **Export Archived Issues** Export archived issue(s) - Action **Get all dashboards** Get all dashboards - Action **Get all projects** Get all projects - Action **Get attachment content** get attachment content - Action **Get attachment metadata** get attachment metadata - Action **Get available transitions** Get available transitions - Action **Get bulk available transitions** get transitions available for bulk transition - Action **Get comment** get a single comment - Action **Get comments by IDs** get comments by IDs - Action **Get component** Get component - Action **Get create issue metadata** Get create issue metadata - Action **Get create metadata issue types for a project** get create-metadata issue types for a project - Action **Get custom field** Fetches a custom field's definition by its ID, including its name, description and field type. Returns found = false when no field has that ID. - Action **Get dashboard** Get dashboard - Action **Get edit issue metadata** get edit metadata for an issue - Action **Get favorite filters** Get favorite filters - Action **Get filter** Get filter - Action **Get group** Get group - Action **Get Issue** Returns the details of a single issue by its key or ID. - Action **Get Issue Comments** Returns all comments for the specified issue. - Action **Get issue link** get an issue link - Action **Get issue link type** get an issue link type - Action **Get issue link types** list issue link types - Action **Get Issue Transitions** Returns the workflow transitions available for the specified issue. - Action **Get issue type** get an issue type - Action **Get issue watchers** get watchers of an issue - Action **Get issue worklogs** get worklogs on an issue - Action **Get is watching issue bulk** check watching status for multiple issues - Action **Get my filters** Get my filters - Action **Get Project** Returns the details of a single project by its key or ID. - Action **Get project category** Fetches a project category by ID, with its name and description. An error occurs if the category is not found. - Action **Get project components** get all components of a project - Action **Get project versions** get all versions of a project - Action **Get recent projects** get recently viewed projects - Action **Get related work** Get related work - Action **Get status** Get status - Action **Get status category** Get status category - Action **Get transitions** get available transitions for an issue - Action **Get user** get a user - Action **Get user groups** get groups a user belongs to - Action **Get users from group** list members of a group - Action **Get version** Get version - Action **Get votes** get votes on an issue - Action **Get worklog** get a worklog - Action **Get worklogs by IDs** get worklogs by IDs - Action **Get worklogs by issue ID and worklog ID** get worklogs by issue ID and worklog ID (internal) - Action **List Project Issue Types** Returns the issue types available, optionally for a given project. - Action **List Projects** Returns a paginated list of projects visible to the user. - Action **List users** Lists the users visible to the connected Jira account. Takes no search criterion. - Action **Merge versions** merge one version into another - Action **Move version** Move version - Action **Remove filter as favorite** Remove filter as favorite - Action **Remove gadget from dashboard** Remove gadget from dashboard - Action **Remove group** Remove group - Action **Remove user from group** remove a user from a group - Action **Restore custom field from trash** Restore custom field from trash - Action **Restore deleted or archived project** restore a deleted or archived project - Action **Search for dashboards** Search for dashboards - Action **Search for filters** Search for filters - Action **Search for issues using JQL enhanced search (GET)** Search for issues using JQL enhanced search (GET) - Action **Search for issues using JQL enhanced search (POST)** search for issues using enhanced JQL (POST) - Action **Search Issues (JQL)** Searches for issues using a JQL query. - Action **Transition Issue** Moves an issue to a new status by performing a workflow transition. - Action **Unarchive issues by keys or ID** unarchive issues by key/ID - Action **Update comment** update a comment - Action **Update component** Update component - Action **Update custom field** Update custom field - Action **Update dashboard** Update dashboard - Action **Update filter** Update filter - Action **Update gadget on dashboard** Update gadget on dashboard - Action **Update Issue** edit an issue - Action **Update issue link type** update an issue link type - Action **Update issue type** update an issue type - Action **Update project** update a project - Action **Update project category** update a project category - Action **Update related work** Update one related-work link on a Jira project version. Reads the version's existing related work, overlays only the fields you supply, then writes the merged object back — so anything you leave blank keeps its current value. - Action **Update version** Update version - Action **Update worklog** update a worklog ## Each app on its own - [ **Close** Close is a sales productivity platform built to help you close more deals.](https://apiant.ai/connections/close) - [ **JIRA** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connections/jira) 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](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 JIRA - [ **HubSpot to JIRA** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-jira) - [ **Slack to JIRA** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-jira) - [ **Google Calendar to JIRA** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-jira) - [ **Stripe to JIRA** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-jira) - [ **QuickBooks Online to JIRA** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-jira) - [ **Pipedrive to JIRA** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-jira) Questions ## Close and JIRA, 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 JIRA when something happens in Close? Any of JIRA's 138 actions, including Create component, Create custom field, Create dashboard and Create filter. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from JIRA to Close? Yes. When something happens in JIRA, your agent can act in Close too. This page covers both directions: JIRA's triggers and Close's actions are listed here as well. ### ### Do I have to build a connector for Close or JIRA? 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 JIRA 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.