App

Close integrations

Connect Close to any other app, or use it from your AI client over MCP. Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.

Connects with an API keyclose.com

3 triggers 47 actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want to automate with Close?

Ask the assistant

Connect your AI client

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

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

Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide

Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide

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

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

Popular

Close with the apps people pair it with most

Pair it

Connect Close with another app

What your agent can do with Close

Triggers and actions 3 triggers · 47 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.

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What our customers say

Questions

Close, answered

Is there a Close MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Close. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Close actions on demand, or have APIANT build, test and run automations that use Close. Nothing to install.

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 Close?

Any of Close's 47 actions, including Create Bulk Action, Create Bulk Email, Create Bulk Workflow Subscription Action and Create Contact. Your agent maps the data both ways and tests every scenario before it ships.

Can I use Close directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with Close two ways. Ask it to do something in Close 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 on its own. A one-off action uses your plan's tasks the same way an automation step does.

Do I need to write code against the Close API?

No. APIANT connects to the Close API for you, with your Close API key. Describe what you want in plain language and your agent builds it on the Close triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Close API documentation and adds it.

Which apps can Close connect to?

Any app in the catalog; the list on this page pairs Close with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.