--- title: "Close integrations and MCP server - APIANT.ai" description: "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." canonical: "https://apiant.ai/connections/close" --- # 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 key [close.com](https://close.com/) **3** triggers **47** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with Close? 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) Popular ## Close with the apps people pair it with most - [ **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) - [ **Close to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/close-to-google-drive) - [ **Close to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/close-to-mailchimp) Pair it ## Connect Close with another app - [ **Close to HubSpot**](https://apiant.ai/connect/close-to-hubspot) - [ **Close to Salesforce**](https://apiant.ai/connect/close-to-salesforce) - [ **Close to Slack**](https://apiant.ai/connect/close-to-slack) - [ **Close to Google Sheets**](https://apiant.ai/connect/close-to-google-sheets) - [ **Close to Gmail**](https://apiant.ai/connect/close-to-gmail) - [ **Close to Google Calendar**](https://apiant.ai/connect/close-to-google-calendar) - [ **Close to Google Drive**](https://apiant.ai/connect/close-to-google-drive) - [ **Close to Mailchimp**](https://apiant.ai/connect/close-to-mailchimp) - [ **Close to Stripe**](https://apiant.ai/connect/close-to-stripe) - [ **Close to Shopify**](https://apiant.ai/connect/close-to-shopify) - [ **Close to QuickBooks Online**](https://apiant.ai/connect/close-to-quickbooks-online) - [ **Close to Pipedrive**](https://apiant.ai/connect/close-to-pipedrive) - [ **ActiveCampaign to Close**](https://apiant.ai/connect/activecampaign-to-close) - [ **Close to Notion**](https://apiant.ai/connect/close-to-notion) - [ **Airtable to Close**](https://apiant.ai/connect/airtable-to-close) - [ **Close to Trello**](https://apiant.ai/connect/close-to-trello) - [ **Asana to Close**](https://apiant.ai/connect/asana-to-close) - [ **Close to JIRA**](https://apiant.ai/connect/close-to-jira) - [ **ClickUp to Close**](https://apiant.ai/connect/clickup-to-close) - [ **Close to Zoom**](https://apiant.ai/connect/close-to-zoom) - [ **Close to Discord**](https://apiant.ai/connect/close-to-discord) - [ **Close to Twilio**](https://apiant.ai/connect/close-to-twilio) - [ **Close to SendGrid**](https://apiant.ai/connect/close-to-sendgrid) - [ **Close to Outlook**](https://apiant.ai/connect/close-to-outlook) - [ **Close to Intercom**](https://apiant.ai/connect/close-to-intercom) - [ **Close to Freshdesk**](https://apiant.ai/connect/close-to-freshdesk) - [ **Close to Klaviyo**](https://apiant.ai/connect/close-to-klaviyo) - [ **Brevo to Close**](https://apiant.ai/connect/brevo-to-close) - [ **Close to Typeform**](https://apiant.ai/connect/close-to-typeform) - [ **Close to JotForm**](https://apiant.ai/connect/close-to-jotform) - [ **Calendly to Close**](https://apiant.ai/connect/calendly-to-close) - [ **Close to PandaDoc**](https://apiant.ai/connect/close-to-pandadoc) - [ **Close to Webflow**](https://apiant.ai/connect/close-to-webflow) - [ **Close to Wix**](https://apiant.ai/connect/close-to-wix) - [ **Close to LinkedIn**](https://apiant.ai/connect/close-to-linkedin) - [ **Close to Facebook**](https://apiant.ai/connect/close-to-facebook) - [ **Close to Instagram**](https://apiant.ai/connect/close-to-instagram) - [ **Close to OpenAI**](https://apiant.ai/connect/close-to-openai) - [ **Close to Anthropic**](https://apiant.ai/connect/close-to-anthropic) - [ **Close to OneDrive**](https://apiant.ai/connect/close-to-onedrive) - [ **Close to Google Docs**](https://apiant.ai/connect/close-to-google-docs) - [ **Close to Ontraport**](https://apiant.ai/connect/close-to-ontraport) - [ **Close to Freshworks CRM**](https://apiant.ai/connect/close-to-freshworks-crm) - [ **Close to GoHighLevel**](https://apiant.ai/connect/close-to-gohighlevel) - [ **Capsule CRM to Close**](https://apiant.ai/connect/capsule-crm-to-close) - [ **Close to Copper**](https://apiant.ai/connect/close-to-copper) - [ **Close to Streak**](https://apiant.ai/connect/close-to-streak) - [ **Close to NetHunt CRM**](https://apiant.ai/connect/close-to-nethunt-crm) - [ **Close to MINDBODY**](https://apiant.ai/connect/close-to-mindbody) - [ **Close to Supabase**](https://apiant.ai/connect/close-to-supabase) - [ **Close to PostgreSQL**](https://apiant.ai/connect/close-to-postgresql) - [ **Close to MySQL**](https://apiant.ai/connect/close-to-mysql) - [ **Close to Vercel**](https://apiant.ai/connect/close-to-vercel) - [ **Close to ElevenLabs**](https://apiant.ai/connect/close-to-elevenlabs) - [ **Close to PagerDuty**](https://apiant.ai/connect/close-to-pagerduty) - [ **Close to Pushover**](https://apiant.ai/connect/close-to-pushover) - [ **Close to Gravity Forms**](https://apiant.ai/connect/close-to-gravity-forms) - [ **Close to HubSpot Enterprise**](https://apiant.ai/connect/close-to-hubspot-enterprise) - [ **Close to Google Forms**](https://apiant.ai/connect/close-to-google-forms) - [ **Close to Facebook Lead Ads**](https://apiant.ai/connect/close-to-facebook-lead-ads) 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. Reviews ## 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.