The Close MCP Node integrates securely with Close CRM through the Scalekit MCP gateway. It enables your AI agent to search activities, aggregate sales data, apply voice-agent updates, search product knowledge, and manage addresses, call tasks, comments, contacts, custom activities, email templates, leads, and lead statuses.
Parameters
Required Parameters
- action (string): The target Close MCP tool action to run. Must be one of the enabled actions:
closemcp_activity_search: Search activities.closemcp_aggregation: Aggregate CRM data.closemcp_apply_voice_agent_update: Apply voice agent update.closemcp_close_product_knowledge_search: Search Close product knowledge.closemcp_create_address: Create an address.closemcp_create_call_task: Create a call task.closemcp_create_comment: Create a comment.closemcp_create_contact: Create a contact.closemcp_create_custom_activity_instance: Create a custom activity instance.closemcp_create_email_template: Create an email template.closemcp_create_lead: Create a lead.closemcp_create_lead_status: Create a lead status.
Optional Parameters
- params (object): A key-value dictionary containing action-specific inputs (e.g.,
{'lead_id': 'lead_abc123', 'name': 'Acme Corp'}).
Practical Use Cases
- Lead and contact management: Create leads, contacts, addresses, and comments directly from your agent workflows.
- Sales activity automation: Search activities, aggregate pipeline data, create call tasks, and manage lead statuses.