Use Close from Claude Code
Bring Close context into engineering work while Type keeps app access attached to the teammate and workspace.
AI agent integrationClose
Close integration for multiplayer collaboration with AI agents using Claude Code or Codex
One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Close never means pasting credentials into a prompt.
CategorySales & CRM
Automate Close with Codex
Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.
Connect open agent workflows
Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.
Sales & CRM
What the Close integration exposes
Close is a CRM platform designed to help businesses manage and streamline their sales processes, including calling, email automation, and predictive dialers.
One connection, many teammates
Connect Close once, then decide which teammates can use it for threads, automations, skills, and coding work.
Representative actions
- Create Call
Creates a new call record in Close.com. This tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead_id, direction, and optional support for contact_id, phone, duration, note, recording_url, and user_id.
- Create Lead
Creates a new lead in Close CRM. A lead represents a company or organization in your sales pipeline. This tool allows you to create leads with company information (name, description, website), associate contacts with emails/phones/URLs, add addresses, and set the lead status. Contacts and addresses can be nested in the lead creation request. The tool returns comprehensive lead information including the lead ID, direct URL to view in Close CRM, associated contacts with their IDs, addresses, status information, and creation/update timestamps. Note: Activities, tasks, and opportunities must be created separately after lead creation.
- Create SMS Message
This tool creates a new SMS activity in Close CRM. It is primarily used to log SMS communications, including sent messages, received messages, and draft messages. The tool requires an internal phone number (local_phone) which must be an SMS-enabled phone number owned by your Close organization. Note: Actually sending SMS messages (status 'outbox' or 'scheduled') requires A2P 10DLC compliance.
- Create Task
This tool creates a new task in Close.com. Tasks are used to track to-do items and can be associated with leads. The tool will create a task with the specified parameters using the provided text, due_date, and is_complete flags.
- Delete Call
This tool allows you to delete a specific call activity in Close.com. It is useful for removing incorrectly logged calls or cleaning up call records. The action deletes a call activity using its unique call ID and cannot be undone.
Connection
API and auth details
Close provides a REST API for CRM and sales-engagement automation across leads, contacts, opportunities, tasks, activities, calls, emails, SMS, meetings, custom fields, webhooks, and event logs.
- Source
- Type catalog metadata
- Auth schemes
- API key
- API docs
- https://developer.close.com/
- API reference
- https://developer.close.com/api/overview
- Official site
- https://close.com/
FAQ
Questions people ask before connecting Close
Can Claude Code use Close?
Yes. Type lets an AI teammate use connected Close actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.
Can Codex work with Close through Type?
Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Close catalog entry includes public integration details and example capabilities where available.
Is this the same as a Close MCP server?
Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.
More sales & crm apps for AI teammates
Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth
Apollo provides CRM and lead generation capabilities, helping businesses discover contacts, manage outreach, and track sales pipelines for consistent customer relationship development
Attio is a fully customizable workspace for your team's relationships and workflows.
Zoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to automate and scale operations