Automate Close CRM tasks via Rube MCP (Composio): create leads, manage calls/SMS, handle tasks, and track notes. Always search tools first for current schemas.
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Automate Close CRM operations through Composio's Close toolkit via Rube MCP.
RUBE_MANAGE_CONNECTIONS with toolkit closeRUBE_SEARCH_TOOLS first to get current tool schemasGet Rube MCP: Add https://rube.app/mcp as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.
RUBE_SEARCH_TOOLS respondsRUBE_MANAGE_CONNECTIONS with toolkit closeWhen to use: User wants to create new leads or manage existing lead records
Tool sequence:
CLOSE_CREATE_LEAD - Create a new lead in Close [Required]Key parameters:
name: Lead/company namecontacts: Array of contact objects associated with the leadcustom: Custom field values as key-value pairsstatus_id: Lead status IDPitfalls:
When to use: User wants to log a phone call activity against a lead
Tool sequence:
CLOSE_CREATE_CALL - Log a call activity [Required]Key parameters:
lead_id: ID of the associated leadcontact_id: ID of the contact calleddirection: 'outbound' or 'inbound'status: Call status ('completed', 'no-answer', 'busy', etc.)duration: Call duration in secondsnote: Call notesPitfalls:
When to use: User wants to send or log SMS messages through Close
Tool sequence:
CLOSE_CREATE_SMS - Send or log an SMS message [Required]Key parameters:
lead_id: ID of the associated leadcontact_id: ID of the contactdirection: 'outbound' or 'inbound'text: SMS message contentstatus: Message statusPitfalls:
When to use: User wants to create or manage follow-up tasks
Tool sequence:
CLOSE_CREATE_TASK - Create a new task [Required]Key parameters:
lead_id: Associated lead IDtext: Task descriptiondate: Due date for the taskassigned_to: User ID of the assigneeis_complete: Whether the task is completedPitfalls:
When to use: User wants to add or retrieve notes on leads
Tool sequence:
CLOSE_GET_NOTE - Retrieve a specific note [Required]Key parameters:
note_id: ID of the note to retrievePitfalls:
When to use: User wants to remove call records or other activities
Tool sequence:
CLOSE_DELETE_CALL - Delete a call activity [Required]Key parameters:
call_id: ID of the call to deletePitfalls:
Close data model:
- Lead = Company/Organization
- Contact = Person (nested within Lead)
- Activity = Call, SMS, Email, Note (linked to Lead)
- Task = Follow-up item (linked to Lead)
- Opportunity = Deal (linked to Lead)
Lead ID:
1. Search for leads using the Close search API
2. Extract lead_id from results (format: 'lead_XXXXXXXXXXXXX')
3. Use lead_id in all activity creation calls
Contact ID:
1. Retrieve lead details to get nested contacts
2. Extract contact_id (format: 'cont_XXXXXXXXXXXXX')
3. Use in call/SMS activities for accurate tracking
1. Identify the lead_id and optionally contact_id
2. Create the activity (call, SMS, note) with lead_id
3. Include relevant metadata (duration, direction, status)
4. Create follow-up tasks if needed
ID Formats:
Rate Limits:
Custom Fields:
Data Integrity:
| Task | Tool Slug | Key Params |
|---|---|---|
| Create lead | CLOSE_CREATE_LEAD | name, contacts, custom |
| Log call | CLOSE_CREATE_CALL | lead_id, direction, status, duration |
| Send SMS | CLOSE_CREATE_SMS | lead_id, text, direction |
| Create task | CLOSE_CREATE_TASK | lead_id, text, date, assigned_to |
| Get note | CLOSE_GET_NOTE | note_id |
| Delete call | CLOSE_DELETE_CALL | call_id |
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