Can I use Close CRM as a CLI?

Yes. KosmoKrator exposes a Close CRM CLI through kosmo integrations:call and the provider shortcut command. Commands can return JSON for scripts, CI, and coding agents.

Can I expose Close CRM through MCP?

Yes. The KosmoKrator MCP gateway can expose selected Close CRM tools to clients such as Claude Code, Cursor, Codex, and other MCP-compatible tools.

Where are Close CRM credentials stored?

Close CRM credentials are configured in KosmoKrator's local integration settings and reused by CLI, Lua, and MCP gateway surfaces.

Can I deny write access for Close CRM MCP tools?

Yes. Start the gateway with --write=deny for read-only clients, or use ask/allow only for trusted workspaces.

crm

Close CRM MCP, CLI, and Lua Integration for AI Agents

Close CRM integration docs for AI agents: MCP gateway setup, Close CRM CLI commands, Lua API reference, credentials, and function schemas.

9 functions 5 read 4 write API key auth

Submit Close CRM feedback View package source

Close CRM for agents

Credentials can be configured manually in web or CLI hosts.

Use this integration from Lua code mode, the headless integrations CLI, or the KosmoKrator MCP gateway. The same package metadata powers all three surfaces.

Machine-Readable Metadata

integration_slug: close
route_slug: close
package: close
auth_strategy: api_key API key
cli_setup_supported: true
cli_runtime_supported: true
mcp_gateway_supported: true
lua_supported: true
supports_multi_account: true

Quick Links

Lua APIAgent-facing namespace and function reference. Close CRM CLIHeadless setup and direct function calls. Close CRM MCPMCP gateway setup for external clients. Submit feedbackReport missing tools, auth problems, wrong docs, or runtime issues. ContributeAdd tools or improve metadata in the integrations repo.

Close CRM MCP Client Matrix

Use these pages when a specific agent client or framework needs copy-pasteable MCP setup for Close CRM.

Close CRM CLI Matrix

Use these pages for direct Close CRM CLI workflows in scripts, CI, cron, and agent wrappers.

CI Close CRM CLI for CI. Cron Jobs Close CRM CLI for cron jobs. Shell Scripts Close CRM CLI for shell scripts. Headless Automation Close CRM CLI for headless automation. Coding Agents Close CRM CLI for coding agents.

Function Catalog

Function	Type	Parameters	Description
`close.close_list_leads`	Read `read`	3	Search and list leads in Close CRM. Use the query parameter with Close search syntax to filter leads by name, status, custom fields, dates, and more. Returns a paginated list of leads with their contacts and addresses.
`close.close_get_lead`	Read `read`	1	Get full details for a single lead in Close CRM, including contacts, addresses, custom fields, and associated information.
`close.close_create_lead`	Write `write`	5	Create a new lead in Close CRM. Provide a company name and optionally add contacts with email addresses and phone numbers.
`close.close_update_lead`	Write `write`	5	Update an existing lead in Close CRM. Provide the lead ID and the fields to update (name, status, custom fields, URL, etc.).
`close.close_delete_lead`	Write `write`	1	Permanently delete a lead from Close CRM. This removes the lead and all associated contacts, activities, and tasks.
`close.close_list_contacts`	Read `read`	3	List contacts in Close CRM. Optionally filter by lead ID to get contacts for a specific lead. Supports pagination.
`close.close_list_activities`	Read `read`	4	List activities in Close CRM — emails, calls, notes, and other activity types. Filter by lead ID or activity type. Supports pagination.
`close.close_create_task`	Write `write`	5	Create a new task in Close CRM. Optionally associate it with a lead, assign it to a user, and set a due date.
`close.close_get_current_user`	Read `read`	0	Get the profile of the currently authenticated Close CRM user — name, email, organization, and other account details.