First-party app
Close

Close

Manage Close CRM leads, contacts, opportunities, activities, tasks and org metadata via the Close API v1.

stable Customer Relationship Management

About

Close ships in the w6w first-party pack. It declares 21 actions, 2 health checks, and the host runs its code in a sandbox that never sees the credential.

App id
io.w6w.close
Version
0.1.2
Author
w6w
Licence
MIT
Categories
Customer Relationship Management

Overview

Close is a CRM built for high-volume sales teams, and this app covers its core objects — leads, contacts, opportunities, activities and tasks — through the Close API.

It manages leads (the company/account record) and their nested contacts, creates and updates opportunities with won/lost/active status, and reads the unified activity feed alongside logging calls and notes. Advanced Filtering search covers cases a simple list-and-filter can’t reach, and lookups for users, lead and opportunity statuses and custom fields round out the coverage a workflow needs to fill in real values rather than guesses.

Good for teams that want to create leads and contacts automatically from a form or another CRM, keep opportunity status and value synced with a pipeline dashboard, log calls or notes from an outside dialer or support tool, or trigger downstream steps off task and activity changes.

Build with Close

Three routes to the same 21 actions. The Workflow tab is generated from Close's own manifest and carries its real ids, so it is copy-pasteable; the Code and CLI examples are the same call for any action on any app, so every app-specific value in them is a blank you fill in.

Create Contact

create-contact

Create a Contact on a Lead, with typed email addresses, phone numbers and URLs.

Create Lead

create-lead

Create a Lead, optionally with contacts and addresses nested in. Opportunities, tasks and activities must be created separately.

Create Note

create-note

Log a Note activity on a Lead. Plain text or HTML. Does not send anything to anyone — it records an internal note on the timeline.

Create Opportunity

create-opportunity

Create an Opportunity on a Lead. Monetary value is an integer in the currency's minor unit — 50000 means $500.00.

Create Task

create-task

Create a Task on a Lead. Only `lead` and `outgoing_call` types can be created via the API — Close generates the rest itself.

Delete Lead

delete-lead

Delete a Lead. Destructive and irreversible — its contacts, opportunities, tasks and activities go with it.

Get Lead

get-lead

Fetch a single Lead by id, including its nested contacts, tasks, opportunities and custom fields. Activities are not included — use List Activities for those.

List Activities

list-activities

List activities — calls, emails, notes, SMS, meetings and status changes — as one interleaved feed. Filtering by type, user or contact additionally requires a Lead ID.

List Contacts

list-contacts

List Contacts, optionally narrowed to a single Lead. For condition-based filtering across contacts, use the Search action.

List Custom Fields

list-custom-fields

List every Custom Field — regular and shared — available on an object type, in display order. Use it to find the `cf_...` ids the customFields params expect.

List Leads

list-leads

List Leads one offset page at a time. To filter by conditions rather than walk the whole collection, use the Search action — Close's Advanced Filtering API.

List Opportunities

list-opportunities

List Opportunities, filtered by lead, owner, status or creation date. Use `statusType` for the stage-name-independent open/won/lost split.

List Statuses

list-statuses

List the organization's configured Lead or Opportunity statuses. The source of the `stat_...` ids every status param in this app expects.

List Tasks

list-tasks

List Tasks, filtered by lead, assignee, completion state or date. Note Close returns ONLY `lead` tasks unless you set a type — use `all` to see every kind.

List Users

list-users

List the users in your Close organization. Use it to resolve the `user_...` ids that task assignment and record ownership need.

Log Call

log-call

Record an externally-placed call on a Lead's timeline. Logs history only — it does not dial anyone.

Search

search

Find Leads or Contacts matching arbitrary conditions via Close's Advanced Filtering API. Cursor-paginated: pass the previous response's `cursor` back to get the next page.

Update Contact

update-contact

Update a Contact. Partial update, except that emails, phones and urls replace the existing list wholesale rather than merging into it.

Update Lead

update-lead

Update a Lead. Close treats PUT as a partial update, so only the fields you supply change.

Update Opportunity

update-opportunity

Update an Opportunity — most often to move it to another pipeline stage. Value is an integer in the currency's minor unit.

Update Task

update-task

Update a Task — most often to mark it complete, reassign it, or move its date.

A workflow step names the app and the action, and the editor fills in the connection when you pick one. This is the Step shape from the workflow spec, carrying Close's real ids.

{
  "manifestVersion": "2",
  "name": "close-example",
  "steps": [
    {
      "id": "create-contact",
      "uses": {
        "app": "io.w6w.close",
        "action": "create-contact",
        "connection": "conn_YOUR_CONNECTION_ID"
      },
      "with": {
        "leadId": "<leadId>"
      }
    }
  ]
}

Here are some of the things you can do

  • Create Contact

    perform
    create-contact
  • Create Lead

    perform
    create-lead
  • Create Note

    perform
    create-note
  • Create Opportunity

    perform
    create-opportunity
  • Create Task

    perform
    create-task

+16 more actions available

Every app-specific value here is a blank you have to fill in. An app action is reached through the connection that authenticates it, so the address is a connection id, not the app id — and connections belong to your account, so a public page cannot know yours. Create one for Close, then fill in the three blanks: conn_YOUR_CONNECTION_ID, the action key, and the parameters that action declares. The call itself is real — the shape is transcribed from the studio's own snippet builder, which prints the same kind of blanks — but nothing in it is specific to Close. The Workflow tab is where this app's real ids are.

Install
npm install @w6w/sdk
yarn add @w6w/sdk
pnpm add @w6w/sdk
deno add npm:@w6w/sdk
Code
import { W6wClient, isActionRun } from "@w6w/sdk";

// Reads W6W_BASE_URL and W6W_TOKEN from the environment when omitted.
const client = new W6wClient();

const envelope = await client.run({
  urn: "conn_YOUR_CONNECTION_ID",
  action: "create-lead",
  payload: {
    // name: "<value>",
    // url: "<value>",
    // description: "<value>",
    // statusId: "<value>",
    // contacts: "<value>",
    // addresses: "<value>",
    // customFields: "<value>",
  },
});

if (isActionRun(envelope)) console.log(envelope.value);
Install the CLI
npm install -g @w6w/cli
CLI
w6w run conn_YOUR_CONNECTION_ID --action create-lead --payload '{}'

Give an AI agent Close — without giving it Close's credentials. One MCP endpoint exposes every app, function and workflow the caller is entitled to, as tools it can discover and run. Access is granted per team while we onboard.

One tool call
{
  "name": "w6w_invoke",
  "arguments": {
    "ref": "app:io.w6w.close#create-contact",
    "input": {
      "leadId": "<leadId>"
    }
  }
}

Every tool names its target with a single ref. The app: form above doesn't name a connection at all — the host resolves which of the caller's Close connections to sign with, and refuses rather than guesses when the answer is ambiguous.

What the agent gets

Credentials it can't read

The token is attached host-side, at the moment of the call. It is never a tool argument, never in the model's context, and never in a transcript — so a prompt injection has nothing to exfiltrate.

A tool surface scoped to the caller

Tools are derived per end user from what that person has actually connected and is entitled to — not one shared bot identity carrying the union of everyone's access.

A durable workflow in one call

Multi-step work runs on the workflow engine and returns a run handle the agent can poll — retries, branching and state survive the conversation that started them.

Health-aware discovery

Close's declared health checks are on the surface too, so an agent can tell "the vendor is down" from "your credential expired" before it burns a retry on either.

The MCP surface is part of the hosted platform. Close itself is MIT, and the runtime that executes it is source-available (FSL).

Request MCP access

Health checks

Close declares its own checks, so its health is a property of the app rather than something the host guesses at.

service

Close platform status

Atlassian Statuspage rollup for status.close.com, with per-component detail. Unauthenticated and unsigned.

quota

API rate-limit headroom

Requests left in the current enforcement window for the endpoint group `/me/` belongs to, read off Close's `RateLimit` response header.