First-party app
Cloze

Cloze

Cloze relationship CRM: people, companies, projects, timeline notes and to-dos, and webhooks.

stable Customer Relationship Management

About

Cloze ships in the w6w first-party pack. It declares 41 actions, 3 health checks, and the host runs its code in a sandbox that never sees the credential.

App id
io.w6w.cloze
Version
0.1.0
Author
w6w
Licence
MIT
Categories
Customer Relationship Management

Overview

Cloze is a relationship-management CRM that builds a timeline of every email, call and meeting around the people, companies and projects (deals) you work with. This app drives the Cloze API from a workflow.

Search, read, create, update and delete people, companies and projects; stream changes with the cursored feeds; read a record’s timeline and the messages on it; add to-dos, notes and communication records to a timeline; read your stages, segments, steps, custom fields, tags and team; and subscribe webhooks to record changes.

It authenticates with a Cloze API key sent as a bearer token. The analytics endpoints, team-member updates, form submission and CardDAV are not part of this app.

Build with Cloze

Three routes to the same 41 actions. The Workflow tab is generated from Cloze'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.

Add Communication Record

communication-create

Record an e-mail, call, text, meeting or message on the Cloze timeline.

Create Company

company-create

Create a company, or enhance the existing one when an ID or e-mail matches. Cloze returns no record body.

Delete Company

company-delete

Delete a company. This cannot be undone.

Companies Feed

company-feed

Page through changes to your companies with a cursor. Pass the previous result's cursor to continue.

Find Companies

company-find

Search your companies with Cloze's query syntax or structured filters, one page at a time.

Get Company

company-get

Fetch one company by Cloze ID, unique ID or (for people) e-mail address.

Get Multiple Companies

company-get-many

Fetch several companies by ID in one call.

Get Company Timeline

company-timeline

List timeline entry references for a company. Use Get Messages to read their content.

Update Company

company-update

Update an existing company (matched by Cloze ID, unique ID or e-mail); only the fields you set change. Cloze returns no record body.

Add Note or Event

content-create

Add a note, event, to-do or file record to the Cloze timeline, linked to records.

List Custom Fields

custom-fields-list

List the custom fields defined in your account, with their ids and allowed values.

Get Message Body

message-body-get

Fetch the full body of one message by its key.

Get Messages

messages-get

Read the content of timeline messages, from the references a timeline call returns.

Create Person

person-create

Create a person, or enhance the existing one when an ID or e-mail matches. Cloze returns no record body.

Delete Person

person-delete

Delete a person. This cannot be undone.

People Feed

person-feed

Page through changes to your people with a cursor. Pass the previous result's cursor to continue.

Find People

person-find

Search your people with Cloze's query syntax or structured filters, one page at a time.

Get Person

person-get

Fetch one person by Cloze ID, unique ID or (for people) e-mail address.

Get Multiple People

person-get-many

Fetch several people by ID in one call.

Get Person Timeline

person-timeline

List timeline entry references for a person. Use Get Messages to read their content.

Update Person

person-update

Update an existing person (matched by Cloze ID, unique ID or e-mail); only the fields you set change. Cloze returns no record body.

Create Project

project-create

Create a project, or enhance the existing one when an ID or e-mail matches. Cloze returns no record body.

Delete Project

project-delete

Delete a project. This cannot be undone.

Projects Feed

project-feed

Page through changes to your projects with a cursor. Pass the previous result's cursor to continue.

Find Projects

project-find

Search your projects with Cloze's query syntax or structured filters, one page at a time.

Get Project

project-get

Fetch one project by Cloze ID, unique ID or (for people) e-mail address.

Get Multiple Projects

project-get-many

Fetch several projects by ID in one call.

Get Project Timeline

project-timeline

List timeline entry references for a project. Use Get Messages to read their content.

Update Project

project-update

Update an existing project (matched by Cloze ID, unique ID or e-mail); only the fields you set change. Cloze returns no record body.

List Segments

segments-list

List the segments configured for your people or your projects.

List Stages

stages-list

List the stages configured for your people or your projects.

List Next Steps

steps-list

List the Next Steps, grouped by segment and stage.

List Tags

tags-list

List the tags in use, with how many records carry each.

List Team Members

team-members-list

List the members of your Cloze team (name and e-mail).

List Team Hierarchy Nodes

team-nodes-list

List the subteam nodes of your hierarchy.

List Team Roles

team-roles-list

List the roles available on your Cloze team.

Create To Do

todo-create

Add a to-do (with an optional reminder) to Cloze, linked to people, companies or projects.

Get User Profile

user-profile-get

Fetch the profile of the Cloze user the API key belongs to.

List Webhook Subscriptions

webhook-list

List your webhook subscriptions.

Subscribe Webhook

webhook-subscribe

Subscribe a URL to person, project or company change events.

Unsubscribe Webhook

webhook-unsubscribe

Cancel a webhook subscription by its ID or reference name.

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 Cloze's real ids.

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

Here are some of the things you can do

  • Add Communication Record

    perform
    communication-create
  • Create Company

    perform
    company-create
  • Companies Feed

    read
    company-feed
  • Find Companies

    search
    company-find
  • Get Company

    read
    company-get

+36 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 Cloze, 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 Cloze. 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: "communication-create",
  payload: {
    style: "<value>",
    // subject: "<value>",
    // body: "<value>",
    // bodytype: "<value>",
    // date: "<value>",
    // from: "<value>",
    // name: "<value>",
    // recipients: "<value>",
    // direction: "<value>",
    // threadid: "<value>",
    // key: "<value>",
    // references: "<value>",
    // dryrun: "<value>",
  },
});

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

Give an AI agent Cloze — without giving it Cloze'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.cloze#communication-create",
    "input": {
      "style": "<style>"
    }
  }
}

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 Cloze 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

Cloze'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. Cloze itself is MIT, and the runtime that executes it is source-available (FSL).

Request MCP access

Health checks

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

service

Cloze platform status

dependency

API reachable

Unsigned GET https://api.cloze.com/v1/user/stages/people. A schema-correct JSON refusal proves the API is answering; an HTML body is not the API.

quota

API request headroom