Use Close from Claude
Add the Close connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorClose
Close integration for Claude and Codex
Create a Close connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategorySales & CRM
Use Close from Codex
Add the Close connection to a Space that runs Codex, then use it from every channel in that Space.
Use Close from Sidekick
Connect your own OpenClaw to Sidekick while Type provides the conversations, permissions, connections, skills, and automations.
Sales & CRM
What the Close connector can do
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 Spaces
Connect Close once, then decide which Spaces can use it in threads, skills, automations, 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 use Close?
Yes. Add a Close connection to a Space that runs Claude, then use its approved tools and data from any channel in that Space.
Can Codex work with Close through Type?
Yes. Add a Close connection to a Space that runs Codex, then use its approved tools and data from any channel in that Space.
Is this the same as a Close MCP server?
Not exactly. Type uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
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