generated: '2026-08-13' method: derived source: mcp/close-mcp.yml + openapi/_original/close-api-openapi.json description: Binds each of the 107 tools Close publishes for its hosted MCP server to the operationId(s) in the Close OpenAPI that back it, so an agent can recover a real input contract for a tool whose live inputSchema is OAuth-gated. Mappings were made by name and documented semantics against the published tool reference; the live tools/list is auth-gated (HTTP 401), so no schema was copied and none was invented. surfaces: openapi: file: openapi/_original/close-api-openapi.json url: https://api.close.com/api/openapi.json operations: 300 gated: false note: Close labels this spec experimental and says it does not carry 100% request/response schema coverage. mcp: url: https://mcp.close.com/mcp transport: HTTP Streamable tools: 107 gated: true note: tools/list returns 401 without an OAuth token or Close-API-Key header. graphql: null advanced_filtering: url: https://developer.close.com/api/resources/advanced-filtering in_openapi: false note: Documented REST surface that is absent from the published OpenAPI; it backs the MCP search and paginate_search tools. crosswalk: - tool: activity_search category: mcp.read rest: - activities_list binding: rest confidence: high - tool: fetch category: mcp.read rest: - leads_get - contacts_get binding: rest confidence: medium note: Polymorphic by ID prefix; the docs say only leads and contacts are supported. - tool: fetch_call category: mcp.read rest: - activities.calls_get binding: rest confidence: high note: Adds a transcript projection the REST call object exposes as fields. - tool: fetch_call_task category: mcp.read rest: - tasks_get binding: rest confidence: medium note: Call tasks are Task objects with _type outgoing_call. - tool: fetch_comment category: mcp.read rest: - comments_get binding: rest confidence: high - tool: fetch_contact category: mcp.read rest: - contacts_get binding: rest confidence: high - tool: fetch_custom_activity_instance category: mcp.read rest: - activities.custom_activities_get binding: rest confidence: high - tool: fetch_custom_object_instance category: mcp.read rest: - custom_objects_get binding: rest confidence: high - tool: fetch_custom_object_type category: mcp.read rest: - custom_object_types_get binding: rest confidence: high - tool: fetch_email_template category: mcp.read rest: - email_templates_get binding: rest confidence: high - tool: fetch_lead category: mcp.read rest: - leads_get binding: rest confidence: high - tool: fetch_lead_smart_view category: mcp.read rest: - smart_views_get binding: rest confidence: high note: Smart Views are saved_search objects in REST. - tool: fetch_lead_status category: mcp.read rest: - lead_statuses_get binding: rest confidence: high - tool: fetch_meeting_transcript category: mcp.read rest: - activities.meetings_get binding: rest confidence: medium note: Transcript/summary fields hang off the Meeting activity; no dedicated REST transcript operation. - tool: fetch_note category: mcp.read rest: - activities.notes_get binding: rest confidence: high - tool: fetch_opportunity category: mcp.read rest: - opportunities_get binding: rest confidence: high - tool: fetch_opportunity_status category: mcp.read rest: - opportunity_statuses_get binding: rest confidence: high - tool: fetch_pipeline_and_opportunity_statuses category: mcp.read rest: - pipelines_get - opportunity_statuses_list binding: rest confidence: medium note: 'Composite: one tool call fans out to a pipeline read plus its statuses.' - tool: fetch_sms_template category: mcp.read rest: - sms_templates_get binding: rest confidence: high - tool: fetch_task category: mcp.read rest: - tasks_get binding: rest confidence: high - tool: find_call_outcomes category: mcp.read rest: - outcomes_list binding: rest confidence: medium note: Server-side filtered to outcomes whose applies_to includes calls. - tool: find_call_tasks category: mcp.read rest: - tasks_list binding: rest confidence: medium note: Filtered to call-type tasks; adds voice-agent assignee filtering REST does not expose. - tool: find_contact_custom_fields category: mcp.read rest: - custom_fields.contact_list - custom_fields.shared_list binding: rest confidence: medium note: Merges contact-specific and shared custom fields into one list. - tool: find_custom_activities category: mcp.read rest: - custom_activity_types_list binding: rest confidence: high - tool: find_custom_activity_instances category: mcp.read rest: - activities.custom_activities_list binding: rest confidence: high - tool: find_custom_object_instances category: mcp.read rest: - custom_objects_list binding: rest confidence: high - tool: find_custom_object_types category: mcp.read rest: - custom_object_types_list binding: rest confidence: high - tool: find_email_templates category: mcp.read rest: - email_templates_list binding: rest confidence: high - tool: find_forms category: mcp.read rest: - forms_list binding: rest confidence: high - tool: find_groups category: mcp.read rest: - groups_list binding: rest confidence: high - tool: find_lead_custom_fields category: mcp.read rest: - custom_fields.lead_list - custom_fields.shared_list binding: rest confidence: medium note: Merges lead-specific and shared custom fields. - tool: find_lead_smart_views category: mcp.read rest: - smart_views_list binding: rest confidence: high - tool: find_lead_statuses category: mcp.read rest: - lead_statuses_list binding: rest confidence: high - tool: find_meeting_outcomes category: mcp.read rest: - outcomes_list binding: rest confidence: medium note: Server-side filtered to outcomes applicable to meetings. - tool: find_notes category: mcp.read rest: - activities.notes_list binding: rest confidence: high - tool: find_opportunities category: mcp.read rest: - opportunities_list binding: rest confidence: high - tool: find_opportunity_custom_fields category: mcp.read rest: - custom_fields.opportunity_list - custom_fields.shared_list binding: rest confidence: medium note: Merges opportunity-specific and shared custom fields. - tool: find_pipelines_and_opportunity_statuses category: mcp.read rest: - pipelines_list binding: rest confidence: high note: Pipeline objects embed their opportunity statuses. - tool: find_scheduling_links category: mcp.read rest: - scheduling_links_list - scheduling_links_list_shared binding: rest confidence: medium note: Merges personal and shared scheduling links. - tool: find_sms_templates category: mcp.read rest: - sms_templates_list binding: rest confidence: high - tool: find_tasks category: mcp.read rest: - tasks_list binding: rest confidence: high - tool: find_workflows category: mcp.read rest: - sequences_list binding: rest confidence: medium note: Close calls them Workflows in the product and Sequences in the REST API. - tool: lead_search category: mcp.read rest: - leads_list binding: rest confidence: high note: Wraps the lead list endpoint with query/status/smart-view filters. - tool: org_info category: mcp.read rest: - organizations_get - users_get_me binding: rest confidence: medium note: 'Composite: organization detail plus the calling user identity.' - tool: org_users category: mcp.read rest: - users_list binding: rest confidence: high - tool: create_address category: mcp.write_safe rest: - leads_update binding: rest confidence: medium note: Addresses are a nested field on the Lead object, not a REST resource. - tool: create_comment category: mcp.write_safe rest: - comments_create binding: rest confidence: high - tool: create_contact category: mcp.write_safe rest: - contacts_create binding: rest confidence: high - tool: create_custom_activity_instance category: mcp.write_safe rest: - activities.custom_activities_create binding: rest confidence: high - tool: create_custom_object_instance category: mcp.write_safe rest: - custom_objects_create binding: rest confidence: high - tool: create_draft_email category: mcp.write_safe rest: - activities.emails_create binding: rest confidence: high note: Creates an Email activity with status draft; never sends. - tool: create_email_template category: mcp.write_safe rest: - email_templates_create binding: rest confidence: high - tool: create_lead category: mcp.write_safe rest: - leads_create binding: rest confidence: high - tool: create_lead_status category: mcp.write_safe rest: - lead_statuses_create binding: rest confidence: high - tool: create_note category: mcp.write_safe rest: - activities.notes_create binding: rest confidence: high - tool: create_opportunity category: mcp.write_safe rest: - opportunities_create binding: rest confidence: high - tool: create_opportunity_status_tool category: mcp.write_safe rest: - opportunity_statuses_create binding: rest confidence: high - tool: create_pipeline category: mcp.write_safe rest: - pipelines_create binding: rest confidence: high - tool: create_sms_template category: mcp.write_safe rest: - sms_templates_create binding: rest confidence: high - tool: create_task category: mcp.write_safe rest: - tasks_create binding: rest confidence: high - tool: create_workflow category: mcp.write_safe rest: - sequences_create binding: rest confidence: medium note: Workflow == Sequence. Created in Draft status. - tool: create_call_task category: mcp.write_destructive rest: - tasks_create binding: rest confidence: medium note: Creates a task of the outbound-call subtype; can target a voice agent, which REST cannot. - tool: delete_address category: mcp.write_destructive rest: - leads_update binding: rest confidence: medium note: Address removal is a Lead update, not a DELETE. - tool: delete_call_task category: mcp.write_destructive rest: - tasks_delete binding: rest confidence: medium - tool: delete_contact category: mcp.write_destructive rest: - contacts_delete binding: rest confidence: high - tool: delete_custom_activity_instance category: mcp.write_destructive rest: - activities.custom_activities_delete binding: rest confidence: high - tool: delete_custom_object_instance category: mcp.write_destructive rest: - custom_objects_delete binding: rest confidence: high - tool: delete_email_template category: mcp.write_destructive rest: - email_templates_delete binding: rest confidence: high - tool: delete_lead category: mcp.write_destructive rest: - leads_delete binding: rest confidence: high - tool: delete_lead_smart_view category: mcp.write_destructive rest: - smart_views_delete binding: rest confidence: high - tool: delete_lead_status category: mcp.write_destructive rest: - lead_statuses_delete binding: rest confidence: high - tool: delete_note category: mcp.write_destructive rest: - activities.notes_delete binding: rest confidence: high - tool: delete_opportunity category: mcp.write_destructive rest: - opportunities_delete binding: rest confidence: high - tool: delete_opportunity_status_tool category: mcp.write_destructive rest: - opportunity_statuses_delete binding: rest confidence: high - tool: delete_pipeline category: mcp.write_destructive rest: - pipelines_delete binding: rest confidence: high - tool: delete_sms_template category: mcp.write_destructive rest: - sms_templates_delete binding: rest confidence: high - tool: delete_task category: mcp.write_destructive rest: - tasks_delete binding: rest confidence: high - tool: enrich_field category: mcp.write_destructive rest: - field_enrichment_create binding: rest confidence: high - tool: update_call_task category: mcp.write_destructive rest: - tasks_update binding: rest confidence: medium - tool: update_contact category: mcp.write_destructive rest: - contacts_update binding: rest confidence: high - tool: update_custom_activity_instance category: mcp.write_destructive rest: - activities.custom_activities_update binding: rest confidence: high - tool: update_custom_object_instance category: mcp.write_destructive rest: - custom_objects_update binding: rest confidence: high - tool: update_draft_email category: mcp.write_destructive rest: - activities.emails_update binding: rest confidence: high note: Rejects sent or scheduled emails. - tool: update_email_template category: mcp.write_destructive rest: - email_templates_update binding: rest confidence: high - tool: update_lead category: mcp.write_destructive rest: - leads_update binding: rest confidence: high - tool: update_lead_smart_view category: mcp.write_destructive rest: - smart_views_update binding: rest confidence: high - tool: update_lead_status category: mcp.write_destructive rest: - lead_statuses_update binding: rest confidence: high - tool: update_note category: mcp.write_destructive rest: - activities.notes_update binding: rest confidence: high - tool: update_opportunity category: mcp.write_destructive rest: - opportunities_update binding: rest confidence: high - tool: update_opportunity_status_tool category: mcp.write_destructive rest: - opportunity_statuses_update binding: rest confidence: high - tool: update_pipeline category: mcp.write_destructive rest: - pipelines_update binding: rest confidence: high - tool: update_sms_template category: mcp.write_destructive rest: - sms_templates_update binding: rest confidence: high - tool: update_task category: mcp.write_destructive rest: - tasks_update binding: rest confidence: high mcp_only: - tool: aggregation category: mcp.read reason: Server-side aggregation engine over Close objects. The REST reporting endpoints return fixed predefined reports; there is no general-purpose aggregation operation. - tool: close_product_knowledge_search category: mcp.read reason: Retrieval over Close product documentation and the knowledge base. Not a CRM data operation and has no REST surface. - tool: customized_builtin_labels category: mcp.read reason: Returns renamed built-in object labels for the org. No REST operation exposes this. - tool: find_agent_configs category: mcp.read reason: Voice agent (Chloe) inventory. The AI-caller surface is MCP-only; no voice-agent resource exists in the REST API. - tool: find_voice_agents category: mcp.read reason: Voice agent (Chloe) inventory. MCP-only, same as find_agent_configs. - tool: get_fields category: mcp.read reason: Companion to the aggregation tool that enumerates aggregatable fields. No REST equivalent. - tool: get_voice_agent_overview_report category: mcp.read reason: Cross-agent voice funnel rollup. MCP-only; the REST reporting endpoints do not cover voice agents. - tool: get_voice_agent_performance_report category: mcp.read reason: Per-agent voice performance metrics. MCP-only. - tool: get_voice_agents category: mcp.read reason: Detailed voice agent configuration including objective, instructions and enabled skills. MCP-only. - tool: paginate_search category: mcp.read reason: Cursor pagination over a search_id or smart_view_id returned by the search tools. Backed by Advanced Filtering, absent from the OpenAPI. - tool: propose_voice_agent_update category: mcp.read reason: Turns natural-language feedback into a reviewable voice-agent config proposal. Inherently agent-shaped; no REST analogue. - tool: search category: mcp.read reason: Natural-language search over leads and contacts. Backed by the Advanced Filtering API, which is documented but is not present in the published OpenAPI. - tool: apply_voice_agent_update category: mcp.write_destructive reason: Persists a previously proposed voice-agent config change. MCP-only. - tool: schedule_voice_agent_call category: mcp.write_destructive reason: Queues an outbound AI call by assigning a call task to a voice agent. The REST task API cannot assign to a voice agent. rest_only: - capability: activities.calls operations: - activities.calls_create - activities.calls_delete - activities.calls_list - activities.calls_update - capability: activities.creations operations: - activities.creations_get - activities.creations_list - capability: activities.email_threads operations: - activities.email_threads_delete - activities.email_threads_get - activities.email_threads_list - capability: activities.emails operations: - activities.emails_delete - activities.emails_get - activities.emails_list - capability: activities.form_submissions operations: - activities.form_submissions_delete - activities.form_submissions_get - activities.form_submissions_list - capability: activities.import_updates operations: - activities.import_updates_delete - activities.import_updates_get - activities.import_updates_list - capability: activities.lead_merges operations: - activities.lead_merges_get - activities.lead_merges_list - capability: activities.lead_status_changes operations: - activities.lead_status_changes_create - activities.lead_status_changes_delete - activities.lead_status_changes_get - activities.lead_status_changes_list - capability: activities.meetings operations: - activities.meetings_create_integration - activities.meetings_delete - activities.meetings_list - activities.meetings_update - capability: activities.opportunity_status_changes operations: - activities.opportunity_status_changes_create - activities.opportunity_status_changes_delete - activities.opportunity_status_changes_get - activities.opportunity_status_changes_list - capability: activities.sms operations: - activities.sms_create - activities.sms_delete - activities.sms_get - activities.sms_list - activities.sms_update - capability: activities.task_completions operations: - activities.task_completions_delete - activities.task_completions_get - activities.task_completions_list - capability: activities.whatsapp_messages operations: - activities.whatsapp_messages_create - activities.whatsapp_messages_delete - activities.whatsapp_messages_get - activities.whatsapp_messages_list - activities.whatsapp_messages_update - capability: blocked_phone_numbers operations: - blocked_phone_numbers_create - blocked_phone_numbers_delete - blocked_phone_numbers_get - blocked_phone_numbers_get_settings - blocked_phone_numbers_list - blocked_phone_numbers_update - blocked_phone_numbers_update_settings - capability: bulk_actions.delete operations: - bulk_actions.delete_create - bulk_actions.delete_get - bulk_actions.delete_list - capability: bulk_actions.edit operations: - bulk_actions.edit_create - bulk_actions.edit_get - bulk_actions.edit_list - capability: bulk_actions.email operations: - bulk_actions.email_create - bulk_actions.email_get - bulk_actions.email_list - capability: bulk_actions.sequence_subscriptions operations: - bulk_actions.sequence_subscriptions_create - bulk_actions.sequence_subscriptions_get - bulk_actions.sequence_subscriptions_list - capability: comments operations: - comments_delete - comments_get_thread - comments_list - comments_list_threads - comments_update - capability: connected_accounts operations: - connected_accounts_get - connected_accounts_list - capability: contacts operations: - contacts_list - capability: custom_activity_types operations: - custom_activity_types_create - custom_activity_types_delete - custom_activity_types_get - custom_activity_types_update - capability: custom_field_schemas operations: - custom_field_schemas_get - custom_field_schemas_update - capability: custom_fields.activity operations: - custom_fields.activity_create - custom_fields.activity_delete - custom_fields.activity_get - custom_fields.activity_list - custom_fields.activity_update - capability: custom_fields.contact operations: - custom_fields.contact_create - custom_fields.contact_delete - custom_fields.contact_get - custom_fields.contact_update - capability: custom_fields.custom_object operations: - custom_fields.custom_object_create - custom_fields.custom_object_delete - custom_fields.custom_object_get - custom_fields.custom_object_list - custom_fields.custom_object_update - capability: custom_fields.lead operations: - custom_fields.lead_create - custom_fields.lead_delete - custom_fields.lead_get - custom_fields.lead_update - capability: custom_fields.opportunity operations: - custom_fields.opportunity_create - custom_fields.opportunity_delete - custom_fields.opportunity_get - custom_fields.opportunity_update - capability: custom_fields.shared operations: - custom_fields.shared_create - custom_fields.shared_create_association - custom_fields.shared_delete - custom_fields.shared_delete_association - custom_fields.shared_get - custom_fields.shared_get_association - custom_fields.shared_update - custom_fields.shared_update_association - capability: custom_object_types operations: - custom_object_types_create - custom_object_types_delete - custom_object_types_update - capability: dialers operations: - dialers_get - dialers_list - capability: email_templates operations: - email_templates_render - capability: events operations: - events_get - events_list - capability: exports operations: - exports_create_lead - exports_create_opportunity - exports_get - exports_get_lead - exports_get_opportunity - exports_list - exports_list_lead - exports_list_opportunity - capability: files operations: - files_create - capability: forms operations: - forms_fetch - capability: groups operations: - groups_add_member - groups_create - groups_delete - groups_get - groups_remove_member - groups_update - capability: integration_links operations: - integration_links_create - integration_links_delete - integration_links_get - integration_links_list - integration_links_update - capability: leads operations: - leads_merge - capability: memberships operations: - memberships_bulk_update - memberships_create - memberships_delete - memberships_get_pinned_views - memberships_update - memberships_update_pinned_views - capability: organizations operations: - organizations_update - capability: outcomes operations: - outcomes_create - outcomes_delete - outcomes_get - outcomes_update - capability: phone_numbers operations: - phone_numbers_create - phone_numbers_delete - phone_numbers_get - phone_numbers_list - phone_numbers_update - capability: playbooks operations: - playbooks_archive - playbooks_create - playbooks_delete - playbooks_get - playbooks_list - playbooks_unarchive - playbooks_update - capability: reporting operations: - reporting_get_activity - reporting_get_custom - reporting_get_funnel_stages - reporting_get_funnel_totals - reporting_get_lead_statuses - reporting_get_opportunity_statuses - reporting_get_sent_emails - reporting_list_activity_metrics - capability: roles operations: - roles_create - roles_delete - roles_get - roles_list - roles_update - capability: scheduling_links operations: - scheduling_links_create - scheduling_links_create_integration - scheduling_links_create_shared - scheduling_links_create_shared_association - scheduling_links_delete - scheduling_links_delete_integration - scheduling_links_delete_shared - scheduling_links_delete_shared_association - scheduling_links_get - scheduling_links_get_shared - scheduling_links_update - scheduling_links_update_shared - capability: send_as operations: - send_as_bulk_create - send_as_create - send_as_delete - send_as_delete_by_user - send_as_get - send_as_list - capability: sequences operations: - sequences_create_subscription - sequences_delete - sequences_delete_subscription - sequences_get - sequences_get_subscription - sequences_list_subscriptions - sequences_update - sequences_update_subscription - capability: smart_views operations: - smart_views_create - capability: tasks operations: - tasks_bulk_update - capability: unsubscribed_emails operations: - unsubscribed_emails_create - unsubscribed_emails_delete - unsubscribed_emails_list - capability: users operations: - users_get - users_list_availabilities - capability: webhooks operations: - webhooks_create - webhooks_delete - webhooks_get - webhooks_list - webhooks_update coverage: tools_named: 107 tools_bound: 93 tools_mcp_only: 14 rest_operations_total: 300 rest_operations_with_a_tool: 88 rest_operations_without_a_tool: 212 note: 'The MCP surface is far narrower than REST and is not a subset either: the entire voice-agent (Chloe) product, natural-language search and the aggregation engine are reachable only through MCP, while telephony, exports, bulk actions, reporting, webhooks, memberships, roles and connected accounts are reachable only through REST.'