Close Tools
Close is a CRM platform designed to help businesses manage and streamline their sales processes, including calling, email automation, and predictive dialers
Use Close Tools with AI agents
Aident Loadout lets Claude Code, Codex, Cursor, and other supported agents call Close Tools. Choose from 6 supported Actions. Review each execution in Audit.
Connect Close Tools once through Aident Vault. Your agent can use the supported Actions without receiving the underlying credential.
Category
CrmPricing and payment
- Pricing
- Free in Loadout. Provider charges may apply when using a personally connected account.
- Unified payment
- Not currently supported. Connect a provider account when required.
Included Actions
- Close Create CallCreates 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.
- Close Create LeadCreates 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. Co…
- Close Create SmsThis 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 Clo…
- Close Create TaskThis 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.
- Close Delete CallThis 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.
- Close Get NoteThis tool retrieves a list of note activities from Close. It allows users to fetch notes with optional filtering parameters, including filtering by lead_id, user_id, and date ranges. The tool returns details such as note content, creation and update dates, and any associated att…
Provider sources
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