Agent skill

close

Close CRM API for sales management. Use when user mentions "Close CRM", "Close.io", "sales leads", or asks about sales pipeline.

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npx add-skill https://github.com/vm0-ai/vm0-skills/tree/main/close

SKILL.md

Close CRM API

Manage leads, contacts, opportunities, tasks, and activities in Close CRM.

Official docs: https://developer.close.com/

When to Use

  • List, search, create, update, and delete leads
  • Manage contacts within leads
  • Track opportunities (deals) and their statuses
  • Create and manage tasks
  • View activities (calls, emails, notes, meetings)
  • Get current user and organization info

Core APIs

Get Current User

bash
curl -s "https://api.close.com/api/v1/me/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" | jq '{id, email, first_name, last_name}'

Get Organization Info

bash
curl -s "https://api.close.com/api/v1/organization/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" | jq '.data[0] | {id, name}'

List Users

bash
curl -s "https://api.close.com/api/v1/user/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" | jq '.data[] | {id, email, first_name, last_name}'

Leads

List Leads

bash
curl -s "https://api.close.com/api/v1/lead/?_limit=10" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" | jq '.data[] | {id, display_name, status_label, created_by_name}'

Get a Lead

bash
curl -s "https://api.close.com/api/v1/lead/<lead-id>/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" | jq '{id, display_name, status_label, contacts, opportunities}'

Create a Lead

Write to /tmp/request.json:

json
{
  "name": "Acme Corp",
  "contacts": [
    {
      "name": "Jane Smith",
      "emails": [
        {
          "type": "office",
          "email": "jane@acme.com"
        }
      ],
      "phones": [
        {
          "type": "office",
          "phone": "+14155551234"
        }
      ]
    }
  ]
}
bash
curl -s -X POST "https://api.close.com/api/v1/lead/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" --header "Content-Type: application/json" -d @/tmp/request.json | jq '{id, display_name}'

Update a Lead

Write to /tmp/request.json:

json
{
  "name": "Acme Corporation"
}
bash
curl -s -X PUT "https://api.close.com/api/v1/lead/<lead-id>/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" --header "Content-Type: application/json" -d @/tmp/request.json | jq '{id, display_name}'

Delete a Lead

bash
curl -s -X DELETE "https://api.close.com/api/v1/lead/<lead-id>/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)"

Contacts

List Contacts

bash
curl -s "https://api.close.com/api/v1/contact/?_limit=10" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" | jq '.data[] | {id, name, lead_id, emails, phones}'

Get a Contact

bash
curl -s "https://api.close.com/api/v1/contact/<contact-id>/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" | jq '{id, name, title, lead_id, emails, phones}'

Create a Contact

Write to /tmp/request.json:

json
{
  "lead_id": "<lead-id>",
  "name": "John Doe",
  "title": "VP of Engineering",
  "emails": [
    {
      "type": "office",
      "email": "john@acme.com"
    }
  ],
  "phones": [
    {
      "type": "mobile",
      "phone": "+14155559876"
    }
  ]
}
bash
curl -s -X POST "https://api.close.com/api/v1/contact/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" --header "Content-Type: application/json" -d @/tmp/request.json | jq '{id, name, lead_id}'

Update a Contact

Write to /tmp/request.json:

json
{
  "title": "CTO"
}
bash
curl -s -X PUT "https://api.close.com/api/v1/contact/<contact-id>/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" --header "Content-Type: application/json" -d @/tmp/request.json | jq '{id, name, title}'

Delete a Contact

bash
curl -s -X DELETE "https://api.close.com/api/v1/contact/<contact-id>/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)"

Opportunities

List Opportunities

bash
curl -s "https://api.close.com/api/v1/opportunity/?_limit=10" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" | jq '.data[] | {id, lead_name, status_label, status_type, value, value_currency}'

Get an Opportunity

bash
curl -s "https://api.close.com/api/v1/opportunity/<opportunity-id>/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" | jq '{id, lead_name, status_label, status_type, value, value_currency, confidence, note}'

Create an Opportunity

First, list available opportunity statuses to get a valid status_id:

bash
curl -s "https://api.close.com/api/v1/status/opportunity/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" | jq '.data[] | {id, label, type}'

Write to /tmp/request.json:

json
{
  "lead_id": "<lead-id>",
  "status_id": "<status-id>",
  "value": 5000,
  "value_currency": "USD",
  "note": "Enterprise license deal",
  "confidence": 75
}
bash
curl -s -X POST "https://api.close.com/api/v1/opportunity/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" --header "Content-Type: application/json" -d @/tmp/request.json | jq '{id, lead_name, status_label, value}'

Update an Opportunity

Write to /tmp/request.json:

json
{
  "value": 10000,
  "confidence": 90
}
bash
curl -s -X PUT "https://api.close.com/api/v1/opportunity/<opportunity-id>/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" --header "Content-Type: application/json" -d @/tmp/request.json | jq '{id, status_label, value, confidence}'

Delete an Opportunity

bash
curl -s -X DELETE "https://api.close.com/api/v1/opportunity/<opportunity-id>/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)"

Tasks

List Tasks

bash
curl -s "https://api.close.com/api/v1/task/?_limit=10&is_complete=false" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" | jq '.data[] | {id, _type, text, date, is_complete, assigned_to_name, lead_name}'

Get a Task

bash
curl -s "https://api.close.com/api/v1/task/<task-id>/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" | jq '{id, _type, text, date, is_complete, lead_name}'

Create a Task

Write to /tmp/request.json:

json
{
  "_type": "lead",
  "lead_id": "<lead-id>",
  "text": "Follow up on proposal",
  "date": "2026-03-15",
  "assigned_to": "<user-id>"
}
bash
curl -s -X POST "https://api.close.com/api/v1/task/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" --header "Content-Type: application/json" -d @/tmp/request.json | jq '{id, text, date, is_complete}'

Complete a Task

Write to /tmp/request.json:

json
{
  "is_complete": true
}
bash
curl -s -X PUT "https://api.close.com/api/v1/task/<task-id>/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" --header "Content-Type: application/json" -d @/tmp/request.json | jq '{id, text, is_complete}'

Delete a Task

bash
curl -s -X DELETE "https://api.close.com/api/v1/task/<task-id>/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)"

Activities

List Activities

Filter by type: Call, Email, EmailThread, Note, Meeting, SMS, LeadStatusChange, OpportunityStatusChange, TaskCompleted.

bash
curl -s "https://api.close.com/api/v1/activity/?_limit=10" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" | jq '.data[] | {id, _type, lead_id, date_created}'

List Activities for a Lead

bash
curl -s "https://api.close.com/api/v1/activity/?lead_id=<lead-id>&_limit=10" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" | jq '.data[] | {id, _type, date_created}'

Create a Note Activity

Write to /tmp/request.json:

json
{
  "lead_id": "<lead-id>",
  "note": "Had a productive call with the team. They are interested in the enterprise plan."
}
bash
curl -s -X POST "https://api.close.com/api/v1/activity/note/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" --header "Content-Type: application/json" -d @/tmp/request.json | jq '{id, note, date_created}'

Lead Statuses

List Lead Statuses

bash
curl -s "https://api.close.com/api/v1/status/lead/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" | jq '.data[] | {id, label}'

Pipelines

List Pipelines

bash
curl -s "https://api.close.com/api/v1/pipeline/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" | jq '.data[] | {id, name}'

Guidelines

  1. All API endpoints use the base URL https://api.close.com/api/v1/
  2. Authentication uses Bearer token: --header "Authorization: Bearer $(printenv CLOSE_TOKEN)"
  3. Leads are the primary object — contacts, opportunities, tasks, and activities all belong to leads
  4. Use _limit and _skip query parameters for pagination (default limit is 100, max is 200)
  5. When creating contacts, always provide a lead_id to associate them with an existing lead
  6. Opportunity statuses have a status_type of active, won, or lost — list available statuses before creating opportunities
  7. Tasks support types: lead (general) and outgoing_call — use lead type for most tasks
  8. Use _fields query parameter to select specific fields and reduce response size

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