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At a glance

Credentials

Set these per environment. See Connect an integration.

Setup

  1. Create a Close account: Sign up at https://www.close.com/ - a 14-day free trial works for testing the API.
  2. Create an API key: In Close, go to Settings → Developer → API Keys (https://app.close.com/settings/developer/api-keys/) and create a new API key. Keys are scoped to your organization and inherit your user’s permissions.
  3. Set environment variables: Add CLOSE_API_KEY to your .env. Set CLOSE_API_PASSWORD to an empty string (or leave it unset) - Close uses HTTP Basic auth with the API key as the username and a blank password.
  4. Verify access: Run the List Leads tool with no query.
  • Close recommends API keys (HTTP Basic, key as username, empty password) for server-side integrations; OAuth is reserved for user-facing public apps
  • Lead, opportunity, and contact endpoints use trailing slashes (e.g. /api/v1/lead/)
  • Monetary values like opportunity value are expressed in cents
Provider API reference: https://developer.close.com/

Tools

Example prompts

  • List my open opportunities in Close with their values and confidence, grouped by status.
  • Create a new lead in Close with a company name, website, and a primary contact.