Close Skill

Quick Install

curl -sSL https://canifi.com/skills/close/install.sh | bash

cp -r skills/close ~/.canifi/skills/

Setup

# First, ensure canifi-env is installed:
# curl -sSL https://canifi.com/install.sh | bash

canifi-env set CLOSE_API_KEY "your_api_key"

Privacy & Authentication

Option 1: Manual Browser Login (Recommended)

1. Complete the Browser Automation Setup using CDP mode
2. Login to the service manually in the Playwright-controlled Chrome window
3. Claude will use your authenticated session without ever seeing your password

Option 2: Environment Variables

canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"

Capabilities

1. Lead Management: Create and manage leads with full activity history
2. Email Automation: Send automated email sequences and track opens
3. Built-in Calling: Make calls directly from CRM with call recording
4. Smart Views: Filter and segment leads with custom smart views
5. Reporting: Access sales reports and team performance metrics

Usage Examples

Create Lead

User: "Create a new lead in Close for DataFlow Inc"
Assistant: Creates lead with company information

Log Call

User: "Log a 15-minute call with the DataFlow lead"
Assistant: Creates call activity with duration

Start Sequence

User: "Add this lead to the follow-up email sequence"
Assistant: Enrolls lead in email sequence

View Smart View

User: "Show me all hot leads from the past week"
Assistant: Returns leads matching smart view criteria

Authentication Flow

1. Get API key from Close settings
2. Use Basic Auth with API key as username
3. Leave password empty
4. All requests authenticated with header

Error Handling

Notes

• Built for inside sales teams
• Native calling and SMS included
• Email open and click tracking
• No free tier, 14-day trial
• Power dialer for high-volume calling
• Predictive dialer in higher tiers