Close CRM Automation via Rube MCP

Automate Close CRM operations through Composio's Close toolkit via Rube MCP.

Prerequisites

Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
Active Close connection via
```
RUBE_MANAGE_CONNECTIONS
```
with toolkit
```
close
```
Always call
```
RUBE_SEARCH_TOOLS
```
first to get current tool schemas

Setup

Get Rube MCP: Add

https://rube.app/mcp

as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.

Verify Rube MCP is available by confirming
```
RUBE_SEARCH_TOOLS
```
responds
Call
```
RUBE_MANAGE_CONNECTIONS
```
with toolkit
```
close
```
If connection is not ACTIVE, follow the returned auth link to complete Close API authentication
Confirm connection status shows ACTIVE before running any workflows

Core Workflows

1. Create and Manage Leads

When to use: User wants to create new leads or manage existing lead records

Tool sequence:

```
CLOSE_CREATE_LEAD
```
- Create a new lead in Close [Required]

Key parameters:

```
name
```
: Lead/company name
```
contacts
```
: Array of contact objects associated with the lead
```
custom
```
: Custom field values as key-value pairs
```
status_id
```
: Lead status ID

Pitfalls:

Leads in Close represent companies/organizations, not individual people
Contacts are nested within leads; create the lead first, then contacts are included
Custom field keys use the custom field ID (e.g., 'custom.cf_XXX'), not display names
Duplicate lead detection is not automatic; check before creating

2. Log Calls

When to use: User wants to log a phone call activity against a lead

Tool sequence:

```
CLOSE_CREATE_CALL
```
- Log a call activity [Required]

Key parameters:

```
lead_id
```
: ID of the associated lead
```
contact_id
```
: ID of the contact called
```
direction
```
: 'outbound' or 'inbound'
```
status
```
: Call status ('completed', 'no-answer', 'busy', etc.)
```
duration
```
: Call duration in seconds
```
note
```
: Call notes

Pitfalls:

lead_id is required; calls must be associated with a lead
Duration is in seconds, not minutes
Call direction affects reporting and analytics
contact_id is optional but recommended for tracking

3. Send SMS Messages

When to use: User wants to send or log SMS messages through Close

Tool sequence:

```
CLOSE_CREATE_SMS
```
- Send or log an SMS message [Required]

Key parameters:

```
lead_id
```
: ID of the associated lead
```
contact_id
```
: ID of the contact
```
direction
```
: 'outbound' or 'inbound'
```
text
```
: SMS message content
```
status
```
: Message status

Pitfalls:

SMS functionality requires Close phone/SMS integration to be configured
lead_id is required for all SMS activities
Outbound SMS may require a verified sending number
Message length limits may apply depending on carrier

4. Manage Tasks

When to use: User wants to create or manage follow-up tasks

Tool sequence:

```
CLOSE_CREATE_TASK
```
- Create a new task [Required]

Key parameters:

```
lead_id
```
: Associated lead ID
```
text
```
: Task description
```
date
```
: Due date for the task
```
assigned_to
```
: User ID of the assignee
```
is_complete
```
: Whether the task is completed

Pitfalls:

Tasks are associated with leads, not contacts
Date format should follow ISO 8601
assigned_to requires the Close user ID, not email or name
Tasks without a date appear in the 'no due date' section

5. Manage Notes

When to use: User wants to add or retrieve notes on leads

Tool sequence:

```
CLOSE_GET_NOTE
```
- Retrieve a specific note [Required]

Key parameters:

```
note_id
```
: ID of the note to retrieve

Pitfalls:

Notes are associated with leads
Note IDs are required for retrieval; search leads first to find note references
Notes support plain text and basic formatting

6. Delete Activities

When to use: User wants to remove call records or other activities

Tool sequence:

```
CLOSE_DELETE_CALL
```
- Delete a call activity [Required]

Key parameters:

```
call_id
```
: ID of the call to delete

Pitfalls:

Deletion is permanent and cannot be undone
Only the call creator or admin can delete calls
Deleting a call removes it from all reports and timelines

Common Patterns

Lead and Contact Relationship

Close data model:
- Lead = Company/Organization
  - Contact = Person (nested within Lead)
  - Activity = Call, SMS, Email, Note (linked to Lead)
  - Task = Follow-up item (linked to Lead)
  - Opportunity = Deal (linked to Lead)

ID Resolution

Lead ID:

1. Search for leads using the Close search API
2. Extract lead_id from results (format: 'lead_XXXXXXXXXXXXX')
3. Use lead_id in all activity creation calls

Contact ID:

1. Retrieve lead details to get nested contacts
2. Extract contact_id (format: 'cont_XXXXXXXXXXXXX')
3. Use in call/SMS activities for accurate tracking

Activity Logging Pattern

1. Identify the lead_id and optionally contact_id
2. Create the activity (call, SMS, note) with lead_id
3. Include relevant metadata (duration, direction, status)
4. Create follow-up tasks if needed

Known Pitfalls

ID Formats:

Lead IDs: 'lead_XXXXXXXXXXXXX'
Contact IDs: 'cont_XXXXXXXXXXXXX'
Activity IDs vary by type: 'acti_XXXXXXXXXXXXX', 'call_XXXXXXXXXXXXX'
Custom field IDs: 'custom.cf_XXXXXXXXXXXXX'
Always use the full ID string

Rate Limits:

Close API has rate limits based on your plan
Implement delays between bulk operations
Monitor response headers for rate limit status
429 responses require backoff

Custom Fields:

Custom fields are referenced by their API ID, not display name
Different lead statuses may have different required custom fields
Custom field types (text, number, date, dropdown) enforce value formats

Data Integrity:

Leads are the primary entity; contacts and activities are linked to leads
Deleting a lead may cascade to its contacts and activities
Bulk operations should validate IDs before executing

Quick Reference

Task	Tool Slug	Key Params
Create lead	CLOSE_CREATE_LEAD	name, contacts, custom
Log call	CLOSE_CREATE_CALL	lead_id, direction, status, duration
Send SMS	CLOSE_CREATE_SMS	lead_id, text, direction
Create task	CLOSE_CREATE_TASK	lead_id, text, date, assigned_to
Get note	CLOSE_GET_NOTE	note_id
Delete call	CLOSE_DELETE_CALL	call_id

close-automation

NPX Install

Tags

SKILL.md Content

Close CRM Automation via Rube MCP

Prerequisites

Setup

Core Workflows

1. Create and Manage Leads

2. Log Calls

3. Send SMS Messages

4. Manage Tasks

5. Manage Notes

6. Delete Activities

Common Patterns

Lead and Contact Relationship

ID Resolution

Activity Logging Pattern

Known Pitfalls

Quick Reference