Live 81 Actions 14 Events

Close Integration for AI Agents

Connect your AI agent to 81 Close actions via MCP, A2A, or SDK, with agent authentication, tool-calling execution, and security built-in, plus 14 events to subscribe to.

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Close AI Agent Actions

81 production-ready actions for your agent to do more on Close.

Read the Close docs

81 Actions

List Activities - List or filter all activity types

List Notes - List or filter all note activities

Get Note - Get a single note activity by ID

Create Note - Create a note activity on a lead

Update Note - Update a note activity

Delete Note - Delete a note activity

List Calls - List or filter all call activities

Get Call - Get a single call activity by ID

Log Call - Log an external call activity on a lead

List Emails - List or filter all email activities

Get Email - Get a single email activity by ID

List SMS - List or filter all SMS activities

List Meetings - List or filter all meeting activities

Get Meeting - Get a single meeting activity by ID

List Contacts - List all contacts in your Close organization

Get Contact - Retrieve a single contact by ID

Create Contact - Create a new contact on a lead

Update Contact - Update an existing contact

Delete Contact - Delete a contact by ID

List Lead Custom Fields - List all custom fields defined for leads

Get Lead Custom Field - Retrieve a single lead custom field by ID

Create Lead Custom Field - Create a new custom field for leads

Update Lead Custom Field - Update a lead custom field

Delete Lead Custom Field - Delete a lead custom field

List Contact Custom Fields - List all custom fields defined for contacts

Get Contact Custom Field - Retrieve a single contact custom field by ID

List Opportunity Custom Fields - List all custom fields defined for opportunities

Get Opportunity Custom Field - Retrieve a single opportunity custom field by ID

List Groups - List all groups in your organization

Get Group - Retrieve a single group by ID

Create Group - Create a new group

Update Group - Update an existing group

Delete Group - Delete a group

List Leads - List all leads in your Close organization

Get Lead - Retrieve a single lead by ID

Create Lead - Create a new lead

Update Lead - Update an existing lead

Delete Lead - Delete a lead by ID

Merge Leads - Merge two leads into one

List Opportunities - List or filter opportunities

Get Opportunity - Retrieve a single opportunity by ID

Create Opportunity - Create a new opportunity on a lead

Update Opportunity - Update an existing opportunity

Delete Opportunity - Delete an opportunity by ID

List Pipelines - List all pipelines in your organization

Create Pipeline - Create a new pipeline

Update Pipeline - Update an existing pipeline

Delete Pipeline - Delete a pipeline

List Roles - List all roles in your organization

Get Role - Retrieve a single role by ID

Create Role - Create a new role

Update Role - Update an existing role

Delete Role - Delete a role

List Sequences - List all sequences (workflows)

Get Sequence - Retrieve a single sequence by ID

List Sequence Subscriptions - List subscriptions for a sequence

Get Sequence Subscription - Retrieve a single sequence subscription by ID

Subscribe Contact To Sequence - Subscribe a contact to a sequence

Update Sequence Subscription - Update a sequence subscription (pause/resume)

List Smart Views - List all smart views in your organization

Get Smart View - Retrieve a single smart view by ID

Create Smart View - Create a new smart view

Update Smart View - Update an existing smart view

Delete Smart View - Delete a smart view

List Lead Statuses - List all lead statuses in your organization

Create Lead Status - Create a new lead status

Update Lead Status - Rename a lead status

Delete Lead Status - Delete a lead status

List Opportunity Statuses - List all opportunity statuses in your organization

Create Opportunity Status - Create a new opportunity status

Update Opportunity Status - Rename an opportunity status

Delete Opportunity Status - Delete an opportunity status

List Tasks - List or filter tasks

Get Task - Retrieve a single task by ID

Create Task - Create a new task on a lead

Update Task - Update an existing task

Delete Task - Delete a task by ID

Get Current User - Fetch information about the authenticated user

List Users - List all users in your organization

Get User - Retrieve a single user by ID

List User Availabilities - List user availability statuses

Close Webhook Events

14 real-time Close events your AI agent can subscribe to.

Webhooks for AI agents Read the Close docs

14 Events

Reject Unsigned Webhook Rejects inbound Close webhook requests missing the close-sig-hash / close-sig-timestamp signature headers.
Lead Event Processes Close lead webhook events (created, updated, deleted, merged).
Contact Event Processes Close contact webhook events (created, updated, deleted).
Opportunity Event Processes Close opportunity webhook events (created, updated, deleted).
Call Activity Event Processes Close call activity webhook events (created, completed).
Email Activity Event Processes Close email activity webhook events (created, sent).
SMS Activity Event Processes Close SMS activity webhook events (created, sent).
Note Activity Event Processes Close note activity webhook events (created, updated).
Meeting Activity Event Processes Close meeting activity webhook events (scheduled, completed).
Lead Status Change Event Processes Close lead status change activity webhook events.
Opportunity Status Change Event Processes Close opportunity status change activity webhook events.
Task Event Processes Close lead task webhook events (created, completed).
Sequence Subscription Event Processes Close sequence subscription webhook events (created, updated).
Membership Event Processes Close organization membership webhook events (activated, deactivated).

Close AI Agent Use Cases

Connect your AI agent to Close and help your team scale the sales operations they run by hand today.

Post-Demo Follow-Up

Use StackOne to connect your AI agent to your CRM, email, and calendar tools to automate post-demo follow-up.

View

Deal Risk Scoring

Use StackOne to connect your AI agent to your CRM, email, and calendar tools to automate deal risk scoring and pipeline alerts.

View

Outbound Prospecting

Use StackOne to connect your AI agent to your CRM, sales engagement, and messaging tools to automate outbound prospecting.

View

More Sales & CRM use cases

Do More, Build Less

Integration Infrastructure for Close AI Agents

Multiple Interfaces

Access integrations via API, AI SDKs, MCP & A2A.

Close MCP server

Managed Authentication

Pre-built authentication UI.

Agent auth

Falcon Engine

Every Close action runs on Falcon.

Agent Execution Engine

StackOne Defender

88.7% prompt injection detection.

Prompt injection defense

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"What impressed us most about StackOne is its ambition and clarity. They're creating infrastructure that modern software and the entire AI agent ecosystem can rely on. The depth of secure integrations, the pace of delivery, and the team's foresight into AI's future uniquely position StackOne to redefine this category."

Luna Schmid, Partner at GV

"We've been impressed by how quickly and deeply StackOne integrates with complex enterprise systems -- and now, with their focus on agent-to-agent interoperability, they're unlocking even more powerful use cases for customers. StackOne delivers all of the above in a universal layer -- without compromise."