close

name

close

description

Close is a sales engagement CRM designed to help inside sales teams close more deals. It combines calling, emailing, and activity tracking in one place for fast, efficient workflows. Read and write Close data through One: activities, activity, tasks, customactivities, webhooksubscriptions, callactivities and more, 272 actions with real parameter documentation. Use whenever the user asks to look something up in Close, create or update a record there, or build code against the Close API.

Close through One

Close is a sales engagement CRM designed to help inside sales teams close more deals. It combines calling, emailing, and activity tracking in one place for fast, efficient workflows.

One exposes Close through four MCP tools. The table below carries real action ids from One's knowledge base, so for a common operation you can skip search and go straight to reading the action's parameters.

How to run an action

1. Find the action in the table below, or call search_one_platform_actions with platform close if it is not listed.
2. Call get_one_action_knowledge with the action id. Do this every time, including for actions in this table. The table gives you the id, not the parameters.
3. Call execute_one_action with parameters copied from that knowledge.

Never guess a parameter name, a body field, or an enum value. The knowledge has the real schema, and a guessed field is either a 400 or a silent write of the wrong thing.

Before you start

Call list_one_integrations once and confirm Close is connected. If it is missing, the user has not connected it: say so and point them at https://app.withone.ai rather than reaching for raw HTTP.

Each connection carries an access field. If it reports {"policy": "methods", "methods": ["GET"]} the agent is read-only here, so plan a read-only answer instead of attempting a write that will be refused.

Before a write

Creates, updates, deletes and sends land on a real Close account and cannot be recalled. State the action and the specific target in one line before the first write in a task, and let the user stop you. Reads need no confirmation.

Actions

Activities

Action	Method	Path	Action id
Get a Created Activity	GET	/activity/created/{{id}}/	conn_mod_def::GJ1OvXjgIn4::vHDHsNAdR-u5OXVbmLRhpA
List Activities (All Types) / Filter Activities	GET	/activity/	conn_mod_def::GJ1Ouk0W79k::--tFkeKTQrKdbMtAA_4k2g
List Created Activities	GET	/activity/created/	conn_mod_def::GJ1Ovi9V8QQ::eNIL0WYzR2i_rqmpOeAEuA
List FormSubmission Activities	GET	/api/v1/activity/form_submission/	conn_mod_def::GJ1Ox5TH6kU::4kYI1QEWSbmRjoxwQ0enyw
List Lead Merge Activities	GET	/activity/lead_merge/	conn_mod_def::GJ1OyKgVzx8::cju4rqAdRfqdEzokFy4Chw
List Opportunity Status Change Activities	GET	/activity/status_change/opportunity/	conn_mod_def::GJ1Oz-GFU9Q::fbvNGJjzReGv96pEYR1A5A
Create a Lead Status Change Activity (Lead)	POST	/activity/status_change/lead/	conn_mod_def::GJ1OyRylDUI::hzKo5w_ORwSpJLcfUrZMxw
Create a Note Activity	POST	/activity/note/	conn_mod_def::GJ1Oy-QftjM::zVwz9_nzRZ-A36lWkvORUA
Delete a FormSubmission Activity	DELETE	/activity/form_submission/{{id}}/	conn_mod_def::GJ1Oxkv3wcY::TSlXh2Z8Q5GymKcvKHS1mw

Activity

Action	Method	Path	Action id
Get a Form Submission Activity	GET	/activity/form_submission/{{id}}/	conn_mod_def::GJ1OxrYg9Jk::IIDsb8DVQDWLSNeJUXX5sg
Get a Lead Status Change Activity for a Lead	GET	/activity/status_change/lead/{{id}}/	conn_mod_def::GJ1Oyjyxgj4::leb-vwgFRCaIDwZki_sREQ
Get a WhatsApp Message Activity	GET	/activity/whatsapp_message/{{id}}/	conn_mod_def::GJ1O1ceQsyA::BwzDi0dkSemZTOA9ywbXLA
Get an EmailThread Activity	GET	/activity/emailthread/{{id}}/	conn_mod_def::GJ1OwgYvSk8::-Ta3fv45QESb-8ECyotbtg
Get an Opportunity Status Change Activity	GET	/activity/status_change/opportunity/{{id}}/	conn_mod_def::GJ1OzzEtZv8::chGzkU9LRXCIpLEhGD8_9g
List WhatsAppMessage Activities	GET	/activity/whatsapp_message/	conn_mod_def::GJ1O1m-I7bA::fYiAuKd1TniP8fN81JvkCA
Delete a Lead's Status Change Activity	DELETE	/activity/status_change/lead/{{id}}/	conn_mod_def::GJ1OyaPw0MA::pGQ8FChoSi29Ln90PiEmUA
Delete an Opportunity's OpportunityStatusChange Activity	DELETE	/activity/status_change/opportunity/{{id}}/	conn_mod_def::GJ1Ozr3mCX4::wTBeHPrVRey90yqxMZL1QA

Tasks

Action	Method	Path	Action id
Fetch a Task’s Details	GET	/task/{{id}}/	conn_mod_def::GJ1PPT4Y4J0::avOM3SdDSiaNtqZt_CTxoQ
List or Filter Tasks	GET	/task/	conn_mod_def::GJ1PPkVokPg::Tn7WgJi3TEy3AjRybTAy4g
Bulk Update Tasks	PUT	/task/	conn_mod_def::GJ1PO9UBQtw::tA8-MplbSRuRnIxEnclm5w
Create a Task	POST	/task/	conn_mod_def::GJ1PPEhTtZQ::yDmOMmX6QleIJh43XGEPzA
Delete a Task	DELETE	/task/{{id}}/	conn_mod_def::GJ1PPMak8aA::6N35luw-S0y-oUf2uR5r1A
Update a Task	PUT	/task/{{id}}/	conn_mod_def::GJ1PPr-FHLs::sYzWXTN4QBqDUUdHUqgRXQ

CustomActivities

Action	Method	Path	Action id
Get a Custom Activity	GET	/activity/custom/{{id}}/	conn_mod_def::GJ1Ov6NH3f4::9C6h3x9TQT2mdBlZVPbuMw
List Custom Activities	GET	/activity/custom/	conn_mod_def::GJ1OwKHQqjs::2wEpu0vwT8-FAo9Ya_GDXQ
Create a Custom Activity	POST	/activity/custom/	conn_mod_def::GJ1Ovp3si50::hinyzLs8R6yEuVzi2zjgMw
Delete a Custom Activity Instance	DELETE	/activity/custom/{{id}}/	conn_mod_def::GJ1OvwpFYsU::X5slD0NBQ4-yDmaINBb9UA
Update a Custom Activity	PUT	/activity/custom/{{id}}/	conn_mod_def::GJ1OwRWekK0::rn7B5Cc7Q5GgMugp_C-1Ng

WebhookSubscriptions

Action	Method	Path	Action id
List Webhook Subscriptions	GET	/webhook/	conn_mod_def::GJ1PQ4_BtG4::C3twTam8TAGSnHY7O8WKRw
Retrieve a Webhook Subscription	GET	/webhook/{{id}}/	conn_mod_def::GJ1PQ_d02ys::nNuGIfMNSA6zwIDZkt6xmA
Create a Webhook Subscription	POST	/webhook/	conn_mod_def::GJ1PQrjHRrg::9xkQf5BLQZqF_76xq0ZTnA
Delete a Webhook Subscription	DELETE	/webhook/{{id}}/	conn_mod_def::GJ1PQyHK4tU::RaV3h2t9QoCPSU8C9-4Akg
Update a Webhook Subscription	PUT	/webhook/{{id}}/	conn_mod_def::GJ1PRG__xV0::w9AfgHDTS2S6c6pYzni2Ug

CallActivities

Action	Method	Path	Action id
Get a Call Activity by ID	GET	/activity/call/{{id}}/	conn_mod_def::GJ1OuzSBvck::cUpvAJ50TLqUzw2ChrduGw
List Call Activities	GET	/activity/call/	conn_mod_def::GJ1Ou-MZWe8::cHFGWjbEQD2Q4a6pQCIfVg
Delete a Call Activity	DELETE	/activity/call/{{id}}/	conn_mod_def::GJ1Our_fk1s::KUiuqHqBS7mEBMwlTyDMjQ
Update a Call Activity	PUT	/activity/call/{{id}}/	conn_mod_def::GJ1OvOwMl9I::1fHuLh_USL6eHIHwHupGNw

EmailActivities

Action	Method	Path	Action id
Get an Email Activity by ID	GET	/activity/email/{{id}}/	conn_mod_def::GJ1OxJWfoHU::sHRkNcqUQBq3NE8S02-GZQ
Create an Email Activity	POST	/activity/email/	conn_mod_def::GJ1Ow1qklrA::eaA7gHnAQiavnxVKPOXG8g
Delete an Email Activity	DELETE	/activity/email/{{id}}/	conn_mod_def::GJ1Ow9OfwQ8::YL74FZbkSVmKDUgGK33pQw
Update an Email Activity	PUT	/activity/email/{{id}}/	conn_mod_def::GJ1Oxbd4YkQ::69gBn2_YQiOjrTvkDJHEmQ

ActivityCustomFields

Action	Method	Path	Action id
Get an Activity Custom Field’s Details	GET	/custom_field/activity/{{id}}/	conn_mod_def::GJ1O6KXX1_I::T-FyXfl0SRSsq5LWRAMSxw
List Activity Custom Fields	GET	/custom_field/activity/	conn_mod_def::GJ1O6W_Y01o::afs0bFMGSbq2N0gv3r3f-g
Create an Activity Custom Field	POST	/custom_field/activity/	conn_mod_def::GJ1O56X_Jb8::PRgKGIMQRmKcchu5Si61Ng
Update an Activity Custom Field	PUT	/custom_field/activity/{{id}}/	conn_mod_def::GJ1O6eHJyqY::TRTlrN05SaWh2wgffZFx_g

NoteActivities

Action	Method	Path	Action id
List Note Activities	GET	/activity/note/	conn_mod_def::GJ1OzVubxGs::Jk3wt-rsTdikvFKWiCCixA
Delete a Note Activity	DELETE	/activity/note/{{id}}/	conn_mod_def::GJ1OzE1A1Xo::JfQErYOFQWqDNGBDMBe8Gg
Update a Note Activity	PUT	/activity/note/{{id}}/	conn_mod_def::GJ1OzdAgLDw::e0PcuRh3RG2iPBzNCd6-jA

ActivitySms

Action	Method	Path	Action id
Get an SMS Activity	GET	/activity/sms/{{id}}/	conn_mod_def::GJ1O0Usy6aM::NkL-jrl8RAmBXsc_3vNgfw
Create an SMS Activity	POST	/activity/sms/	conn_mod_def::GJ1O0FtbR8I::r_z3t26WSOCa8Nl7PA7hWQ
Delete an SMS Activity	DELETE	/activity/sms/{{id}}/	conn_mod_def::GJ1O0NlI9lY::wbmE6RVjRGmoFwVzcoUrVw

CustomActivity

Action	Method	Path	Action id
Retrieve a Custom Activity Type	GET	/custom_activity/{{id}}/	conn_mod_def::GJ1O5af8N18::_PlTQ5u2TYW8jOHXExkDrA
Delete a Custom Activity Type	DELETE	/custom_activity/{{id}}/	conn_mod_def::GJ1O5LB4Fjc::YxZ_KVNLQTGJohDnDDSsUQ
Update a Custom Activity Type	PUT	/custom_activity/{{id}}/	conn_mod_def::GJ1O5iA7scw::kh-1aC_qTBea17uEuEIdOQ

ContactCustomFields

Action	Method	Path	Action id
Get a Contact Custom Field's Details	GET	/custom_field/contact/{{id}}/	conn_mod_def::GJ1O62dXvrA::shjF9agqRJCf_QLLnscpUA
List Contact Custom Fields	GET	/custom_field/contact/	conn_mod_def::GJ1O7AWvIPA::uEkma5RsTh21rpCcLHrdSg
Delete a Contact Custom Field	DELETE	/custom_field/contact/{{id}}/	conn_mod_def::GJ1O6rd0TRg::5e8_U0biRySSivQux0SShw

CustomObjectTypeCustomFields

Action	Method	Path	Action id
List a Custom Object Type’s Custom Fields	GET	/custom_field/custom_object_type/	conn_mod_def::GJ1O7msXv-w::nfgl9XoTThKGRgYLqpui-g
Create a Custom Object Type Custom Field	POST	/api/v1/custom_field/custom_object_type/	conn_mod_def::GJ1O7RUfe94::_08UFq9iQdC265WSS-24lw
Update a Custom Object Type Custom Field	PUT	/custom_field/custom_object_type/{{id}}/	conn_mod_def::GJ1O7t0GD94::vGPpKIuiTziZ1PcznA2WeQ

BulkActions

Action	Method	Path	Action id
Get a Bulk Delete Action	GET	/bulk_action/delete/{{id}}/	conn_mod_def::GJ1O12Y3S5Y::BczqxqzFSrCY4LPyQ1m0Cw
Initiate a New Bulk Edit (Bulk Action)	POST	/bulk_action/edit/	conn_mod_def::GJ1O2UeKkXA::IwpODDJsR3mp3pyTnMCnsA

CustomFieldContact

Action	Method	Path	Action id
Create a Contact Custom Field	POST	/custom_field/contact/	conn_mod_def::GJ1O6knenZc::o1DmZnkeS0a1gILxogmgJQ
Update a Contact Custom Field	PUT	/custom_field/contact/{{id}}/	conn_mod_def::GJ1O7IZEfr4::9T3aynLtSRWhPi0CbqfpsQ

CustomFields

Action	Method	Path	Action id
Get a Custom Object Custom Field’s Details	GET	/custom_field/custom_object_type/{{id}}/	conn_mod_def::GJ1O7f6Mz0c::AF-Nyc1bQfSlUH0QuW-azw
Delete a Custom Object Type Custom Field	DELETE	/custom_field/custom_object_type/{{id}}/	conn_mod_def::GJ1O7YoVV8o::sxjd-5pXSH-uxe-QZkcg-g

CustomFieldLead

Action	Method	Path	Action id
Get a Lead Custom Field’s Details	GET	/custom_field/lead/{{id}}/	conn_mod_def::GJ1O8COR03w::qyy_tauQSGWNVIRRx8vw4Q
Create a New Lead Custom Field	POST	/custom_field/lead/	conn_mod_def::GJ1O70SEYWI::X-mwKvtoTsmC9_drjZEpvw

Users

Action	Method	Path	Action id
Get the Current User (“Me”)	GET	/me/	conn_mod_def::GJ1PQT8jBWY::fw9oobPRTmqYUe8ketrl8w
List Users in Your Organization	GET	/user/	conn_mod_def::GJ1PQke0uD0::2TiUjCpWSKuziS9MbiqmAg

ActivityCalls

Action	Method	Path	Action id
Log an External Call Activity	POST	/activity/call/	conn_mod_def::GJ1OvFecvQA::j1jHG73ARHe7QaHKRVkQTg

ActivityEmailthread

Action	Method	Path	Action id
Delete an EmailThread Activity	DELETE	/activity/emailthread/{{id}}/	conn_mod_def::GJ1OwYa7cts::xknpiaolRWegzg5ufTQPeQ

EmailThreadActivities

Action	Method	Path	Action id
List EmailThread Activities	GET	/activity/emailthread/	conn_mod_def::GJ1OwtaYVZg::YFf9E6ygQGKJfTM_KCQlxA

ActivityEmail

Action	Method	Path	Action id
List Email Activities	GET	/activity/email/	conn_mod_def::GJ1OxUJ0MOU::KQdP70wTTNCUsvJaemENUw

LeadMergeActivities

Action	Method	Path	Action id
Get a Lead Merge Activity	GET	/activity/lead_merge/{{id}}/	conn_mod_def::GJ1OyAkiL4M::vRUix1imRxiTeRKBsLEZ-A

ActivitiesSms

Action	Method	Path	Action id
List SMS Activities	GET	/activity/sms/	conn_mod_def::GJ1O0fW4VGQ::P1DqhYN8TLOJ2VkqBiq-wg

SmsActivities

Action	Method	Path	Action id
Update an SMS Activity	PUT	/activity/sms/{{id}}/	conn_mod_def::GJ1O0mwWa3I::EUZFu52lTKamIt9HOVSn_g

ActivityTaskCompleted

Action	Method	Path	Action id
List TaskCompleted Activities	GET	/activity/task_completed/	conn_mod_def::GJ1O1FqKFCg::0oG3WTUqTVq2WskGXNnS2w

ActivityWhatsAppMessage

Action	Method	Path	Action id
Create a WhatsApp Message Activity	POST	/activity/whatsapp_message/	conn_mod_def::GJ1O1N5qASU::viE-AjZ_Qo62ohcbMTEmaQ

WhatsAppMessageActivities

Action	Method	Path	Action id
Update a WhatsAppMessage Activity	PUT	/activity/whatsapp_message/{{id}}/	conn_mod_def::GJ1O1uvzjyw::6SvVcNu6RpyqjIaaOMSo_Q

BulkEditActions

Action	Method	Path	Action id
List Bulk Edit Actions	GET	/bulk_action/edit/	conn_mod_def::GJ1O2c2fyHg::w-oHBb29TPC_XeHWpPaP3w

CustomActivityTypes

Action	Method	Path	Action id
List Custom Activity Types	GET	/custom_activity/	conn_mod_def::GJ1O5Rnmk8Q::TYZRZXmmSI6QP6wpMIkPZQ

CustomFieldActivity

Action	Method	Path	Action id
Delete an Activity Custom Field	DELETE	/custom_field/activity/{{id}}/	conn_mod_def::GJ1O6BHAUbI::DDU9VBzAQEuSv_JvnlUiaw

LeadCustomFields

Action	Method	Path	Action id
Delete a Lead Custom Field	DELETE	/custom_field/lead/{{id}}/	conn_mod_def::GJ1O76wrhOw::qiCmRS8sTNKvhbXCB12xJA

SmsTemplates

Action	Method	Path	Action id
Update an SMS Template	PUT	/sms_template/{{id}}/	conn_mod_def::GJ1POudvHo8::7mMLbaSQTY6K6kqou3SHQw

UnsubscribeEmails

Action	Method	Path	Action id
List Unsubscribed Emails	GET	/unsubscribe/email/	conn_mod_def::GJ1PP0X2SxY::D3mCvJUDQz6y6e2B4o2heg

Unsubscribe

Action	Method	Path	Action id
Resubscribe an Email Address	DELETE	/unsubscribe/email/{{emailAddress}}/	conn_mod_def::GJ1PP97GAe4::bTSmn3T1S_CYVImaLTRBrw

Unsubscribes

Action	Method	Path	Action id
Unsubscribe an Email Address	POST	/unsubscribe/email/	conn_mod_def::GJ1PQFzuqsw::iSmNJlUNSE-qIqZeth_XZA

User

Action	Method	Path	Action id
Fetch a User	GET	/user/{{id}}/	conn_mod_def::GJ1PQNR-Res::HgGSzHHTS5ifB9faYNMy7A

UserAvailability

Action	Method	Path	Action id
List User Availability Statuses	GET	/user/availability/	conn_mod_def::GJ1PQbidUQk::9bNoP7PgTmCWK3FIPBBcjQ

This lists 90 of 272 actions. For anything not here, call search_one_platform_actions with platform close. The full catalog is at https://www.withone.ai/knowledge/close.

When a call fails

The error comes from Close, not from One. A 400 or 422 means your parameters do not match the schema, so re-read the knowledge and fix the field. A 401 or 403 means the connection needs re-authorizing, which no retry will fix. A 404 means the id is not on this account. A 429 means slow down. Never retry a write more than once: the first attempt may have landed.

Full catalog: https://www.withone.ai/knowledge/close

Integration knowledge by One (withone.ai), licensed under One-Knowledge-1.0. Attribution must be preserved in derivative works.