{"slug":"close-automation","title":"close-automation","summary":"Automate Close CRM tasks via Rube MCP (Composio): create leads, manage calls/SMS, handle tasks, and track notes. Always search tools first for current schemas.","platform":"Claude","tags":[],"authorName":"LLM Mart","authorSlug":"llm-mart","score":0,"source":"github","price":null,"verified":false,"createdAt":"2026-09-14T20:43:28.381803Z","repo":{"url":"https://github.com/davepoon/buildwithclaude","stars":3556,"forks":535,"license":"MIT","updatedAt":"2026-09-27T03:56:38Z"},"bodyHtml":"
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name: close-automation\ndescription: \"Automate Close CRM tasks via Rube MCP (Composio): create leads, manage calls/SMS, handle tasks, and track notes. Always search tools first for current schemas.\"\nrequires:\nmcp: [rube]\ncategory: crm

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Close CRM Automation via Rube MCP

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

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Toolkit docs: composio.dev/toolkits/close

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Prerequisites

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Setup

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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.

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  1. Verify Rube MCP is available by confirming RUBE_SEARCH_TOOLS responds
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  2. Call RUBE_MANAGE_CONNECTIONS with toolkit close
    3. \n
  3. If connection is not ACTIVE, follow the returned auth link to complete Close API authentication
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  4. Confirm connection status shows ACTIVE before running any workflows
    5. \n
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Core Workflows

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1. Create and Manage Leads

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

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Tool sequence:

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  1. CLOSE_CREATE_LEAD - Create a new lead in Close [Required]
    2. \n
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Key parameters:

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Pitfalls:

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2. Log Calls

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

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Tool sequence:

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  1. CLOSE_CREATE_CALL - Log a call activity [Required]
    2. \n
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Key parameters:

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Pitfalls:

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3. Send SMS Messages

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

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Tool sequence:

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  1. CLOSE_CREATE_SMS - Send or log an SMS message [Required]
    2. \n
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Key parameters:

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Pitfalls:

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4. Manage Tasks

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

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Tool sequence:

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  1. CLOSE_CREATE_TASK - Create a new task [Required]
    2. \n
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Key parameters:

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Pitfalls:

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5. Manage Notes

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

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Tool sequence:

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  1. CLOSE_GET_NOTE - Retrieve a specific note [Required]
    2. \n
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Key parameters:

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Pitfalls:

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6. Delete Activities

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

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Tool sequence:

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  1. CLOSE_DELETE_CALL - Delete a call activity [Required]
    2. \n
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Key parameters:

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Pitfalls:

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Common Patterns

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Lead and Contact Relationship

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

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Lead ID:

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1. Search for leads using the Close search API\n2. Extract lead_id from results (format: 'lead_XXXXXXXXXXXXX')\n3. Use lead_id in all activity creation calls\n
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Contact ID:

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1. Retrieve lead details to get nested contacts\n2. Extract contact_id (format: 'cont_XXXXXXXXXXXXX')\n3. Use in call/SMS activities for accurate tracking\n
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Activity Logging Pattern

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1. Identify the lead_id and optionally contact_id\n2. Create the activity (call, SMS, note) with lead_id\n3. Include relevant metadata (duration, direction, status)\n4. Create follow-up tasks if needed\n
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Known Pitfalls

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ID Formats:

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Rate Limits:

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Custom Fields:

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Data Integrity:

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Quick Reference

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TaskTool SlugKey Params
Create leadCLOSE_CREATE_LEADname, contacts, custom
Log callCLOSE_CREATE_CALLlead_id, direction, status, duration
Send SMSCLOSE_CREATE_SMSlead_id, text, direction
Create taskCLOSE_CREATE_TASKlead_id, text, date, assigned_to
Get noteCLOSE_GET_NOTEnote_id
Delete callCLOSE_DELETE_CALLcall_id
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Powered by Composio

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