Manage leads, contacts, opportunities, and call logs in Close CRM via the Close REST API. Lists and creates the core CRM objects and logs calls against a lead.

Provided free and as is, without warranty of any kind — including merchantability, fitness for a particular purpose, and the accuracy or completeness of any result. See the licence. You are responsible for checking what this produces before relying on it.

Close CRM

Manage your Close CRM data — leads, contacts, opportunities, and call logs — directly from InTouch jobs and the AI assistant. The tool talks to the Close REST API at https://api.close.com/api/v1 using nothing but the Python standard library.

What it does

A single tool that branches on an operation input to cover the core CRM read and write paths:

Operation	Method + endpoint	Purpose
`list_leads`	`GET /lead/`	List or search leads
`create_lead`	`POST /lead/`	Create a lead (company/organization)
`list_contacts`	`GET /contact/`	List or search contacts
`create_contact`	`POST /contact/`	Create a contact on a lead
`list_opportunities`	`GET /opportunity/`	List or filter opportunities
`create_opportunity`	`POST /opportunity/`	Create an opportunity on a lead
`log_call`	`POST /activity/call/`	Log an external call activity on a lead

Every call returns:

status — the HTTP status code as a string (e.g. 200, 201, 400)
result — the raw Close response body as a JSON string

Inputs

Input	Required	Used by	Notes
`apiKey`	yes	all	Your Close API key
`operation`	yes	all	One of the operations above
`query`	no	`list_*`	Search/filter string (maps to Close `query`)
`limit`	no	`list_*`	Max results (maps to `_limit`, default 100)
`leadId`	no	`create_contact`, `create_opportunity`, `log_call`	Lead id (`lead_xxx`)
`name`	no	`create_lead`, `create_contact`	Company name / person name
`direction`	no	`log_call`	`inbound` or `outbound` (default `outbound`)
`value`	no	`create_opportunity`	Monetary value in cents (integer)
`note`	no	`create_opportunity`, `log_call`	Note text (HTML for calls)

API key setup

In Close, go to Settings → Developer → API Keys.
Create an API key and copy it.
Pass it to the tool as the apiKey input.

Close authenticates with HTTP Basic Auth using the API key as the username and an empty password. A single API key fully authenticates every request — no OAuth flow or token exchange is required.

Treat the API key like a password. Prefer storing it in an InTouch runtime environment variable or credential and referencing it, rather than pasting it inline.

Examples

List the 10 most recent leads matching a search

operation = list_leads
query     = company:Acme
limit     = 10

Create a lead

operation = create_lead
name      = Acme Corporation

Add a contact to a lead

operation = create_contact
leadId    = lead_abc123
name      = Jane Doe

Create an opportunity (value in cents — $5,000.00)

operation = create_opportunity
leadId    = lead_abc123
value     = 500000
note      = Annual renewal

Log an outbound call

operation = log_call
leadId    = lead_abc123
direction = outbound
note      = <p>Left voicemail about renewal.</p>

Notes

Non-2xx responses are not treated as failures — the tool returns Close's status and error body so a job can inspect them. Only transport-level errors (DNS, connection refused, timeout) and missing required inputs fail the step.
Response bodies are capped at ~5 MB.
Opportunity value is in cents, per the Close API convention.

Publishes

The keys a later task may reference as {{taskName.key}}. Referencing anything not listed here resolves to nothing at run time.

error
result
status

Input Properties

Every property this tool accepts, from its own tool.iml.

Property	Type	Required	Default	Description
`apiKey`	string	yes	—	DEPRECATED — bind an API Key credential to the task with `credentialName` instead. A key pasted here is stored in the workflow definition in clear and appears in every export of it. Still honoured for workflows built before the change.
`operation`	string	yes	—	One of: list_leads, create_lead, list_contacts, create_contact, list_opportunities, create_opportunity, log_call
`query`	string	no	—	Search/filter string for the list_* operations (Close query language or free text). Ignored by create/log operations.
`limit`	string	no	—	Max number of results for list_* operations (maps to Close _limit, default 100).
`leadId`	string	no	—	Lead id (e.g. lead_xxx). Required for create_contact, create_opportunity, and log_call.
`name`	string	no	—	Name for create_lead (company/organization name) or create_contact (person name).
`direction`	string	no	—	Call direction for log_call: 'inbound' or 'outbound' (default outbound).
`value`	string	no	—	Opportunity monetary value in cents for create_opportunity (integer).
`note`	string	no	—	Note text — opportunity note for create_opportunity, or HTML call note for log_call.