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.

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.