Indexbrain + Close

CRM & SalesAPI key13 read, 13 writePro and Team

Close connects live — no background sync. Get your API key from Close Settings → Developer → API Keys (Close uses HTTP Basic auth with an empty password). Skills can read/write leads, contacts, opportunities, tasks, and notes.

Connect Close Close website

Every Close action

Each action is set independently to always allow, ask every time, or disabled. The mode below is the default before anyone changes anything.

Action	What it does	Type	Default
Get contactclose.get_contact	Get a single Close contact by id.	read	Always allow
Get leadclose.get_lead	Get a single Close lead by id.	read	Always allow
Get opportunityclose.get_opportunity	Get a single Close opportunity by id.	read	Always allow
List activitiesclose.list_activities	List Close activity events (calls, emails, notes, status changes), optionally filtered by lead_id.	read	Always allow
List contactsclose.list_contacts	List Close contacts, optionally filtered by lead_id.	read	Always allow
List leadsclose.list_leads	List Close leads, optionally filtered by Close's query-language search string.	read	Always allow
List opportunitiesclose.list_opportunities	List Close opportunities, optionally filtered by lead_id.	read	Always allow
List pipelinesclose.list_pipelines	List Close sales pipelines.	read	Always allow
List statusesclose.list_statuses	List Close lead/opportunity statuses, optionally scoped to one pipeline_id.	read	Always allow
List tasksclose.list_tasks	List Close tasks, optionally filtered by lead_id or completion status.	read	Always allow
List usersclose.list_users	List Close users (teammates) on the connected organization.	read	Always allow
List webhooksclose.list_webhooks	List webhooks registered on the connected Close organization.	read	Always allow
Search contactsclose.search_contacts	Search Close contacts by name/email/phone using Close's query language.	read	Always allow
Complete taskclose.complete_task	Mark a Close task as complete.	write	Ask every time
Create contactclose.create_contact	Create a Close contact attached to an existing lead.	write	Ask every time
Create leadclose.create_lead	Create a new Close lead (company/account record).	write	Ask every time
Create noteclose.create_note	Add a note activity to a Close lead.	write	Ask every time
Create opportunityclose.create_opportunity	Create a Close opportunity attached to an existing lead.	write	Ask every time
Create taskclose.create_task	Create a Close task attached to a lead.	write	Ask every time
Delete contactclose.delete_contact	Permanently delete a Close contact. Requires confirm=true.	write	Ask every time
Delete leadclose.delete_lead	Permanently delete a Close lead. Requires confirm=true.	write	Ask every time
Delete opportunityclose.delete_opportunity	Permanently delete a Close opportunity. Requires confirm=true.	write	Ask every time
Send emailclose.send_email	Send a real outbound email through Close, logged as an activity on the lead. Requires confirm=true.	write	Ask every time
Update contactclose.update_contact	Update fields on an existing Close contact.	write	Ask every time
Update leadclose.update_lead	Update fields on an existing Close lead.	write	Ask every time
Update opportunityclose.update_opportunity	Update fields on an existing Close opportunity.	write	Ask every time

Every write stops for a human

Write actions are off entirely until an admin turns them on, and even then each one halts the run and asks before it happens. There is no auto-approve mode anywhere in the product, on any plan. Disabling an action goes further: it is never offered to the model, so it cannot be asked for.

What people do with Close

Sales

Keep Your CRM Up to Date

Turn approved email, meeting, outreach, and connected-app context into accurate, reviewable CRM updates.

Sales

Review Your Sales Pipeline

Review a sales pipeline to identify priority deals, material risks, missing context, CRM hygiene issues, and the next actions most likely to matter.

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Connecting it

Connect Close

Paste an API key. It is encrypted at rest and never shown again.

Choose what it may do

Set each action to always allow, ask, or disabled. Reads are allowed by default; writes ask.

Ask

From the Indexbrain dashboard, or from Claude, Cursor, ChatGPT, Codex, or Slack over MCP and REST.

Connect Close and ask it something

The free tier includes three integrations, needs no card, and does not expire.