The server itself exposes 127 tools, and some of them can write to your Close account. Behind TrustGate an agent only sees the tools you allow, requests and responses are inspected, and every call is logged. Anything outside the allowlist is denied before it reaches Close.

How is this different from connecting Close MCP directly?

Connected directly, an agent sees every tool the server exposes and holds the credential itself. Through TrustGate you choose which tools each agent gets, and every call is logged against the agent that made it.

What if the Close MCP API changes?

We track the Close MCP schema, so the tool catalogue stays current. Tools you have already allowed keep working, and anything new stays denied until you enable it.

Can I give different agents different Close tools?

Yes. Access is set per agent: one can get a handful of read tools, another the full set. You grant the whole MCP or single tools within it.

Where can I see what my agents did in Close?

Every call is logged against the agent that made it, with the tool it used. Activity can be sent on to your own monitoring.

Do I need to run the Close MCP server myself?

No. TrustGate connects to the Close MCP server and sits in front of it. Your agent only talks to your TrustGate URL, never to Close directly.

Connect Close MCP to your AI agents, securely.

One secured endpoint for every Close call your AI agents make, scoped per user, inspected, and logged.

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What your agents can ask once Close MCP is connected.

“Leads not contacted in the past week”
“Leads with an active opportunity over $500”
“How many emails were sent this week, by user?”

“Show me the transcript of this meeting”
“Draft a follow-up email on this lead, but don't send it”
“Which opportunities are closing soonest and need attention?”

Select the tools your AI agents can call

127 tools from the Close MCP schema.

Showing 127 tools

lead_searchreadPerforms a simple lead search, retrieving all leads, the most recent, by keyword, or filtered by lead status and smart view, returned by last updated first.
fetch_leadreadFetches an existing lead, meaning a company, by ID.
find_lead_custom_fieldsreadLists all lead custom fields with their ID, name, description, type, allowed choices and whether they are shared.
fetch_lead_mergereadGets the status of a background lead merge. Close asks that this be checked before reporting completion or retrying.
create_leadwriteCreates a new lead, meaning a company. Close suggests adding an address or contact afterwards.
create_addresswriteAdds a new address to an existing lead.
update_leadhigh riskUpdates an existing lead. Only fields that are provided and not None are changed.
delete_addresshigh riskDeletes an address from an existing lead when there is an exact match.
delete_leadhigh riskPermanently deletes a lead including all of its addresses, contacts, opportunities, tasks and activities. Its description tells the agent to call it only on an explicit instruction and only after confirming it cannot be reversed.
merge_leadshigh riskMerges two leads in the background. The destination is kept and the source is deleted when the merge finishes, and this cannot be undone.
fetch_contactreadFetches a contact by ID with its name, title, email addresses, phone numbers and URLs.
find_contact_custom_fieldsreadLists all contact custom fields, including shared fields associated with contacts.
create_contactwriteCreates a new contact for a lead, representing a person associated with that company.
update_contacthigh riskUpdates a contact's name, title, email addresses, phone numbers and URLs. Only provided fields change.
delete_contacthigh riskPermanently deletes a contact, removing its email addresses, phone numbers and URLs from the lead. Activities on the lead are unaffected and the action cannot be undone.
find_opportunitiesreadFinds opportunities by status, owner, lead or close-date range, optionally only those needing attention, with resolved lead, contact, owner and status names.
fetch_opportunityreadFetches a specific opportunity by ID with all its details.
fetch_opportunity_statusreadFetches an opportunity status by ID.
fetch_pipeline_and_opportunity_statusesreadFetches an opportunity pipeline including its opportunity statuses, by ID.
find_pipelines_and_opportunity_statusesreadLists all opportunity pipelines and their statuses in the organization.
find_opportunity_custom_fieldsreadLists all opportunity custom fields, including shared fields associated with opportunities.
create_opportunitywriteCreates a new opportunity against a lead and status. The value is specified in cents.
create_opportunity_status_toolwriteCreates a new opportunity status.
create_pipelinewriteCreates a new opportunity pipeline, to which statuses are then added.
update_opportunityhigh riskUpdates an existing opportunity. Only provided fields change, and the value is in cents.
delete_opportunityhigh riskPermanently deletes an opportunity and all data associated with it. This cannot be undone.
update_opportunity_status_toolhigh riskUpdates the label of an existing opportunity status, which changes its meaning everywhere it appears.
delete_opportunity_status_toolhigh riskPermanently deletes an opportunity status. It cannot be deleted if it is the last one or if opportunities still use it.
update_pipelinehigh riskUpdates an existing opportunity pipeline. Only provided fields change.
delete_pipelinehigh riskPermanently deletes an opportunity pipeline. It can only be deleted if it has no statuses, and the last pipeline cannot be deleted.
fetch_lead_statusreadFetches a lead status by ID.
find_lead_statusesreadLists or finds the lead statuses for the organization.
create_lead_statuswriteCreates a new lead status.
update_lead_statushigh riskUpdates the label of an existing lead status, changing what every view and report using it means.
delete_lead_statushigh riskPermanently deletes a lead status. It cannot be deleted if it is the last one or if leads currently use it.
activity_searchreadSearches activities ordered by date descending, filterable by lead and by type such as calls, meetings, emails or email threads.
fetch_callreadFetches a single call activity with its direction, outcome, participants and, where available, its transcript.
fetch_emailreadFetches a single email activity by ID.
fetch_email_threadreadFetches an email thread with its metadata and most recent emails as plaintext bodies, newest first, returning only IDs for older messages.
fetch_smsreadFetches a single SMS activity including its message text and attachments.
fetch_meeting_transcriptreadFetches a meeting's Notetaker transcript by meeting activity ID, returning the speaker breakdown, summary and full speaker-labelled transcript text.
fetch_commentreadFetches a comment with its rich-text body, the thread and lead it belongs to, its at-mentions and the resolved author and last editor.
fetch_notereadFetches an existing note by ID with its title, text and metadata.
find_notesreadFinds notes based on various filters.
create_commentwriteAdds a comment to a commentable object, starting a thread or replying to one. Comments support at-mentions of users and groups, which notify them.
create_notewriteCreates a new note on a lead as plaintext or rich text.
create_draft_emailwriteCreates a draft email on a lead, saved as an unsent draft for the user to review, edit and send from Close. It is never sent automatically.
update_notehigh riskUpdates an existing note. Content is provided as rich text and the plaintext note is derived automatically.
delete_notehigh riskPermanently deletes a note. Its description tells the agent to call it only on an explicit instruction.
update_draft_emailhigh riskUpdates an existing draft email. Only drafts can be updated, sent or scheduled emails are rejected, and this never sends the email.
find_notificationsreadFinds items in the current user's inbox, such as incoming emails and SMS, missed calls, voicemails, tasks and drafts waiting for review.
mark_notifications_donewriteMarks items in the current user's inbox as done, moving them to the archive.
snooze_notificationswriteSnoozes items in the current user's inbox until a later time.
fetch_email_templatereadFetches an email template by ID with all its details.
find_email_templatesreadLists or finds email templates.
render_email_templatereadRenders an email template for a lead with its template variables resolved. The body already contains the user's signature, which must be left intact.
fetch_sms_templatereadFetches an SMS template by ID with all its details.
find_sms_templatesreadLists or finds SMS templates.
create_email_templatewriteCreates a new HTML email template with template tags for organization, user, lead and contact fields.
create_sms_templatewriteCreates a new SMS template with template tags for organization, user, lead and contact fields.
update_email_templatehigh riskUpdates an existing email template. Only provided fields change.
delete_email_templatehigh riskPermanently deletes an email template. It cannot be deleted while used in any workflow.
update_sms_templatehigh riskUpdates an existing SMS template. Fields that are not provided remain unchanged.
delete_sms_templatehigh riskPermanently deletes an SMS template. It cannot be deleted while used in any workflow.
fetch_taskreadFetches a task with its lead, contact, assignee, due date, priority and completion status.
find_tasksreadFinds tasks filtered by lead, assignee, completion state and due, created or updated dates.
fetch_call_taskreadFetches a single call task by ID.
find_call_tasksreadFinds call tasks filtered by lead, contact, assignee which may be a user or a voice agent, completion state and dates.
create_taskwriteCreates a new task for a lead, assignable to a user and optionally associated with a contact.
update_taskhigh riskUpdates an existing task. Only provided fields change, and passing clear empties the contact or due date.
delete_taskhigh riskPermanently deletes a task. Its description tells the agent to call it only on an explicit instruction.
create_call_taskhigh riskSchedules a call task on a lead assigned to either a user or a voice agent, representing a scheduled outbound call to the specified contact.
update_call_taskhigh riskUpdates a call task, including reassigning it to a user or a voice agent. Completing one also completes every sibling task sharing its deduplication key.
delete_call_taskhigh riskDeletes a call task without affecting sibling tasks.
find_voice_agentsreadLists all voice agents configured for the organization with their ID, name and whether they are active. Voice agents are AI callers that place outbound calls to leads' contacts.
find_agent_configsreadLists the organization's voice agent configurations with their ID, name and active state.
get_voice_agentsreadReturns detailed configuration for one or more voice agents, including each agent's objective, user instructions and enabled skills.
get_voice_agent_overview_reportreadA cross-agent rollup with one row per active agent, giving cumulative funnel counts for answered, engaged and objective met, total calls and upcoming queued calls.
get_voice_agent_performance_reportreadPerformance metrics for one voice agent or pooled across several, with funnel percentages, outcome coverage and previous-period deltas.
find_call_outcomesreadLists the configured call outcomes and their descriptions, either organization-wide or for a specific voice agent.
propose_voice_agent_updatereadProposes a voice agent configuration update from natural-language feedback. It applies nothing, returning a behavioural summary and proposal ID, or clarification questions when the feedback is ambiguous.
apply_voice_agent_updatehigh riskApplies a previously proposed voice agent update by persisting the stored proposal. It fails if the proposal expired or the agent changed since.
schedule_voice_agent_callhigh riskSchedules a voice agent to call a lead's contact. The agent places the call automatically at the scheduled time or as soon as the queue picks it up.
fetch_custom_activity_instancereadFetches a custom activity instance with its custom field values and resolved lead, contact and user names.
find_custom_activitiesreadLists all active custom activity types with the custom fields defined on each.
find_custom_activity_instancesreadFinds a lead's custom activity instances, always scoped to a single lead, optionally filtered by user, type or date.
fetch_custom_object_instancereadFetches a custom object instance with its custom field values and resolved lead, type and creator names.
fetch_custom_object_typereadFetches a single custom object type with the custom fields its instances hold.
find_custom_object_instancesreadFinds a lead's custom object instances, always scoped to a single lead and optionally to one type.
find_custom_object_typesreadLists all custom object types in the organization with the custom fields defined on each.
create_custom_activity_instancewriteCreates a custom activity instance on a lead. Its description asks the agent to gather the relevant field values from the user first, even optional ones.
create_custom_object_instancewriteCreates a custom object instance on a lead. Its description asks the agent to gather the relevant field values from the user first, even optional ones.
update_custom_activity_instancehigh riskUpdates a custom activity instance. Only the custom fields included are modified, and passing null clears one.
delete_custom_activity_instancehigh riskPermanently deletes a custom activity instance. Its description tells the agent to call it only on an explicit instruction.
update_custom_object_instancehigh riskUpdates a custom object instance. Only the custom fields included are modified, and passing null clears one.
delete_custom_object_instancehigh riskPermanently deletes a custom object instance. Its description tells the agent to call it only on an explicit instruction.
searchreadNatural-language search for leads or contacts, able to reference related activities, opportunities and tasks within a lead query. Results carry a title, preview, object ID and URL.
fetchreadRetrieves the contents of an arbitrary object by its ID. Leads and contacts are currently supported.
paginate_searchreadPaginates a search to retrieve more results, using either a search ID from a previous search or a smart view ID.
aggregationreadPerforms an aggregation to answer questions such as how many emails were sent this week or which user made the most calls.
get_fieldsreadReturns the fields the aggregation tool can use, either as an overview of every type or as every field of one type including smart fields and the organization's custom fields.
close_product_knowledge_searchreadSearches Close product documentation and the knowledge base for guidance on features, the API, workflow automation and configuration.
fetch_lead_smart_viewreadFetches a lead smart view, meaning a saved search, by ID.
find_lead_smart_viewsreadLists the lead smart views, meaning saved searches.
create_smart_viewwriteSaves a search as a smart view, taking that search's filters, sort and columns. Close asks that the name and criteria be confirmed with the user first.
update_lead_smart_viewhigh riskUpdates a lead smart view, changing a saved search colleagues work from. Only provided fields change.
delete_lead_smart_viewhigh riskPermanently deletes a lead smart view.
fetch_workflowreadFetches a single workflow by ID.
find_workflowsreadLists or finds workflows, also known as sequences.
find_formsreadLists all web forms in the organization, used to resolve a form ID for a form-submission workflow trigger.
create_workflowwriteCreates a new workflow, also known as a sequence, with Draft status rather than live.
org_inforeadReturns general information about the organization and the user.
org_usersreadReturns the active users, meaning memberships, that are part of the current organization.
find_membershipsreadLists the organization's members with each member's role name, whether the role is built-in or custom, active status and join date.
fetch_membershipreadFetches one of the organization's members by user ID.
list_membership_requestsreadLists pending requests to join the current organization, with each requester's name, email, request ID and creation time.
list_rolesreadLists the roles that can be assigned, covering built-in and custom roles, and showing which grant organization management access.
fetch_rolereadFetches one of the organization's roles by ID, with every permission it grants.
find_groupsreadLists all groups in the organization.
fetch_invoicereadFetches one of the organization's billing invoices by ID.
find_invoicesreadFinds the organization's billing invoices, newest first.
get_billing_summaryreadReports the subscription plan, billing status with trial end date, seat counts, and AI usage availability, tier and credit allowance for the current cycle.
get_ai_credit_usagereadReports AI credit usage for the billing account broken down by feature. Credits are the billing unit for AI features and usage covers the whole billing account.
customized_builtin_labelsreadReturns the customized builtin labels. Only renamed labels are returned, so an empty result means the defaults apply.
find_meeting_outcomesreadLists all outcomes applicable to meetings available in the organization.
find_scheduling_linksreadLists the available scheduling links for the user and organization, which can be inserted into generated templates.
enrich_fieldhigh riskUses AI to determine and set the value of a field on a lead or contact from available data and external sources, writing the value back. By default it only writes to an empty field unless overwrite_existing_value is set.

What Close MCP exposes

Close MCP groups its 127 tools into 14 categories, each with a suggested starting policy.

Category	Covers	Access	Suggested policy
Opportunities & Pipelines	Fetching and finding opportunities by status, owner, lead or close-date range, creating, updating and deleting them, and managing the opportunity statuses and pipelines they move through, plus listing opportunity custom fields	Read / Write	Opportunity values are the pipeline figure the business reports, so an update here changes a number people act on. A status or pipeline cannot be deleted while it is the last one or still in use, which is a useful built-in floor
Activities & Communications	Searching activities, fetching calls with their transcripts, individual emails, email threads with plaintext bodies, SMS messages and Notetaker meeting transcripts, reading and writing comments and notes, and creating or updating draft emails	Read / Write	The reads here are the full customer conversation record, including call and meeting transcripts and email bodies. No tool sends anything: both draft email tools state explicitly that they never send, which keeps the outbound decision with a person
Org & Billing	Organization and user information, memberships with roles and join dates, pending membership requests, roles with every permission they grant, groups, billing invoices, the billing summary with plan and seat counts, AI credit usage by feature, customized builtin labels, meeting outcomes and scheduling links	Read	Entirely read-only. fetch_role returns every permission a role grants and list_roles shows which grant organization management, so together they map the privilege structure. The billing tools make agent spend visible per feature
Custom Objects & Activities	Listing custom activity and custom object types with the fields they define, fetching and finding their instances scoped to a lead, and creating, updating and deleting those instances with their custom field values	Read / Write	The create tools instruct the agent to ask the user for field values before creating, even optional ones. On update, only the custom fields included are modified and passing null clears one, so an omission and a clear are different things
Templates	Fetching, finding, creating, updating and deleting email and SMS templates, and rendering an email template for a lead with its template variables resolved	Read / Write	A template is the wording that goes to customers at scale, so editing one reaches further than editing a single message. A template used in a workflow cannot be deleted, which protects live sequences
Leads	Fetching a lead, simple and filtered lead search, listing lead custom fields, creating, updating and deleting leads, adding and removing addresses, and merging two leads with a status check on the background merge	Read / Write	delete_lead removes the lead with all its addresses, contacts, opportunities, tasks and activities. merge_leads keeps the destination and deletes the source and cannot be undone; Close asks that the pair and the conflicts be shown and approved first
Tasks & Call Tasks	Fetching and finding tasks and call tasks by lead, contact, assignee, completion state and dates, creating, updating and deleting tasks, and scheduling, updating or deleting a call task assigned to a user or a voice agent	Read / Write	create_call_task sits in the destructive scope because the assignee can be a voice agent, which turns a task into a real outbound call. Completing a call task also completes every sibling sharing its deduplication key
Voice Agents	Listing the organization's AI callers with their configuration, objectives, instructions and enabled skills, cross-agent and per-agent performance reports, call outcomes, proposing a configuration change from natural-language feedback, applying a stored proposal, and scheduling an agent to call a lead's contact	Read / Write	propose_voice_agent_update is read-scoped and changes nothing; apply_voice_agent_update is destructive-scoped and commits the stored proposal. Gate them separately. schedule_voice_agent_call places a real phone call to a customer
Search & Aggregation	Natural-language search for leads and contacts referencing related activities, opportunities and tasks, fetching an arbitrary object by ID, paginating a previous search or smart view, aggregating across object types, discovering the fields aggregation can use, and searching Close's own product documentation	Read	Read-only. get_fields is the prerequisite for a valid aggregation, and search results come back with a URL that opens the same result set in Close, which is a convenient handoff to a person
Contacts	Fetching a contact with its names, titles, email addresses, phone numbers and URLs, listing contact custom fields, and creating, updating or permanently deleting a contact	Read / Write	delete_contact removes the person's email addresses, phone numbers and URLs from the lead and cannot be undone, though activities on the lead survive. Its description tells the agent to call it only on an explicit instruction
Lead Statuses	Fetching and listing the organization's lead statuses, and creating, relabelling or deleting one	Read / Write	Lead status is how the pipeline is segmented, so renaming one changes what every saved view and report means. A status cannot be deleted while leads still use it or while it is the last one
Smart Views	Fetching and listing lead smart views, saving a search as a smart view with its filters, sort and columns, and updating or deleting one	Read / Write	A smart view is a shared saved search colleagues work from daily, so editing one changes what a team sees without touching any record. Close asks that the name and criteria be confirmed before saving
Workflows & Forms	Fetching and listing workflows, creating a new workflow in Draft status, and listing the organization's web forms to resolve a form ID for a submission trigger	Read / Write	create_workflow produces a Draft rather than a live sequence, which keeps automation that contacts customers behind a human activation step. Nothing here updates or deletes an existing workflow
Enrichment	Using AI to determine and write the value of a field on a lead or contact from available data and external sources, returning the value with the model's reasoning and confidence	Write	It writes a model-derived value into the CRM. By default it only fills an empty field, but overwrite_existing_value replaces what a person entered, so treat that flag as the approval point