Close is a CRM platform designed to help businesses manage and streamline their sales processes, including calling, email automation, and predictive dialers.
What your AI can do hereConnector snapshot 2026-08-23
Connect Close to ChatGPT or Claude with your own Close login or an API key, and your AI can run 6 of its actions. 1 of those only read and change nothing. 1 can delete or send something that cannot be undone, so those need a boundary you set before anyone runs them.
Close also publishes its own MCP server, which is a second way in. Vendor documentation
This describes what Close supports, which is one half of the picture. Where you
start depends on the task and on how much you have handed over before, and no page can
tell you that from a count.
BUILT-IN AI Some AI exists, but it is narrow, gated to a higher tier, or hard to find.
No event triggers. Every win in this app is invoked: you or an agent asks, an action runs.
Capabilities
READPull records, messages, and content out on demand.
WRITECreate and update records from an instruction.
SEND-MESSAGESend messages and notifications on your behalf.