Agent-Skills.md

Agent Skills: Close CRM API

Close CRM API for sales management. Use when user mentions "Close CRM",

UncategorizedID: vm0-ai/vm0-skills/close

Repository

vm0-ai/vm0-skills
vm0-ai
508

Install this agent skill to your local

pnpm dlx add-skill https://github.com/vm0-ai/vm0-skills/tree/HEAD/close

Skill Files

Browse the full folder contents for close.

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close/SKILL.md

Skill Metadata

Name
close
Description
Close CRM API for sales management. Use when user mentions "Close CRM",

Close CRM API

Manage leads, contacts, opportunities, tasks, and activities in Close CRM.

Official docs: https://developer.close.com/

When to Use

  • List, search, create, update, and delete leads
  • Manage contacts within leads
  • Track opportunities (deals) and their statuses
  • Create and manage tasks
  • View activities (calls, emails, notes, meetings)
  • Get current user and organization info

Core APIs

Get Current User

curl -s "https://api.close.com/api/v1/me/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" | jq '{id, email, first_name, last_name}'

Get Organization Info

curl -s "https://api.close.com/api/v1/organization/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" | jq '.data[0] | {id, name}'

List Users

curl -s "https://api.close.com/api/v1/user/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" | jq '.data[] | {id, email, first_name, last_name}'

Leads

List Leads

curl -s "https://api.close.com/api/v1/lead/?_limit=10" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" | jq '.data[] | {id, display_name, status_label, created_by_name}'

Get a Lead

curl -s "https://api.close.com/api/v1/lead/<lead-id>/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" | jq '{id, display_name, status_label, contacts, opportunities}'

Create a Lead

Write to /tmp/request.json:

{
  "name": "Acme Corp",
  "contacts": [
    {
      "name": "Jane Smith",
      "emails": [
        {
          "type": "office",
          "email": "jane@acme.com"
        }
      ],
      "phones": [
        {
          "type": "office",
          "phone": "+14155551234"
        }
      ]
    }
  ]
}

curl -s -X POST "https://api.close.com/api/v1/lead/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" --header "Content-Type: application/json" -d @/tmp/request.json | jq '{id, display_name}'

Update a Lead

Write to /tmp/request.json:

{
  "name": "Acme Corporation"
}

curl -s -X PUT "https://api.close.com/api/v1/lead/<lead-id>/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" --header "Content-Type: application/json" -d @/tmp/request.json | jq '{id, display_name}'

Delete a Lead

curl -s -X DELETE "https://api.close.com/api/v1/lead/<lead-id>/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)"

Contacts

List Contacts

curl -s "https://api.close.com/api/v1/contact/?_limit=10" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" | jq '.data[] | {id, name, lead_id, emails, phones}'

Get a Contact

curl -s "https://api.close.com/api/v1/contact/<contact-id>/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" | jq '{id, name, title, lead_id, emails, phones}'

Create a Contact

Write to /tmp/request.json:

{
  "lead_id": "<lead-id>",
  "name": "John Doe",
  "title": "VP of Engineering",
  "emails": [
    {
      "type": "office",
      "email": "john@acme.com"
    }
  ],
  "phones": [
    {
      "type": "mobile",
      "phone": "+14155559876"
    }
  ]
}

curl -s -X POST "https://api.close.com/api/v1/contact/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" --header "Content-Type: application/json" -d @/tmp/request.json | jq '{id, name, lead_id}'

Update a Contact

Write to /tmp/request.json:

{
  "title": "CTO"
}

curl -s -X PUT "https://api.close.com/api/v1/contact/<contact-id>/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" --header "Content-Type: application/json" -d @/tmp/request.json | jq '{id, name, title}'

Delete a Contact

curl -s -X DELETE "https://api.close.com/api/v1/contact/<contact-id>/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)"

Opportunities

List Opportunities

curl -s "https://api.close.com/api/v1/opportunity/?_limit=10" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" | jq '.data[] | {id, lead_name, status_label, status_type, value, value_currency}'

Get an Opportunity

curl -s "https://api.close.com/api/v1/opportunity/<opportunity-id>/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" | jq '{id, lead_name, status_label, status_type, value, value_currency, confidence, note}'

Create an Opportunity

First, list available opportunity statuses to get a valid status_id:

curl -s "https://api.close.com/api/v1/status/opportunity/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" | jq '.data[] | {id, label, type}'

Write to /tmp/request.json:

{
  "lead_id": "<lead-id>",
  "status_id": "<status-id>",
  "value": 5000,
  "value_currency": "USD",
  "note": "Enterprise license deal",
  "confidence": 75
}

curl -s -X POST "https://api.close.com/api/v1/opportunity/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" --header "Content-Type: application/json" -d @/tmp/request.json | jq '{id, lead_name, status_label, value}'

Update an Opportunity

Write to /tmp/request.json:

{
  "value": 10000,
  "confidence": 90
}

curl -s -X PUT "https://api.close.com/api/v1/opportunity/<opportunity-id>/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" --header "Content-Type: application/json" -d @/tmp/request.json | jq '{id, status_label, value, confidence}'

Delete an Opportunity

curl -s -X DELETE "https://api.close.com/api/v1/opportunity/<opportunity-id>/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)"

Tasks

List Tasks

curl -s "https://api.close.com/api/v1/task/?_limit=10&is_complete=false" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" | jq '.data[] | {id, _type, text, date, is_complete, assigned_to_name, lead_name}'

Get a Task

curl -s "https://api.close.com/api/v1/task/<task-id>/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" | jq '{id, _type, text, date, is_complete, lead_name}'

Create a Task

Write to /tmp/request.json:

{
  "_type": "lead",
  "lead_id": "<lead-id>",
  "text": "Follow up on proposal",
  "date": "2026-03-15",
  "assigned_to": "<user-id>"
}

curl -s -X POST "https://api.close.com/api/v1/task/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" --header "Content-Type: application/json" -d @/tmp/request.json | jq '{id, text, date, is_complete}'

Complete a Task

Write to /tmp/request.json:

{
  "is_complete": true
}

curl -s -X PUT "https://api.close.com/api/v1/task/<task-id>/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" --header "Content-Type: application/json" -d @/tmp/request.json | jq '{id, text, is_complete}'

Delete a Task

curl -s -X DELETE "https://api.close.com/api/v1/task/<task-id>/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)"

Activities

List Activities

Filter by type: Call, Email, EmailThread, Note, Meeting, SMS, LeadStatusChange, OpportunityStatusChange, TaskCompleted.

curl -s "https://api.close.com/api/v1/activity/?_limit=10" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" | jq '.data[] | {id, _type, lead_id, date_created}'

List Activities for a Lead

curl -s "https://api.close.com/api/v1/activity/?lead_id=<lead-id>&_limit=10" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" | jq '.data[] | {id, _type, date_created}'

Create a Note Activity

Write to /tmp/request.json:

{
  "lead_id": "<lead-id>",
  "note": "Had a productive call with the team. They are interested in the enterprise plan."
}

curl -s -X POST "https://api.close.com/api/v1/activity/note/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" --header "Content-Type: application/json" -d @/tmp/request.json | jq '{id, note, date_created}'

Lead Statuses

List Lead Statuses

curl -s "https://api.close.com/api/v1/status/lead/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" | jq '.data[] | {id, label}'

Pipelines

List Pipelines

curl -s "https://api.close.com/api/v1/pipeline/" --header "Authorization: Bearer $(printenv CLOSE_TOKEN)" | jq '.data[] | {id, name}'

Guidelines

  1. All API endpoints use the base URL https://api.close.com/api/v1/
  2. Authentication uses Bearer token: --header "Authorization: Bearer $(printenv CLOSE_TOKEN)"
  3. Leads are the primary object — contacts, opportunities, tasks, and activities all belong to leads
  4. Use _limit and _skip query parameters for pagination (default limit is 100, max is 200)
  5. When creating contacts, always provide a lead_id to associate them with an existing lead
  6. Opportunity statuses have a status_type of active, won, or lost — list available statuses before creating opportunities
  7. Tasks support types: lead (general) and outgoing_call — use lead type for most tasks
  8. Use _fields query parameter to select specific fields and reduce response size