Every action below is available as an MCP tool and a verb in Cerebral OS — callable from any AI agent, Claude, Cursor, Windsurf, or your own runtime via the BYOA API. All executions are governed, audited, and dry-run safe.
Create Contact
close:create_contact
Create a new contact within a lead.
Write
Medium risk
Create Lead
close:create_lead
Create a new lead (company/organization) in Close.
Write
Medium risk
Create Note
close:create_note
Create a note activity for a lead.
Write
Medium risk
Create Opportunity
close:create_opportunity
Create a new opportunity (deal) for a lead.
Write
Medium risk
Create Task
close:create_task
Create a task activity for a lead.
Write
Medium risk
Delete Contact
close:delete_contact
Permanently delete a contact. This action cannot be undone.
Write
High risk
Delete Lead
close:delete_lead
Permanently delete a lead and all associated data (contacts, opportunities, activities).
Write
High risk
Delete Opportunity
close:delete_opportunity
Permanently delete an opportunity. This action cannot be undone.
Write
High risk
Get Contact
close:get_contact
Fetch a single contact with all details including emails, phones, and custom fields.
Read
Low risk
Get Lead
close:get_lead
Fetch a single lead (company/organization) with contacts and custom fields.
Read
Low risk
Get Opportunity
close:get_opportunity
Fetch a single opportunity (deal) with all details.
Read
Low risk
List Activities
close:list_activities
List activities with filtering options.
Read
Low risk
List Contacts
close:list_contacts
Search and list contacts with filtering options.
Read
Low risk
List Leads
close:list_leads
Search and list leads with filtering options.
Read
Low risk
List Lead Statuses
close:list_lead_statuses
List all available lead statuses in the organization.
Read
Low risk
List Opportunities
close:list_opportunities
Search and list opportunities with filtering options.
Read
Low risk
List Opportunity Statuses
close:list_opportunity_statuses
List all available opportunity statuses in the organization.
Read
Low risk
List Users
close:list_users
List all users in the Close organization.
Read
Low risk
Log Call
close:log_call
Log a call activity for a lead.
Write
Medium risk
Send Email
close:send_email
Send an email to a contact and log it as an activity in Close.
Write
Medium risk
Update Contact
close:update_contact
Update an existing contact's information.
Write
Medium risk
Update Lead
close:update_lead
Update an existing lead's information.
Write
Medium risk
Update Opportunity
close:update_opportunity
Update an existing opportunity's information.
Write
Medium risk