close-automation - Automate Close CRM tasks via Rube MCP
Automates Close CRM operations including creating leads, logging calls and SMS, managing tasks, and retrieving notes via Rube MCP.
Tags
Updated: 2026-09-17Capabilities
Typical Inputs
Typical Outputs
What this skill does
- Create leads in Close CRM
- Log phone call activities
- Send or log SMS messages
- Create follow-up tasks
- Retrieve lead notes
- Delete call activities
Inputs
- Lead details and contact information
- Call activity parameters
- SMS message parameters
- Task details and assignee IDs
- Note IDs
- Call IDs
Outputs
- Created lead records
- Logged call records
- Sent or logged SMS records
- Created task items
- Retrieved note details
- Deleted call records
Requirements
- Rube MCP server configuration
- Active Close connection via Rube MCP
- Close API authentication
- Configured Close phone or SMS integration
