How to connect Close
- Open Connectors in RevampKey and search for Close.
- Click Connect and approve access on Close's own sign-in page.
- Come back and ask in plain English. The agent asks before it changes anything.
Tools the agent can use (24)
mcp.readactivity_searchfetch_contactfetch_email_templatefetch_lead_smart_viewfetch_lead_statusfetch_leadfetch_opportunity_statusfetch_opportunityfetch_pipeline_and_opportunity_statusesfetch_sms_templatefind_email_templatesfind_lead_smart_viewsfind_lead_statusesfind_opportunitiesfind_pipelines_and_opportunity_statusesfind_scheduling_linksfind_sms_templatesfind_workflowslead_searchorg_infoorg_userspaginate_searchperform_search