close-automation

# Close CRM Automation via Rube MCP Automate Close CRM operations through Composio's Close toolkit via Rube MCP. ## Prerequisites - Rube MCP must be connected (RUBE_SEARCH_TOOLS available) - Active Close connection via `RUBE_MANAGE_CONNECTIONS` with toolkit `close` - Always call `RUBE_SEARCH_TOOLS` first to get current tool schemas ## Setup **Get Rube MCP**: Add `https://rube.app/mcp` as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works. 1. Verify Rube MCP is available by confirming `RUBE_SEARCH_TOOLS` responds 2. Call `RUBE_MANAGE_CONNECTIONS` with toolkit `close` 3. If connection is not ACTIVE, follow the returned auth link to complete Close API authentication 4. Confirm connection status shows ACTIVE before running any workflows ## Core Workflows ### 1. Create and Manage Leads **When to use**: User wants to create new leads or manage existing lead records **Tool sequence**: 1. `CLOSE_CREATE_LEAD` - Create a new lead in Close [Required] **Key parameters**: - `name`: Lead/company name - `contacts`: Array of contact objects associated with the lead - `custom`: Custom field values as key-value pairs - `status_id`: Lead status ID **Pitfalls**: - Leads in Close represent companies/organizations, not individual people - Contacts are nested within leads; create the lead first, then contacts are included - Custom field keys use the custom field ID (e.g., 'custom.cf_XXX'), not display names - Duplicate lead detection is ...