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Close

Close MCP integration

Creates leads with their contacts, logs calls and SMS activities against them, adds follow-up tasks, and reads back note history.

Connect CloseSee all integrations

6actions available

  1. Home/
  2. Integrations/
  3. Close

Three actions you can hand over today

Every action runs live through MCP. Nothing to build, nothing to maintain.

  • Create lead

    Lyro adds a new lead to Close CRM immediately when a prospect inquires. Sales reps' pipelines stay current without manual data entry.

  • Create task

    Lyro creates a task in Close.com to remind the team of follow-ups. Agents ensure no customer gets forgotten.

  • Get notes

    Lyro pulls all note activities for a lead or contact from Close. Reps see the full history of interactions without searching through the CRM.

See all 6 actions

How businesses use Close + Lyro

Each card is one request a support team gets, and the Close actions Lyro runs to close it.

  • contacts

    Turn a qualified conversation into a Close lead

    Lyro creates the lead with company details, contacts, emails, phones, and an address in one request, then adds the follow-up task with its due date so the handoff to a rep is not just a note.

    Create LeadCreate Task
  • forum

    Log the call and the text that actually happened

    Lyro records an inbound or outbound call against the lead with its direction, duration, note, and recording URL, and logs an SMS exchange as an activity so the thread on the record is complete.

    Create CallCreate SMS Message
  • checklist

    Read the history and fix a bad record

    Lyro pulls note activities filtered by lead, user, or date range to answer what has already been discussed, and deletes a call activity that was logged against the wrong record.

    Get NotesDelete Call

How it works

Get started in 3 steps

Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Close actions it has and picks the ones a request needs.

  1. 01

    Connect Close

    Authorize the Close account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.

  2. 02

    Tell your agent what you need

    Describe the job the way you would hand it to a teammate. Lyro maps it to the Close actions that close it and chains as many as the request needs.

  3. 03

    Watch it work

    The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.

    Get started free

Close · Lyro

What can you do in Close without me setting anything up?

These, right away:

  • Create call
  • Get notes
  • Delete call

Great, let's start with the first one.

Ask Lyro anything...

FAQ

Everything else about Close

Setup, permissions, and the limits of what Lyro can do inside Close.

  • Logging is the reliable part. Create SMS Message records sent, received, and draft messages against a lead, and it needs a local_phone that is an SMS-enabled number your Close organization owns. Actually sending, meaning a message with outbox or scheduled status, requires A2P 10DLC compliance on your Close account.

  • No. Contacts and addresses can be nested inside the lead creation request, but activities, tasks, and opportunities have to be created separately afterwards, which is why Lyro chains Create Lead and Create Task rather than expecting one call to cover both.

  • No. Delete Call removes a call activity by its unique call ID and cannot be undone, so it is best used to clean up a call that this integration logged incorrectly rather than to prune history a rep created.

  • Not with this toolkit. The six actions are four creates, one delete, and one read of notes, so lead status is set at creation and any later edit, search, or stage change is done by a rep in Close. Lyro hands the conversation over with its full history when that is what the request needs.

Every action available in Close

All 6 actions your agent can call on Close, straight from the live MCP connection.

  • Create call

    Creates a new call record in Close.com.

  • Create lead

    Creates a new lead in Close CRM.

  • Create SMS message

    This tool creates a new SMS activity in Close CRM.

  • Create task

    This tool creates a new task in Close.com.

  • Delete call

    This tool allows you to delete a specific call activity in Close.com.

  • Get notes

    This tool retrieves a list of note activities from Close.

The tools Close sits next to

Same connection, same setup. Pick the next one your team already uses.

  • Bettercontactarrow_outward

    Bettercontact

    Runs Lead Finder searches, submits enrichment batches, polls for the results and checks credits before spending them.

  • Espocrmarrow_outward

    Espocrm

    Reads the connected user's profile and access control rules plus the instance's system metadata, confirming the connection is live and scoped.

  • Helloleadsarrow_outward

    Helloleads

    Helloleads is a smart lead management solution built for small businesses.

  • Nutshellarrow_outward

    Nutshell

    Looks up current Nutshell CRM data and triggers updates directly from a Lyro conversation.

  • Salesforcearrow_outward

    Salesforce

    Identifies the customer in the CRM, answers from Salesforce knowledge articles, captures and routes leads, and logs the outcome on the record.

  • Zohoarrow_outward

    Zoho

    Searches modules for the right record, reads related notes and attachments, and creates, updates, or converts CRM records mid-conversation.

Browse every integration
Support agent working at a laptop next to the Lyro mascot

Ready to connect Close?

Authorize the account and your agent has all 6 actions from the first conversation.

Connect CloseTalk to sales
Connect CloseTalk to sales
Support agent working at a laptop next to the Lyro mascot