Use Close from Claude
Add the Close connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorClose
Close integration for Claude and Codex
Create a Close connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategorySales & CRM
Use Close from Codex
Add the Close connection to a Space that runs Codex, then use it from every channel in that Space.
Use Close from Sidekick
Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.
Sales & CRM
What the Close connector can do
Built for reps who live on the phone and in email, Close is a sales CRM with calling and email automation built in. Through type.com, Claude can create leads, log inbound or outbound calls, record SMS activity, add tasks for reps, and delete call records that were logged in error. Sales teams keep Close accurate by telling the agent what happened in a shared thread.
One connection, many Spaces
Connect Close once, then decide which Spaces can use it in threads, skills, automations, and coding work.
What teams do with Close in type.com
Log a call after the fact
Describe a call you made from your cell, and the agent records it on the lead in Close with direction, duration, and notes.
Log an outbound call in Close on the Ridgeview Supply lead, 14 minutes, notes: wants pricing for 3 locations.
Create follow-up tasks
Turn next steps from a thread into Close tasks with due dates, so each rep's to-do list matches what was promised.
Create a Close task for Dee to send the Ridgeview proposal by Friday.
Add new leads quickly
Create leads for companies that came up in a conversation, so they exist in the CRM with a website attached before any outreach starts.
Create Close leads for Harbor Pet Co and Tidewater Outfitters with their websites from this thread.
Representative actions
- Create Call
Logs an inbound or outbound call record on a lead, including notes.
- Create Lead
Creates a lead, which in Close represents a company or organization.
- Create SMS Message
Records an SMS activity on a lead so text conversations appear in the timeline.
- Create Task
Adds a to-do for a rep, such as a follow-up, with a due date.
- Delete Call
Removes a call activity, useful for cleaning up duplicates or mistakes.
Connection
API and auth details
Close provides a REST API for CRM and sales-engagement automation across leads, contacts, opportunities, tasks, activities, calls, emails, SMS, meetings, custom fields, webhooks, and event logs.
- Source
- type.com catalog metadata
- Auth schemes
- API key
- API docs
- https://developer.close.com/
- API reference
- https://developer.close.com/api/overview
- Official site
- https://close.com/
FAQ
Questions people ask before connecting Close
Can Claude log calls in Close?
Yes. In a type.com Space with Close connected, Claude can create call and SMS activities, leads, and tasks, and delete incorrect calls. Reps describe what happened and the agent updates Close.
How do I authenticate Close?
Close uses an API key. An admin adds it once to the type.com connection and decides which Spaces can use it, so nobody pastes the key into a thread.
Can I get a daily list of open Close tasks created by the agent?
You can set up a type.com automation that runs each morning and posts a recap of the tasks and activities the agent logged in Close the day before.
Is this the same as a Close MCP server?
Not exactly. type.com uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
More sales & crm connectors
All Sales & CRM integrationsConnect Salesforce Service Cloud to Claude in type.com to batch requests, build record trees, and manage live chat from a thread.
Connect Salesmate to Claude in type.com to create companies and products, check active users, and look up records from a thread.
Connect Simla.com to Claude in type.com to merge customer records, combine orders, and log costs from a thread.
Connect Specific to Claude in type.com to log companies, record conversations, and keep contact records current from a shared team thread.