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 k