Leina 
Wanta 
Review a Lead and Contacts
Combine a selected lead and its contact records.
/oo Close: Read Close lead [lead ID] and list its contacts. Summarize the returned lead details and contact information.
Connect Close to Your AI Agent
Choose a lead to organize its records and add a clearly described next action.
16 tools API key
Try a Close Task
Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.
oo Skill Close
Create a Follow-Up Task
Record supplied follow-up text under the selected lead.
/oo Close: Create a Close task for lead [lead ID] with text “[follow-up task]”. Report the returned task record.
Inspect an Opportunity
Read an identified opportunity’s sales fields.
/oo Close: Read Close opportunity [opportunity ID]. Summarize its returned status, value, and related lead fields.
Start Working with Close
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Install OOMOL
Set up oo CLI and the oo Skill in your agent.
Install OOMOL → -
Connect Close
Connect a Close API key.
Connect Close → -
Give Your Agent a Task
Use /oo with the pages to read, the changes to make, and where to save the result.
Connection Guide →
Choose Your Agent
- Access to the sales records you want to review.
- Contacts, tasks, and opportunities can be scoped to a lead. Creating a task records a follow-up item; it does not contact the customer.
Close Tools
This connection reads and manages Close leads, contacts, tasks, and opportunities.
Leads and Contacts
Read and manage lead and contact records.
Tasks and Opportunities
Inspect sales opportunities and record requested follow-up tasks.
16 tools
List Leads
List Close leads with optional pagination and field selection.
close.list_leads Get Lead
Fetch a single Close lead by ID.
close.get_lead Create Lead
Create a Close lead with optional nested contacts and addresses.
close.create_lead Update Lead
Update writable fields on an existing Close lead.
close.update_lead List Contacts
List Close contacts with optional lead filtering and pagination.
close.list_contacts Get Contact
Fetch a single Close contact by ID.
close.get_contact Create Contact
Create a Close contact under a specific lead.
close.create_contact Update Contact
Update writable fields on an existing Close contact.
close.update_contact List Tasks
List Close tasks with lead, assignee, completion, and view filters.
close.list_tasks Get Task
Fetch a single Close task by ID.
close.get_task Create Task
Create a lead-scoped Close task.
close.create_task Update Task
Update writable fields on an existing Close task.
close.update_task List Opportunities
List Close opportunities with stable workflow filters and pagination.
close.list_opportunities Get Opportunity
Fetch a single Close opportunity by ID.
close.get_opportunity Create Opportunity
Create a Close opportunity for an existing lead.
close.create_opportunity Update Opportunity
Update writable fields on an existing Close opportunity.
close.update_opportunity No matching tools.
Frequently Asked Questions
Can I attach a contact to a lead?
Yes. Contact creation requires the lead ID and contact name and supports additional contact fields.
Does creating a task send an email or call?
No. It records a lead-scoped task. Email and calling operations are not included in this connection.
Can I update an existing opportunity?
Yes. Provide its opportunity ID and the specific writable fields you want to change.