Close

• ▸Built-in calling, email, and SMS from within the CRM
• ▸Chloe: an AI sales agent built into Close that calls leads, qualifies prospects, books meetings, and updates the CRM
• ▸Chloe Chat (beta) for questions and actions in Close, plus Chloe batch calling and enrichment
• ▸Auto Updates: AI fills call and meeting outcomes and custom fields from transcripts
• ▸Pipeline management, reporting, and forecasting
• ▸Automated workflows and power dialer (Growth and above), predictive dialer (Scale)
• ▸REST API (API key or OAuth 2.0), webhooks, and a hosted MCP server for AI-agent access
• ▸Integrations including Gmail, HubSpot, Microsoft 365, Zoom, Zapier, ChatGPT, and Claude

Authentication

API key via HTTP Basic Auth (key as username, empty password), or OAuth 2.0 for user-facing integrations

Base URL

https://api.close.com/api/v1

Rate limits

Enforced per endpoint group, per organization and (lower) per API key; the organization limit is 3 times the per-key limit (docs example: 20 RPS per key, 60 RPS per organization). Responses carry a RateLimit header, and 429 responses include retry-after and a rate_reset value to wait on.

Notable endpoints

• Leads, contacts, and opportunities (/lead/, /contact/, /opportunity/)
• Activities: calls, emails, email threads, SMS, meetings, notes, WhatsApp messages (/activity/...)
• Sequences, sequence subscriptions, and bulk actions (/sequence/, /sequence_subscription/, /bulk_action/...)
• Webhooks (/webhook/) and a 30-day event log (/event/)
• Reporting (/report/activity/, /report/funnel/opportunity, /report/statuses/lead)
• Custom objects and custom fields (/custom_object/, /custom_object_type/, /custom_field/...)

MCP tools exposed

activity_searchaggregationclose_product_knowledge_searchcustomized_builtin_labelsfetchfetch_callfetch_call_taskfetch_commentfetch_contactfetch_custom_activity_instancefetch_custom_object_instancefetch_custom_object_typefetch_emailfetch_email_templatefetch_email_threadfetch_invoicefetch_leadfetch_lead_smart_viewfetch_lead_statusfetch_meeting_transcriptfetch_membershipfetch_notefetch_opportunityfetch_opportunity_statusfetch_pipeline_and_opportunity_statusesfetch_rolefetch_smsfetch_sms_templatefetch_taskfetch_workflowfind_agent_configsfind_call_outcomesfind_call_tasksfind_contact_custom_fieldsfind_custom_activitiesfind_custom_activity_instancesfind_custom_object_instancesfind_custom_object_typesfind_email_templatesfind_formsfind_groupsfind_invoicesfind_lead_custom_fieldsfind_lead_smart_viewsfind_lead_statusesfind_meeting_outcomesfind_membershipsfind_notesfind_opportunitiesfind_opportunity_custom_fieldsfind_pipelines_and_opportunity_statusesfind_scheduling_linksfind_sms_templatesfind_tasksfind_voice_agentsfind_workflowsget_ai_credit_usageget_billing_summaryget_fieldsget_voice_agent_overview_reportget_voice_agent_performance_reportget_voice_agentslead_searchlist_membership_requestslist_rolesorg_infoorg_userspaginate_searchpropose_voice_agent_updatesearchcreate_addresscreate_commentcreate_contactcreate_custom_activity_instancecreate_custom_object_instancecreate_draft_emailcreate_email_templatecreate_leadcreate_lead_statuscreate_notecreate_opportunitycreate_opportunity_status_toolcreate_pipelinecreate_sms_templatecreate_taskcreate_workflowapply_voice_agent_updatecreate_call_taskdelete_addressdelete_call_taskdelete_contactdelete_custom_activity_instancedelete_custom_object_instancedelete_email_templatedelete_leaddelete_lead_smart_viewdelete_lead_statusdelete_notedelete_opportunitydelete_opportunity_status_tooldelete_pipelinedelete_sms_templatedelete_taskenrich_fieldschedule_voice_agent_callupdate_call_taskupdate_contactupdate_custom_activity_instanceupdate_custom_object_instanceupdate_draft_emailupdate_email_templateupdate_leadupdate_lead_smart_viewupdate_lead_statusupdate_noteupdate_opportunityupdate_opportunity_status_toolupdate_pipelineupdate_sms_templateupdate_task

Machine-readable spec

OpenAPI spec retrieved

Checked 2026-09-24 against their pricing page. Vendors change pricing without notice.

Close is a sales CRM that positions communication (calling, email, SMS) as native to the product rather than bolted on via integrations, and has added Chloe, an AI sales agent built into the CRM that works leads.

Sales teams, especially outbound and call-heavy teams, that want calling, email, and SMS built into the CRM itself and accept per-seat pricing plus usage-based calling, SMS, and AI-credit costs. Close's pricing page pitches Solo at founders and solo reps, Essentials at small teams, Growth at teams ready to let Chloe work leads, and Scale at high-volume orgs.

Workflows are not included on the two cheapest plans (Solo and Essentials), and using Chloe in Workflows starts at Growth ($109 per user/month, or $99 billed annually), so teams wanting automated AI-agent outreach must skip past the entry tiers. Calling and SMS are passed through at cost on top of the subscription (most outbound calls around $0.02/minute, numbers from about $1/month), and Chloe's work consumes AI credits beyond each plan's monthly allotment, which can surprise teams budgeting only the listed seat price. The OpenAPI spec is labelled experimental with incomplete schema coverage, so teams building strict, fully typed API integrations should expect gaps.

Systems of record for customer relationships that treat the data model as programmable, competing on API quality and flexibility rather than on breadth of built-in modules.

Category: Modern and developer-facing CRM. Membership is decided by 3 stated tests, not by category tags — see them and the full comparison.

AttioAPIMCPFully user-definable objects with an API that mirrors them, plus a documented MCP server.Day.aifolkAPIHubSpot CRMPipedriveTwentyOpen source and self-hostable, which changes the lock-in calculation more than any feature does.

• Exact numeric rate limits per endpoint group (the docs give an illustrative example, not published hard numbers)
• Per-plan availability of each row in the pricing comparison table (the table marks plans with icons that did not come through in our text capture; only rows with printed values or plan-card bullets are recorded here)