Close
The CRM built for growth
- Sales
About Close
It is a customer relationship management (CRM) platform that organizes contacts, communications, and sales activities. Sales professionals and teams use it to manage leads, track conversations, schedule follow ups, and move deals through pipeline stages. It stores contact details, emails and calls, notes, calendar events, and deal data; access controls and permissions restrict who can view or modify this information to protect privacy and business interests.
What Cakewalk Does With Close
Govern who on your team and which agents can access Close. AI agents can act inside Close with the permissions of the person who asked. Cakewalk checks each call against policy, holds risky actions for approval and writes an audit record for every one.
Integration Capabilities
A Connection lets an AI agent act in Close through Cakewalk instead of with its own API key. The agent operates with the permissions of the person who made the request, only for the duration of that task. Every call is checked against policy and written to the audit log.
Use Cases
| Use Case | Description |
|---|---|
| Let an Agent Handle Close Tasks Agent Connection | A person asks their agent to do something in Close, like find a record, update a field or pull a report. The agent does it through Cakewalk with that person's own access, not a shared key. |
| Every Action Checked and Logged Agent Connection | Every agent action in Close is checked against your access rules and written to the audit log. Safe actions go through, risky ones wait for approval or are blocked. |
MCP Servers (1)
- Close
https://mcp.close.com/mcpHTTP OAuth
