Close MCP integration
Creates leads with their contacts, logs calls and SMS activities against them, adds follow-up tasks, and reads back note history.
6actions available
Three actions you can hand over today
Every action runs live through MCP. Nothing to build, nothing to maintain.
Create lead
Ayro adds a new lead to Close CRM immediately when a prospect inquires. Sales reps' pipelines stay current without manual data entry.
Create task
Ayro creates a task in Close.com to remind the team of follow-ups. Agents ensure no customer gets forgotten.
Get notes
Ayro pulls all note activities for a lead or contact from Close. Reps see the full history of interactions without searching through the CRM.
How businesses use Close + Ayro
Each card is one request a support team gets, and the Close actions Ayro runs to close it.
Turn a qualified conversation into a Close lead
Ayro creates the lead with company details, contacts, emails, phones, and an address in one request, then adds the follow-up task with its due date so the handoff to a rep is not just a note.
Create LeadCreate TaskLog the call and the text that actually happened
Ayro records an inbound or outbound call against the lead with its direction, duration, note, and recording URL, and logs an SMS exchange as an activity so the thread on the record is complete.
Create CallCreate SMS MessageRead the history and fix a bad record
Ayro pulls note activities filtered by lead, user, or date range to answer what has already been discussed, and deletes a call activity that was logged against the wrong record.
Get NotesDelete Call
How it works
Get started in 3 steps
Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Ayro reads the Close actions it has and picks the ones a request needs.
Connect Close
Authorize the Close account your team already uses — one consent screen, no API keys, no mapping tables. Ayro can only do what you granted that account, and you can disconnect it at any time.
Tell your agent what you need
Describe the job the way you would hand it to a teammate. Ayro maps it to the Close actions that close it and chains as many as the request needs.
Watch it work
The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.
Get started free
Close · Ayro
What can you do in Close without me setting anything up?
These, right away:
- Create call
- Get notes
- Delete call
Great, let's start with the first one.
FAQ
Everything else about Close
Setup, permissions, and the limits of what Ayro can do inside Close.
Logging is the reliable part. Create SMS Message records sent, received, and draft messages against a lead, and it needs a local_phone that is an SMS-enabled number your Close organization owns. Actually sending, meaning a message with outbox or scheduled status, requires A2P 10DLC compliance on your Close account.
Every action available in Close
All 6 actions your agent can call on Close, straight from the live MCP connection.
Create call
Creates a new call record in Close.com.
Create lead
Creates a new lead in Close CRM.
Create SMS message
This tool creates a new SMS activity in Close CRM.
Create task
This tool creates a new task in Close.com.
Delete call
This tool allows you to delete a specific call activity in Close.com.
Get notes
This tool retrieves a list of note activities from Close.
The tools Close sits next to
Same connection, same setup. Pick the next one your team already uses.
Bettercontact
Runs Lead Finder searches, submits enrichment batches, polls for the results and checks credits before spending them.
Espocrm
Reads the connected user's profile and access control rules plus the instance's system metadata, confirming the connection is live and scoped.
Helloleads
Helloleads is a smart lead management solution built for small businesses.
Nutshell
Looks up current Nutshell CRM data and triggers updates directly from an Ayro conversation.
Salesforce
Identifies the customer in the CRM, answers from Salesforce knowledge articles, captures and routes leads, and logs the outcome on the record.
Zoho
Searches modules for the right record, reads related notes and attachments, and creates, updates, or converts CRM records mid-conversation.
Ready to connect Close?
Authorize the account and your agent has all 6 actions from the first conversation.