Close
Sales CRM
Close lets agents search leads, contacts and opportunities, read activity history, and log notes and tasks. Each user signs in to their own Close account through the browser, and the user chooses the access scopes at sign-in.
How to connect Close to Yaji
Open Close in Yaji
Press Open in Yaji on this page, or find Close in the app's Apps tab. Get the app first if it is not on this computer.
Sign in
Press Connect and finish the sign-in in your browser. Yaji keeps the token on the computer that runs Yaji. You can disconnect at any time.
Give an agent a task
Ask an agent for work that needs Close, such as one of the example prompts below. The agent uses the plugin's tools to do it.
Example prompts3
CloseWhich open opportunities had no activity in the last two weeks?
Apps1
Close
Leads, contacts, opportunities, and activities, over Close's MCP server with browser sign-in.
Information6
- Developer
- Close
- Category
- Productivity
- Version
- 1.0.0
- Website
- close.com
- Privacy policy
- close.com/privacy
- Terms
- close.com/tos