Close

Close (close.com). Use this skill for ANY Close request — reading, creating, and updating data. Whenever a task involves Close, use this skill instead of calling the API directly.

Operate Close through your OOMOL-connected account. This skill calls the close connector with the oo CLI; OOMOL injects credentials server-side, so you never handle raw tokens.

Running an action

Assume the user has already installed the oo CLI, signed in, and connected Close. Do not run oo auth login or open the connection URL proactively — just run the action. Fall back to First-time setup only when a command actually fails with an auth or connection error.

1. Inspect the contract to get the authoritative input/output schema before building a payload:

bash

oo connector schema "close" --action "<action_name>"

2. Run the action with a JSON payload that matches the input schema:

bash

oo connector run "close" --action "<action_name>" --data '<json>' --json

• --data takes a JSON object string or @path/to/file.json; omit it to send {}.
• The response is { "data": ..., "meta": { "executionId": "..." } }; the execution id lives under meta.executionId.

Each action is listed below with a one-line description; actions that change state carry a [write] or [destructive] tag. Before constructing --data, fetch the action's live schema with oo connector schema to get its authoritative input fields.

Available actions

• create_contact — Create a Close contact under a specific lead. [write]
• create_lead — Create a Close lead with optional nested contacts and addresses. [write]
• create_opportunity — Create a Close opportunity for an existing lead. [write]
• create_task — Create a lead-scoped Close task. [write]
• get_contact — Fetch a single Close contact by ID.
• get_lead — Fetch a single Close lead by ID.
• get_opportunity — Fetch a single Close opportunity by ID.
• get_task — Fetch a single Close task by ID.
• list_contacts — List Close contacts with optional lead filtering and pagination.
• list_leads — List Close leads with optional pagination and field selection.
• list_opportunities — List Close opportunities with stable workflow filters and pagination.
• list_tasks — List Close tasks with lead, assignee, completion, and view filters.
• update_contact — Update writable fields on an existing Close contact. [write]
• update_lead — Update writable fields on an existing Close lead. [write]
• update_opportunity — Update writable fields on an existing Close opportunity. [write]
• update_task — Update writable fields on an existing Close task. [write]

Safety

• Untagged actions are reads (get / list / search) — safe to run directly.
• Actions tagged [write] change Close state — confirm the exact payload and effect with the user before running.
• Actions tagged [destructive] remove or overwrite data — always confirm the target and get explicit approval first.

First-time setup

These are one-time steps — do not repeat them on every call. Run a step only when a command fails for the matching reason.

• oo: command not found — install the oo CLI (other platforms: https://cli.oomol.com/install-guide.md):

  bash

  curl -fsSL https://cli.oomol.com/install.sh | bash    # macOS / Linux
  

  powershell

  irm https://cli.oomol.com/install.ps1 | iex           # Windows PowerShell
  

• Not signed in / authentication error — sign in to your OOMOL account once:

  bash

  oo auth login
  

• scope_missing / credential_expired / app_not_ready / app_not_found — Close is not connected, or the connection expired or lacks a scope. Connect once (auth type: API key) at:

  text

  https://console.oomol.com/app-connections?provider=close
  

• HTTP 402 / OOMOL_INSUFFICIENT_CREDIT — billing stop. Recharge at https://console.oomol.com/billing/token-recharge before retrying.

Resources

• Close homepage: https://www.close.com