{
 "categories": [
  "crm",
  "sales"
 ],
 "deployment": "saas",
 "evidence": [
  {
   "date": "2026-09-06",
   "fact": "homepage",
   "note": "Close presents a sales CRM with calling, email, SMS, pipeline management, reporting, and a built-in AI agent named Chloe. The page offers a free trial with no credit card and links a REST API, webhooks, and MCP developer platform.",
   "source": "https://www.close.com/",
   "tier": "declared"
  },
  {
   "date": "2026-09-06",
   "fact": "license",
   "note": "Close publishes paid Solo, Essentials, and higher plans. Solo is listed at $9\u2013$19 per user per month depending on annual versus monthly billing. The opened pricing page documents a 14-day free trial, not a lasting free tier.",
   "source": "https://www.close.com/pricing",
   "tier": "declared"
  },
  {
   "date": "2026-09-06",
   "fact": "platforms",
   "note": "The homepage SoftwareApplication markup lists operating systems Web, iOS, and Android.",
   "source": "https://www.close.com/",
   "tier": "declared"
  },
  {
   "date": "2026-09-06",
   "fact": "modalities.api.exists",
   "note": "Close's developer platform documents a REST API reference with schemas, examples, and an interactive explorer, plus authentication, webhooks, events, and MCP.",
   "source": "https://developer.close.com/",
   "tier": "declared"
  },
  {
   "date": "2026-09-06",
   "fact": "modalities.api.kinds[0]",
   "note": "Base URL is https://api.close.com/api/v1. Close uses REST conventions, standard HTTP methods, and JSON request and response bodies.",
   "source": "https://developer.close.com/api/overview.md",
   "tier": "declared"
  },
  {
   "date": "2026-09-06",
   "fact": "modalities.api.auth[0]",
   "note": "API keys use HTTP Basic authentication. The API key is the username and the password is empty. Keys are created under Settings \u2192 Developer \u2192 API Keys and are scoped to a user/organization combination.",
   "source": "https://developer.close.com/api/overview/api-key-authentication",
   "tier": "declared"
  },
  {
   "date": "2026-09-06",
   "fact": "modalities.api.auth[1]",
   "note": "OAuth 2.0 uses an application Client ID and Client Secret. Users authorize at https://app.close.com/oauth2/authorize/. Tokens are issued at https://api.close.com/oauth2/token/. API calls send Authorization: Bearer ACCESS_TOKEN. Access tokens expire in 3600 seconds; offline_access yields a rotating refresh token.",
   "source": "https://developer.close.com/api/overview/oauth-authentication",
   "tier": "declared"
  },
  {
   "date": "2026-09-06",
   "fact": "modalities.api.coverage",
   "note": "The developer llms.txt index lists REST resources for leads, contacts, opportunities, tasks, activities, notes, calls, emails, meetings, custom objects, webhooks, event log, smart views, reporting, sequences, bulk actions, exports, pipelines, templates, scheduling links, and related administration. PUT updates are documented as patches.",
   "source": "https://developer.close.com/llms.txt",
   "tier": "declared"
  },
  {
   "date": "2026-09-06",
   "fact": "modalities.sdk.exists",
   "note": "Close documents API clients and states that the Python wrapper is officially maintained by Close. Other listed language wrappers are community contributions.",
   "source": "https://developer.close.com/api/overview/api-clients.md",
   "tier": "declared"
  },
  {
   "date": "2026-09-06",
   "fact": "modalities.sdk.languages[0]",
   "note": "The closeio/closeio-api repository is an official Close Python wrapper published as pip install closeio. It authenticates with an API key and exposes get/post helpers against Close resources.",
   "source": "https://raw.githubusercontent.com/closeio/closeio-api/master/README.md",
   "tier": "declared"
  },
  {
   "date": "2026-09-06",
   "fact": "modalities.mcp.first_party",
   "note": "Close documents a remote MCP at https://mcp.close.com/mcp with HTTP Streamable transport and OAuth 2.0 Dynamic Client Registration. Custom clients may send Close-API-Key and Close-Scope headers. Scopes are mcp.read, mcp.write_safe, and mcp.write_destructive.",
   "source": "https://help.close.com/docs/mcp-server",
   "tier": "declared"
  },
  {
   "date": "2026-09-06",
   "fact": "modalities.extensibility.webhooks",
   "note": "Webhook subscriptions POST Event Log events to a caller URL when object types and actions match. Deliveries are signed with close-sig-hash HMAC-SHA256. Failed deliveries retry up to 72 hours. Default cap is 40 subscriptions per organization.",
   "source": "https://developer.close.com/api/resources/webhooks.md",
   "tier": "declared"
  },
  {
   "date": "2026-09-06",
   "fact": "modalities.data_access.export",
   "note": "Close exports leads, contacts, and opportunities as CSV or JSON from search. JSON is required to export activities. The developer platform also documents an asynchronous Exports API that returns a download_url.",
   "source": "https://help.close.com/account-management/exporting-data.md",
   "tier": "declared"
  },
  {
   "date": "2026-09-06",
   "fact": "modalities.data_access.import",
   "note": "The Lead Importer accepts CSV and XLSX/XLS files, can create or update leads, and can group contacts onto the same lead. The REST API creates and updates the same objects as JSON.",
   "source": "https://help.close.com/getting-started/import-data-into-close/importing-leads-from-file.md",
   "tier": "declared"
  },
  {
   "date": "2026-09-06",
   "fact": "modalities.agent_docs.llms_txt",
   "note": "Close publishes https://developer.close.com/llms.txt as a documentation index for the REST API, authentication, webhooks, MCP, and resource pages. Help docs publish a separate index at https://help.close.com/llms.txt.",
   "source": "https://developer.close.com/llms.txt",
   "tier": "declared"
  },
  {
   "date": "2026-09-06",
   "fact": "verdict.scores.api",
   "note": "The REST API is JSON, documented, webhook-enabled, and paired with an official Python client and OAuth for multi-account apps. The published OpenAPI spec is experimental and incomplete, so the path is broad production CRM automation rather than a 9\u201310 surface.",
   "source": "https://developer.close.com/api/overview.md",
   "tier": "declared"
  },
  {
   "date": "2026-09-06",
   "fact": "verdict.scores.mcp",
   "note": "The official remote MCP documents read tools for search, fetch, reporting, and org info; write_safe tools for creates; and write_destructive tools for updates, deletes, enrichment, and voice-agent scheduling. Coverage is useful and official, but ordinary updates sit behind the destructive scope.",
   "source": "https://developer.close.com/mcp/tools",
   "tier": "declared"
  },
  {
   "date": "2026-09-06",
   "fact": "freshness.watch[0].url",
   "note": "Opened Close's current MCP setup page. It documents https://mcp.close.com/mcp, OAuth DCR, API-key headers, Claude/ChatGPT/Cursor/VS Code/n8n clients, and the three Close-Scope values.",
   "source": "https://help.close.com/docs/mcp-server",
   "tier": "declared"
  },
  {
   "date": "2026-09-06",
   "fact": "freshness.watch[1].url",
   "note": "Opened the current Close MCP Tools catalog, including mcp.read, mcp.write_safe, and mcp.write_destructive sections.",
   "source": "https://developer.close.com/mcp/tools",
   "tier": "declared"
  },
  {
   "date": "2026-09-06",
   "fact": "freshness.watch[2].url",
   "note": "Opened the current API overview, including base URL, API-key and OAuth auth, JSON conventions, pagination, webhooks, event log, and the experimental OpenAPI spec URL.",
   "source": "https://developer.close.com/api/overview.md",
   "tier": "declared"
  },
  {
   "date": "2026-09-06",
   "fact": "freshness.watch[3].url",
   "note": "Opened and verified as the current OAuth 2.0 authorization, token, refresh, and revoke documentation for the Close API.",
   "source": "https://developer.close.com/api/overview/oauth-authentication",
   "tier": "declared"
  }
 ],
 "freshness": {
  "last_verified": "2026-09-06",
  "volatility": "high",
  "watch": [
   {
    "type": "mcp",
    "url": "https://help.close.com/docs/mcp-server"
   },
   {
    "type": "mcp",
    "url": "https://developer.close.com/mcp/tools"
   },
   {
    "type": "docs",
    "url": "https://developer.close.com/api/overview.md"
   },
   {
    "type": "docs",
    "url": "https://developer.close.com/api/overview/oauth-authentication"
   }
  ]
 },
 "homepage": "https://www.close.com/",
 "id": "close",
 "license": "commercial",
 "modalities": {
  "agent_docs": {
   "llms_txt": true
  },
  "api": {
   "auth": [
    "api-key-basic",
    "oauth2"
   ],
   "coverage": "full",
   "docs": "https://developer.close.com/",
   "exists": true,
   "kinds": [
    "rest"
   ]
  },
  "cli": {
   "exists": "unknown"
  },
  "computer_use": {
   "issues": [],
   "viability": "unknown"
  },
  "data_access": {
   "export": [
    "csv",
    "json",
    "api-json"
   ],
   "import": [
    "csv",
    "xlsx",
    "api-json"
   ]
  },
  "extensibility": {
   "scripting": [],
   "webhooks": true
  },
  "integrations": {
   "make": "unknown",
   "n8n": "unknown",
   "power_automate": "unknown",
   "zapier": "unknown"
  },
  "mcp": {
   "first_party": true,
   "third_party": [],
   "verdict": "official"
  },
  "rpa": {
   "drivability": "unknown",
   "notes": "No repeatable UI probe was run. Close's REST API, signed webhooks, Exports API, and hosted MCP cover CRM automation without browser control.\n",
   "ui_stack": [
    "web-dom"
   ],
   "vendor_support": []
  },
  "sdk": {
   "exists": true,
   "languages": [
    "python"
   ],
   "official": true
  }
 },
 "name": "Close",
 "platforms": [
  "web",
  "ios",
  "android"
 ],
 "related": {
  "alternatives": [
   "hubspot",
   "salesforce-sales-cloud",
   "pipedrive",
   "superoffice-crm"
  ],
  "our_products": []
 },
 "schema_version": 1,
 "score_version": 1,
 "status": "active",
 "vendor": "Close",
 "verdict": {
  "best_path": "api",
  "scores": {
   "api": 8,
   "cli": null,
   "computer_use": null,
   "integrations": null,
   "mcp": 8,
   "overall": 8,
   "rpa": null
  },
  "summary": "Close is automatable today through its REST API at https://api.close.com/api/v1. This record is Close CRM pipeline, communications, and organization data. It is not HubSpot, Salesforce Sales Cloud, Pipedrive, or SuperOffice CRM. The API uses JSON over HTTPS with leads, contacts, opportunities, activities, custom fields, sequences, bulk actions, reporting, and an experimental OpenAPI spec. Scripts authenticate with HTTP Basic using an API key as the username and an empty password. User-facing apps use OAuth 2.0 authorization code tokens as Bearer access tokens, with refresh via offline_access. Signed webhooks POST Event Log changes, with HMAC verification and a 40-subscription limit per organization. Close maintains an official Python client (closeio on PyPI). The hosted MCP at https://mcp.close.com/mcp uses HTTP Streamable transport and OAuth 2.0 Dynamic Client Registration, or Close-API-Key plus Close-Scope headers. mcp.read is read-only, mcp.write_safe adds creates, and mcp.write_destructive is required for updates and deletes. n8n's documented MCP setup is read-only. iPaaS connector catalogs and a first-party CLI were not opened. Computer-use viability is unassessed. API and MCP both score 8. API is the best path because webhooks, bulk work, and ordinary updates do not require the destructive MCP scope.\n"
 }
}