Skip to main content

​
Overview

Phinite’s Close CRM predefined tool lets workspace assistants call Close CRM APIs through DevStudio after you save a connection under Integrations → Predefined tools. Manage a Close CRM account — leads, contacts, opportunities, tasks, and activities (notes, calls, emails, SMS, meetings), plus statuses, users, custom fields, pipelines, and smart views — via the Close REST API.
Predefined tools require a saved connection before they appear in Graph Studio’s tool picker. See Predefined Tools in GraphStudio.

​
What this integration enables

  • Automate workflows using this predefined tool from agent graphs
  • Connect once under Integrations and reuse across assistants
  • Enable individual subtools per agent in Graph Studio

​
Required credentials

  • API Key api_key (required)

​
Setup steps

  1. In Close go to Settings → Developer → API Keys and create an API key.
  2. Log into your Phinite workspace at app.phinite.ai
  3. Navigate to Integrations → Predefined tools
  4. Select Close CRM
  5. Click + Add Configuration
  6. Enter the credential fields listed above
  7. Select assistants that should use this connection
  8. Click Save Configuration

​
Configure in Graph Studio

  1. Open an agent in Graph Studio
  2. Select the agent node → Tools tab → Add a new tool
  3. Choose CloseCRMTool (or search for Close CRM)
  4. Select your saved connection or add a new one
  5. Enable the subtools your workflow needs and save

​
Predefined tools

Phinite provides 55 subtools for Close CRM:
  • Create Lead: Create a new lead (company/organization).
  • Get Lead: Retrieve a single lead by its id.
  • List Leads: List leads, optionally filtered by a Close search query string.
  • Update Lead: Update a lead. Provide only the fields to change.
  • Delete Lead: Delete a lead by its id. Irreversible.
  • Search Leads: Search leads using the Close query language.
  • Create Contact: Create a contact under a lead. Requires lead_id.
  • Get Contact: Retrieve a single contact by id.
  • List Contacts: List contacts, optionally filtered by lead_id.
  • Update Contact: Update a contact. Provide only the fields to change.
  • Delete Contact: Delete a contact by id. Irreversible.
  • Create Opportunity: Create an opportunity on a lead. Value is in cents.
  • Get Opportunity: Retrieve a single opportunity by id.
  • List Opportunities: List opportunities, optionally filtered by lead_id.
  • Update Opportunity: Update an opportunity. Provide only the fields to change.
  • Delete Opportunity: Delete an opportunity by id. Irreversible.
  • Create Task: Create a task on a lead. Requires lead_id and text.
  • Get Task: Retrieve a single task by id.
  • List Tasks: List tasks, optionally filtered by lead_id, completion state, or assignee.
  • Update Task: Update a task (e.g. mark complete or change date).
  • Delete Task: Delete a task by id. Irreversible.
  • Create Note: Create a note activity on a lead. Requires lead_id and note.
  • Get Note: Retrieve a single note activity by id.
  • List Notes: List note activities, optionally filtered by lead_id.
  • Update Note: Update the text of a note activity.
  • Delete Note: Delete a note activity by id. Irreversible.
  • Log Call: Log a call activity against a lead. Requires lead_id.
  • Get Call: Retrieve a single call activity by id.
  • List Calls: List call activities, optionally filtered by lead_id.
  • Delete Call: Delete a call activity by id. Irreversible.
  • Create Email: Create an email activity (draft or send). Requires lead_id.
  • Get Email: Retrieve a single email activity by id.
  • List Emails: List email activities, optionally filtered by lead_id.
  • Update Email: Update an email activity (e.g. edit a draft or change status to send).
  • Delete Email: Delete an email activity by id. Irreversible.
  • Create Sms: Create an SMS activity (draft or send). Requires lead_id.
  • Get Sms: Retrieve a single SMS activity by id.
  • List Sms: List SMS activities, optionally filtered by lead_id.
  • Delete Sms: Delete an SMS activity by id. Irreversible.
  • Get Meeting: Retrieve a single meeting activity by id.
  • List Meetings: List meeting activities, optionally filtered by lead_id or user_id.
  • Create Lead Status: Create a new lead status. Requires label.
  • List Lead Statuses: List all lead statuses in the organization.
  • Update Lead Status: Update a lead status label.
  • Delete Lead Status: Delete a lead status by id. Irreversible.
  • Create Opportunity Status: Create a new opportunity status. Requires label and type.
  • List Opportunity Statuses: List all opportunity statuses in the organization.
  • Update Opportunity Status: Update an opportunity status label or type.
  • Delete Opportunity Status: Delete an opportunity status by id. Irreversible.
  • Get Me: Get the currently authenticated user.
  • Get User: Retrieve a single user by id.
  • List Users: List users in the organization.
  • List Lead Custom Fields: List all custom fields defined for leads.
  • List Pipelines: List all opportunity pipelines in the organization.
  • List Smart Views: List all smart views (saved searches).

​
Documentation & resources

  • Official documentation: https://developer.close.com/
  • Phinite documentation: Close CRM

​
Notes

  • Store API keys and tokens securely; many providers show secrets only once
  • Use separate connections for Dev, UAT, and Prod environments where possible
  • Test with a minimal subtool call after saving credentials