Manage Your Close Leads, Deals, and Tasks Through Your Muse

Through a custom connector, your muse can work inside Close, the sales team customer record system, in plain words: find a lead, check its deals, log a note, and set a follow-up task.

What it does

The connector adds 16 tools. It can list and open leads, the companies in Close, and create or update one. It can list contacts on a lead and add a contact to one. It can list opportunities, the deals tied to a lead, and create or update one. It can read the activity timeline for a lead, covering calls, emails, texts, notes, and meetings, and log a new note there. It can create a task on a lead, list the lead status and opportunity stage values your team uses, and list the custom fields set up on leads. It can also confirm whose account it is using, with the organization name and plan.

How to use it

1. Start an AnythingMCP account and add the Close connector.
2. In Close, open Settings, then Developer, then API Keys, and create a key. Copy it at once and enter it only where the connector asks.
3. In Muse, open Settings, then Connectors, and add a custom connector with the address AnythingMCP gives you. Sign in and approve.
4. Ask the muse to confirm the account and organization it sees.
5. Start with a read: the leads in one status, or the open deals on one lead, and check the answer in Close.
6. Then try one small write, such as a note or a task on one lead, and check it first.

What you need

• A Muse account that can add custom connectors
• An AnythingMCP account with the Close connector added
• A Close account and an API key

What to watch for

• The API key acts as you in Close. Anyone holding it can read and change records you can reach, so keep it secret and replace it if it leaks.
• Creates and updates change live records your team works from. Name the exact lead, and ask the muse to show the record before it changes anything.
• Contacts belong to a lead. If a person is added to the wrong lead, the team sees the wrong link, so check the first few adds by hand.
• This is a custom connector, and Meta does not review custom connectors. You can disconnect it in Settings at any time. The muse prepares, you decide.