Close
for LuumenAI
Close is a CRM platform designed to help businesses manage and streamline their sales processes, including calling, email automation, and predictive dialers.
Operate Close from the same conversation as the hosts it runs on. Check jobs, queues, and interfaces without a second console; run diagnostic reports; and restart or update with the change previewed, approved, and logged.
The Close toolbox
14 tools: 8 read, 6 write. Reads answer instantly. Writes require approval by default. Everything is logged.
- ReadGet ContactRetrieve one Close contact by ID, optionally limiting returned fields.
- ReadGet NotesThis tool retrieves a list of note activities from Close.
- ReadGet OpportunityRetrieve one Close opportunity by ID with optional field projection.
- ReadList ActivitiesLists one page of Close email or call activities using documented filters.
- ReadList Custom Activity TypesThis tool lists the custom activity types defined in a Close organization, returning each type's id and name.
- ReadList Custom Object TypesThis tool lists the custom object types defined in a Close organization, returning each type's id and name.
- ReadList OpportunitiesList Close opportunities with aggregate values and offset pagination.
- ReadWho Am IReturn the identity (email, name) of the connected Close account.
- WriteCreate CallCreates a new call record in Close.com. Approval by default
- WriteCreate EmailCreate or log a Close email activity. Approval by default
- WriteCreate LeadCreates a new lead in Close CRM. Approval by default
- WriteCreate SMS MessageThis tool creates a new SMS activity in Close CRM. Approval by default
- WriteCreate TaskThis tool creates a new task in Close.com. Approval by default
- WriteDelete CallThis tool allows you to delete a specific call activity in Close.com. Approval by default
Questions
Authorize once with API token. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.
Read actions answer immediately. Anything that writes — create call, create email, create lead, create sms message, and more — is shown as a plan and requires approval by default, including the 2 actions classified as destructive. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.
You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.
Every call to Close — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.
Often connected alongside
All integrations
SAP BTPGateways, jobs, and subaccounts operated from one governed chat.
SalesforceRecords and integration jobs checked without a second console.
SAP S/4HANAJobs, queues, and records in SAP S/4HANA without a second console.
SAP SuccessFactorsJobs, queues, and records in SAP SuccessFactors without a second console.Put Close to work with Luumen
Connect in minutes. Every action scoped, approved, and audited from day one.