close-automation

Community

Automate Close CRM tasks with Rube MCP.

Authorhuivrotiki
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Automate repetitive CRM workflows in Close using Rube MCP to reduce manual data entry and ensure consistent records across leads, calls, SMS, tasks, and notes.

Core Features & Use Cases

  • Lead creation and management: automatically create and update leads in Close from external sources and keep them in sync.
  • Activity logging: log calls and SMS against leads with structured metadata (direction, status, duration, notes).
  • Task and note management: create tasks and attach notes to leads to maintain context and follow-ups.
  • Schema discovery and authentication: verify Rube MCP connection and current Close schemas before operations to ensure valid IDs and statuses.

Quick Start

Create a new lead in Close, log a follow-up call, and attach a note for the lead via Rube MCP.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: close-automation
Download link: https://github.com/huivrotiki/antigravity-code-workspace-copy/archive/main.zip#close-automation

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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