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close-automation

Automate Close CRM workflows via Rube MCP for leads, calls, SMS, tasks, and notes.

Updated Mar 7, 2026
Search Tags:#automation#crm#notes#calls#sms#close#lead-management
One-click install
npx skills add https://github.com/huivrotiki/antigravity-code-workspace-copy --skill close-automation
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: close-automation
Source: https://github.com/huivrotiki/antigravity-code-workspace-copy/tree/main/02-Skills/close-automation
Command: npx skills add https://github.com/huivrotiki/antigravity-code-workspace-copy --skill close-automation

SYSTEM DOCUMENTATION & REQUIREMENTS

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.

Frequently Asked Questions about close-automation

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate Close CRM lead management and activity logging?▼

Automate Close CRM lead management by using Rube MCP to create leads, log calls and SMS with structured metadata, and attach notes. This reduces manual data entry and ensures consistent records across all sales activities.

Can I automatically log calls and SMS to Close leads with metadata like duration and status?▼

Yes, you can automatically log calls and SMS against Close leads with structured metadata including direction, status, duration, and notes. This is achieved by executing automated toolchains through the Rube MCP connection.

Do I need a Rube MCP connection to automate Close CRM workflows?▼

Yes, an active Rube MCP connection and the Close toolkit are required to automate CRM workflows. The system also searches current tool schemas before operations to ensure valid IDs and statuses are used.

What's the best way to keep Close CRM notes and tasks synced with lead updates?▼

The best way to keep Close CRM notes and tasks synced is by automating task creation and note attachment directly to leads via Rube MCP, maintaining context and follow-ups automatically without manual entry.

Why does my Close CRM automation fail with invalid lead IDs or statuses?▼

Close CRM automation fails with invalid IDs or statuses when current tool schemas are not verified before operations. The Skill requires searching schemas beforehand to ensure all lead IDs and activity statuses are valid.

Can I create leads in Close from external sources automatically?▼

Yes, you can automatically create and update leads in Close from external sources using Rube MCP automation. This keeps lead records synchronized across systems and reduces repetitive manual data entry tasks.

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