Agent skill · marketing growth · aiskillstore
close-automation
Automate Close CRM tasks via Rube MCP (Composio): create leads, manage calls/SMS, handle tasks, and track notes. Always search tools first for current schemas.
Why this skill is useful
Adds specific commands and workflows for automating Close CRM tasks that the AI wouldn't reliably generate on its own.
What it needs
Requires close account access. About 4k tokens when loaded. Last updated 2026-08-07. 405 stars on the source repository.
What this skill does
Close CRM Automation via Rube MCP Automate Close CRM operations through Composio's Close toolkit via Rube MCP. Prerequisites Rube MCP must be connected (RUBESEARCHTOOLS available) Active Close connection via RUBEMANAGECONNECTIONS with toolkit close Always call RUBESEARCHTOOLS first to get current tool schemas Setup Get Rube MCP: Add https://rube.app/mcp as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works. 1. Verify Rube MCP is available by confirming RUBESEARCHTOOLS responds 2. Call RUBEMANAGECONNECTIONS with toolkit close 3. If connection is not ACTIVE, follow the returned auth link to complete Close API authentication 4. Confirm connection status shows ACTIVE before running any workflows Core Workflows 1. Create and Manage Leads When to use: User wants to create new leads or manage existing lead records Tool sequence: 1. CLOSECREATELEAD - Create a new lead in Close [Required] Key parameters: name: Lead/company name contacts: Array of contact objects associated with the lead custom: Custom field values as key-value pairs statusid: Lead status ID Pitfalls: Leads in Close represent companies/organizations, not individual people Contacts are nested within leads; create the lead first, then contacts are included Custom field keys use the custom field ID (e.g., 'custom.cfXXX'), not display names Duplicate lead detection is not automatic; check before creating 2. Log Calls When to use: User wants to log a phone call activity against a lead Tool sequence: 1. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills aiskillstore/close-automation