close-crm-via-rube

Operates Close CRM through a Rube MCP session the user has already authenticated with an approved Close connection. Creates leads with their starting contacts, logs calls using only facts and dates the user supplied, records inbound SMS, sends outbound SMS after exact-scope approval, creates follow-up tasks, fetches notes by ID, and permanently deletes call records after explicit confirmation. Shows every payload for approval before any write. Use when the user asks to add leads, log calls or text messages, set follow-up tasks, retrieve a note, or remove a call record in Close over a live Rube connection. Not for installing or authenticating Rube, approving Close access, editing existing contacts, creating or editing notes, email or opportunity work, deleting leads or any record other than a call, other CRMs, or sessions with no approved connection.

Version

v1.0.0

Size

16 KB

Updated

2026-10-10

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