Close - Atako

Let your agents work in your Close CRM — manage leads, contacts, opportunities, tasks and notes on your behalf.

Connection

Authentication: API key (API key (api_…)).

Close → Settings (gear icon) → Developer → API Keys → ”+ New API Key”. Name it, click Create, then copy the key (starts with api_). API keys inherit your user’s permissions — no extra scopes to pick.See Close’s documentation.

Read actions (18)

Action	Description
`get_contact`	Fetch a single contact by id.
`get_lead`	Fetch a single lead by id.
`get_me`	Fetch the profile of the authenticated user.
`get_note_activity`	Fetch a single note activity by id.
`get_opportunity`	Fetch a single opportunity by id.
`get_task`	Fetch a single task by id.
`get_user`	Fetch a single user by id.
`get_webhook`	Fetch a single webhook subscription by id.
`list_activities`	List activities of all types, filterable by lead, contact or user.
`list_contacts`	List contacts, optionally filtered by lead.
`list_lead_statuses`	List the lead statuses of the organization.
`list_leads`	List or search leads (optionally filtered with a Close search query).
`list_note_activities`	List note activities, optionally filtered by lead or user.
`list_opportunities`	List opportunities, optionally filtered by lead.
`list_opportunity_statuses`	List the opportunity statuses (pipeline stages) of the organization.
`list_tasks`	List tasks, filterable by lead, assignee, completion or view.
`list_users`	List users in the organization.
`list_webhooks`	List webhook subscriptions.

Write actions (17)

Action	Description
`create_contact`	Create a contact under an existing lead.
`create_lead`	Create a lead, optionally with nested contacts and addresses.
`create_note_activity`	Add a note to a lead.
`create_opportunity`	Create an opportunity on a lead.
`create_task`	Create a task on a lead.
`create_webhook`	Create a webhook subscription for object events.
`delete_contact`	Delete a contact.
`delete_lead`	Delete a lead and all its related objects.
`delete_note_activity`	Delete a note activity.
`delete_opportunity`	Delete an opportunity.
`delete_task`	Delete a task.
`delete_webhook`	Delete a webhook subscription.
`update_contact`	Update fields of an existing contact.
`update_lead`	Update fields of an existing lead.
`update_note_activity`	Update the content of a note activity.
`update_opportunity`	Update fields of an existing opportunity.
`update_task`	Update a task (e.g. reassign, reschedule or mark complete).

Permissions

Every action above must be explicitly granted to an agent before it can be used. See Permissions for the grant model and Security for how credentials are protected.