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Close Setup (BYOK)

Read your Close CRM custom field definitions, opportunity statuses, smart views, sequences, email template names, call outcomes, roles and groups with your own API key (no leads or contacts)

Unify Dynamics LLC

Tools10read-only
Sign-inBYOKbring your own key
Key keptNeverused for one call only
PriceFreeoptional Pro limits
ProviderClose Setupunofficial, not affiliated
Works withMCP · RESTany agent

Try asking

Real questions, and the tools your agent calls to answer them.

What custom fields are defined on leads in Close?
Tools called
list_lead_custom_fields
What custom fields are defined on contacts in Close?
Tools called
list_contact_custom_fields
What custom fields are defined on opportunities in Close?
Tools called
list_opportunity_custom_fields
Which opportunity statuses exist in my Close pipelines?
Tools called
list_opportunity_statuses
Which Smart Views do we have in Close?
Tools called
list_smart_views
Which sales sequences are active in Close?
Tools called
list_sequences

About

Close Setup (BYOK) lets an AI assistant read your own Close Setup data through the Close Setup API with a key you supply (Close API key). Read-only: 10 tools (list_lead_custom_fields, list_contact_custom_fields, list_opportunity_custom_fields, list_opportunity_statuses, list_smart_views, list_sequences, list_email_templates, list_call_outcomes, list_roles, list_groups). The BYOK key travels with each request, is used for that one call only and is never stored, logged or cached; it is only ever sent to api.close.com. Unofficial connector by Unify Dynamics LLC: not affiliated with, endorsed by or sponsored by Close Setup. Close Setup and its logos are trademarks of their owners and are used only to say which service the connector works with.

Sources: Live from the Close Setup API (api.close.com) with a BYOK key; documentation: https://developer.close.com/api/resources/custom-fields.md. Endpoints checked against that documentation on 2026-10-16.

Privacy

The publisher, Unify Dynamics LLC, states that tool inputs are processed in memory and not retained.

Data not collectedNo account, no profile, no stored prompts or results.

What it can do

10 tools, grouped by job. Every one is read-only or compute-only.

OpenAPI
Read your data10 tools
  • List lead custom fieldsList the custom field definitions for leads: id, name, description, type (text, number, date, datetime, choices, user, contact, hidden and more),…
  • List contact custom fieldsList the custom field definitions for contacts: id, name, description, type (text, number, date, datetime, choices, user, contact, hidden and…
  • List opportunity custom fieldsList the custom field definitions for opportunities: id, name, description, type (text, number, date, datetime, choices, user, contact, hidden and…
  • List opportunity statusesList opportunity statuses across pipelines: id, label, pipeline id and type (active, won or lost).
  • List smart viewsList saved Smart Views with id, name, record type (lead, contact, opportunity, call, email and more), description, shared flag and dates.
  • List sequencesList email and call sequences with id, name, status and dates.
  • List email templatesList email templates with id, name, subject, shared and archived flags and dates.
  • List call outcomesList call and meeting outcomes with id, name, description, type (custom or vm-dropped) and whether they apply to calls or meetings.
  • List rolesList the roles defined for the organization with id, name, whether the role can be edited and its permissions.
  • List groupsList user groups (teams) with id and name.

Information

PublisherUnify Dynamics LLC
CategoryWork & productivity
LanguagesEnglish
Built forWorldwide
CompatibilityAny MCP client · any agent · REST
Version0.1.0
MCP endpointhttps://byok-close-config.connectorbay.com/mcp
REST APIopenapi.json
SupportGet help · Status
CountryWorldwide
FunctionOther
LayerDeep connectors

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Get Close Setup (BYOK)

Free · BYOK · Read-only

BYOK: bring your own keyThis connector uses your own Close Setup Close API key. Create one at https://developer.close.com/api/overview/api-key-authentication, with the fewest permissions it needs (read-only if the provider offers it). Your assistant sends it in the X-Upstream-Key header with every request. It is used for that one call only: never stored, logged or cached, and only ever sent to Close Setup. Revoke it at the provider whenever you like. Unofficial connector: not affiliated with Close Setup.