| Close | close.create_lead_status | Lead Smart Views & Statuses | low | high | | SOC2 | Adds a new lead status to the pipeline configuration. |
| Close | close.create_opportunity | Opportunities & Pipelines | medium | high | | SOXCOSOSOC2 | Creates a sales opportunity that contributes to forecast. |
| Close | close.create_opportunity_status_tool | Opportunities & Pipelines | medium | high | | SOXCOSOSOC2 | Adds a new opportunity stage; changes pipeline reporting structure. |
| Close | close.create_pipeline | Opportunities & Pipelines | medium | high | | SOXCOSOSOC2 | Creates a new sales pipeline; influences how revenue is reported. |
| Close | close.create_sms_template | Templates | low | high | | | Creates a reusable SMS template. |
| Close | close.create_task | Tasks & Workflows | low | high | | | Creates a follow-up task assigned to a user. |
| Close | close.create_workflow | Tasks & Workflows | medium | high | | GDPRUK_GDPRCCPASOC2 | Adds an automated workflow that may send outbound communications. |
| Close | close.delete_address | Contacts | medium | high | | GDPRUK_GDPRCCPAPIPEDALGPDAPPIPIPLPOPIA | Removes an address from a record. |
| Close | close.delete_contact | Contacts | high | high | ⚠ SoD | GDPRUK_GDPRCCPAPIPEDALGPDAPPIPIPLPOPIASOC2 | Removes a contact and its activity history; relevant to right-to-erasure but breaks attribution. |
| Close | close.delete_email_template | Templates | low | high | | | Deletes an email template. |
| Close | close.delete_lead | Leads | high | high | ⚠ SoD | GDPRUK_GDPRCCPAPIPEDALGPDAPPIPIPLPOPIASOC2 | Removes a lead record and its history; can be used for right-to-erasure or to obscure pipeline. |
| Close | close.delete_lead_smart_view | Lead Smart Views & Statuses | low | high | | | Deletes a smart view definition. |
| Close | close.delete_lead_status | Lead Smart Views & Statuses | medium | medium | | SOC2 | Removes a lead status; affects all leads currently in that status. |
| Close | close.delete_opportunity | Opportunities & Pipelines | high | high | ⚠ SoD | SOXCOSOSOC2 | Removes an opportunity record; can mask pipeline visibility from finance. |
| Close | close.delete_opportunity_status_tool | Opportunities & Pipelines | medium | medium | | SOXCOSOSOC2 | Removes an opportunity stage; impacts historical reporting consistency. |
| Close | close.delete_pipeline | Opportunities & Pipelines | high | high | ⚠ SoD | SOXCOSOSOC2ISO_27001 | Removes a pipeline and disrupts forecast continuity. |
| Close | close.delete_sms_template | Templates | low | high | | | Deletes an SMS template. |
| Close | close.fetch | Search & Discovery | medium | medium | | GDPRUK_GDPRCCPAPIPEDALGPDAPPIPIPLPOPIA | Generic record fetch by id; effective risk depends on object type. |
| Close | close.fetch_contact | Contacts | medium | high | | GDPRUK_GDPRCCPAPIPEDALGPDAPPIPIPLPOPIA | Reads a contact record with PII fields. |
| Close | close.fetch_email_template | Templates | low | high | | | Reads an email template body. |
| Close | close.fetch_lead | Leads | medium | high | | GDPRUK_GDPRCCPAPIPEDALGPDAPPIPIPLPOPIA | Reads a single lead record with attached PII. |
| Close | close.fetch_lead_smart_view | Lead Smart Views & Statuses | low | high | | | Reads a saved lead filter view. |
| Close | close.fetch_lead_status | Lead Smart Views & Statuses | low | high | | | Reads a lead-status definition. |
| Close | close.fetch_opportunity | Opportunities & Pipelines | low | high | | SOXCOSO | Reads an opportunity record. |
| Close | close.fetch_opportunity_status | Opportunities & Pipelines | low | high | | | Reads an opportunity-status definition. |
| Close | close.fetch_pipeline_and_opportunity_statuses | Opportunities & Pipelines | low | high | | | Reads pipeline configuration and its statuses. |
| Close | close.fetch_sms_template | Templates | low | high | | | Reads an SMS template body. |
| Close | close.find_agent_configs | Schema & Configuration | low | high | | SOC2 | Lists configured agent integrations. |
| Close | close.find_call_outcomes | Schema & Configuration | low | high | | | Lists configured call outcomes. |
| Close | close.find_custom_activities | Schema & Configuration | low | high | | | Lists custom activity types. |
| Close | close.find_email_templates | Templates | low | high | | | Lists email templates. |
| Close | close.find_forms | Schema & Configuration | low | high | | GDPRUK_GDPRCCPA | Lists embedded lead-capture forms. |
| Close | close.find_groups | Schema & Configuration | low | high | | SOC2 | Lists user groups configured on the org. |
| Close | close.find_lead_custom_fields | Schema & Configuration | low | high | | | Lists custom fields defined on the lead schema. |
| Close | close.find_lead_smart_views | Lead Smart Views & Statuses | low | high | | | Lists smart views available to the user. |
| Close | close.find_lead_statuses | Lead Smart Views & Statuses | low | high | | | Lists configured lead statuses. |
| Close | close.find_meeting_outcomes | Schema & Configuration | low | high | | | Lists configured meeting outcomes. |
| Close | close.find_opportunities | Opportunities & Pipelines | low | high | | SOXCOSO | Lists opportunities matching criteria. |
| Close | close.find_pipelines_and_opportunity_statuses | Opportunities & Pipelines | low | high | | | Lists pipelines and their statuses. |
| Close | close.find_scheduling_links | Schema & Configuration | low | high | | | Lists scheduling links available to the org. |
| Close | close.find_sms_templates | Templates | low | high | | | Lists SMS templates. |
| Close | close.find_workflows | Tasks & Workflows | low | high | | SOC2 | Lists configured automation workflows. |
| Close | close.get_fields | Schema & Configuration | low | high | | | Returns object schema field metadata. |
| Close | close.lead_search | Search & Discovery | medium | high | | GDPRUK_GDPRCCPAPIPEDALGPDAPPIPIPLPOPIA | Searches lead records; returns PII fields like name, email, phone. |
| Close | close.org_info | Org & Identity | low | high | | | Reads tenant-level organization info. |
| Close | close.org_users | Org & Identity | medium | high | | SOC2ISO_27001 | Lists users in the org with role information. |
| Close | close.paginate_search | Search & Discovery | medium | medium | | GDPRUK_GDPRCCPAPIPEDALGPDAPPIPIPLPOPIASOC2 | Pagination wrapper for search; bulk traversal can amount to PII export. |
| Close | close.search | Search & Discovery | medium | medium | | GDPRUK_GDPRCCPAPIPEDALGPDAPPIPIPLPOPIA | Generic search across CRM data; can surface PII for any indexed object. |
| Close | close.update_contact | Contacts | medium | high | | GDPRUK_GDPRCCPAPIPEDALGPDAPPIPIPLPOPIA | Modifies contact PII (name, email, phone, address). |
| Close | close.update_email_template | Templates | low | high | | | Modifies an email template body. |