All other tools (59)
close.activity_search medium conf highaudit
Searches activity logs (calls, emails, SMS); reveals customer interaction history.
close.aggregation low conf highallow
Returns aggregated metrics across CRM data.
close.close_product_knowledge_search low conf highallow
Searches Close product help content.
close.create_address medium conf highaudit
Adds an address (PII) to a record.
close.create_contact medium conf highaudit
Creates a new contact, persisting PII.
close.create_email_template low conf highallow
Creates a reusable email template.
close.create_lead medium conf highaudit
Creates a new lead, persisting prospect PII in the CRM.
close.create_lead_status low conf highallow
Adds a new lead status to the pipeline configuration.
close.create_opportunity medium conf highaudit
Creates a sales opportunity that contributes to forecast.
close.create_opportunity_status_tool medium conf highaudit
Adds a new opportunity stage; changes pipeline reporting structure.
close.create_pipeline medium conf highaudit
Creates a new sales pipeline; influences how revenue is reported.
close.create_sms_template low conf highallow
Creates a reusable SMS template.
close.create_task low conf highallow
Creates a follow-up task assigned to a user.
close.create_workflow medium conf highaudit
Adds an automated workflow that may send outbound communications.
close.delete_address medium conf highaudit
Removes an address from a record.
close.delete_email_template low conf highallow
Deletes an email template.
close.delete_lead_smart_view low conf highallow
Deletes a smart view definition.
close.delete_lead_status medium conf mediumaudit
Removes a lead status; affects all leads currently in that status.
close.delete_opportunity_status_tool medium conf mediumaudit
Removes an opportunity stage; impacts historical reporting consistency.
close.delete_sms_template low conf highallow
Deletes an SMS template.
close.fetch medium conf mediumaudit
Generic record fetch by id; effective risk depends on object type.
close.fetch_contact medium conf highaudit
Reads a contact record with PII fields.
close.fetch_email_template low conf highallow
Reads an email template body.
close.fetch_lead medium conf highaudit
Reads a single lead record with attached PII.
close.fetch_lead_smart_view low conf highallow
Reads a saved lead filter view.
close.fetch_lead_status low conf highallow
Reads a lead-status definition.
close.fetch_opportunity low conf highallow
Reads an opportunity record.
close.fetch_opportunity_status low conf highallow
Reads an opportunity-status definition.
close.fetch_pipeline_and_opportunity_statuses low conf highallow
Reads pipeline configuration and its statuses.
close.fetch_sms_template low conf highallow
Reads an SMS template body.
close.find_agent_configs low conf highallow
Lists configured agent integrations.
close.find_call_outcomes low conf highallow
Lists configured call outcomes.
close.find_custom_activities low conf highallow
Lists custom activity types.
close.find_email_templates low conf highallow
Lists email templates.
close.find_forms low conf highallow
Lists embedded lead-capture forms.
close.find_groups low conf highallow
Lists user groups configured on the org.
close.find_lead_custom_fields low conf highallow
Lists custom fields defined on the lead schema.
close.find_lead_smart_views low conf highallow
Lists smart views available to the user.
close.find_lead_statuses low conf highallow
Lists configured lead statuses.
close.find_meeting_outcomes low conf highallow
Lists configured meeting outcomes.
close.find_opportunities low conf highallow
Lists opportunities matching criteria.
close.find_pipelines_and_opportunity_statuses low conf highallow
Lists pipelines and their statuses.
close.find_scheduling_links low conf highallow
Lists scheduling links available to the org.
close.find_sms_templates low conf highallow
Lists SMS templates.
close.find_workflows low conf highallow
Lists configured automation workflows.
close.get_fields low conf highallow
Returns object schema field metadata.
close.lead_search medium conf highaudit
Searches lead records; returns PII fields like name, email, phone.
close.org_info low conf highallow
Reads tenant-level organization info.
close.org_users medium conf highaudit
Lists users in the org with role information.
close.paginate_search medium conf mediumaudit
Pagination wrapper for search; bulk traversal can amount to PII export.
close.search medium conf mediumaudit
Generic search across CRM data; can surface PII for any indexed object.
close.update_contact medium conf highaudit
Modifies contact PII (name, email, phone, address).
close.update_email_template low conf highallow
Modifies an email template body.
close.update_lead medium conf highaudit
Modifies lead fields; can change contact details or routing assignment.
close.update_lead_smart_view low conf highallow
Modifies a saved smart view's filters.
close.update_lead_status low conf highallow
Modifies a lead-status definition.
close.update_opportunity_status_tool medium conf highaudit
Modifies an opportunity stage; can shift forecast bucketing.
close.update_pipeline medium conf highaudit
Modifies a pipeline's structure or stages.
close.update_sms_template low conf highallow
Modifies an SMS template body.