Create a note

Create a note

Logs a note activity on a lead, optionally tied to one of its contacts.

lead_id is required. Send the text as plain note or rich-text note_html, and set pinned to pin the note on the lead.

Set up

Use the first option your agent supports.

MCP (official, remote)

Add this server to your agent's MCP settings, then sign in when asked.

{ "mcpServers": { "close": { "url": "https://mcp.close.com/mcp" } } }

Call the MCP tool create_note.

Server URL: https://mcp.close.com/mcp

API (official)

• Base URL: https://api.close.com/api/v1
• Endpoint: POST /activity/note/
• Auth: send the header Authorization: Basic $CLOSE_API_KEY
• Docs: https://developer.close.com/api/overview

Before doing anything else, make one read-only call to confirm access.

Rules

• Ask the user before anything that sends messages, costs money, or changes data.
• Never print API keys.