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Agent skill

Close Automation

by davepoon in davepoon/buildwithclaude

Automate Close CRM tasks via Rube MCP (Composio): create leads, manage calls/SMS, handle tasks, and track notes.

MITAuto-check passedProductivity & Automation

Install Close Automation

skills CLI
$ npx skills add davepoon/buildwithclaude --skill close-automation -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install davepoon/buildwithclaude close-automation --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/davepoon/buildwithclaude.git skills-src && mkdir -p .claude/skills && cp -r skills-src/plugins/all-skills/skills/close-automation .claude/skills/close-automation && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
close-automation
GitHub stars
3.6k
Used in
7 other repos
Token cost
~1.7k tokens
SKILL.md length
767 words
Files
1
Skills in repo
245
Repo updated
First seen
Licence
MIT

At a glance

Automate Close CRM tasks via Rube MCP (Composio): create leads, manage calls/SMS, handle tasks, and track notes.

  • Works in 6 steps: Create and Manage Leads → Log Calls → Send SMS Messages → …
  • Tasks that involve App automation through connectors
  • SKILL.md covers Prerequisites, Setup, Core Workflows and Common Patterns, plus 2 more sections
  • Reaches rube.app

What it does

Close Automation is an agent skill from davepoon/buildwithclaude. Automate Close CRM tasks via Rube MCP (Composio): create leads, manage calls/SMS, handle tasks, and track notes. Always search tools first for current schemas.

Its SKILL.md is about 1.7k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Productivity & Automation, covering App automation through connectors. It works with Composio. The repository describes itself as: A single hub to find Claude Skills, Agents, Commands, Hooks, Plugins, and Marketplace collections to extend Claude Code, Claude Desktop, Agent SDK and OpenClaw. The licence is MIT.

When your agent uses it

  • Tasks that involve App automation through connectors

Example prompts

  • “/close-automation”

Workflow steps

6 steps, taken from the step headings in SKILL.md.

  1. Create and Manage Leads
  2. Log Calls
  3. Send SMS Messages
  4. Manage Tasks
  5. Manage Notes
  6. Delete Activities

What it can do on your machine

Read from SKILL.md and the folder at commit 10bfc43. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    Hosts in commands or code, which the agent is likely to contact:

    • rube.app

    Also links to:

    • composio.dev

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Close Automation loads about 1.7k tokens when it runs. Until then it costs about 44 tokens; SKILL.md has 767 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~44
When it runs · the whole SKILL.md, loaded when a task matches
~1.7k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from davepoon/buildwithclaude at commit 10bfc43, republished under its MIT licence (© davepoon). 767 words, ~1,698 tokens.

Download SKILL.mdSave it as .claude/skills/close-automation/SKILL.md (or your agent's skills folder).
name
close-automation
description
Automate Close CRM tasks via Rube MCP (Composio): create leads, manage calls/SMS, handle tasks, and track notes. Always search tools first for current schemas.
requires.mcp
rube
category
crm

Close CRM Automation via Rube MCP

Automate Close CRM operations through Composio's Close toolkit via Rube MCP.

Toolkit docs: composio.dev/toolkits/close

Prerequisites

  • Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
  • Active Close connection via RUBE_MANAGE_CONNECTIONS with toolkit close
  • Always call RUBE_SEARCH_TOOLS first to get current tool schemas

Setup

Get Rube MCP: Add https://rube.app/mcp as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.

  1. Verify Rube MCP is available by confirming RUBE_SEARCH_TOOLS responds
  2. Call RUBE_MANAGE_CONNECTIONS with toolkit close
  3. If connection is not ACTIVE, follow the returned auth link to complete Close API authentication
  4. Confirm connection status shows ACTIVE before running any workflows

Core Workflows

1. Create and Manage Leads

When to use: User wants to create new leads or manage existing lead records

Tool sequence:

  1. CLOSE_CREATE_LEAD - Create a new lead in Close [Required]

Key parameters:

  • name: Lead/company name
  • contacts: Array of contact objects associated with the lead
  • custom: Custom field values as key-value pairs
  • status_id: Lead status ID

Pitfalls:

  • Leads in Close represent companies/organizations, not individual people
  • Contacts are nested within leads; create the lead first, then contacts are included
  • Custom field keys use the custom field ID (e.g., 'custom.cf_XXX'), not display names
  • Duplicate lead detection is not automatic; check before creating
2. Log Calls

When to use: User wants to log a phone call activity against a lead

Tool sequence:

  1. CLOSE_CREATE_CALL - Log a call activity [Required]

Key parameters:

  • lead_id: ID of the associated lead
  • contact_id: ID of the contact called
  • direction: 'outbound' or 'inbound'
  • status: Call status ('completed', 'no-answer', 'busy', etc.)
  • duration: Call duration in seconds
  • note: Call notes

Pitfalls:

  • lead_id is required; calls must be associated with a lead
  • Duration is in seconds, not minutes
  • Call direction affects reporting and analytics
  • contact_id is optional but recommended for tracking
3. Send SMS Messages

When to use: User wants to send or log SMS messages through Close

Tool sequence:

  1. CLOSE_CREATE_SMS - Send or log an SMS message [Required]

Key parameters:

  • lead_id: ID of the associated lead
  • contact_id: ID of the contact
  • direction: 'outbound' or 'inbound'
  • text: SMS message content
  • status: Message status

Pitfalls:

  • SMS functionality requires Close phone/SMS integration to be configured
  • lead_id is required for all SMS activities
  • Outbound SMS may require a verified sending number
  • Message length limits may apply depending on carrier
4. Manage Tasks

When to use: User wants to create or manage follow-up tasks

Tool sequence:

  1. CLOSE_CREATE_TASK - Create a new task [Required]

Key parameters:

  • lead_id: Associated lead ID
  • text: Task description
  • date: Due date for the task
  • assigned_to: User ID of the assignee
  • is_complete: Whether the task is completed

Pitfalls:

  • Tasks are associated with leads, not contacts
  • Date format should follow ISO 8601
  • assigned_to requires the Close user ID, not email or name
  • Tasks without a date appear in the 'no due date' section
Show full SKILL.md (295 more words)Show less
5. Manage Notes

When to use: User wants to add or retrieve notes on leads

Tool sequence:

  1. CLOSE_GET_NOTE - Retrieve a specific note [Required]

Key parameters:

  • note_id: ID of the note to retrieve

Pitfalls:

  • Notes are associated with leads
  • Note IDs are required for retrieval; search leads first to find note references
  • Notes support plain text and basic formatting
6. Delete Activities

When to use: User wants to remove call records or other activities

Tool sequence:

  1. CLOSE_DELETE_CALL - Delete a call activity [Required]

Key parameters:

  • call_id: ID of the call to delete

Pitfalls:

  • Deletion is permanent and cannot be undone
  • Only the call creator or admin can delete calls
  • Deleting a call removes it from all reports and timelines

Common Patterns

Lead and Contact Relationship
Close data model:
- Lead = Company/Organization
  - Contact = Person (nested within Lead)
  - Activity = Call, SMS, Email, Note (linked to Lead)
  - Task = Follow-up item (linked to Lead)
  - Opportunity = Deal (linked to Lead)
ID Resolution

Lead ID:

1. Search for leads using the Close search API
2. Extract lead_id from results (format: 'lead_XXXXXXXXXXXXX')
3. Use lead_id in all activity creation calls

Contact ID:

1. Retrieve lead details to get nested contacts
2. Extract contact_id (format: 'cont_XXXXXXXXXXXXX')
3. Use in call/SMS activities for accurate tracking
Activity Logging Pattern
1. Identify the lead_id and optionally contact_id
2. Create the activity (call, SMS, note) with lead_id
3. Include relevant metadata (duration, direction, status)
4. Create follow-up tasks if needed

Known Pitfalls

ID Formats:

  • Lead IDs: 'lead_XXXXXXXXXXXXX'
  • Contact IDs: 'cont_XXXXXXXXXXXXX'
  • Activity IDs vary by type: 'acti_XXXXXXXXXXXXX', 'call_XXXXXXXXXXXXX'
  • Custom field IDs: 'custom.cf_XXXXXXXXXXXXX'
  • Always use the full ID string

Rate Limits:

  • Close API has rate limits based on your plan
  • Implement delays between bulk operations
  • Monitor response headers for rate limit status
  • 429 responses require backoff

Custom Fields:

  • Custom fields are referenced by their API ID, not display name
  • Different lead statuses may have different required custom fields
  • Custom field types (text, number, date, dropdown) enforce value formats

Data Integrity:

  • Leads are the primary entity; contacts and activities are linked to leads
  • Deleting a lead may cascade to its contacts and activities
  • Bulk operations should validate IDs before executing

Quick Reference

TaskTool SlugKey Params
Create leadCLOSE_CREATE_LEADname, contacts, custom
Log callCLOSE_CREATE_CALLlead_id, direction, status, duration
Send SMSCLOSE_CREATE_SMSlead_id, text, direction
Create taskCLOSE_CREATE_TASKlead_id, text, date, assigned_to
Get noteCLOSE_GET_NOTEnote_id
Delete callCLOSE_DELETE_CALLcall_id

Powered by Composio

© davepoon, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in plugins/all-skills/skills/close-automation of davepoon/buildwithclaude.

Open the folder on GitHubat commit 10bfc43

Used in 7 other repositories

We found 17 copies of this SKILL.md (exact, near-identical or edited) in other folders, from 7 other GitHub owners. This page covers the copy in davepoon/buildwithclaude, which our catalogue first saw on October 7, 2026.

Compare with similar skills

Close Automation next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Close Automation compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Close Automation this skilldavepoon/buildwithclaude3.6k7 repos~1.7kAutomated safety check: PassMIT
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Connect Apps with ComposioComposioHQ/awesome-claude-skills77k3 repos~557Automated safety check: PassNone
AI ML API AutomationComposioHQ/awesome-claude-skills77k4 repos~738Automated safety check: PassNone
Abuselpdb AutomationComposioHQ/awesome-claude-skills77k3 repos~738Automated safety check: PassNone
Setting Up RelayfileAgentWorkforce/relay8661 repos~3.3kAutomated safety check: PassApache-2.0

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Works with

Categories

Questions about Close Automation

What does Close Automation do?

Automate Close CRM tasks via Rube MCP (Composio): create leads, manage calls/SMS, handle tasks, and track notes. Close Automation is an agent skill from davepoon/buildwithclaude. Automate Close CRM tasks via Rube MCP (Composio): create leads, manage calls/SMS, handle tasks, and track notes.

When should I use Close Automation?

Close Automation fits situations like: tasks that involve App automation through connectors.

How do I install Close Automation in Claude Code?

Run `npx skills add davepoon/buildwithclaude --skill close-automation -a claude-code`. Or copy the skill folder (plugins/all-skills/skills/close-automation in davepoon/buildwithclaude) into .claude/skills/close-automation in your project. Claude Code loads it when a task matches its description.

How do I install Close Automation in Codex?

Run `npx skills add davepoon/buildwithclaude --skill close-automation -a codex`. Or copy the skill folder (plugins/all-skills/skills/close-automation in davepoon/buildwithclaude) into .agents/skills/close-automation in your project. Codex loads it when a task matches its description.

Can I use Close Automation in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add davepoon/buildwithclaude --skill close-automation -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/close-automation, .gemini/skills/close-automation, .github/skills/close-automation and .opencode/skills/close-automation in your project.

What does Close Automation need to run?

SKILL.md names no scripts, command-line tools or credentials: Close Automation is instructions for the agent only.

Does Close Automation access the network?

SKILL.md names 2 domains. In commands or code: rube.app; the agent is likely to contact it when it follows the instructions. As links in the text: composio.dev. This is read from the text; nothing was executed.

Is Close Automation safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Close Automation use?

Close Automation is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Close Automation use?

About 1.7k tokens (SKILL.md is roughly 6.8k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Close Automation?

Skills that share tags, products or a category with Close Automation: Composio (yc-software/qm, 15k stars), Connect Apps with Composio (ComposioHQ/awesome-claude-skills, 77k stars), AI ML API Automation (ComposioHQ/awesome-claude-skills, 77k stars) and Abuselpdb Automation (ComposioHQ/awesome-claude-skills, 77k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Close Automation?

davepoon (a GitHub user) maintains it in davepoon/buildwithclaude, which has 3,604 GitHub stars. The repository holds 245 skills in this directory. The repository was last updated on October 6, 2026.

Source: davepoon/buildwithclaude on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.