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How to integrate Close MCP with OpenAI Agents SDK

Connect OpenAI Agents SDK to Close MCP. Create a new sales lead for acme corp, log an outbound call with follow-up notes, and more using natural language, with authentication handled for you.

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Close is a CRM platform built for sales teams, combining calling, email automation, and predictive dialers. It streamlines sales workflows and boosts productivity with all-in-one communication tools.

70 Tools45 Triggers

Introduction

This guide walks you through connecting Close to the OpenAI Agents SDK using the Composio tool router. By the end, you'll have a working Close agent that can create leads and tasks, log calls and emails, send SMS messages, track opportunities, and review activities through natural language commands.

This guide will help you understand how to give your OpenAI Agents SDK agent real control over a Close account through Composio's Close MCP server.

Before we dive in, let's take a quick look at the key ideas and tools involved.

Also integrate Close with

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TL;DR

Here's what you'll learn:
  • Get and set up your OpenAI and Composio API keys
  • Install the necessary dependencies
  • Initialize Composio and create a Tool Router session for Close
  • Configure an AI agent that can use Close as a tool
  • Run a live chat session where you can ask the agent to perform Close operations

What is OpenAI Agents SDK?

The OpenAI Agents SDK is a lightweight framework for building AI agents that can use tools and maintain conversation state. It provides a simple interface for creating agents with hosted MCP tool support.

Key features include:

  • Hosted MCP Tools: Connect to external services through hosted MCP endpoints
  • SQLite Sessions: Persist conversation history across interactions
  • Simple API: Clean interface with Agent, Runner, and tool configuration
  • Streaming Support: Real-time response streaming for interactive applications

What is the Close MCP server, and what's possible with it?

The Close MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Close account. It provides structured and secure access to your sales pipeline, so your agent can perform actions like creating leads, logging calls, sending SMS, managing tasks, and retrieving notes on your behalf.

  • Lead creation and management: Instantly create new leads with company details and contact information, keeping your CRM fresh and organized without manual entry.
  • Automated call logging: Have your agent log both inbound and outbound calls to specific leads, capturing call notes, durations, and recordings for seamless tracking.
  • SMS communication: Direct your agent to send or log SMS messages with leads, enabling timely follow-ups and improved client engagement.
  • Task management: Let your agent create tasks, set due dates, and track completion, making sure nothing slips through the cracks in your sales workflow.
  • Note retrieval and analysis: Fetch notes by lead or date, so your agent can summarize past interactions, surface important insights, or prepare for upcoming calls.

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

Composio's Composio SDK helps agents find the right tools for a task at runtime. You can plug in multiple toolkits (like Gmail, HubSpot, and GitHub), and the agent will identify the relevant app and action to complete multi-step workflows. This can reduce token usage and improve the reliability of tool calls. Read more here: Getting started with Composio SDK

The tool router generates a secure MCP URL that your agents can access to perform actions.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

  1. Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
  2. Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
  3. Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Step by step09 STEPS
1

Prerequisites

Before starting, make sure you have:
  • Composio API Key and OpenAI API Key
  • Primary know-how of OpenAI Agents SDK
  • A live Close project
  • Some knowledge of Python or Typescript
2

Getting API Keys for OpenAI and Composio

OpenAI API Key
  • Go to the OpenAI dashboard and create an API key. You'll need credits to use the models, or you can connect to another model provider.
  • Keep the API key safe.
Composio API Key
3

Install dependencies

npm install @composio/openai-agents @openai/agents dotenv

Install the Composio SDK and the OpenAI Agents SDK.

4

Set up environment variables

bash
OPENAI_API_KEY=sk-...your-api-key
COMPOSIO_API_KEY=your-api-key
USER_ID=composio_user@gmail.com

Create a .env file and add your OpenAI and Composio API keys.

5

Import dependencies

import 'dotenv/config';
import { Composio } from '@composio/core';
import { OpenAIAgentsProvider } from '@composio/openai-agents';
import { Agent, hostedMcpTool, run, OpenAIConversationsSession } from '@openai/agents';
import * as readline from 'readline';
What's happening:
  • You're importing all necessary libraries.
  • The Composio and OpenAIAgentsProvider classes are imported to connect your OpenAI agent to Composio tools like Close.
6

Set up the Composio instance

dotenv.config();

const composioApiKey = process.env.COMPOSIO_API_KEY;
const userId = process.env.USER_ID;

if (!composioApiKey) {
  throw new Error('COMPOSIO_API_KEY is not set. Create a .env file with COMPOSIO_API_KEY=your_key');
}
if (!userId) {
  throw new Error('USER_ID is not set');
}

// Initialize Composio
const composio = new Composio({
  apiKey: composioApiKey,
  provider: new OpenAIAgentsProvider(),
});
What's happening:
  • dotenv.config() loads your .env file so COMPOSIO_API_KEY and USER_ID are available as environment variables.
  • Creating a Composio instance using the API Key and OpenAIAgentsProvider class.
7

Create a Tool Router session

// Create Tool Router session for Close
const session = await composio.create(userId as string, {
  toolkits: ['close'],
});
const mcpUrl = session.mcp.url;

What is happening:

  • You give the Tool Router the user id and the toolkits you want available. Here, it is only close.
  • The router checks the user's Close connection and prepares the MCP endpoint.
  • The returned session.mcp.url is the MCP URL that your agent will use to access Close.
  • This approach keeps things lightweight and lets the agent request Close tools only when needed during the conversation.
8

Configure the agent

// Configure agent with MCP tool
const agent = new Agent({
  name: 'Assistant',
  model: 'gpt-5',
  instructions:
    'You are a helpful assistant that can access Close. Help users perform Close operations through natural language.',
  tools: [
    hostedMcpTool({
      serverLabel: 'tool_router',
      serverUrl: mcpUrl,
      headers: { 'x-api-key': composioApiKey },
      requireApproval: 'never',
    }),
  ],
});
What's happening:
  • We're creating an Agent instance with a name, model (gpt-5), and clear instructions about its purpose.
  • The agent's instructions tell it that it can access Close and help with queries, inserts, updates, authentication, and fetching database information.
  • The tools array includes a hostedMcpTool that connects to the MCP server URL we created earlier.
  • The headers object includes the Composio API key for secure authentication with the MCP server.
  • requireApproval: 'never' means the agent can execute Close operations without asking for permission each time, making interactions smoother.
9

Start chat loop and handle conversation

// Keep conversation state across turns
const conversationSession = new OpenAIConversationsSession();

// Simple CLI
const rl = readline.createInterface({
  input: process.stdin,
  output: process.stdout,
  prompt: 'You: ',
});

console.log('\nComposio Tool Router session created.');
console.log('\nChat started. Type your requests below.');
console.log("Commands: 'exit', 'quit', or 'q' to end\n");

try {
  const first = await run(agent, 'What can you help me with?', { session: conversationSession });
  console.log(`Assistant: ${first.finalOutput}\n`);
} catch (e) {
  console.error('Error:', e instanceof Error ? e.message : e, '\n');
}

rl.prompt();

rl.on('line', async (userInput) => {
  const text = userInput.trim();

  if (['exit', 'quit', 'q'].includes(text.toLowerCase())) {
    console.log('Goodbye!');
    rl.close();
    process.exit(0);
  }

  if (!text) {
    rl.prompt();
    return;
  }

  try {
    const result = await run(agent, text, { session: conversationSession });
    console.log(`\nAssistant: ${result.finalOutput}\n`);
  } catch (e) {
    console.error('Error:', e instanceof Error ? e.message : e, '\n');
  }

  rl.prompt();
});

rl.on('close', () => {
  console.log('\n👋 Session ended.');
  process.exit(0);
});
What's happening:
  • The program prints a session URL that you visit to authorize Close.
  • After authorization, the chat begins.
  • Each message you type is processed by the agent using run().
  • The responses are printed to the console.
  • Typing exit, quit, or q cleanly ends the chat.

Complete Code

Here's the complete code to get you started with Close and OpenAI Agents SDK:

import 'dotenv/config';
import { Composio } from '@composio/core';
import { OpenAIAgentsProvider } from '@composio/openai-agents';
import { Agent, hostedMcpTool, run, OpenAIConversationsSession } from '@openai/agents';
import * as readline from 'readline';

const composioApiKey = process.env.COMPOSIO_API_KEY;
const userId = process.env.USER_ID;

if (!composioApiKey) {
  throw new Error('COMPOSIO_API_KEY is not set. Create a .env file with COMPOSIO_API_KEY=your_key');
}
if (!userId) {
  throw new Error('USER_ID is not set');
}

// Initialize Composio
const composio = new Composio({
  apiKey: composioApiKey,
  provider: new OpenAIAgentsProvider(),
});

async function main() {
  // Create Tool Router session
  const session = await composio.create(userId as string, {
    toolkits: ['close'],
  });
  const mcpUrl = session.mcp.url;

  // Configure agent with MCP tool
  const agent = new Agent({
    name: 'Assistant',
    model: 'gpt-5',
    instructions:
      'You are a helpful assistant that can access Close. Help users perform Close operations through natural language.',
    tools: [
      hostedMcpTool({
        serverLabel: 'tool_router',
        serverUrl: mcpUrl,
        headers: { 'x-api-key': composioApiKey },
        requireApproval: 'never',
      }),
    ],
  });

  // Keep conversation state across turns
  const conversationSession = new OpenAIConversationsSession();

  // Simple CLI
  const rl = readline.createInterface({
    input: process.stdin,
    output: process.stdout,
    prompt: 'You: ',
  });

  console.log('\nComposio Tool Router session created.');
  console.log('\nChat started. Type your requests below.');
  console.log("Commands: 'exit', 'quit', or 'q' to end\n");

  try {
    const first = await run(agent, 'What can you help me with?', { session: conversationSession });
    console.log(`Assistant: ${first.finalOutput}\n`);
  } catch (e) {
    console.error('Error:', e instanceof Error ? e.message : e, '\n');
  }

  rl.prompt();

  rl.on('line', async (userInput) => {
    const text = userInput.trim();

    if (['exit', 'quit', 'q'].includes(text.toLowerCase())) {
      console.log('Goodbye!');
      rl.close();
      process.exit(0);
    }

    if (!text) {
      rl.prompt();
      return;
    }

    try {
      const result = await run(agent, text, { session: conversationSession });
      console.log(`\nAssistant: ${result.finalOutput}\n`);
    } catch (e) {
      console.error('Error:', e instanceof Error ? e.message : e, '\n');
    }

    rl.prompt();
  });

  rl.on('close', () => {
    console.log('\nSession ended.');
    process.exit(0);
  });
}

main().catch((err) => {
  console.error('Fatal error:', err);
  process.exit(1);
});

Conclusion

This was a starter code for integrating Close MCP with OpenAI Agents SDK to build a functional AI agent that can interact with Close.

Key features:

  • Hosted MCP tool integration through Composio's Tool Router
  • SQLite session persistence for conversation history
  • Simple async chat loop for interactive testing
You can extend this by adding more toolkits, implementing custom business logic, or building a web interface around the agent.
TOOLS & TRIGGERS

Supported Tools and Triggers

Every Close action and event your agent gets out of the box.

Create Call

Creates a new call record in Close.

Create Contact

Create a contact on an existing Close lead, or create a new lead named after the contact when lead_id is omitted.

Create Custom Activity

Create a draft or published custom activity instance on a Close lead.

Create Custom Field

Create a custom-field definition for Close leads or opportunities.

Create Email

Create or log a Close email activity.

Create Lead

Creates a new lead in Close CRM.

Create Note

Create a plaintext or rich-text note activity on a Close lead.

Create Opportunity

Create a Close sales opportunity on an existing lead, or create an Untitled lead for it when lead_id is omitted.

Create Sequence

Create a Close sales sequence with ordered call or email steps.

Create SMS Message

Create an SMS activity on a Close lead to log received, sent, or draft messages, or to send or schedule a message.

Create Task

Create a Close task associated with a lead, using task text and an actionable date, with optional completion status and assignment.

Delete Activity Custom Field

Permanently delete one Close activity custom-field definition by ID.

Delete Call

This tool allows you to delete a specific call activity in Close.

Delete Custom Activity

Permanently delete one Close custom activity instance by ID.

Delete Email

This tool allows you to permanently delete a specific email activity in Close.

Delete Lead

Permanently delete one Close lead by ID.

Delete Lead Custom Field

Permanently delete a Close lead custom-field definition and its values.

Delete Note

Permanently delete one Close note activity by ID.

Delete Opportunity

Permanently delete one Close opportunity by ID.

Delete Opportunity Status

Permanently delete an unused Close opportunity status; this cannot be undone.

Delete SMS

Permanently delete one Close SMS activity by ID.

Download File

Download bytes from a provider-issued Close Files API URL.

Get Activity Custom Field

Retrieve one Close activity custom-field definition by ID.

Get Call

Retrieve one Close call activity by ID with optional field projection.

Get Contact

Retrieve one Close contact by ID, optionally limiting returned fields.

Get Created Activity

Retrieve one Close lead-creation activity with optional field projection.

Get Email

Retrieve one Close email activity by ID with optional field projection.

Get Event

Retrieve one Close event-log record by event ID.

Get Lead

Retrieve one Close lead by ID with optional field projection.

Get Lead Custom Field

Retrieve one Close lead custom-field definition by ID.

Get Notes

This tool retrieves a list of note activities from Close.

Get Note by ID

Retrieve one Close note activity by ID with optional field projection.

Get Opportunity

Retrieve one Close opportunity by ID with optional field projection.

Get Sequence

Retrieve one Close sequence by ID with its workflow configuration.

Get Shared Custom Field

Retrieve one Close shared custom-field definition by ID.

Get SMS

Retrieve one Close SMS activity by ID with optional field projection.

Get Task

Retrieve one Close task by ID with optional field projection.

Get User

Retrieve one Close organization user by ID with optional field projection.

List Activities

Lists one page of Close email or call activities using documented filters.

List Contacts

List Close contacts with lead filtering, projection, and offset pagination.

List Custom Activities

List Close custom activity instances with filters and offset pagination.

List Custom Activity Types

This tool lists the custom activity types defined in a Close organization, returning each type's id and name.

List Custom Objects

List custom object instances attached to a Close lead, optionally by type.

List Custom Object Types

This tool lists the custom object types defined in a Close organization, returning each type's id and name.

List Events

List Close change events with filters, projection, and cursor pagination.

List Lead Custom Fields

List Close lead custom-field definitions with projection and pagination.

List Leads

List or text-search Close leads with field projection and offset pagination.

List Lead Statuses

List the configured lead statuses for the connected organization.

List Opportunities

List a page of Close opportunities with offset pagination.

List Opportunity Custom Fields

List Close opportunity custom-field definitions with projection and pagination.

List Opportunity Statuses

List the configured opportunity statuses for the connected organization.

List Outcomes

List Close call and meeting outcomes with projection and offset pagination.

List Pipelines

List pipelines and their ordered opportunity statuses.

List Sequences

List Close sales sequences with offset pagination.

List Sequence Subscriptions

List Close sequence subscriptions.

List Tasks

List Close tasks using task, assignee, lead, date, and pagination filters.

List Unified Activities

List one page of Close activities across all types and matching filters.

List Users

List users in the connected Close organization with offset pagination.

List Webhook Subscriptions

List webhook subscriptions configured for the Close organization.

Search Data

Search Close objects using the structured Advanced Filtering query language.

Update Activity Custom Field

Update mutable settings of one Close activity custom-field definition.

Update Contact

Update standard and custom fields on one existing Close contact.

Update Custom Activity

Update standard and custom fields on one Close custom activity instance.

Update Email

Update an existing Close email activity.

Update Lead Custom Field

Update a Close lead custom-field definition.

Update Note

Update the mutable content and metadata of one Close note activity.

Update Opportunity

Update standard and custom fields on one Close opportunity.

Update Sequence

Update a Close sequence name or replace its entire ordered step list.

Update Task

Update assignment, actionable date, or completion state on a Close task; lead tasks can also update text.

Who Am I

Return the identity (email, name) of the connected Close account.

FRAMEWORKS

How to build Close MCP Agent with another framework

Claude Code logo

Claude Code

Use Close MCP with Claude Code

ChatGPT logo

ChatGPT

Use Close MCP with ChatGPT

Claude Cowork logo

Claude Cowork

Use Close MCP with Claude Cowork

Antigravity logo

Antigravity

Use Close MCP with Antigravity

Claude Agent SDK logo

Claude Agent SDK

Use Close MCP with Claude Agent SDK

Codex logo

Codex

Use Close MCP with Codex

OpenClaw logo

OpenClaw

Use Close MCP with OpenClaw

Hermes logo

Hermes

Use Close MCP with Hermes

Atomic Agent logo

Atomic Agent

Use Close MCP with Atomic Agent

Google ADK logo

Google ADK

Use Close MCP with Google ADK

LangChain logo

LangChain

Use Close MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Close MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Close MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Close MCP with LlamaIndex

CrewAI logo

CrewAI

Use Close MCP with CrewAI

Pydantic AI logo

Pydantic AI

Use Close MCP with Pydantic AI

AutoGen logo

AutoGen

Use Close MCP with AutoGen

FAQ

Frequently asked questions

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