Skip to content
Runnit Docs

Close

Connect Close so agents can work with leads, contacts, and opportunities.

Category: CRM and sales

Availability

Section titled “Availability”

This connector uses the vendor’s official MCP server.

Connecting

Section titled “Connecting”

Open Admin > Agent Integrations, select Browse connectors, and choose Close. The form asks for:

OAuth

Section titled “OAuth”
  • Sign in with the vendor: selecting Connect sends your browser to the vendor to approve access, then returns you to Runnit to finish. The approval must finish in the same browser it started in.

API key headers

Section titled “API key headers”
  • API key.
  • Scope: One of mcp.read, write_safe, or write_destructive.

Agents act in Close as the account you connect, and the vendor attributes their actions to it. Runnit asks you to confirm this before connecting. Where possible, sign in with a dedicated service account rather than a personal one. The connected account is shown on the integration card.

More detail

Section titled “More detail”