close-automation

by davepoon3.6k

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.

Install

The skill file stays in the publisher's repository.

Paste the copied command in a terminal. It installs this SKILL.md into that agent.

npx skills add davepoon/buildwithclaude --skill close-automation -a cursor -y

Download skill plugins/all-skills/skills/close-automation/SKILL.md on GitHub

Related skills

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Questions

How do I install close-automation?: Download plugins/all-skills/skills/close-automation/SKILL.md from the publisher, or copy the path and open the repository. PlugMCP lists the skill and does not host the file.
Where does close-automation live?: The publisher keeps it at https://github.com/davepoon/buildwithclaude.
Which agents can use close-automation?: Claude, Cursor, and Codex can read a SKILL.md you add from the publisher's repository.

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

Task	Tool Slug	Key Params
Create lead	CLOSE_CREATE_LEAD	name, contacts, custom
Log call	CLOSE_CREATE_CALL	lead_id, direction, status, duration
Send SMS	CLOSE_CREATE_SMS	lead_id, text, direction
Create task	CLOSE_CREATE_TASK	lead_id, text, date, assigned_to
Get note	CLOSE_GET_NOTE	note_id
Delete call	CLOSE_DELETE_CALL	call_id

close-automation

Install

Related skills

Questions

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

Prerequisites

Setup

Core Workflows

1. Create and Manage Leads

2. Log Calls

3. Send SMS Messages

4. Manage Tasks

5. Manage Notes

6. Delete Activities

Common Patterns

Lead and Contact Relationship

ID Resolution

Activity Logging Pattern

Known Pitfalls

Quick Reference