# Close.com AI connector guide

Connect Close.com data to AI agents with Combined. Explore users, lead custom fields, contact custom fields, source setup, MCP access and read-only business queries.

Combined offers 1,125 connectors across catalog sources and connectors generated through desktop automation.

## Connect

1. Open Combined Connected Apps and select Close.com.
2. Authorize the source and choose the relevant datasets.
3. Complete a first sync, then grant your agent access through the Set up or Access workspace.
4. Discover the actual source schemas before querying.

## Setup reference

- API Key: required in the upstream source schema
- Replication Start Date: optional

## Dataset reference

- users; key: id
- lead_custom_fields; key: id
- contact_custom_fields; key: id
- opportunity_custom_fields; key: id
- activity_custom_fields; key: id
- contacts; key: id
- lead_statuses; key: id
- opportunity_statuses; key: id
- email_templates; key: id
- email_sequences; key: id
- dialer; key: id
- email_bulk_actions; key: id
- sequence_subscription_bulk_actions; key: id
- delete_bulk_actions; key: id
- edit_bulk_actions; key: id
- integration_links; key: id
- pipelines; key: id
- send_as; key: id
- custom_activities; key: id
- roles; key: id
- smart_views; key: id
- leads; key: id; update field: date_updated
- opportunities; key: id; update field: date_updated
- events; key: id; update field: date_updated
- created_activities; key: id; update field: date_created
- note_activities; key: id; update field: date_created
- email_thread_activities; key: id; update field: date_created
- email_activities; key: id; update field: date_created
- sms_activities; key: id; update field: date_created
- call_activities; key: id; update field: date_created
- meeting_activities; key: id; update field: date_created
- lead_status_change_activities; key: id; update field: date_created
- opportunity_status_change_activities; key: id; update field: date_created
- task_completed_activities; key: id; update field: date_created
- lead_tasks; key: id; update field: date_created
- incoming_email_tasks; key: id; update field: date_created
- email_followup_tasks; key: id; update field: date_created
- missed_call_tasks; key: id; update field: date_created
- answered_detached_call_tasks; key: id; update field: date_created
- voicemail_tasks; key: id; update field: date_created
- opportunity_due_tasks; key: id; update field: date_created
- incoming_sms_tasks; key: id; update field: date_created
- google_connected_accounts; key: id
- custom_email_connected_accounts; key: id
- zoom_connected_accounts; key: id

This is the upstream connector reference, version 0.6.15. Account permissions and sync configuration determine the datasets available in your workspace.

## Agent prompt

Use Combined to analyze my Close.com data.
List my granted sources, discover the datasets and describe their fields.
Look for datasets corresponding to users, lead_custom_fields, contact_custom_fields, opportunity_custom_fields, activity_custom_fields, contacts.
Check the last successful sync and report the available date coverage.
Propose three useful questions based on the fields actually available.
For the question I choose, run read-only SQL over the complete matching dataset.
Use a bounded result; include source names, time window and query receipt.
Ask for a missing join key or metric definition instead of inventing one.

## Links

- Combined: https://www.trycombined.com/
- Setup: https://www.trycombined.com/docs/getting-started/onboarding
- MCP: https://www.trycombined.com/docs/integrations/mcp
- Pricing: https://www.trycombined.com/pricing
- Upstream source reference: https://docs.airbyte.com/integrations/sources/close-com
- Full guide: https://www.trycombined.com/connectors/close-com