Close Automation V2

Close CRM Automation via Rube MCP

Overview

This public intake copy packages plugins/antigravity-awesome-skills/skills/close-automation from https://github.com/sickn33/antigravity-awesome-skills into the native Omni Skills editorial shape without hiding its origin.

Use it when the operator needs the upstream workflow, support files, and repository context to stay intact while the public validator and private enhancer continue their normal downstream flow.

This intake keeps the copied upstream files intact and uses the external_source block in metadata.json plus ORIGIN.md as the provenance anchor for review.

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

Imported source sections that did not map cleanly to the public headings are still preserved below or in the support files. Notable imported sections: Prerequisites, Common Patterns, Known Pitfalls, Limitations.

When to Use This Skill

Use this section as the trigger filter. It should make the activation boundary explicit before the operator loads files, runs commands, or opens a pull request.

• This skill is applicable to execute the workflow or actions described in the overview.
• Use when the request clearly matches the imported source intent: 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.
• Use when the operator should preserve upstream workflow detail instead of rewriting the process from scratch.
• Use when provenance needs to stay visible in the answer, PR, or review packet.
• Use when copied upstream references, examples, or scripts materially improve the answer.
• Use when the workflow should remain reviewable in the public intake repo before the private enhancer takes over.

Operating Table

Workflow

This workflow is intentionally editorial and operational at the same time. It keeps the imported source useful to the operator while still satisfying the public intake standards that feed the downstream enhancer flow.

1. Verify Rube MCP is available by confirming RUBESEARCHTOOLS responds
2. Call RUBEMANAGECONNECTIONS 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
5. CLOSECREATELEAD - Create a new lead in Close [Required]
6. name: Lead/company name
7. contacts: Array of contact objects associated with the lead

Imported Workflow Notes

Imported: 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

Imported: 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

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

Imported: 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

Examples

Example 1: Ask for the upstream workflow directly

Use @close-automation-v2 to handle <task>. Start from the copied upstream workflow, load only the files that change the outcome, and keep provenance visible in the answer.

Explanation: This is the safest starting point when the operator needs the imported workflow, but not the entire repository.

Example 2: Ask for a provenance-grounded review

Review @close-automation-v2 against metadata.json and ORIGIN.md, then explain which copied upstream files you would load first and why.

Explanation: Use this before review or troubleshooting when you need a precise, auditable explanation of origin and file selection.

Example 3: Narrow the copied support files before execution

Use @close-automation-v2 for <task>. Load only the copied references, examples, or scripts that change the outcome, and name the files explicitly before proceeding.

Explanation: This keeps the skill aligned with progressive disclosure instead of loading the whole copied package by default.

Example 4: Build a reviewer packet

Review @close-automation-v2 using the copied upstream files plus provenance, then summarize any gaps before merge.

Explanation: This is useful when the PR is waiting for human review and you want a repeatable audit packet.

Best Practices

Treat the generated public skill as a reviewable packaging layer around the upstream repository. The goal is to keep provenance explicit and load only the copied source material that materially improves execution.

• Keep the imported skill grounded in the upstream repository; do not invent steps that the source material cannot support.
• Prefer the smallest useful set of support files so the workflow stays auditable and fast to review.
• Keep provenance, source commit, and imported file paths visible in notes and PR descriptions.
• Point directly at the copied upstream files that justify the workflow instead of relying on generic review boilerplate.
• Treat generated examples as scaffolding; adapt them to the concrete task before execution.
• Route to a stronger native skill when architecture, debugging, design, or security concerns become dominant.

Troubleshooting

Problem: The operator skipped the imported context and answered too generically

Symptoms: The result ignores the upstream workflow in plugins/antigravity-awesome-skills/skills/close-automation, fails to mention provenance, or does not use any copied source files at all. Solution: Re-open metadata.json, ORIGIN.md, and the most relevant copied upstream files. Check the external_source block first, then restate the provenance before continuing.

Problem: The imported workflow feels incomplete during review

Symptoms: Reviewers can see the generated SKILL.md, but they cannot quickly tell which references, examples, or scripts matter for the current task. Solution: Point at the exact copied references, examples, scripts, or assets that justify the path you took. If the gap is still real, record it in the PR instead of hiding it.

Problem: The task drifted into a different specialization

Symptoms: The imported skill starts in the right place, but the work turns into debugging, architecture, design, security, or release orchestration that a native skill handles better. Solution: Use the related skills section to hand off deliberately. Keep the imported provenance visible so the next skill inherits the right context instead of starting blind.

Related Skills

• @00-andruia-consultant - Use when the work is better handled by that native specialization after this imported skill establishes context.
• @00-andruia-consultant-v2 - Use when the work is better handled by that native specialization after this imported skill establishes context.
• @10-andruia-skill-smith - Use when the work is better handled by that native specialization after this imported skill establishes context.
• @10-andruia-skill-smith-v2 - Use when the work is better handled by that native specialization after this imported skill establishes context.

Additional Resources

Use this support matrix and the linked files below as the operator packet for this imported skill. They should reflect real copied source material, not generic scaffolding.

Imported Reference Notes

Imported: Quick Reference

Imported: 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

Imported: 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

Imported: Limitations

• Use this skill only when the task clearly matches the scope described above.
• Do not treat the output as a substitute for environment-specific validation, testing, or expert review.
• Stop and ask for clarification if required inputs, permissions, safety boundaries, or success criteria are missing.