OAUTH 2.0
CRM
Every lead, opportunity, and outreach activity your team manages lives in Close. Close MCP gives your agent authenticated access to your pipeline scoped to the user who authorized it.
For more tools, view docs.
import { ScalekitClient } from "@scalekit-sdk/node";
import { DynamicStructuredTool } from "@langchain/core/tools";
import { createReactAgent } from "@langchain/langgraph/prebuilt";
import { z } from "zod";
const sk = new ScalekitClient(envUrl, clientId, clientSecret);
const { tools } = await sk.tools.listScopedTools("user_123", {
filter: { connectionNames: ["close"], toolNames: ["close_leads_list", "close_lead_get", "close_lead_create"] },
pageSize: 100,
});
const lcTools = tools.map((t) => new DynamicStructuredTool({
name: t.tool.definition.name,
description: t.tool.definition.description,
schema: z.object({}).passthrough(),
func: async (args) => {
const { data } = await sk.tools.executeTool({
toolName: t.tool.definition.name,
identifier: "user_123",
params: args,
});
return JSON.stringify(data);
},
}));
const agent = createReactAgent({ llm, tools: lcTools });import { ScalekitClient } from "@scalekit-sdk/node";
import OpenAI from "openai";
const sk = new ScalekitClient(envUrl, clientId, clientSecret);
const openai = new OpenAI();
const { tools } = await sk.tools.listScopedTools("user_123", {
filter: { connectionNames: ["close"], toolNames: ["close_leads_list", "close_lead_get", "close_lead_create"] },
pageSize: 100,
});
const llmTools = tools.map((t) => ({
type: "function",
function: {
name: t.tool.definition.name,
description: t.tool.definition.description,
parameters: t.tool.definition.input_schema,
},
}));
const resp = await openai.responses.create({
model: "gpt-4o", input: prompt, tools: llmTools,
});import { ScalekitClient } from "@scalekit-sdk/node";
import Anthropic from "@anthropic-ai/sdk";
const sk = new ScalekitClient(envUrl, clientId, clientSecret);
const anthropic = new Anthropic();
const { tools } = await sk.tools.listScopedTools("user_123", {
filter: { connectionNames: ["close"], toolNames: ["close_leads_list", "close_lead_get", "close_lead_create"] },
pageSize: 100,
});
const llmTools = tools.map((t) => ({
name: t.tool.definition.name,
description: t.tool.definition.description,
input_schema: t.tool.definition.input_schema,
}));
const msg = await anthropic.messages.create({
model: "claude-sonnet-4-6", max_tokens: 1024,
tools: llmTools,
messages: [{ role: "user", content: prompt }],
});import { Agent } from "@google/adk/agents";
import {
MCPToolset, StreamableHTTPConnectionParams,
} from "@google/adk/tools/mcp";
const toolset = new MCPToolset({
connectionParams: new StreamableHTTPConnectionParams({
url: "https://mcp.scalekit.com/close",
headers: { Authorization: `Bearer ${userScopedToken}` },
}),
});
const agent = new Agent({
name: "agent", model: "gemini-2.0-flash",
tools: await toolset.getTools(),
});
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// shared token
audit → bot_service_account
user_filter → broken
// scalekit
audit → user_abc
scope → enforced ✓
Does the agent access Close as the user or as a shared key?
As the user. Each workspace member authorizes once and Scalekit resolves their credential at request time. Audit logs attribute every action to that user, not a shared service account.
Where is the Close oauth 2.0 stored?
In Scalekit's managed AES-256 token vault, namespaced per tenant. Refresh is automatic. Revocation is a single dashboard action. Tokens never appear in prompts, logs, or LLM context.
Can I limit what the agent is allowed to do in Close?
Yes. Pass a tool name filter to listScopedTools so the sales agent only sees the subset you authorize. Pre-API-call scope checks block out-of-policy actions before the request reaches Close.
What happens when a user revokes Close access?
The connection is invalidated on the next tool call. Subsequent requests for that user fail closed with a clear error. Other users in the tenant remain unaffected. The event is logged for audit.
Can the agent see leads owned by other reps?
Only if the authorizing user has the right Close role. Admins see all leads; reps see their own plus team-shared leads. Custom field visibility and pipeline scoping carry over to every call.
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