# Closefinch

> Closefinch is a hosted CRM and agent platform. It captures a team's email, calendar, meetings and Slack into accounts, contacts and deals, and runs AI agents that prepare, follow up and forecast. Outgoing actions wait for a person's approval by default.

Closefinch is a service of Ask Lou LLC. Every page below is also served as Markdown at the linked .md URL, or with `Accept: text/markdown`. Prices: https://www.closefinch.com/pricing.json. API: https://www.closefinch.com/openapi.json (OpenAPI 3.1). MCP server: https://api.closefinch.com/mcp. Sign up: https://app.closefinch.com/sign-up (Free plan, no card).

## Product

- [Closefinch](https://www.closefinch.com/index.md): A CRM that fills itself in from email, calendar, meetings and Slack, and agents that ask before they act.
- [Product](https://www.closefinch.com/product.md): What Closefinch does, by area.
- [CRM and data capture](https://www.closefinch.com/product/crm.md): Accounts, contacts, deals, leads, tasks and notes, with custom fields and objects.
- [Research and signals](https://www.closefinch.com/product/research.md): Account and person research with cited sources, enrichment that fills only empty fields, and signals that say why an account is worth a look now.
- [Prospecting and outbound](https://www.closefinch.com/product/outbound.md): ICP rules, lists and scoring, then sequences that draft each message from research, and an inbox for the replies.
- [Inbound and scheduling](https://www.closefinch.com/product/inbound.md): A chat agent for your website, forms, lead qualification and routing, and a scheduler that books meetings on your team's calendars.
- [Meetings](https://www.closefinch.com/product/meetings.md): Transcripts from Zoom, Google Meet and Microsoft Teams or from the recorder bot, notes and follow-ups after each call, and prompts during calls for people who opt in.
- [Deals and forecasting](https://www.closefinch.com/product/deals.md): Deal risk, next steps, coaching scorecards and forecasts, built from what buyers said on calls and in email.
- [Voice, SMS and messaging](https://www.closefinch.com/product/voice.md): AI phone agents for inbound and outbound calls, two-way SMS, and WhatsApp, Telegram, Instagram and iMessage channels.
- [Agents](https://www.closefinch.com/product/agents.md): Agents built from templates or from a goal you describe.
- [Quotes and RFPs](https://www.closefinch.com/product/quotes.md): Quotes drafted from a deal description with your products, prices and approval rules, and questionnaire answers from a reviewed answer library.
- [Customer success](https://www.closefinch.com/product/customers.md): Renewals, churn signals, onboarding handoffs, surveys and collections.
- [Analytics](https://www.closefinch.com/product/analytics.md): Questions answered in plain English with citations, dashboards, campaign and team views, attribution and exports.
- [Security, admin and compliance](https://www.closefinch.com/product/security.md): Roles and fine-grained access, an audit log of every action, two-step sign-in and passkeys, scoped API keys, and consent and opt-out records across email, SMS and calls.
- [Apps, API and MCP](https://www.closefinch.com/product/platform.md): The web app, the Slack app and a mobile Today view, plus a REST API, a hosted MCP server, a CLI and webhooks for building on top.
- [Industry packs](https://www.closefinch.com/product/industries.md): Packs for industrial distribution, equipment dealers and rental, consumer goods, home services and fundraising.
- [Changelog](https://www.closefinch.com/changelog.md): Release notes, newest first. API and MCP versions are in the developer changelog.
- [Pricing](https://www.closefinch.com/pricing.md): Free for up to 3 seats. Team and Pro per seat, with recording hours and AI credits included.
- [Integrations](https://www.closefinch.com/integrations.md): Email, calendar, CRMs, meetings, notetakers, dialers, Slack, knowledge, product and support tools.
- [Agent templates](https://www.closefinch.com/templates.md): Built-in agents for pipeline, meetings, customer success, reporting and data quality.

## Compare

- [Compare](https://www.closefinch.com/compare.md): Published prices of tools people compare us with, dated and sourced, and how Closefinch differs.
- [Closefinch and Attio](https://www.closefinch.com/compare/attio.md): Attio's published pricing, checked 2026-11-05, how the two work together, and what differs.
- [Closefinch and HubSpot Sales Hub](https://www.closefinch.com/compare/hubspot.md): HubSpot Sales Hub's published pricing, checked 2026-11-05, how the two work together, and what differs.
- [Closefinch and Pipedrive](https://www.closefinch.com/compare/pipedrive.md): Pipedrive's published pricing, checked 2026-11-05, how the two work together, and what differs.
- [Closefinch and Close](https://www.closefinch.com/compare/close.md): Close's published pricing, checked 2026-11-05, how the two work together, and what differs.
- [Closefinch and Day.ai](https://www.closefinch.com/compare/day-ai.md): Day.ai's published pricing, checked 2026-11-05, how the two work together, and what differs.
- [Closefinch and Folk](https://www.closefinch.com/compare/folk.md): Folk's published pricing, checked 2026-11-05, how the two work together, and what differs.
- [Closefinch and Lightfield](https://www.closefinch.com/compare/lightfield.md): Lightfield's published pricing, checked 2026-11-05, how the two work together, and what differs.
- [Closefinch and Gong](https://www.closefinch.com/compare/gong.md): Gong's published pricing, checked 2026-11-05, how the two work together, and what differs.

## Docs

- [Developer docs](https://www.closefinch.com/docs.md): REST API with OpenAPI 3.1, MCP server, CLI, webhooks and machine-readable files.
- [MCP server](https://www.closefinch.com/docs/mcp.md): Connect Claude, ChatGPT, Cursor or any MCP client to the hosted MCP server with OAuth or an API key.
- [For agents](https://www.closefinch.com/for-agents.md): What an AI agent can do in Closefinch alone, what waits for a person, what it costs, limits, errors and a rules snippet.
- [Quickstarts](https://www.closefinch.com/docs/quickstart.md): Connect Claude Code, Codex, Cursor, ChatGPT, the Claude Agent SDK or plain REST in a few minutes.
- [Quickstart: Claude Code](https://www.closefinch.com/docs/quickstart/claude-code.md): Connect Claude Code to Closefinch: what you need, the one step to add it, and how to check it works.
- [Quickstart: Codex](https://www.closefinch.com/docs/quickstart/codex.md): Connect Codex to Closefinch: what you need, the one step to add it, and how to check it works.
- [Quickstart: Cursor](https://www.closefinch.com/docs/quickstart/cursor.md): Connect Cursor to Closefinch: what you need, the one step to add it, and how to check it works.
- [Quickstart: ChatGPT](https://www.closefinch.com/docs/quickstart/chatgpt.md): Connect ChatGPT to Closefinch: what you need, the one step to add it, and how to check it works.
- [Quickstart: Claude Agent SDK](https://www.closefinch.com/docs/quickstart/agent-sdk.md): Connect Claude Agent SDK to Closefinch: what you need, the one step to add it, and how to check it works.
- [Quickstart: REST API](https://www.closefinch.com/docs/quickstart/rest.md): Connect REST API to Closefinch: what you need, the one step to add it, and how to check it works.
- [Task recipes](https://www.closefinch.com/docs/recipes.md): Meeting prep, stalled deals, logging calls, changes with approval, testing agents and questionnaires, tool by tool.
- [Authentication](https://www.closefinch.com/docs/authentication.md): API keys with scopes, expiry and IP allowlists, OAuth for apps and MCP clients, and the CLI's device sign-in.
- [CLI](https://www.closefinch.com/docs/cli.md): Install the ra command line, sign in with a short code, common commands, --jq, setting up Claude Code, and every command.
- [Webhooks](https://www.closefinch.com/docs/webhooks.md): Outbound events signed per Standard Webhooks, with retries and resends, and inbound webhook triggers that start an agent.
- [Approvals and policy](https://www.closefinch.com/docs/approvals.md): What runs at once, what waits for a person, the kill switch, consent, budgets and the audit log.
- [Errors](https://www.closefinch.com/docs/errors.md): Every error code: what it means, what to do, and the headers that come with it.
- [Changelog](https://www.closefinch.com/docs/changelog.md): API and MCP server versions, changes and deprecations.
- [MCP tools](https://www.closefinch.com/docs/mcp/tools.md): Every tool the MCP server offers, with what it's for and whether it changes data.
- [API reference](https://www.closefinch.com/docs/api.md): The REST API by resource: every route with what it does and the scope it needs.

## Legal

- [Terms of service](https://www.closefinch.com/terms.md): The agreement between Ask Lou LLC and the businesses that use Closefinch. Draft for counsel review.
- [Privacy policy](https://www.closefinch.com/privacy.md): What personal data Closefinch processes, why, where, for how long, and your rights. Draft for counsel review.
- [Data processing agreement](https://www.closefinch.com/dpa.md): GDPR Article 28 terms, with the Standard Contractual Clauses and UK Addendum. Draft for counsel review.
- [Subprocessors](https://www.closefinch.com/subprocessors.md): The companies Closefinch uses to provide the service, what data each processes and where. Draft for counsel review.
- [Acceptable use policy](https://www.closefinch.com/acceptable-use.md): What the service may not be used for, including spam and recording without consent. Draft for counsel review.
- [Security](https://www.closefinch.com/security.md): How Closefinch protects customer data, and how to report a vulnerability. Draft.
- [Cookie notice](https://www.closefinch.com/cookies.md): The public site sets no cookies; the app uses only the cookies it needs to keep you signed in. Draft for counsel review.

## Machine-readable

- [pricing.json](https://www.closefinch.com/pricing.json): Plans, prices, included usage and overage in one JSON document
- [OpenAPI 3.1](https://www.closefinch.com/openapi.json): The REST API, every route with its scope and schemas

## Optional

- [Full text](https://www.closefinch.com/llms-full.txt): Every page above in one file