account-brief

Install

Works with Claude Code, Claude apps, Codex, Cursor, Gemini CLI, GitHub Copilot, VS Code, OpenCode, Goose, Windsurf. Read the repository before you give any tool access to your data.

npx agentmarket install skill/closeio-account-brief

About

Use cases: sales

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Permissions

What this skill can do and what it asks for, from its SKILL.md. Checked Oct 25, 2026.

Tools

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What's inside

Skill name

account-brief

Description

Build a Close account brief when preparing for a call or researching a lead, using recent activity, contacts, opportunities, and tasks.

License

MIT

Instructions

13 lines in SKILL.md · view on GitHub

Create a concise account brief for the lead identified in the user's request using Close MCP tools. If no lead is specified, ask which lead to research.

Find and disambiguate the lead first. Then cover:

- company and key contacts;
- active opportunities and their stage, value, owner, confidence, and close date;
- recent calls, meetings, and email threads;
- open or overdue tasks;
- risks, open questions, and a recommended next step.

Use record facts from Close, clearly label any inference, and include Close links when available. Do not modify CRM data.

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Last commit (this folder)

Oct 16, 2026 (13 days ago)

From GitHub (fetched Oct 24, 2026).

Details

License

MIT

Repository

github.com/closeio/agent-plugin

Website

developer.close.com/mcp

First seen

Oct 24, 2026

Last checked

Oct 24, 2026

Source

GitHubgithub-graphql