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account-brief

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

Skill by closeioOfficial

IndexedMIT
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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

Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.

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About

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

Use cases: sales

Reviews

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Permissions

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

Tools
No tools found
Secrets
None asked for
Install scripts
None found

Network hosts it talks to 1

  • codeload.github.com · found in install command

Files it touches

  • ~/.claude/skills/account-brief

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

Files (1)

  • SKILL.md

SKILL.md (first lines)

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.

From closeio/agent-plugin, MIT.

More from closeio/agent-plugin

Signals

Stars
0
Forks
0
Open issues
0
Last commit (this folder)
Oct 16, 2026 (15 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

More from closeio

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Chalk Labs is a two-founder AI and growth studio. We build AI agents, CRMs and MVPs for Web3 and AI companies, and have shipped 50+ product and token launches.

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Rahil Jain, Co-founder, Chalk Labs. Ex-Goldman Sachs engineer. You talk to the person who builds it.

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Cite this page

account-brief skill. Agent Mart. https://agentmart.dev/skills/closeio-account-brief (last updated 2026-10-24)