Close

Close Reporting API

The reporting API from Close — 8 operation(s) for reporting.

GitHub OpenAPI
Business capability
Sales Performance Management BC-410.70

Operations 8

Each operation below carries the questions people ask an LLM about it and the instructions they give an agent to run it. Generated by API Evangelist overlay

POST /report/activity/ Run an activity metrics report · Get an activity report #
Ask an LLM
“How many calls and emails did my team log per week last quarter?”
“Can I compare activity metrics user by user for a date range?”
Tell an agent
Run an activity overview report for last month.
Build an activity comparison report across all sales reps for this quarter.
GET /report/activity/metrics/ List metrics for activity reports · List the predefined metrics used in activity reports #
Ask an LLM
“What predefined metrics can I use in an activity report?”
“Which activity metrics are available for reporting in Close?”
Tell an agent
List the available activity report metrics.
Show me every metric I can put in an activity report.
GET /report/custom/{org_id}/ Graph arbitrary metrics with Explorer · Get custom report (Explorer) #
Ask an LLM
“Can I chart opportunity value by user over time like the Explorer view?”
“How do I group a custom report by a field and set the interval?”
Tell an agent
Run an Explorer report for organization {org_id} grouped by {group_by}.
Graph {y} for organization {org_id} from {start} to {end}.
POST /report/funnel/opportunity/stages/ Get pipeline funnel stage metrics · Get a funnel report (stages) #
Ask an LLM
“How many opportunities moved through each stage of my pipeline funnel?”
“Can I see stage-by-stage funnel conversion per user?”
Tell an agent
Get the funnel stages report for our sales pipeline.
Show per-user stage conversion in the opportunity funnel for this quarter.
POST /report/funnel/opportunity/totals/ Get pipeline funnel totals · Get a funnel report (totals) #
Ask an LLM
“What are the overall totals for my opportunity funnel?”
“Can I export funnel totals per user as CSV?”
Tell an agent
Get the funnel totals report for our main pipeline.
Show the aggregated opportunity funnel totals for last month.
GET /report/sent_emails/{org_id}/ Report on sent emails · Get sent emails report #
Ask an LLM
“How many emails did a particular rep send last week?”
“Which email templates were sent most in a date range?”
Tell an agent
Get the sent emails report for organization {org_id}.
Show emails sent by user {user_id} in organization {org_id} since {date_start}.
GET /report/statuses/lead/{org_id}/ Report on lead status changes · Get lead status change report #
Ask an LLM
“How many leads moved from Potential to Qualified this month?”
“Can I limit a lead status change report to one Smart View?”
Tell an agent
Get the lead status change report for organization {org_id}.
Show lead status changes in organization {org_id} for Smart View {smart_view_id}.
GET /report/statuses/opportunity/{org_id}/ Report on opportunity status changes · Get opportunity status change report #
Ask an LLM
“How many deals were marked won or lost between two dates?”
“Can I see opportunity status changes for a single rep?”
Tell an agent
Get the opportunity status change report for organization {org_id}.
Show opportunity status changes for user {user_id} in organization {org_id}.

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/close/refs/heads/main/openapi/close-reporting-api-openapi.yml

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OpenAPI Specification

close-reporting-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  description: Close CRM REST API
  title: Close Reporting API
  version: 1.0.0
servers:
- url: https://api.close.com/api/v1
security:
- ApiKeyAuth: []
- OAuth2: []
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/close/refs/heads/main/openapi/close-reporting-api-openapi.yml