Close Roles API

The roles API from Close — 2 operation(s) for roles.

Documentation GitHub OpenAPI

Business capability

Operations 5

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

GET /role/ List roles · List all the roles defined for your organization #

Ask an LLM

“What permission roles exist in my organization?”

“Can I see every role defined for our users?”

Tell an agent

List all roles.

Show the organization's permission roles.

POST /role/ Create a custom role · Create a new role #

Ask an LLM

“How do I create a role that can only see leads assigned to them?”

“Can a new role see leads that have no assigned user?”

Tell an agent

Create a new role for sales reps.

Add a custom role that limits lead visibility to assigned leads.

GET /role/{id}/ Fetch a role · Fetch a single role #

Ask an LLM

“Which permissions does a specific role have?”

“Can I retrieve one role by id?”

Tell an agent

Fetch role {id}.

Show the permissions on role {id}.

PUT /role/{id}/ Update a role · Update existing role #

Ask an LLM

“Can I change the permissions on an existing role?”

“Is it possible to rename a role?”

Tell an agent

Update role {id}.

Change the permissions of role {id}.

DELETE /role/{id}/ Delete a custom role · Delete a role #

Ask an LLM

“Can I delete a role that users are still assigned to?”

“Which call removes a custom role?”

Tell an agent destructive · confirm first

Delete role {id}.

Remove the custom role {id}.

Specifications

⚙

OpenAPI

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

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OpenAPI Specification

openapi: 3.2.0
info:
  description: Close CRM REST API
  title: Close Roles API
  version: 1.0.0
servers:
- url: https://api.close.com/api/v1
security:
- ApiKeyAuth: []
- OAuth2: []
tags:
- name: Roles
  externalDocs:
    url: https://developer.close.com/api/resources/roles
paths:
  /role/:
    get:
      operationId: roles_list
      tags:
      - Roles
      summary: List all the roles defined for your organization
      responses:
        '200':
          content:
            application/json:
              example:
                data:
                - editable: false
                  id: role_y6eLquXvRUdmwqi61tsmgCJUU7uGfxaRbDuLoONZL9p
                  name: Admin
                  permissions:
                  - bulk_edit
                  - export
                  - manage_organization
                  - view_all_leads
                  visibility_user_lcf_behavior: null
                  visibility_user_lcf_ids: null
                - editable: true
                  id: role_y6eLquXvRUdmwqi61tsmgCJUU7uGfxaRbDuLoONZL9p
                  name: Account Manager
                  permissions:
                  - bulk_edit
                  - export
                  visibility_user_lcf_behavior: require_assignment
                  visibility_user_lcf_ids:
                  - cf_pHEkAE3enHZ08zBkYnIAAQDQOT3BBn0DhdF6Kr7Q8Ug
                has_more: false
          description: Successful response
        '400':
          description: Bad request
        '401':
          description: Unauthorized
        '404':
          description: Not found
    post:
      operationId: roles_create
      tags:
      - Roles
      summary: Create a new role
      description: '`visibility_user_lcf_ids` (optional)


        A list of Lead Custom Field IDs that define which leads user with this role can see. If the role has `view_all_leads` permission, this field should be empty.


        `visibility_user_lcf_behavior` (optional)


        Defines how lead visibility works for leads that don''t have assigned users. If the role has `view_all_leads` permission, this field should be empty.


        - `require_assignment` - leads without assigned users are not visible to this role

        - `allow_unassigned` - leads without assigned users are visible to this role'
      requestBody:
        content:
          application/json:
            example:
              name: Account Manager
              permissions:
              - bulk_edit
              - export
              visibility_user_lcf_behavior: null
              visibility_user_lcf_ids: null
        required: true
      responses:
        '201':
          content:
            application/json:
              example:
                editable: true
                id: role_y6eLquXvRUdmwqi61tsmgCJUU7uGfxaRbDuLoONZL9p
                name: Account Manager
                permissions:
                - bulk_edit
                - export
                visibility_user_lcf_behavior: null
                visibility_user_lcf_ids: null
          description: Successful response
        '400':
          description: Bad request
        '401':
          description: Unauthorized
        '404':
          description: Not found
  /role/{id}/:
    get:
      operationId: roles_get
      tags:
      - Roles
      summary: Fetch a single role
      parameters:
      - in: path
        name: id
        required: true
        schema:
          type: string
      responses:
        '200':
          content:
            application/json:
              example:
                editable: true
                id: role_y6eLquXvRUdmwqi61tsmgCJUU7uGfxaRbDuLoONZL9p
                name: Account Manager
                permissions:
                - bulk_edit
                - export
                - view_all_leads
                visibility_user_lcf_behavior: null
                visibility_user_lcf_ids: null
          description: Successful response
        '400':
          description: Bad request
        '401':
          description: Unauthorized
        '404':
          description: Not found
    put:
      operationId: roles_update
      tags:
      - Roles
      summary: Update existing role
      parameters:
      - in: path
        name: id
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            example:
              permissions:
              - bulk_edit
              - view_all_leads
        required: true
      responses:
        '200':
          content:
            application/json:
              example:
                editable: true
                id: role_y6eLquXvRUdmwqi61tsmgCJUU7uGfxaRbDuLoONZL9p
                name: Account Manager
                permissions:
                - bulk_edit
                - view_all_leads
                visibility_user_lcf_behavior: null
                visibility_user_lcf_ids: null
          description: Successful response
        '400':
          description: Bad request
        '401':
          description: Unauthorized
        '404':
          description: Not found
    delete:
      operationId: roles_delete
      tags:
      - Roles
      summary: Delete a role
      description: Delete a custom role. You must first move all users off this role by reassigning them to another role.
      parameters:
      - in: path
        name: id
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Successful response
        '400':
          description: Bad request
        '401':
          description: Unauthorized
        '404':
          description: Not found
components:
  securitySchemes:
    ApiKeyAuth:
      description: Use your API key as the username and leave the password empty.
      scheme: basic
      type: http
    OAuth2:
      flows:
        authorizationCode:
          authorizationUrl: https://app.close.com/oauth2/authorize/
          scopes:
            all.full_access: Full access to all resources
            offline_access: Request a refresh token
          tokenUrl: https://api.close.com/oauth2/token/
      type: oauth2
x-provenance:
  method: harvested
  publisher: Close
  source: https://developer.close.com/openapi.json
  note: split by refine-openapis from the provider's own published document, verified by fetch (openapi/_original/*.fetch.json);
    stamped by stamp-openapi-provenance.py (roadmap#793)