Close · OpenAPI Overlay 1.0.0
API Evangelist conversational phrasing for Close Reporting API
9 actions
9 updates
phrasing
extends
openapi/close-reporting-api-openapi.yml
Generated by API Evangelist
Written by API Evangelist tooling for Close's API. It is a proposal applied on top of the contract, not a document Close publishes.
What the actions change
x-apievangelist-phrasing
Targets 9
$.info
$.paths['/report/activity/'].post
$.paths['/report/activity/metrics/'].get
$.paths['/report/custom/{org_id}/'].get
$.paths['/report/funnel/opportunity/stages/'].post
$.paths['/report/funnel/opportunity/totals/'].post
$.paths['/report/sent_emails/{org_id}/'].get
$.paths['/report/statuses/lead/{org_id}/'].get
$.paths['/report/statuses/opportunity/{org_id}/'].get
OpenAPI Overlay
# Generated by API Evangelist (build-phrasing.py). Our phrasing, not observed demand.
overlay: 1.0.0
info:
title: API Evangelist conversational phrasing for Close Reporting API
version: 1.0.0
extends: openapi/close-reporting-api-openapi.yml
actions:
- target: $.info
update:
x-apievangelist-phrasing:
method: generated
generated: '2026-09-26'
generator: build-phrasing.py
label: Generated by API Evangelist
operations: 8
- target: $.paths['/report/activity/'].post
update:
x-apievangelist-phrasing:
intent: Run an activity metrics report
effect: read
questions:
- 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?
instructions:
- text: Run an activity overview report for last month.
- text: Build an activity comparison report across all sales reps for this quarter.
method: generated
generated: '2026-09-26'
- target: $.paths['/report/activity/metrics/'].get
update:
x-apievangelist-phrasing:
intent: List metrics for activity reports
effect: read
questions:
- What predefined metrics can I use in an activity report?
- Which activity metrics are available for reporting in Close?
instructions:
- text: List the available activity report metrics.
- text: Show me every metric I can put in an activity report.
method: generated
generated: '2026-09-26'
- target: $.paths['/report/custom/{org_id}/'].get
update:
x-apievangelist-phrasing:
intent: Graph arbitrary metrics with Explorer
effect: read
questions:
- 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?
instructions:
- text: Run an Explorer report for organization {org_id} grouped by {group_by}.
slots:
org_id: path.org_id
group_by: query.group_by
- text: Graph {y} for organization {org_id} from {start} to {end}.
slots:
org_id: path.org_id
y: query.y
start: query.start
end: query.end
method: generated
generated: '2026-09-26'
- target: $.paths['/report/funnel/opportunity/stages/'].post
update:
x-apievangelist-phrasing:
intent: Get pipeline funnel stage metrics
effect: read
questions:
- How many opportunities moved through each stage of my pipeline funnel?
- Can I see stage-by-stage funnel conversion per user?
instructions:
- text: Get the funnel stages report for our sales pipeline.
- text: Show per-user stage conversion in the opportunity funnel for this quarter.
method: generated
generated: '2026-09-26'
- target: $.paths['/report/funnel/opportunity/totals/'].post
update:
x-apievangelist-phrasing:
intent: Get pipeline funnel totals
effect: read
questions:
- What are the overall totals for my opportunity funnel?
- Can I export funnel totals per user as CSV?
instructions:
- text: Get the funnel totals report for our main pipeline.
- text: Show the aggregated opportunity funnel totals for last month.
method: generated
generated: '2026-09-26'
- target: $.paths['/report/sent_emails/{org_id}/'].get
update:
x-apievangelist-phrasing:
intent: Report on sent emails
effect: read
questions:
- How many emails did a particular rep send last week?
- Which email templates were sent most in a date range?
instructions:
- text: Get the sent emails report for organization {org_id}.
slots:
org_id: path.org_id
- text: Show emails sent by user {user_id} in organization {org_id} since {date_start}.
slots:
org_id: path.org_id
user_id: query.user_id
date_start: query.date_start
method: generated
generated: '2026-09-26'
- target: $.paths['/report/statuses/lead/{org_id}/'].get
update:
x-apievangelist-phrasing:
intent: Report on lead status changes
effect: read
questions:
- How many leads moved from Potential to Qualified this month?
- Can I limit a lead status change report to one Smart View?
instructions:
- text: Get the lead status change report for organization {org_id}.
slots:
org_id: path.org_id
- text: Show lead status changes in organization {org_id} for Smart View {smart_view_id}.
slots:
org_id: path.org_id
smart_view_id: query.smart_view_id
method: generated
generated: '2026-09-26'
- target: $.paths['/report/statuses/opportunity/{org_id}/'].get
update:
x-apievangelist-phrasing:
intent: Report on opportunity status changes
effect: read
questions:
- How many deals were marked won or lost between two dates?
- Can I see opportunity status changes for a single rep?
instructions:
- text: Get the opportunity status change report for organization {org_id}.
slots:
org_id: path.org_id
- text: Show opportunity status changes for user {user_id} in organization {org_id}.
slots:
org_id: path.org_id
user_id: query.user_id
method: generated
generated: '2026-09-26'
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