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Edit a playbook

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Get something done

Edit a playbook

with Close
Works with AI assistants

Use Close: its Close Playbooks API lets you edit a playbook in a single step (PUT /playbook/{id}/). Close also has an MCP server, so an AI assistant like Claude or ChatGPT can do it for you. capabilities.work can help you get signed up and connected.

  • Can I change which outcomes a playbook uses?
  • How do I rename an existing playbook?
Say it to your AI assistant
  • Rename playbook {id} to {name}.
  • Set the summary guidance on playbook {id} to {summary_guidance}.
For your developer

PUT /playbook/{id}/ in Close Playbooks API. Full spec on APIs.io.

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