Copper MCP Server
Provides MCP resources and tools for AI assistants to access and manage core CRM data (Leads, People, Companies, Opportunities) in Copper, supporting bulk creation and detailed searching.
leads
DatasetAn individual or a company that's interested in your products or services. It's a 'catch-all' object.
people
DatasetAn individual contact with whom you communicate.
companies
DatasetAn organization with which you communicate.
opportunities
DatasetA potential business deal.
customer_sources
DatasetConfiguration data identifying where a particular Lead or Opportunity originated.
lead_statuses
DatasetConfiguration data identifying where a particular Lead is in the qualification process.
contact_types
DatasetConfiguration data defining categories into which People and Companies can be placed to classify relationships.
users
DatasetDetails about a specific user within a company.
account_details
DatasetRetrieves details about the current Copper account/instance.
create_person
ToolCreates a new Person record.
update_person
ToolUpdates an existing Person record.
delete_person
ToolDeletes a Person record.
create_company
ToolCreates a new Company record.
update_company
ToolUpdates an existing Company record.
bulk_create_companies
ToolCreates multiple Company records in a single request (maximum 10).
create_opportunity
ToolCreates a new Opportunity record.
bulk_create_opportunities
ToolCreates multiple Opportunity records in a single request (maximum 10).
update_opportunity
ToolUpdates an existing Opportunity record. Updates are partial (only specified fields are changed).
delete_opportunity
ToolPermanently removes an Opportunity record from the Copper account.
search_opportunities
ToolSearches and lists Opportunity records based on various criteria, supporting complex filtering (AND relationship) and pagination.
fetch_person_by_email
ToolFetches a Person record using their unique email address.
bulk_create_people
ToolCreates multiple Person records in a single request (maximum 10). Note: Contact emails must be unique across the system and within the request.
bulk_update_people
ToolUpdates multiple existing Person records in a single request (maximum 10). Requires the ID of the existing record.
search_people
ToolSearches and lists Person records based on various criteria, supporting complex filtering (AND relationship) and pagination.
see_person_activities
ToolRetrieves Activity entries associated with a specific Person, optionally filtered by activity type.
search_users
ToolSearches and lists User records, supporting pagination.
Copper Resources
Copper MCP Server
Connect your AI to Copper data through the Model Context Protocol.
- Granularly control which tools your AI can access
- Full visibility with logging and auditing
- Standard MCP protocol - no custom wrappers needed
Select a dataset or tool from the left to see more details
Universal MCP Server for Copper
Connect Claude, Microsoft Copilot, and any MCP-compatible AI to Copper. One server, instant access to datasets, tools, and workflows.
- Model Context Protocol: Industry standard supported by Claude and Microsoft Copilot
- Fine-Grained Control: Choose exactly which datasets and tools your AI can access
- Connect Once, Use Everywhere: Single authentication for all your AI assistants
Get Started with Your Favorite AI Tool
Follow our step-by-step guides for popular AI frameworks and tools