productivity
Copper CRM MCP, CLI, and Lua Integration for AI Agents
Copper CRM integration docs for AI agents: MCP gateway setup, Copper CRM CLI commands, Lua API reference, credentials, and function schemas.Copper CRM for agents
Credentials can be configured manually in web or CLI hosts.
Use this integration from Lua code mode, the headless integrations CLI, or the KosmoKrator MCP gateway. The same package metadata powers all three surfaces.
Agent Surfaces
Machine-Readable Metadata
Function Catalog
| Function | Type | Parameters | Description |
|---|---|---|---|
copper.copper_list_contacts | Read read | 2 | Search and list contacts in Copper CRM. Returns contact names, emails, and IDs. |
copper.copper_get_contact | Read read | 1 | Get details of a specific contact in Copper CRM by ID. |
copper.copper_get_contact_by_email | Read read | 0 | Get a Copper person by email. |
copper.copper_create_contact | Write write | 2 | Create a new contact in Copper CRM. Provide at least a name. |
copper.copper_update_contact | Write write | 3 | Update an existing contact in Copper CRM. Only the fields provided will be updated. |
copper.copper_delete_contact | Write write | 1 | Delete a contact from Copper CRM. This action cannot be undone. |
copper.copper_list_companies | Read read | 2 | Search and list companies in Copper CRM. Returns company names, domains, and IDs. |
copper.copper_get_company | Read read | 1 | Get details of a specific company in Copper CRM by ID. |
copper.copper_create_company | Write write | 1 | Create a new company in Copper CRM. |
copper.copper_update_company | Write write | 0 | Update a company. |
copper.copper_delete_company | Write write | 0 | Delete a company. |
copper.copper_list_opportunities | Read read | 2 | Search and list opportunities (deals) in Copper CRM. Returns opportunity names, values, stages, and IDs. |
copper.copper_get_opportunity | Read read | 1 | Get details of a specific opportunity (deal) in Copper CRM by ID. |
copper.copper_create_opportunity | Write write | 2 | Create a new opportunity (deal) in Copper CRM. Provide a name and pipeline ID. Use copper_list_pipelines first to find available pipeline IDs. |
copper.copper_update_opportunity | Write write | 0 | Update an opportunity. |
copper.copper_delete_opportunity | Write write | 0 | Delete an opportunity. |
copper.copper_list_leads | Read read | 0 | Search and list leads. |
copper.copper_get_lead | Read read | 0 | Get a lead by ID. |
copper.copper_create_lead | Write write | 0 | Create a lead. |
copper.copper_update_lead | Write write | 0 | Update a lead. |
copper.copper_delete_lead | Write write | 0 | Delete a lead. |
copper.copper_list_projects | Read read | 0 | Search and list projects. |
copper.copper_get_project | Read read | 0 | Get a project by ID. |
copper.copper_create_project | Write write | 0 | Create a project. |
copper.copper_update_project | Write write | 0 | Update a project. |
copper.copper_delete_project | Write write | 0 | Delete a project. |
copper.copper_list_tasks | Read read | 0 | Search and list tasks. |
copper.copper_get_task | Read read | 0 | Get a task by ID. |
copper.copper_create_task | Write write | 0 | Create a task. |
copper.copper_update_task | Write write | 0 | Update a task. |
copper.copper_delete_task | Write write | 0 | Delete a task. |
copper.copper_list_activities | Read read | 0 | Search and list activities. |
copper.copper_get_activity | Read read | 0 | Get an activity by ID. |
copper.copper_create_activity | Write write | 0 | Create an activity. |
copper.copper_update_activity | Write write | 0 | Update an activity. |
copper.copper_delete_activity | Write write | 0 | Delete an activity. |
copper.copper_list_activity_types | Read read | 0 | List activity types. |
copper.copper_get_current_user | Read read | 0 | Get the currently authenticated Copper CRM user. Useful for verifying the connection and account context. |
copper.copper_list_users | Read read | 0 | Search and list users. |
copper.copper_get_user | Read read | 0 | Get a user by ID. |
copper.copper_get_account_details | Read read | 0 | Get account details. |
copper.copper_list_pipelines | Read read | 0 | List all sales pipelines in Copper CRM. Each pipeline contains stages that opportunities move through. |
copper.copper_list_pipeline_stages | Read read | 0 | List pipeline stages. |
copper.copper_list_pipeline_stages_in_pipeline | Read read | 0 | List stages in one pipeline. |
copper.copper_list_lead_statuses | Read read | 0 | List lead statuses. |
copper.copper_list_customer_sources | Read read | 0 | List customer sources. |
copper.copper_list_loss_reasons | Read read | 0 | List opportunity loss reasons. |
copper.copper_list_contact_types | Read read | 0 | List contact types. |
copper.copper_list_tags | Read read | 0 | List tags. |
copper.copper_list_custom_field_definitions | Read read | 0 | List custom field definitions. |
copper.copper_list_webhooks | Read read | 0 | List webhook subscriptions. |
copper.copper_get_webhook | Read read | 0 | Get a webhook subscription. |
copper.copper_create_webhook | Write write | 0 | Create a webhook subscription. |
copper.copper_update_webhook | Write write | 0 | Update a webhook subscription. |
copper.copper_delete_webhook | Write write | 0 | Delete a webhook subscription. |