KosmoKrator

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

FunctionTypeParametersDescription
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.