Copper MCP server

Connect Copper to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Copper MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the create task tool in Copper
  • Use the create person tool in Copper
  • Use the search projects tool in Copper
  • Use the convert lead tool in Copper
  • Use the delete project tool in Copper
  • Use the update opportunity tool in Copper

Supported Tools

create_task

Create Task

Create a new task in Copper CRM. Tasks can be linked to other entities (people, companies, opportunities, projects, or leads) and assigned to users.

create_person

Create Person

Create a new person (contact) record in Copper CRM. People represent individual contacts and can be associated with companies and opportunities.

search_projects

Search Projects

Search for projects in Copper CRM with flexible filtering. Supports filtering by name, assignee, status, tags, and more.

convert_lead

Convert Lead

Convert a lead into a person, with optional creation of an associated company and opportunity. The original lead is deleted upon successful conversion.

delete_project

Delete Project

Permanently delete a project from Copper CRM. This action cannot be undone.

update_opportunity

Update Opportunity

Update an existing opportunity in Copper CRM. Only provided fields will be updated. Use this to move deals through pipeline stages, update values, or change status.

update_person

Update Person

Update an existing person record in Copper CRM. Only provided fields will be updated.

create_lead

Create Lead

Create a new lead in Copper CRM. Leads represent potential sales contacts that can later be converted into people, companies, or opportunities.

get_task

Get Task

Retrieve a task record by its ID. Returns full task details including status, assignee, related entity, and custom fields.

delete_company

Delete Company

Permanently delete a company record from Copper CRM. This action cannot be undone.

search_activities

Search Activities

Search for activities in Copper CRM. Filter by parent entity, activity type, user, and date range to find specific interactions.

delete_lead

Delete Lead

Permanently delete a lead record from Copper CRM. This action cannot be undone.

create_opportunity

Create Opportunity

Create a new opportunity (deal) in Copper CRM. Opportunities track sales deals through configurable pipelines with stages and can be associated with contacts and companies.

search_people

Search People

Search for people in Copper CRM with flexible filtering. Supports filtering by name, email, phone, company, tags, assignee, contact type, and more. All filters are combined with AND logic.

search_companies

Search Companies

Search for companies in Copper CRM with flexible filtering. Supports filtering by name, email domain, tags, assignee, contact type, and more.

update_project

Update Project

Update an existing project in Copper CRM. Only provided fields will be updated.

get_lead

Get Lead

Retrieve a lead record by its ID. Returns full lead details including status, customer source, and custom fields.

create_project

Create Project

Create a new project in Copper CRM. Projects track work beyond the sales pipeline and can be related to people, companies, and opportunities.

update_task

Update Task

Update an existing task in Copper CRM. Only provided fields will be updated. Use this to change status, reassign, update due dates, etc.

delete_task

Delete Task

Permanently delete a task from Copper CRM. This action cannot be undone.

update_lead

Update Lead

Update an existing lead record in Copper CRM. Only provided fields will be updated.

get_project

Get Project

Retrieve a project record by its ID. Returns full project details including status, tags, and custom fields.

get_person

Get Person

Retrieve a person record by ID, or look up a person by email address. Returns full contact details including company association, tags, and custom fields.

search_tasks

Search Tasks

Search for tasks in Copper CRM with flexible filtering. Supports filtering by assignee, status, tags, due date range, and more.

delete_opportunity

Delete Opportunity

Permanently delete an opportunity record from Copper CRM. This action cannot be undone.

get_opportunity

Get Opportunity

Retrieve an opportunity record by its ID. Returns full deal details including pipeline, stage, monetary value, and custom fields.

update_company

Update Company

Update an existing company record in Copper CRM. Only provided fields will be updated.

delete_person

Delete Person

Permanently delete a person record from Copper CRM. This action cannot be undone.

log_activity

Log Activity

Log a new activity (note, call, meeting, etc.) against a CRM record. Activities are linked to a parent entity and categorized by activity type.

search_opportunities

Search Opportunities

Search for opportunities in Copper CRM with flexible filtering. Supports filtering by name, pipeline, status, assignee, company, value range, close date range, and more.

create_company

Create Company

Create a new company record in Copper CRM. Companies can be associated with people, opportunities, and projects.

search_leads

Search Leads

Search for leads in Copper CRM with flexible filtering. Supports filtering by name, status, assignee, customer source, tags, and more.

get_company

Get Company

Retrieve a company record by its ID. Returns full company details including address, tags, and custom fields.

list_custom_field_definitions

List Custom Field Definitions

List all custom field definitions in the Copper account. Returns field names, types, and available options for dropdown/multi-select fields. Use this to discover custom field IDs for creating or updating records.

list_customer_sources

List Customer Sources

List all customer sources available in the Copper account. Customer sources track how leads and opportunities were acquired (e.g., "Referral", "Website", "Cold Call").

list_pipelines

List Pipelines

List all pipelines and their stages in the Copper account. Pipelines define the sales process that opportunities move through. Use this to discover pipeline and stage IDs for creating or updating opportunities.

list_users

List Users

List all users in the Copper account. Returns user names, emails, and IDs which can be used when assigning records.

list_activity_types

List Activity Types

List all available activity types in the Copper account. Returns both user-defined and system activity types with their IDs and categories.

list_loss_reasons

List Loss Reasons

List all loss reasons available in the Copper account. Loss reasons are used when marking opportunities as lost.

list_contact_types

List Contact Types

List all contact types available in the Copper account. Contact types categorize people and companies (e.g., "Customer", "Partner", "Vendor").

get_profile

Get Profile

Identify the connected Copper account and the current API user.

list_lead_statuses

List Lead Statuses

Discover lead status IDs and names for interpreting leads and filtering searches.

Connect Copper to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Copper in Metorial. In your Metorial portal, enable the Copper MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Copper tools.

Run Copper through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Copper and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Copper tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Copper

Notion

Create, read, update, and archive pages and databases in a Notion workspace. Manage blocks (paragraphs, lists, headings, embeds, etc.) within pages. Query databases with filters and sorts across rich property types including text, numbers, dates, selects, relations, and formulas. Search across pages and databases by title. Add and read comments on pages and blocks. Upload files to pages. Manage workspace users and retrieve user profiles.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues.

Technical notes for Copper

Manage people, companies, leads, opportunities, projects, tasks and activities in Copper CRM. Search and update records, convert leads, discover pipelines and metadata, link related records, and identify the connected account and user.

Frequently asked questions

Common questions about connecting Copper to AI agents with Metorial.

  1. How many tools does the Copper MCP server have?
    The Copper MCP server exposes 45 tools, including Create Task, Create Person, Search Projects. Each one is governed and traced through Metorial.
  2. Copper exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Copper MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Copper and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Copper MCP server yourself or use the hosted gateway.

Connect Copper to production AI agents

See how Metorial gives your team governed access to Copper, with tracing and security controls built in.