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_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 a new person (contact) record in Copper CRM. People represent individual contacts and can be associated with companies and opportunities.
search_projects
Search for projects in Copper CRM with flexible filtering. Supports filtering by name, assignee, status, tags, and more.
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
Permanently delete a project from Copper CRM. This action cannot be undone.
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 an existing person record in Copper CRM. Only provided fields will be updated.
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
Retrieve a task record by its ID. Returns full task details including status, assignee, related entity, and custom fields.
delete_company
Permanently delete a company record from Copper CRM. This action cannot be undone.
search_activities
Search for activities in Copper CRM. Filter by parent entity, activity type, user, and date range to find specific interactions.
delete_lead
Permanently delete a lead record from Copper CRM. This action cannot be undone.
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 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 for companies in Copper CRM with flexible filtering. Supports filtering by name, email domain, tags, assignee, contact type, and more.
update_project
Update an existing project in Copper CRM. Only provided fields will be updated.
get_lead
Retrieve a lead record by its ID. Returns full lead details including status, customer source, and custom fields.
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 an existing task in Copper CRM. Only provided fields will be updated. Use this to change status, reassign, update due dates, etc.
delete_task
Permanently delete a task from Copper CRM. This action cannot be undone.
update_lead
Update an existing lead record in Copper CRM. Only provided fields will be updated.
get_project
Retrieve a project record by its ID. Returns full project details including status, tags, and custom fields.
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 for tasks in Copper CRM with flexible filtering. Supports filtering by assignee, status, tags, due date range, and more.
delete_opportunity
Permanently delete an opportunity record from Copper CRM. This action cannot be undone.
get_opportunity
Retrieve an opportunity record by its ID. Returns full deal details including pipeline, stage, monetary value, and custom fields.
update_company
Update an existing company record in Copper CRM. Only provided fields will be updated.
delete_person
Permanently delete a person record from Copper CRM. This action cannot be undone.
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 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 a new company record in Copper CRM. Companies can be associated with people, opportunities, and projects.
search_leads
Search for leads in Copper CRM with flexible filtering. Supports filtering by name, status, assignee, customer source, tags, and more.
get_company
Retrieve a company record by its ID. Returns full company details including address, tags, and custom fields.
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 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 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.
delete_related_item
Remove a relationship between two CRM entities. This only removes the link — neither entity is deleted.
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 all available activity types in the Copper account. Returns both user-defined and system activity types with their IDs and categories.
get_related_items
Get all entities related to a given CRM record. Relationships are bidirectional — returns linked people, companies, opportunities, projects, and tasks.
create_related_item
Create a relationship between two CRM entities. Relationships are bidirectional. Not all entity type combinations are allowed — see Copper's relationship rules.
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 all contact types available in the Copper account. Contact types categorize people and companies (e.g., "Customer", "Partner", "Vendor").
Manage contacts, companies, leads, opportunities, projects, tasks, and activities in Copper CRM. Create, read, update, and delete person and company records with support for bulk operations. Track sales opportunities through configurable pipelines with stages, customer sources, and loss reasons. Convert leads into people, companies, or opportunities. Log activities like calls, meetings, and notes against CRM records. Define custom fields to extend the data model and create relationships between entities. Upload and manage file attachments, organize records with tags, and manage users and account details. Subscribe to webhooks for real-time notifications on record creation, updates, and deletions.
Common questions about connecting Copper to AI agents with Metorial.