Connect Copper to AI agents

Connect Copper to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

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.

delete_related_item

Delete Related Item

Remove a relationship between two CRM entities. This only removes the link — neither entity is deleted.

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.

get_related_items

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 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 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").

More integrations teams use with Copper

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. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.

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.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

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. Subscribe to real-time change events via Change Data Capture and Platform Events. 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.

Technical notes for Copper

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.

Connect Copper to production AI agents

See how Metorial gives Copper access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Copper to AI agents with Metorial.

  1. Can Metorial connect Copper to AI agents?
    Yes. Metorial connects AI agents to Copper through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.