Copper MCP server for AI agents and assistants

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Copper MCP or direct API to create leads, update contacts, manage opportunities, and log activities through natural language.

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Copper is a customer relationship management (CRM) platform for managing contacts, leads, opportunities, tasks, and projects. Built to centralize customer data and streamline sales workflows.

65 Tools

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Type what you want done — sign in and watch it run live in the Tool Router playground.

TOOL ROUTER PLAYGROUND
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TOOLS

Supported Tools

Every Copper action and event your agent gets out of the box.

Bulk Create Activities (Beta)

Attempt to create 1-10 user-category Copper activities and return ordered per-item successes or validation failures.

Bulk Create Companies (Beta)

Attempt to create 1-10 Copper companies and return ordered per-item successes or validation failures.

Bulk Create Leads

Create 1-10 Copper leads in one beta bulk request and return ordered per-item outcomes.

Bulk Create Opportunities (Beta)

Attempt to create 1-10 Copper opportunities and return ordered per-item successes or validation failures.

Bulk Create People (Beta)

Attempt to create 1-10 Copper people and return ordered per-item successes or validation failures.

Bulk Update Companies (Beta)

Attempt to update 1-10 Copper companies and return ordered per-item successes or validation failures.

Bulk Update Leads

Update 1-10 Copper leads in one beta bulk request and return ordered per-item outcomes.

Bulk Update People (Beta)

Attempt to update 1-10 Copper people and return ordered per-item successes or validation failures.

Convert Lead

Convert a Copper lead into a person and optionally a company and opportunity; the original lead is removed.

Create Activity

Create a user-category activity such as a note on an existing Copper lead, person, company, opportunity, project, or task; system activities are read-only.

Create Company

Create a Copper company with domain, contact, ownership, tag, and custom-field data.

Create Custom Activity Type

Create a named Copper custom activity type with a supported icon.

Create Custom Field Definition

Create a Copper custom field for selected record types.

Create Lead

Create a Copper lead with contact, ownership, source, status, tag, and custom-field data.

Create Opportunity

Create a Copper opportunity.

Create Person

Create a Copper person with contact, company, ownership, tag, and custom-field data.

Create Project

Create a Copper project, optionally related to another record and assigned to a user.

Create Related Link

Connect two existing Copper records through a Connect custom field.

Create Task

Create a Copper task with optional assignment, related record, due/reminder times, priority, tags, and custom fields.

Delete Attached File

Permanently delete one file attached to a Copper lead, person, opportunity, company, or project.

Delete Custom Field Definition

Permanently delete one Copper custom-field definition by ID.

Delete Lead

Permanently delete one Copper lead by ID.

Delete Record

Delete one Copper person, company, opportunity, project, task, or activity by type and ID.

Delete Related Link

Delete one Copper Connect-field connection by related-link ID.

Get Account

Return the connected Copper account, timezone, and feature settings; use it to preflight features such as Leads.

Get Attached File Metadata

Get metadata for one file attached to a Copper lead, person, opportunity, company, or project.

Get Current User

Return the Copper user represented by the connected account, including the user ID used for assignments.

Get Custom Activity Type

Return one Copper custom activity type's name, icon, enabled state, interaction behavior, and ownership metadata by ID.

Get Custom Field Definition

Return one Copper custom field's data type, record availability, filterability, options, and currency configuration by definition ID.

Get Field Layout

Return enabled and create/edit requiredness metadata for one Copper entity type.

Get Lead

Return one Copper lead's contact, ownership, source, status, tags, and custom-field data by lead ID.

Get Person by Email

Return the unique Copper person record matching an exact email address.

Get Record

Fetch one user, person, company, opportunity, project, task, or activity by its type and ID.

List Attached Files

List all files attached to one Copper lead, person, opportunity, company, or project.

List Custom Activity Types

List Copper's default user-entered activity types and account-created custom activity types; system activity types and Notes are available through LIST_REFERENCE_VALUES with activity_types.

List Custom Field Definitions

Return Copper custom-field IDs, types, availability, and options needed to read, filter, and write custom field values.

List Lead, Person, or Company Activities

List selected activity types related to one Copper lead, person, or company; company results may also include activities from related people.

List Lead Statuses

List Copper lead status IDs, names, display order, and default selection for use in lead writes and searches.

List Pipelines

Return all configured Copper pipelines with their stages and win probabilities for opportunity creation and updates.

List Pipeline Stages

List Copper opportunity stages for one pipeline, or omit pipeline_id for a flat cross-pipeline list; use LIST_PIPELINES when pipeline context and win probabilities are needed.

List Reference Values

List one bounded set of Copper IDs used in write schemas: activity types, customer sources, contact types, or opportunity loss reasons.

List Related Links

List Connect-field connections for one Copper source record, optionally narrowed to one Connect field.

List Related Records

List records related to one Copper entity, optionally restricted to a target record type.

List Tags

Return one alphabetical page of Copper tag names for filtering or assigning records.

List Users

Return one page of Copper users for resolving assignee and owner IDs.

Relate Records

Create a direct relationship between two existing Copper records, preserving both record types and IDs.

Search Activities

Search Copper activities globally or for one parent record by activity type and date range, returning one page.

Search Companies

Search Copper companies by name, domain, ownership, contact type, location, date, or custom-field criteria and return one page.

Search Leads

Search Copper leads by identity, ownership, status, source, location, value, activity, date, tags, socials, or custom fields and return one page.

Search Opportunities

Search Copper opportunities by pipeline, stage, status, contact, company, value, date, ownership, or custom-field criteria and return one page.

Search People

Search Copper people by contact, company, ownership, tag, date, or custom-field criteria and return one page.

Search Projects

Search Copper projects by name, owner, tag, status, or custom-field criteria and return one page.

Search Tasks

Search Copper tasks by name, owner, tag, related project or opportunity, status, due date, or custom-field criteria and return one page.

Unrelate Records

Remove a direct relationship between two existing Copper records without deleting either record.

Update Activity

Update the details, date, or both for an existing user-category Copper activity; at least one change is required, and system or deleted activities cannot be modified.

Update Company

Update selected writable fields of an existing Copper company without replacing omitted fields.

Update Custom Activity Type

Rename, change the icon, or enable or disable a Copper custom activity type.

Update Custom Field Definition

Update one Copper custom-field definition by ID.

Update Lead

Update selected fields of a Copper lead without replacing omitted fields.

Update Opportunity

Update selected writable fields of an existing Copper opportunity without replacing omitted fields.

Update Person

Update selected writable fields of an existing Copper person without replacing omitted fields.

Update Project

Update selected writable fields of an existing Copper project without replacing omitted fields.

Update Task

Update selected writable fields of an existing Copper task without replacing omitted fields.

Upload Attached File

Get upload authorization from Copper, upload up to 20 MB of file bytes to Copper's fixed Amazon S3 bucket, and attach the uploaded key to one Copper lead, person, opportunity, company, or project.

Upsert Lead

Create or update a Copper lead by exact name, email, or custom-field match.

SETUP GUIDE

Connect Copper MCP Tool with your Agent

1

Install Composio

typescript
npm install @composio/core ai @ai-sdk/openai @ai-sdk/mcp
Install the Composio SDK for Python or TypeScript
2

Initialize Client and Create Tool Router Session

typescript
import { Composio } from '@composio/core';

const composio = new Composio({ apiKey: 'your-api-key' });
const session = await composio.create('your-user-id');
console.log(`Tool Router session created: ${session.mcp.url}`);
Import and initialize the Composio client, then create a Tool Router session for Copper
3

Connect to AI Agent

typescript
import { openai } from '@ai-sdk/openai';
import { experimental_createMCPClient as createMCPClient } from '@ai-sdk/mcp';
import { generateText } from 'ai';

const client = await createMCPClient({
  transport: {
    type: 'http',
    url: session.mcp.url,
    headers: {
      'x-api-key': 'your-composio-api-key',
    },
  },
});

const tools = await client.tools();
const { text } = await generateText({
  model: openai('gpt-4o'),
  tools,
  messages: [{
    role: 'user',
    content: 'YOUR_SPECIFIC_PROMPT_HERE'
  }],
  maxSteps: 5,
});

console.log(`Agent: ${text}`);
Use the MCP server with your AI agent (Anthropic Claude or Mastra)
SETUP GUIDE

Connect Copper API Tool with your Agent

1

Install Composio

typescript
npm install @composio/openai
Install the Composio SDK
2

Initialize Composio and Create Tool Router Session

typescript
import OpenAI from 'openai';
import { Composio } from '@composio/core';
import { OpenAIResponsesProvider } from '@composio/openai';

const composio = new Composio({
  provider: new OpenAIResponsesProvider(),
});
const openai = new OpenAI({});
const session = await composio.create('your-user-id');
Import and initialize Composio client, then create a Tool Router session
3

Execute Copper Tools via Tool Router with Your Agent

typescript
const tools = session.tools;
const response = await openai.responses.create({
  model: 'gpt-4.1',
  tools: tools,
  input: [{
    role: 'user',
    content: 'YOUR_SPECIFIC_PROMPT_HERE'
  }],
});
const result = await composio.provider.handleToolCalls(
  'your-user-id',
  response.output
);
console.log(result);
Get tools from Tool Router session and execute Copper actions with your Agent

Why Use Composio?

AI Native Copper Integration

  • Supports both Copper MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for reading, writing, and querying your Copper data

Managed Auth

  • Central place to manage, scope, and revoke Copper API keys
  • Per-user and per-environment credential handling instead of hard-coded keys
  • Composio stores credentials securely and ties actions to users for audit

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Copper
  • Scoped, least privilege access to Copper resources
  • Full audit trail of agent actions to support review and compliance

Rolling this out across your team?

Give your team centralized access control across every framework with Composio’s MCP Gateway.

EXPLORE MCP GATEWAY
FAQ

Frequently asked questions

Yes, Copper requires you to configure your own API key credentials. Once set up, Composio handles secure credential storage and API request handling for you.

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Yes. Composio is SOC 2 Type II compliant and is built to keep your Copper connection and credentials secure. OAuth tokens and API keys are encrypted, and sensitive customer data is protected at rest and in transit.

Composio also undergoes independent security testing and continuously monitors its systems for security threats. You can review the latest reports and policies in the Composio Trust Center.

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

Create the key in your Copper account settings, then paste it once on Composio's connection page. Composio stores it encrypted and uses it only for the Copper actions your agent runs. Nobody else in your workspace can read it, and you can revoke it inside Copper at any time.

When you connect a Copper account through Composio, every action runs under that account, so anything the agent creates, sends, or changes shows up in Copper as done by you. Keep an approval step in your prompt for actions with side effects, such as sending or deleting, and have the agent draft first.

Whatever the credentials you connect allow inside Copper. If Copper lets you scope a key to specific permissions, create a scoped one so the agent can only do what you intend. You can revoke the key inside Copper at any time.

Yes. Composio supports multiple connected accounts for the same app, and that works in Claude, ChatGPT, or any other assistant you connect through Composio. Give each Copper connection a name such as work or personal, and the assistant uses the one you mention in the request. Each account keeps its own credentials and nothing is merged.

The connection stops working the moment Copper rejects the old key. Create a new key in Copper and reconnect the account from the Composio dashboard or by asking your agent to reconnect Copper. Nothing else changes.

Composio's free Hobby plan includes 100,000 tool calls per month with no credit card, which covers most personal Copper use. Paid plans add higher limits and team features. Your Copper plan and its API limits still apply as usual.

Built-in connectors usually give one AI access to a limited set of apps. Many people use Composio because it lets their AI connect to more apps than it normally supports, or connect to multiple accounts for the same app (e.g. connect Claude to multiple Copper accounts).

With Composio, you connect Copper once and then use it across different AI assistants without setting it up separately in each one. Connect your apps to Composio once, then connect Composio to whichever AI you use, whether that's Claude, ChatGPT, Hermes, or your own custom assistant.

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