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How to integrate Copper MCP with Hermes

Connect Hermes to Copper MCP. Create a new lead from email, list open opportunities assigned to me, and more using natural language, with authentication handled for you.

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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

Introduction

Hermes is a 24/7 autonomous agent that lives on your computer or server — it remembers what it learns and evolves as your usage grows.

This guide explains the easiest and most robust way to connect your Copper account to Hermes. You can do this through either Composio Connect CLI or Composio Connect MCP. For personal use we recommend the CLI, but you won't go wrong with MCP either.

Also integrate Copper with

ChatGPTClaude CoworkAtomic Agent

What is Composio Connect?

Composio Connect is a consumer offering that lets anyone plug 1,500+ applications directly into their agent harness — including Hermes. It can:

  • Search and load tools from relevant toolkits on-demand, reducing context usage.
  • Chain multiple tools to accomplish complex workflows via a remote workbench, without excessive back-and-forth with the LLM.
  • Manage app authentication end-to-end with zero manual overhead.

Integrating Copper with Hermes

Using Composio Connect CLI

1. Install the Composio CLI

Run the install script directly, or paste https://composio.dev/hermes into your Hermes chat box to have it installed for you.

bash
curl -fsSL https://composio.dev/install | bash
Hermes authenticating with Composio

2. Authenticate

Once the CLI is installed, ask Hermes to authenticate with Composio.

3. Connect to Copper

Ask your agent to connect to Copper, or simply request any Copper-related task. Hermes will prompt you to authenticate and authorize access.

4. Done. You're all set with a new Copper connection.

Using Composio Connect MCP

1. Get your MCP URL and API Key

Go to dashboard.composio.dev and copy your Connect MCP URL and API key.

Copy MCP URL and API key from Composio dashboard

2. Open the Hermes config file

bash
nano ~/.hermes/config.yaml

3. Add the Composio Connect MCP server

bash
mcp_servers:
  composio:
    url: "https://connect.composio.dev/mcp"
    headers:
      x-consumer-api-key: "YOUR_COMPOSIO_API_KEY"
    connect_timeout: 60
    timeout: 180

Save with Ctrl + O, Enter, then exit with Ctrl + X.

4. Restart your Hermes agent

Once restarted, ask your agent to connect to Copper or request any Copper-related task. It will prompt you to authenticate and authorize access.

5. Done!

What is the Copper MCP server, and what's possible with it?

The Copper MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Copper account. It provides structured and secure access to your CRM records, activities, files, pipelines, and account settings, so your agent can create leads, find contacts, track opportunities, assign tasks, and review customer activity on your behalf.

  • Lead and contact management: Have your agent create leads, people, and companies, find people by email, update records in bulk, or convert qualified leads into contacts, companies, and opportunities.
  • Opportunity and pipeline tracking: Let the agent create opportunities and review your configured pipelines, stages, and win probabilities before adding new deals.
  • Projects, tasks, and activities: Direct your agent to create projects, assign tasks with due dates and priorities, add notes or other activities, and review activity tied to leads, people, or companies.
  • CRM record organization: Instruct your agent to connect related records, apply tags and custom fields, inspect field requirements, and remove records or relationships you no longer need.
  • Files and account context: Have your agent list attached files, inspect file details, delete outdated attachments, and check the connected account or current user before assigning work.

Way Forward

With Copper connected, Hermes can now act on your behalf whenever it detects a relevant task or you ask it to.

From here, you can extend Hermes further:

  • Connect more apps: Calendar, Slack, Notion, Linear, and hundreds of others are available through the same Composio Connect setup. Each new integration compounds what Hermes can do for you.
  • Build workflows across tools: Once multiple apps are connected, Hermes can chain actions together — turn an email into a calendar invite, a Slack message into a Linear ticket, or a meeting note into a follow-up draft.
  • Let it learn your patterns: The more you use Hermes, the better it gets at anticipating how you'd handle recurring tasks. Give it feedback on drafts and decisions, and it will adapt.

If you run into trouble or want to share what you've built, join the community or check out the Docs for deeper configuration options.

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.

FRAMEWORKS

How to build Copper MCP Agent with another framework

ChatGPT logo

ChatGPT

Use Copper MCP with ChatGPT

Claude Cowork logo

Claude Cowork

Use Copper MCP with Claude Cowork

Atomic Agent logo

Atomic Agent

Use Copper MCP with Atomic Agent

FAQ

Frequently asked questions

With a standalone Copper MCP server, the agents and LLMs can only access a fixed set of Copper tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Copper and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Hermes fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Copper tools.

Yes, absolutely. You can configure which Copper scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Copper data and credentials are handled as safely as possible.

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