Copper CRM MCP tools
Copper CRM has 12 operations on the Cotlet MCP server, in copper_crm_read and copper_crm_write. Your agent picks one in `operation`; the tool carries each operation's input schema. Open an operation for its schema and an example call.
- MCP server
- https://cotlet.dev/mcp/v1
- MCP tools
- copper_crm_read, copper_crm_write
- Connects with
- Your own Copper account (any user for records and tasks; Leads must be switched on in your workspace, and only admins create API keys or workflow rules)
- Integration page
- Copper CRM
Read (6)
Return data and change nothing in the account.
| Operation | Description |
|---|---|
| list | Pipelines with their stages, and the loss reasons of your workspace. |
| list | Leads with status, company and email. Needs Leads switched on in your workspace. |
| list | People (contacts) matching a name or email, with company and Contact Type. |
| list | Opportunities with pipeline, stage, status, value, close date, days in stage and inactive days. |
| get | One opportunity with its latest activity-log entries and open tasks. |
| list | Tasks with due date, type, assignee and the record they belong to. |
Write (6)
Change the account. Calls marked Confirm wait for the user to approve them.
| Operation | Description |
|---|---|
| create | Add a lead with name, email, company and status. |
| convert | Convert a lead to a person, optionally with an opportunity. |
| create | Add an opportunity to a pipeline for an existing person. |
| update | Move an opportunity to another stage or set its status, loss reason and close date. |
| create | Add a task with a type and due date on a lead, person, company or opportunity. |
| log | Log a call, meeting or custom activity on a record. |