Convert lead
Convert a lead to a person, optionally with an opportunity.
MCP tool copper_crm_write → convert_lead
write Confirm
Runs Convert Lead from the lead's Details tab. It creates the person and, when you pass opportunity_name and pipeline, an opportunity with the close date and value you give. The lead record is removed. It fails when a required field of the person or the opportunity is empty, and the error names the field. Copper cannot turn a person back into a lead. By default you confirm each call; you can switch that off for this tool.
Parameters
| Name | Type | Description |
|---|---|---|
| lead_id string required | string | Id from list_leads. |
| contact_type string | string | Contact Type as your workspace names it, e.g. Potential Customer. |
| opportunity_name string | string | Pipeline Record Name. Leave out to convert without an opportunity. |
| pipeline string | string | Pipeline name for the opportunity, from list_pipelines. |
| close_date date | date | Close date of the opportunity, YYYY-MM-DD. |
| monetary_value number | number | Value of the opportunity. |
tools/call
{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "copper_crm_write",
"arguments": {
"operation": "convert_lead",
"arguments": {
"lead_id": "52710344",
"contact_type": "Potential Customer",
"opportunity_name": "Brightside Clinic rollout",
"pipeline": "Sales",
"close_date": "2026-12-15",
"monetary_value": 12000
}
}
}
}Example response
{
"content": [
{
"type": "text",
"text": "{ ... same JSON as structuredContent ... }"
}
],
"structuredContent": {
"person": {
"person_id": "77121902",
"name": "Dana Whitfield",
"contact_type": "Potential Customer"
},
"opportunity": {
"opportunity_id": "31850018",
"name": "Brightside Clinic rollout",
"pipeline": "Sales",
"stage": "Discovery",
"monetary_value": 12000,
"close_date": "2026-12-15"
},
"lead_removed": true
},
"isError": false
}