Create opportunity

Add an opportunity to a pipeline for an existing person.

MCP tool copper_crm_write → create_opportunity

write Confirm

Adds an opportunity the way Add Opportunity does. Copper requires only the name and the primary contact. Pipeline, stage, value and close date are optional. The opportunity is visible to your team and can trigger Workflow Automation rules. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: create_opportunity
NameTypeDescription
name string required string Name of the opportunity.
primary_contact_id string required string person_id of the primary contact, from list_people.
pipeline string string Pipeline name, from list_pipelines.
stage string string Stage name within the pipeline.
monetary_value number number Value of the opportunity.
close_date date date Close date, YYYY-MM-DD.

tools/call

JSON-RPC

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "copper_crm_write",
    "arguments": {
      "operation": "create_opportunity",
      "arguments": {
        "name": "Jane Doe",
        "primary_contact_id": "primary_contact_8c41d2"
      }
    }
  }
}

Example response

JSON

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "opportunity_id": "31850733",
    "name": "Cedar Labs onboarding",
    "pipeline": "Sales",
    "stage": "Discovery",
    "status": "Open",
    "monetary_value": 7200,
    "close_date": "2026-12-01",
    "primary_contact": "Omar Haddad"
  },
  "isError": false
}

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