Update opportunity

Move an opportunity to another stage or set its status, loss reason and close date.

MCP tool copper_crm_write → update_opportunity

write Confirm

Changes only the fields you pass. Set status to Won, Lost, Abandoned or Open. For Lost, pass loss_reason from list_pipelines, as the Loss Reasons box in Copper asks for one, and set close_date to today to keep reports accurate. Other users see the change, and Workflow Automation rules may fire on it. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: update_opportunity
NameTypeDescription
opportunity_id string required string Id from list_opportunities.
stage string string Stage name within the opportunity's pipeline.
status enum enum Open, Won, Lost or Abandoned.
loss_reason string string Loss reason name from list_pipelines. Used with status Lost.
close_date date date Close date, YYYY-MM-DD.
monetary_value number number Value of the opportunity.

tools/call

JSON-RPC

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "copper_crm_write",
    "arguments": {
      "operation": "update_opportunity",
      "arguments": {
        "opportunity_id": "31842907",
        "status": "Lost",
        "loss_reason": "Price",
        "close_date": "2026-10-20"
      }
    }
  }
}

Example response

JSON

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "opportunity_id": "31842907",
    "name": "Northwind renewal",
    "pipeline": "Sales",
    "stage": "Negotiation",
    "status": "Lost",
    "loss_reason": "Price",
    "close_date": "2026-10-20",
    "monetary_value": 18000
  },
  "isError": false
}

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