Invoicing & freelance CRM
Dubsado
Projects, proposals, contracts and invoices for creative businesses.
14 endpoints
Copper's API needs your own code and a personal API key, so an AI agent cannot use it on its own. Sign in to Copper once in your own Cloud Browser, and your AI agent does the work there for you. The same tools work over MCP for agents and as a REST API for scripts.
Not affiliated with Copper CRM.
| What you need | Copper CRM's API | GitHub MCP server | Cotlet |
|---|---|---|---|
| Leads, deals, tasks, activities | No | Partly | Yes, 12 tools |
| Acts as you, signed in 24/7 | No | No | Yes, Cloud Browser |
| Fixed for you when Copper CRM changes | N/A | No | Yes, tested every 6h |
| Runs with your laptop off | N/A | No | Yes, hosted |
Checked Oct 20, 2026. Sources: Copper Developer API: Getting started · Copper Developer API: Authentication · Copper Developer API: Requests and rate limits · Copper Help: Automating your account with Workflow Automation · Copper triggers and actions on Zapier
AI agents connect over MCP, scripts call the REST API. Both reach the same 12 tools with one API key.
Add Cotlet to your agent once. Copper CRM and every other app you connect show up as its tools.
claude mcp add --transport http cotlet \
https://cotlet.dev/mcp/v1 \
--header "Authorization: Bearer $COTLET_API_KEY" {
"mcpServers": {
"cotlet": {
"url": "https://cotlet.dev/mcp/v1",
"headers": {
"Authorization": "Bearer ${COTLET_API_KEY}"
}
}
}
} # ~/.codex/config.toml
[mcp_servers.cotlet]
url = "https://cotlet.dev/mcp/v1"
bearer_token_env_var = "COTLET_API_KEY" Paste the snippet for your client. The same server and key serve every app you connect, so you do this once.
Every tool is an endpoint under /api/v1/copper-crm with its own method and path, such as PATCH /api/v1/copper-crm/opportunities/{opportunity_id}, with the same API key. Our open-source repo has ready scripts to start from.
12 tools on your own Copper CRM account. Agents call them as operations of the MCP tools copper_crm_read and copper_crm_write; scripts call each one at its own REST endpoint, with the same inputs and answers.
| Tool | What it does | Access |
|---|---|---|
| list_pipelines | Pipelines with their stages, and the loss reasons of your workspace. | read |
| list_leads | Leads with status, company and email. Needs Leads switched on in your workspace. | read |
| list_people | People (contacts) matching a name or email, with company and Contact Type. | read |
| list_opportunities | Opportunities with pipeline, stage, status, value, close date, days in stage and inactive days. | read |
| get_opportunity | One opportunity with its latest activity-log entries and open tasks. | read |
| list_tasks | Tasks with due date, type, assignee and the record they belong to. | read |
| create_lead | Add a lead with name, email, company and status. | writeasks first |
| convert_lead | Convert a lead to a person, optionally with an opportunity. | writeasks first |
| create_opportunity | Add an opportunity to a pipeline for an existing person. | writeasks first |
| update_opportunity | Move an opportunity to another stage or set its status, loss reason and close date. | writeasks first |
| create_task | Add a task with a type and due date on a lead, person, company or opportunity. | writeasks first |
| log_activity | Log a call, meeting or custom activity on a record. | writeasks first |
Scroll the table for all 12 tools.
You sign in yourself in your own Cloud Browser, we never save your password, and anything that reaches your readers waits for your OK. The browser profile is encrypted in the EU. Independent scanners grade cotlet.dev A+.
One price for both: a tool call costs the same over MCP or REST. Free 7-day trial with 2,000 credits, no card needed. Then one-time credit packs, no subscription, valid 12 months. Most calls use 25 credits, and your Cloud Browser uses 50 credits a day while Copper CRM is enabled for agents, so 20 calls a day come to 550 credits.
| Credits | Price, one time | Calls at 25 credits | Per 1,000 credits |
|---|---|---|---|
| 5,000 | $29 | 200 | $5.80 |
| 15,000 | $79 | 600 | $5.27 |
| 32,000 | $149 | 1,280 | $4.66 |
| 60,000 | $249 | 2,400 | $4.15 |
Only successful calls use credits; failed calls and timeouts cost nothing. At a balance of 0 calls pause, never a surprise charge. Authenticate with the Authorization: Bearer header.
Yes, Copper has a full REST Developer API, but no official MCP server (checked 20 Oct 2026). You create an API key under System settings > API Keys and send it with your email on every call, which means code or a third-party server and a key that acts as one user.
Sign up free, open Copper CRM under Integrations in the console and press Request access. Your free trial starts with your account, no card needed.
No, only the way in. Cotlet builds each integration as a REST API and puts an MCP server on top, so both have the same 12 tools, the same inputs and answers, one API key and one price. AI agents such as Claude, ChatGPT or Cursor use MCP; scripts, cron jobs and HTTP steps in n8n, Make or Zapier use the REST API.
Your own Chrome that Cotlet runs for you in the EU, around the clock. You open it from the console, sign in to Copper CRM yourself and press Enable for agents. Your agent's calls go through it, from its IP with its cookies, so Copper CRM sees the browser you signed in with. Password saving is off and the profile is stored encrypted with AES-256-GCM.
Not on anything that reaches other people: create_lead, convert_lead, create_opportunity, update_opportunity, create_task, log_activity wait for your OK by default. You can switch that off per tool for scheduled runs.
No. Cotlet works in your signed-in Copper session, not through an API key, which an admin or user creates under System settings > API Keys. Your role still counts: Leads must be switched on in your workspace, and you only see and change what your Copper account may.
It does not create Workflow Automation rules (only admins make them in the web app), send emails, upload files, or edit Projects, companies and custom fields. It works on leads, people, opportunities, tasks and activities.
Pick one if you want the code on your own computer and do not mind the upkeep: you install it, sign it in and fix it when Copper CRM changes. Pick Cotlet if you want it hosted and kept working for you.
Yes. Add https://cotlet.dev/mcp/v1 in n8n's MCP Client node, or call the REST endpoints from an HTTP step in Make or Zapier.
Cotlet is run by Take Group, a Polish software company working since 2019. Take Group runs about 3,200 websites on its own systems and has its own DevOps team for infrastructure security. We built and used integrations like this inside the company for years before opening them as Cotlet.
No. Cotlet is independent and not affiliated with Copper CRM.
Free 7-day trial with 2,000 credits, no card needed.
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