Connect your account, then chat with AI to run tools.
Let AI agents review Copper CRM records, clean up contacts and companies, inspect deals, manage projects and tasks, and keep pipeline work tied to the right account context.
Try this workflow
Review my sales pipeline
Review open Copper opportunities by pipeline stage, owner, close date, value, and last-modified time, then flag the deals that need attention this week.
Opens MCPBundles Studio with this server selected. After sign-in, chat and run tools from the same thread.
Browse all toolsBuilt for
Sales Leaders, RevOps Teams, Customer Success Managers, Account Managers
Review my sales pipeline
Turns Copper opportunities into a practical sales standup.
Review open Copper opportunities by pipeline stage, owner, close date, value, and last-modified time, then flag the deals that need attention this week.
Find CRM cleanup work
Keeps enrichment and deduplication grounded in Copper records.
Search Copper people and companies for missing emails, domains, owners, tags, or primary contacts, then summarize the cleanup tasks before changing anything.
Prepare account follow-up
Connects sales context to the next Google Workspace conversation.
Find the Copper company and related people for this account, then summarize open opportunities, active projects, and tasks that should be handled before the next email.
Audit projects and tasks
Uses project and task records for account operations, not just deal tracking.
Review Copper projects and open tasks by owner, related record, status, and tags, then group the work that is overdue, blocked, or missing context.
What Copper CRM data can AI agents use?
Agents can work with people, companies, opportunities, projects, tasks, activities, custom fields, reference data, related items, and attached-file metadata available to the connected Copper account.
Can agents update Copper records?
Yes. Agents can create, update, and delete core Copper records when the user asks for a write action and the connected account has permission.
What are the best Copper workflows for AI?
The strongest workflows are pipeline review, account follow-up preparation, CRM cleanup, task audits, activity review, and project handoff summaries.
Domain knowledge for Copper — workflow patterns, data models, and gotchas for your AI agent.
Copper is a CRM platform that integrates with Google Workspace, enabling businesses to manage contacts, sales opportunities, and customer relationships effectively. Use it to streamline CRM activities directly within Gmail and other Google apps.
Attach an already uploaded Copper file to a lead, person, opportunity, company, or project. This does not upload bytes; it performs Copper's final fil...
Relate two existing Copper records. The request body sent to Copper is `{"resource": {"id": related_resource_id, "type": related_resource_type}}`; `re...
Delete a Copper activity by ID. Deleted activities remain visible as stubs in Copper and cannot be modified.
Permanently delete a Copper company by ID. Use only when the user explicitly asks to remove the company.
Delete a Copper custom field definition by ID. Use only when the user explicitly asks to remove a field from the Copper setup.
Permanently delete a Copper lead by ID. Use only when the user explicitly asks to remove the lead. This requires the Copper Leads feature to be enable...
Permanently delete a Copper opportunity by ID. Use only when the user explicitly asks to remove the deal.
Permanently delete a Copper person by ID. Use only when the user explicitly asks to remove the contact.
Permanently delete a Copper project by ID. Use only when the user explicitly asks to remove the project.
Remove a relationship between two Copper records without deleting either underlying record. `related_entity_type` must be singular, for example `compa...
Permanently delete a Copper task by ID. Use only when the user explicitly asks to remove the task.
Fetch a single Copper activity by ID, including parent resource, type, details, user, and activity date.
Fetch a single Copper company by ID, including address, contact details, tags, and custom fields.
Fetch a single Copper custom field definition by ID.
Fetch a single Copper lead by ID, including contact details, status, value, tags, and custom fields. This requires the Copper Leads feature to be enab...
Fetch a single Copper opportunity by ID, including pipeline, stage, status, value, contact, and custom fields.
Fetch a single Copper person by ID, including contact details, tags, company link, and custom fields.
Fetch a single Copper project by ID, including status, related resource, tags, and custom fields.
Fetch a single Copper task by ID, including due date, status, related resource, tags, and custom fields.
List files attached to a Copper lead, person, opportunity, company, or project.
List Copper custom field definitions, including data type, available entity types, filterability, currency settings, and dropdown options. Use this be...
List Copper setup/reference records such as users, contact types, customer sources, pipelines, pipeline stages, activity types, and loss reasons. Use ...
List records related to a Copper lead, person, company, opportunity, project, or task.
Search Copper activities for people, leads, opportunities, companies, and projects. Only user-created activities can be created or modified through th...
Search Copper leads, people, opportunities, companies, projects, or tasks by a custom field value. Use copper_list_custom_field_definitions first to d...
Search Copper companies by name, email domain, phone, location, tags, assignee, contact type, interaction metadata, or custom fields. Use this before ...
Search Copper leads by name, company, email, phone, status, assignee, customer source, monetary value, tags, title, or custom fields. This requires th...
Search Copper opportunities by name, status, pipeline, stage, priority, assignee, company, primary contact, monetary value, close date, customer sourc...
Search Copper people by name, email, phone, company, title, tags, assignee, contact type, interaction metadata, or custom fields. Use this before crea...
Search Copper projects by name, status, assignee, related resource, tags, or custom fields.
Search Copper tasks by name, status, priority, due date, related resource, assignee, tags, or custom fields.
Create or update a user Copper activity. Omit id to create; pass id to update only the fields in data. For creates, data must include parent, type, an...
Create or update a Copper company. Omit id to create; pass id to update only the fields in data. For creates, data must include name and can include e...
Create or update a Copper custom field definition. Omit id to create; pass id to update. Data should include fields such as name, data_type, available...
Create or update a Copper lead. Omit id to create; pass id to update only the fields in data. For creates, data must include name and can include comp...
Create or update a Copper opportunity. Omit id to create; pass id to update only the fields in data. For creates, data must include name and can inclu...
Create or update a Copper person. Omit id to create; pass id to update only the fields in data. For creates, data must include name and can include em...
Create or update a Copper project. Omit id to create; pass id to update only the fields in data. For creates, data must include name and can include r...
Create or update a Copper task. Omit id to create; pass id to update only the fields in data. For creates, data must include name and can include rela...
Copper is a CRM platform that integrates with Google Workspace, enabling businesses to manage contacts, sales opportunities, and customer relationships effectively. Use it to streamline CRM activities directly within Gmail and other Google apps. It provides 39 tools that AI agents can use through the Model Context Protocol (MCP).
Add the MCPBundles server URL to your MCP client configuration (Claude Desktop, Cursor, VS Code, etc.). The URL format is: https://mcp.mcpbundles.com/bundle/copper. Authentication is handled automatically.
Copper provides 39 tools that can be called by AI agents, along with a SKILL.md that gives your AI agent domain knowledge about when and how to use them.
Copper uses API Key. Copper requires credentials. Connect via MCPBundles and authentication is handled automatically.
Agents can work with people, companies, opportunities, projects, tasks, activities, custom fields, reference data, related items, and attached-file metadata available to the connected Copper account.
Yes. Agents can create, update, and delete core Copper records when the user asks for a write action and the connected account has permission.
The strongest workflows are pipeline review, account follow-up preparation, CRM cleanup, task audits, activity review, and project handoff summaries.
Add your Copper key from Settings and the email address of the Copper user who owns that key. Add both when you connect the server on MCPBundles.
Copper returns a feature-disabled response for Leads on accounts that do not have the Leads feature enabled. The tools are available for accounts where Copper has that feature turned on.
Connect Copper to any MCP client in minutes
https://mcp.mcpbundles.com/bundle/copperThe link prefills the Add custom connector dialog — you still review the values and click Add, then Connect to complete OAuth.
Copper and paste the MCP URL into Remote MCP server URL.Custom connectors at claude.ai require a paid Claude plan (Pro, Max, Team, or Enterprise).
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