
Connect Copper CRM to ChatGPT, Claude and Gemini
Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Run your entire sales pipeline through chat.
Developed, maintained, and hosted by Vinkius.
MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED
Waiting for input…
Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.
Your AI does the work. We keep it safe and sound.
No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.
Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

Each Connector runs inside its own sealed environment.
Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.
One switch stops every agent. Instantly.
One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.
Spending limits that pause instead of surprise.
Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.
Three controls, built into the layer your AI connects through.
Curated set · 10 capabilities
We ship only the actions that matter.
01-04
4 capabilities in this set.
Part of 10 available through Copper CRM.
- 01
List companies
This capability pulls a list of all companies in your CRM. It provides essential details like company IDs, legal names, and links to primary contacts.
- 02
List opportunities
This capability lists your active sales deals. It shows deal names, monetary values, closing dates, and current pipeline stages.
- 03
List people
This capability provides a list of all contacts in Copper. It includes names, unique identifiers, and their associated organizations.
- 04
List projects
Use this to view all projects tracked in the CRM. It returns project metadata for collaborative tracking.
05-07
3 capabilities in this set.
Part of 10 available through Copper CRM.
- 05
List tasks
This capability retrieves your pending tasks and follow-ups. It shows descriptions, due dates, and the specific CRM records they belong to.
- 06
Get lead details
This capability fetches deep profile data for a specific lead. You get access to contact history, custom fields, and system metadata.
- 07
Create lead
This capability adds a new lead to your CRM. It sets up the identity properties so the lead is ready for your sales pipeline.
08-10
3 capabilities in this set.
Part of 10 available through Copper CRM.
- 08
Get person details
Use this to get a complete profile for an individual. It pulls email addresses, phone numbers, and their connections to other entities.
- 09
List leads
Use this to see all leads currently in your pipeline. It returns names, email addresses, and their current status.
- 10
Log activity
This capability records new interactions like calls, emails, or meetings. It links the activity directly to the relevant CRM record.
Real work
What teams actually run
Post-Call Logging
Tell your agent what happened during a call, and it will log the activity to the correct lead in Copper.
Meeting Preparation
Ask your agent for a summary of a company's history and contact details before you jump on a call.
Pipeline Audits
Query your agent to see which deals are nearing their closing dates or which leads are stuck.
New Lead Entry
Input new prospect information into the CRM as soon as you meet them at an event.
Automate a task
Put Copper CRM to work on one thing.
Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.
One connector, every AI
Copper CRM works with the most popular AI clients.
These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.
Claude
ChatGPT
Gemini
Perplexity
Grok
Microsoft Copilot
Cursor
VS Code
Windsurf
JetBrains
Cline
LangChain
Vercel AI SDK
Lovable
Z.ai
Raycast
Qwen Code
Kimi Code
Le ChatBuilding your own app? The connector is yours to use.
You don't need a client to put Copper CRM to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.
Observed, not estimated
853ms average. Fast in production.
Copper CRM is checked daily against the live service.
- Fastest day
- 731ms
- Slowest day
- 1039ms
- 14-day trend
- Stable+4%
Connect your client
One URL. Every client.
Activate the Connector, copy your link, and paste it into the client you already use. 10 capabilities arrive ready to run.
Preview access · not provider authentication
The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Copper CRM, so you can see the experience inside your AI.
It does not authenticate your account with Copper CRM. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.
Copper CRM Connector
You're all set. Choose your MCP client and follow the setup instructions.
https://edge.vinkius.com/vk_preview_pmXeNkgWltapSbDDfpOxCp5XALWzX2C5l7sGPZuD/mcpClaude Desktop
Follow the steps below to connect in seconds.
- 1In Claude Desktop, open Settings → Connectors.
- 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
- 3Click Add and start a new chat — Copper CRM capabilities are ready to use.
{
"mcpServers": {
"copper-crm-mcp": {
"url": "https://edge.vinkius.com/vk_preview_pmXeNkgWltapSbDDfpOxCp5XALWzX2C5l7sGPZuD/mcp"
}
}
}
Claude
ChatGPT
Cursor
VS Code
Windsurf
Claude Code
JetBrains
Cline
Step-by-step instructions for each client are in the guide. How to connect
Guided setup for Claude? Set up Copper CRM in Claude and other AIs
Who it's for
Built for the work Copper CRM owners hand off.
This MCP is built for professionals who live in Copper CRM and want to reduce manual data entry through conversational AI.
- 01
Sales Teams
Update lead statuses and log call notes instantly after client interactions.
- 02
Account Managers
Pull up company details and contact history during live client meetings.
- 03
Business Owners
Check the status of the sales pipeline and project progress through simple queries.
FAQ
Questions Copper CRM owners ask.
- 01
How do I connect my Copper account?
You connect through the Vinkius platform. You will need your Copper User Email and an API Key, which you can find in your Copper Settings under API Keys.
- 02
Which AI clients can use this MCP?
This MCP works with any compatible client, including Claude, Cursor, Windsurf, and VS Code.
- 03
Can I log calls directly to a lead?
Yes. You can use the log activity capability to record calls, emails, or meetings for any specific record in your CRM.
- 04
Does this work with Google Workspace?
Yes, this MCP is designed to work with Copper, which is built specifically for Google Workspace users.
- 05
Can I see my sales opportunities?
Yes. You can ask your agent to list opportunities, and it will provide names, values, and current stages.
- 06
How do I generate an API Key in Copper?
Log in to Copper, go to Settings > API Keys, and click 'Generate API Key'. Note that you also need the email address of an admin or the owner.
- 07
Does Copper integrate with my Gmail?
Yes, Copper is built for Google Workspace. This integration works alongside Copper's native Google features, allowing the agent to manage the same records you see in your inbox.
- 08
Can the agent log calls for me?
Yes! You can tell the agent to 'Log a call with John Doe about the new contract', and it will add an activity record to John's profile in Copper.
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Connect Copper CRM to Claude, Cursor, ChatGPT & more
