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Copper CRM MCP Server

copper.com
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Equip your AI agent to manage leads, people, and sales opportunities directly within Copper CRM.

Vinkius AI Gateway prend en charge le streamable HTTP et le SSE.

Copper CRM

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Copper CRM MCP Server : voyez votre AI Agent en action

AI Agent→Vinkius→Copper CRM
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Capacités intégrées (10)

create_lead

Creates a new lead record with identity properties and prepares it for pipeline entry. Create a new lead in the CRM

get_lead_details

Resolves granular profile data including contact history, custom field values, and system-level metadata. Get detailed information for a specific lead

get_person_details

Resolves individual profile data including email addresses, phone numbers, and associated entity linkages. Get detailed profile for a specific person

list_companies

Resolves company identity properties such as company IDs, legal names, and primary contact links. List all companies in the CRM

list_leads

Resolves lead identity properties including names, email addresses, and pipeline status across the CRM system boundary. List all leads in Copper CRM

list_opportunities

Resolves opportunity data including deal names, monetary values, closing dates, and current stage identifiers. List sales opportunities and deals

list_people

Resolves individual identity properties including unique identifiers, contact names, and associated organizations. List contacts (people) in Copper

list_projects

Resolves project identity properties and metadata for collaborative tracking. List all projects in Copper

list_tasks

Resolves actionable item properties including task descriptions, due dates, and associated CRM records. List tasks and follow-ups

log_activity

Resolves and links activity details, types, and parent entity identifiers across the CRM interaction boundary. Log a new activity (call, email, meeting) for a record

Ce que ce connecteur débloque

Integrate Copper, the CRM designed for Google Workspace, directly into your AI workflow. Manage your entire sales pipeline and contact list using natural language.

What you can do

  • Lead Management — List, retrieve, and create leads to keep your pipeline moving.
  • Contact Tracking — Quickly find people and companies, and view their full profiles.
  • Sales Opportunities — Monitor deals and opportunities to stay on top of your revenue goals.
  • Activity Logging — Log calls, emails, and meetings directly to any record via chat.

How it works

1. Connect the Copper integration to your AI assistant.
2. Authorize using your Copper User Email and API Key (found in Settings > API Keys).
3. Manage your CRM data through intuitive conversation.

Who is this for?

  • Sales Teams — Update lead statuses and log activities instantly after calls.
  • Account Managers — Retrieve company and contact details during client meetings.
  • Business Owners — Get a quick overview of the sales pipeline and project progress.

Questions fréquemment posées

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DÉTAILS
CatégorieProductivity
Mots-clés
lead-trackingpipeline-managementgoogle-workspacecontact-managementsales-forecastingrelationship-management
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