Copper CRM Connector for AI agents.
10 live capabilities
Manage your sales pipeline and contact records through natural language.
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Why people use Copper CRM
Copper CRM for Automating Sales Pipeline Updates
This Connector changes that by letting your AI client do the heavy lifting. You just tell your agent what happened in the call, and it uses log_activity to put it in the right spot. You get to stay in your flow while your CRM stays perfectly updated.
What Vinkius changes
You get a hands-free way to manage your Copper CRM records through your AI client.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Post-call activity logging
An SDR finishes a call and tells the agent to log a pricing discussion for the TechCorp lead using log_activity.
- Real-world use case 02
Rapid meeting prep
An account manager asks for the primary contact details and current projects for a company before jumping on a Zoom call.
- Real-world use case 03
Pipeline health checks
A sales manager asks the agent to list all opportunities over $10k that are currently stuck in the Proposal stage.
Complete set · 10capabilities
The complete Copper CRM capability set.
These are the exact actions your AI can choose when you ask it to work with Copper CRM.
01—04
4 capabilities in this set.
Part of 10 available through Copper CRM.
- 01 Capability
Get lead details
Resolves granular profile data for a specific lead. This includes contact history and custom field values.
- 02 Capability
Get person details
Retrieves individual profile data for a person. It pulls email addresses, phone numbers, and entity links.
- 03 Capability
List companies
Lists all companies in the CRM. It shows company IDs, legal names, and primary contact links.
- 04 Capability
List leads
Lists all leads in Copper CRM. It shows names, email addresses, and current pipeline statuses.
05—07
3 capabilities in this set.
Part of 10 available through Copper CRM.
- 05 Capability
List opportunities
Lists sales opportunities and deals. It includes deal names, monetary values, and closing dates.
- 06 Capability
List people
Lists all contacts in Copper. It shows unique identifiers, contact names, and associated organizations.
- 07 Capability
List projects
Lists all projects in Copper. This helps with collaborative tracking of project identity and metadata.
08—10
3 capabilities in this set.
Part of 10 available through Copper CRM.
- 08 Capability
List tasks
Lists tasks and follow ups. It shows descriptions, due dates, and associated CRM records.
- 09 Capability
Create lead
Creates a new lead record with identity properties. Use this to add new prospects to your CRM pipeline.
- 10 Capability
Log activity
Logs a new activity like a call or email to a record. It links the activity type to the parent entity.
Set up in minutes
One URL. Then ask Copper CRM to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Copper CRM from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_pmXeNkgWltapSbDDfpOxCp5XALWzX2C5l7sGPZuD/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Copper CRM, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Copper CRM for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_pmXeNkgWltapSbDDfpOxCp5XALWzX2C5l7sGPZuD/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Copper CRM URL.
- Step 03
Save and start
Save the connection and enable Copper CRM in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"copper-crm": {
"url": "https://edge.vinkius.com/vk_preview_pmXeNkgWltapSbDDfpOxCp5XALWzX2C5l7sGPZuD/mcp"
}
}
}- Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Copper CRM
Open Agent mode in chat and ask: "Using Copper CRM, help me...". 10 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"copper-crm": {
"url": "https://edge.vinkius.com/vk_preview_pmXeNkgWltapSbDDfpOxCp5XALWzX2C5l7sGPZuD/mcp"
}
}
}- Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Copper CRM
Ask Copilot: "Using Copper CRM, help me...". 10 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"copper-crm": {
"url": "https://edge.vinkius.com/vk_preview_pmXeNkgWltapSbDDfpOxCp5XALWzX2C5l7sGPZuD/mcp"
}
}
}- Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Copper CRM
Open Cascade and ask: "Using Copper CRM, help me...". 10 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"copper-crm": {
"url": "https://edge.vinkius.com/vk_preview_pmXeNkgWltapSbDDfpOxCp5XALWzX2C5l7sGPZuD/mcp"
}
}
}- Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Copper CRM
Ask Cline: "Using Copper CRM, help me...". 10 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add copper-crm --transport http "https://edge.vinkius.com/vk_preview_pmXeNkgWltapSbDDfpOxCp5XALWzX2C5l7sGPZuD/mcp"- Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Copper CRM
Ask Claude: "Using Copper CRM, show me...". 10 tools are ready
Where the request belongs
Work Copper CRM can move forward.
This is for sales reps who are tired of manual data entry and account managers who need to pull client info fast during live calls.
Sales Development Rep
Logs call activities and creates new leads immediately after finishing outreach calls.
Account Manager
Pulls up company profiles and current project statuses while on the phone with clients.
Sales Operations Manager
Monitors the sales pipeline and updates project metadata via chat to keep the team on track.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
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Attio
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Keap
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Bring your own AI
Change the model, client or framework. Keep Copper CRM connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about Copper CRM.
The practical details behind the request, access and result.
Can I use the Copper CRM MCP to update my sales pipeline?
Yes. You can ask your agent to check deal statuses or log new activities, which keeps your pipeline data current without you having to open the Copper dashboard.
How do I log a call using the Copper CRM MCP?
Just tell your AI client what happened during the call and which lead it was for. The Connector will handle the logging and attach the notes to the correct record automatically.
Can this Connector help me find contact info quickly?
Yes. You can ask for specific person details like phone numbers or emails, and the agent will pull that information directly from your Copper records.
Does the Copper CRM MCP work with my existing leads?
It does. The Connector connects to your actual Copper account, meaning it reads from and writes to the data you already have in your CRM.
Can I create new leads with this Connector?
Yes, you can. You can give your agent a name and email for a new prospect, and it will create that lead record in Copper for you.
How does the Copper CRM MCP handle project tasks?
It can list all your current projects and specific tasks, including due dates, so you can quickly see what needs to be done next.
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.
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.
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.
One connection away
Give your agent a direct line to Copper CRM.
Connect Copper CRM once. Keep it beside 5,900+ managed Connectors when the next task needs more.
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