crm
Copper CRM MCP, CLI, and Lua Integration for AI Agents
Copper CRM integration docs for AI agents: MCP gateway setup, Copper CRM CLI commands, Lua API reference, credentials, and function schemas.
13 functions 8 read 5 write API key auth
Copper CRM for agents
Credentials can be configured manually in web or CLI hosts.
Use this integration from Lua code mode, the headless integrations CLI, or the KosmoKrator MCP gateway. The same package metadata powers all three surfaces.
Machine-Readable Metadata
- integration_slug
copper- route_slug
copper- package
copper- auth_strategy
api_keyAPI key- cli_setup_supported
true- cli_runtime_supported
true- mcp_gateway_supported
true- lua_supported
true- supports_multi_account
true
Quick Links
Lua APIAgent-facing namespace and function reference. Copper CRM CLIHeadless setup and direct function calls. Copper CRM MCPMCP gateway setup for external clients. Submit feedbackReport missing tools, auth problems, wrong docs, or runtime issues. ContributeAdd tools or improve metadata in the integrations repo.
Copper CRM MCP Client Matrix
Use these pages when a specific agent client or framework needs copy-pasteable MCP setup for Copper CRM.
Claude Code Copper CRM MCP setup for Claude Code. Cursor Copper CRM MCP setup for Cursor. Codex Copper CRM MCP setup for Codex. OpenAI Agents Copper CRM MCP setup for OpenAI Agents SDK. Claude Agent SDK Copper CRM MCP setup for Claude Agent SDK. Vercel AI SDK Copper CRM MCP setup for Vercel AI SDK. LangChain Copper CRM MCP setup for LangChain. LangGraph Copper CRM MCP setup for LangGraph. CrewAI Copper CRM MCP setup for CrewAI. MCP clients Copper CRM MCP setup for Generic MCP Clients.
Copper CRM CLI Matrix
Use these pages for direct Copper CRM CLI workflows in scripts, CI, cron, and agent wrappers.
CI Copper CRM CLI for CI. Cron Jobs Copper CRM CLI for cron jobs. Shell Scripts Copper CRM CLI for shell scripts. Headless Automation Copper CRM CLI for headless automation. Coding Agents Copper CRM CLI for coding agents.
Function Catalog
| Function | Type | Parameters | Description |
|---|---|---|---|
copper.copper_list_contacts | Read read | 2 | Search and list contacts in Copper CRM. Returns contact names, emails, and IDs. |
copper.copper_get_contact | Read read | 1 | Get details of a specific contact in Copper CRM by ID. |
copper.copper_create_contact | Write write | 2 | Create a new contact in Copper CRM. Provide at least a name. |
copper.copper_update_contact | Write write | 3 | Update an existing contact in Copper CRM. Only the fields provided will be updated. |
copper.copper_delete_contact | Write write | 1 | Delete a contact from Copper CRM. This action cannot be undone. |
copper.copper_list_companies | Read read | 2 | Search and list companies in Copper CRM. Returns company names, domains, and IDs. |
copper.copper_get_company | Read read | 1 | Get details of a specific company in Copper CRM by ID. |
copper.copper_create_company | Write write | 1 | Create a new company in Copper CRM. |
copper.copper_list_opportunities | Read read | 2 | Search and list opportunities (deals) in Copper CRM. Returns opportunity names, values, stages, and IDs. |
copper.copper_get_opportunity | Read read | 1 | Get details of a specific opportunity (deal) in Copper CRM by ID. |
copper.copper_create_opportunity | Write write | 2 | Create a new opportunity (deal) in Copper CRM. Provide a name and pipeline ID. Use copper_list_pipelines first to find available pipeline IDs. |
copper.copper_list_pipelines | Read read | 0 | List all sales pipelines in Copper CRM. Each pipeline contains stages that opportunities move through. |
copper.copper_get_current_user | Read read | 0 | Get the currently authenticated Copper CRM user. Useful for verifying the connection and account context. |