crm
Copper CRM MCP Integration for Codex
Connect Copper CRM to Codex through the local KosmoKrator MCP gateway with scoped tools, credentials, and write policy.
Connect Copper CRM to Codex
Use KosmoKrator as a local MCP proxy for Codex so coding sessions can reach selected integrations with explicit write policy.
Register kosmo mcp:serve as a local stdio server and choose the integration allowlist. The gateway is local, scoped to this integration, and starts with
--write=deny so Codex can inspect read-capable tools without receiving write access by default.
Copper CRM MCP Config for Codex
Keep write access denied or ask-based unless the workspace is trusted.
{
"mcpServers": {
"kosmokrator-copper": {
"type": "stdio",
"command": "kosmo",
"args": [
"mcp:serve",
"--integration=copper",
"--write=deny"
]
}
}
} Run the Gateway Manually
kosmokrator mcp:serve --integration=copper --write=deny Why Use KosmoKrator Here
Expose only Copper CRM instead of a broad multi-service tool list.
Reuse credentials already configured for the KosmoKrator CLI and Lua runtime.
Start read-only, then opt into ask or allow for trusted workspaces.
Copper CRM Tools Visible to Codex
Codex sees stable MCP tool names generated from the Copper CRM integration catalog.
| MCP tool | Source function | Type | Description |
|---|---|---|---|
integration__copper__copper_list_contacts | copper.copper_list_contacts | Read | Search and list contacts in Copper CRM. Returns contact names, emails, and IDs. |
integration__copper__copper_get_contact | copper.copper_get_contact | Read | Get details of a specific contact in Copper CRM by ID. |
integration__copper__copper_create_contact | copper.copper_create_contact | Write | Create a new contact in Copper CRM. Provide at least a name. |
integration__copper__copper_update_contact | copper.copper_update_contact | Write | Update an existing contact in Copper CRM. Only the fields provided will be updated. |
integration__copper__copper_delete_contact | copper.copper_delete_contact | Write | Delete a contact from Copper CRM. This action cannot be undone. |
integration__copper__copper_list_companies | copper.copper_list_companies | Read | Search and list companies in Copper CRM. Returns company names, domains, and IDs. |
integration__copper__copper_get_company | copper.copper_get_company | Read | Get details of a specific company in Copper CRM by ID. |
integration__copper__copper_create_company | copper.copper_create_company | Write | Create a new company in Copper CRM. |
integration__copper__copper_list_opportunities | copper.copper_list_opportunities | Read | Search and list opportunities (deals) in Copper CRM. Returns opportunity names, values, stages, and IDs. |
integration__copper__copper_get_opportunity | copper.copper_get_opportunity | Read | Get details of a specific opportunity (deal) in Copper CRM by ID. |
integration__copper__copper_create_opportunity | copper.copper_create_opportunity | Write | Create a new opportunity (deal) in Copper CRM. Provide a name and pipeline ID. Use copper_list_pipelines first to find available pipeline IDs. |
integration__copper__copper_list_pipelines | copper.copper_list_pipelines | Read | List all sales pipelines in Copper CRM. Each pipeline contains stages that opportunities move through. |
integration__copper__copper_get_current_user | copper.copper_get_current_user | Read | Get the currently authenticated Copper CRM user. Useful for verifying the connection and account context. |