KosmoKrator

crm

Copper CRM MCP Integration for CrewAI

Connect Copper CRM to CrewAI through the local KosmoKrator MCP gateway with scoped tools, credentials, and write policy.

13 functions 8 read 5 write API key auth
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Connect Copper CRM to CrewAI

Expose KosmoKrator integrations to CrewAI workers as scoped local tools.

Wrap kosmo integrations:call for specific tasks or connect workers to a local MCP gateway. The gateway is local, scoped to this integration, and starts with --write=deny so CrewAI can inspect read-capable tools without receiving write access by default.

Copper CRM MCP Config for CrewAI

Use per-worker integration scopes to avoid giving every worker every tool.

{
  "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

Scoped tools

Expose only Copper CRM instead of a broad multi-service tool list.

Local credentials

Reuse credentials already configured for the KosmoKrator CLI and Lua runtime.

Write policy

Start read-only, then opt into ask or allow for trusted workspaces.

Copper CRM Tools Visible to CrewAI

CrewAI sees stable MCP tool names generated from the Copper CRM integration catalog.

MCP toolSource functionTypeDescription
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.

Related Copper CRM Pages

Copper CRM CLIUse direct JSON commands instead of MCP discovery. Copper CRM MCPFull gateway reference and MCP tool names. KosmoKrator for CrewAIClient-level gateway setup.