# Copper MCP

Vendor: Copper  
Category: crm  
Auth: API_KEY  
Composio slug: `copper`

Copper is a customer relationship management platform for managing contacts, companies, leads, opportunities, projects, tasks, activities, files, and webhooks.

## Verdict

The Copper MCP connects your team's CRM records directly into Switchy Projects. @mention Copper to create or update leads, contacts, companies, and opportunities in bulk — up to ten records per request — without leaving the conversation. Sales ops and customer success teams get the most value: they can draft pipeline updates, log meeting notes as activities, or enrich inbound leads while discussing strategy with the AI. Trade-off: Copper's bulk endpoints are still in beta, so expect occasional validation quirks and plan to verify writes by reading records back.

## Tools

- **Bulk Create Activities (Beta)** — Attempt to create 1-10 user-category Copper activities and return ordered per-item successes or validation failures. Deleting these activities is a soft delete: successful cleanup may leave an activity fetchable as an is_deleted=true stub r
- **Bulk Create Companies (Beta)** — Attempt to create 1-10 Copper companies and return ordered per-item successes or validation failures. This Copper bulk endpoint is beta, accepts 1-10 records per request, returns results in request order, and has an additional limit of 3 re
- **Bulk Create Leads** — Create 1-10 Copper leads in one beta bulk request and return ordered per-item outcomes. Copper can return HTTP 500 after applying the write; treat failures as indeterminate and read records back before retrying to avoid duplicates.
- **Bulk Create Opportunities (Beta)** — Attempt to create 1-10 Copper opportunities and return ordered per-item successes or validation failures. This Copper bulk endpoint is beta, accepts 1-10 records per request, returns results in request order, and has an additional limit of 
- **Bulk Create People (Beta)** — Attempt to create 1-10 Copper people and return ordered per-item successes or validation failures. This Copper bulk endpoint is beta, accepts 1-10 records per request, returns results in request order, and has an additional limit of 3 reque
- **Bulk Update Companies (Beta)** — Attempt to update 1-10 Copper companies and return ordered per-item successes or validation failures. This Copper bulk endpoint is beta, accepts 1-10 records per request, returns results in request order, and has an additional limit of 3 re
- **Bulk Update Leads** — Update 1-10 Copper leads in one beta bulk request and return ordered per-item outcomes. Copper can return HTTP 500 after applying the write; treat failures as indeterminate and read records back before retrying.
- **Bulk Update People (Beta)** — Attempt to update 1-10 Copper people and return ordered per-item successes or validation failures. This Copper bulk endpoint is beta, accepts 1-10 records per request, returns results in request order, and has an additional limit of 3 reque
- **Convert Lead** — Convert a Copper lead into a person and optionally a company and opportunity; the original lead is removed.
- **Create Activity** — Create a user-category activity such as a note on an existing Copper lead, person, company, opportunity, project, or task; system activities are read-only.
- **Create Company** — Create a Copper company with domain, contact, ownership, tag, and custom-field data.
- **Create Custom Activity Type** — Create a named Copper custom activity type with a supported icon. Custom activity types cannot be deleted; retire one with UPDATE_CUSTOM_ACTIVITY_TYPE using is_disabled=true.
- **Create Custom Field Definition** — Create a Copper custom field for selected record types.
- **Create Lead** — Create a Copper lead with contact, ownership, source, status, tag, and custom-field data.
- **Create Opportunity** — Create a Copper opportunity. Only the name is required; Copper can supply the default pipeline and stage, and the primary contact is optional.
- **Create Person** — Create a Copper person with contact, company, ownership, tag, and custom-field data.
- **Create Project** — Create a Copper project, optionally related to another record and assigned to a user.
- **Create Related Link** — Connect two existing Copper records through a Connect custom field.
- **Create Task** — Create a Copper task with optional assignment, related record, due/reminder times, priority, tags, and custom fields.
- **Delete Attached File** — Permanently delete one file attached to a Copper lead, person, opportunity, company, or project.
- **Delete Custom Field Definition** — Permanently delete one Copper custom-field definition by ID.
- **Delete Lead** — Permanently delete one Copper lead by ID.
- **Delete Record** — Delete one Copper person, company, opportunity, project, task, or activity by type and ID. Deleting an activity is a soft delete: successful cleanup may leave it fetchable as an is_deleted=true stub rather than make it fully disappear.
- **Delete Related Link** — Delete one Copper Connect-field connection by related-link ID.
- **Get Account** — Return the connected Copper account, timezone, and feature settings; use it to preflight features such as Leads.
- **Get Attached File Metadata** — Get metadata for one file attached to a Copper lead, person, opportunity, company, or project.
- **Get Current User** — Return the Copper user represented by the connected account, including the user ID used for assignments.
- **Get Custom Activity Type** — Return one Copper custom activity type's name, icon, enabled state, interaction behavior, and ownership metadata by ID.
- **Get Custom Field Definition** — Return one Copper custom field's data type, record availability, filterability, options, and currency configuration by definition ID.
- **Get Field Layout** — Return enabled and create/edit requiredness metadata for one Copper entity type. Opportunities require pipeline_id; other entity types do not accept it.
- **Get Lead** — Return one Copper lead's contact, ownership, source, status, tags, and custom-field data by lead ID.
- **Get Person by Email** — Return the unique Copper person record matching an exact email address.
- **Get Record** — Fetch one user, person, company, opportunity, project, task, or activity by its type and ID.
- **List Attached Files** — List all files attached to one Copper lead, person, opportunity, company, or project.
- **List Custom Activity Types** — List Copper's default user-entered activity types and account-created custom activity types; system activity types and Notes are available through LIST_REFERENCE_VALUES with activity_types.
- **List Custom Field Definitions** — Return Copper custom-field IDs, types, availability, and options needed to read, filter, and write custom field values.
- **List Lead, Person, or Company Activities** — List selected activity types related to one Copper lead, person, or company; company results may also include activities from related people.
- **List Lead Statuses** — List Copper lead status IDs, names, display order, and default selection for use in lead writes and searches.
- **List Pipelines** — Return all configured Copper pipelines with their stages and win probabilities for opportunity creation and updates.
- **List Pipeline Stages** — List Copper opportunity stages for one pipeline, or omit pipeline_id for a flat cross-pipeline list; use LIST_PIPELINES when pipeline context and win probabilities are needed.
- **List Reference Values** — List one bounded set of Copper IDs used in write schemas: activity types, customer sources, contact types, or opportunity loss reasons.
- **List Related Links** — List Connect-field connections for one Copper source record, optionally narrowed to one Connect field.
- **List Related Records** — List records related to one Copper entity, optionally restricted to a target record type.
- **List Tags** — Return one alphabetical page of Copper tag names for filtering or assigning records.
- **List Users** — Return one page of Copper users for resolving assignee and owner IDs.
- **Relate Records** — Create a direct relationship between two existing Copper records, preserving both record types and IDs.
- **Search Activities** — Search Copper activities globally or for one parent record by activity type and date range, returning one page.
- **Search Companies** — Search Copper companies by name, domain, ownership, contact type, location, date, or custom-field criteria and return one page.
- **Search Leads** — Search Copper leads by identity, ownership, status, source, location, value, activity, date, tags, socials, or custom fields and return one page.
- **Search Opportunities** — Search Copper opportunities by pipeline, stage, status, contact, company, value, date, ownership, or custom-field criteria and return one page.

## Setup

1. Create or open a Switchy Project.
2. Open Integrations and connect Copper.
3. Authorise through api_key.
4. Teammates can now @-mention Copper tools in chat.

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Last verified: 2026-10-17T02:00:10.360Z  
Canonical URL: https://switchy.build/directory/mcps/copper