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copper

Create opportunity

copper_create_opportunity
Destructive

Create a new opportunity (deal). name and primary_contact_id are required by Copper. Copper REST: POST /opportunities.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameYesThe opportunity name (required).
tagsNoTags to apply.
detailsNoFreeform description / notes.
close_dateNoExpected close date, formatted MM/DD/YYYY.
company_idNoId of the associated company.
assignee_idNoUser id to own this opportunity.
pipeline_idNoId of the pipeline to place the opportunity in.
monetary_valueNoDeal value (in the account's currency).
pipeline_stage_idNoId of the pipeline stage.
primary_contact_idYesId of the primary contact (person) for this opportunity (required by Copper).

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

B3.3/5.0
Behavior3/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations supply only destructiveHint=true, so the description must carry most of the behavioral burden. It adds that Copper itself enforces name and primary_contact_id, but says nothing about permissions, side effects, duplicate handling, or what happens to unset fields.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Two tight sentences with the operation front-loaded, followed by the API endpoint; no filler or repetition.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness3/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a 10-parameter mutation tool with no output schema and minimal annotations, the description omits what is returned (e.g., the new opportunity id) and any post-creation notes, leaving an agent unsure how to chain follow-up calls.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100% and every parameter is described in the schema, so the description's restatement of the two required fields adds little. Baseline 3 applies when the schema does the heavy lifting.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

States a specific verb and resource ('Create a new opportunity (deal)') and reinforces it with the underlying REST call. It is clearly distinguishable from the other copper_create_* siblings, though it does not explicitly name the alternative tools (lead vs. opportunity).

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines2/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

There is no guidance on when to create an opportunity versus a lead or company, nor any prerequisite or ordering advice (e.g., whether the contact/company must already exist). The required-field note is a constraint, not usage guidance.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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