Create opportunity
create_opportunityCreate a new deal in Copper CRM by specifying a name and optional details like pipeline, stage, value, and close date. Use pipeline and user IDs from list_pipelines and get_account_info.
Instructions
Create a new deal. Use list_pipelines for pipeline and stage IDs and get_account_info for user IDs.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | ||
| tags | No | ||
| status | No | ||
| details | No | Description | |
| priority | No | ||
| close_date | No | Expected close date, ISO 8601 date, e.g. 2026-12-15 | |
| company_id | No | ||
| assignee_id | No | Owner user ID | |
| pipeline_id | No | ||
| monetary_value | No | ||
| pipeline_stage_id | No | Stage ID from list_pipelines | |
| primary_contact_id | No | Person ID |