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OfirOhan

Copper CRM MCP Server

by OfirOhan

Search opportunities (deals)

search_opportunities
Read-only

Search deals by name, status, pipeline, stage, owner, company, value or close date. Get totals by status and stage plus a compact list for pipeline reviews and forecasts.

Instructions

Search deals by name, status, pipeline, stage, owner, company, value or close date. Returns totals by status and stage (count and value) and a compact list with stage names instead of IDs. Good for pipeline reviews and forecasts.

Input Schema

NameRequiredDescriptionDefault
rawNo
nameNo
tagsNo
sort_byNoe.g. name, monetary_value, close_date, date_modified
statusesNoOpen, Won, Lost, Abandoned
page_sizeNoResults per page, 1-200 (default 20)
close_afterNoClose date on or after, ISO 8601 date, e.g. 2026-10-31
company_idsNoCompany IDs
page_numberNoPage number, starting at 1
assignee_idsNoOwner (user) IDs
close_beforeNoClose date on or before, ISO 8601 date, e.g. 2026-10-31
pipeline_idsNoPipeline IDs
sort_directionNo
pipeline_stage_idsNoStage IDs
primary_contact_idsNoPrimary contact (person) IDs
stage_unchanged_sinceNoOnly deals whose stage hasn't changed since this date (stale deals), ISO 8601 date, e.g. 2026-10-31
maximum_monetary_valueNo
minimum_monetary_valueNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv0.1.0

TDQS

A4.1/5.0
Behavior4/5

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

Annotations already declare readOnlyHint and openWorldHint, so safety is covered. The description adds real behavioral value by disclosing the return shape: totals by status and stage (count and value) plus a compact list with stage names substituted for IDs. It omits pagination behavior and what 'raw' changes.

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

Conciseness4/5

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

Three tight sentences, front-loaded with the searchable dimensions, followed by return shape and use case. The field enumeration is slightly list-like but each item carries real filtering information.

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

Completeness4/5

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

For an 18-parameter, zero-required search tool with no output schema, the description covers the key filters and the return contract well, and annotations handle the safety profile. Gaps are minor: the opaque 'raw' flag, sorting, and pagination controls are not addressed.

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 67% and the description mostly restates fields already documented in the schema. It does add useful intent-level mapping ('value' to monetary value, 'owner' to assignee), but leaves undocumented params (raw, tags, sort_by, sort_direction) unexplained in either place.

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

Purpose5/5

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

States a specific verb and resource ('Search deals') and enumerates the searchable dimensions (name, status, pipeline, stage, owner, company, value, close date). It also distinguishes itself from the singular get_opportunity sibling by describing a filtered list with aggregate totals.

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

Usage Guidelines4/5

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

Gives concrete usage context ('Good for pipeline reviews and forecasts'), which tells the agent when this tool is the right call. It does not name alternatives or exclusions (e.g. when to prefer get_opportunity for a single deal), so it stops short of full routing guidance.

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