How do I use Copper MCP?

1. Click on "Install Server". 2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state. 3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@Copper MCP find the contact details for Jane Doe" That's it! The server will respond to your query, and you can continue using it as needed. Here is a step-by-step guide with screenshots.

copper-mcp

MCP server for the Copper CRM API. Search contacts, log activities, manage opportunities, and query companies.

Tools

Tool	Description
`search_people`	Search contacts by name, email, or phone
`get_person`	Get full contact details by ID
`create_person`	Create a new contact
`update_person`	Update contact fields
`search_companies`	Search companies by name
`list_activity_types`	List available activity types
`create_activity`	Log a meeting, call, or note against a contact/company
`list_activities`	Search activities with filters and resolved parent names
`list_opportunities`	Search deals/opportunities

Setup

Install dependencies:
```
npm install
```
Copy .env.example to .env and fill in your credentials:
```
cp .env.example .env
```
Required environment variables:
- COPPER_API_KEY - Your Copper API key
- COPPER_USER_EMAIL - Your Copper account email
- COPPER_USER_ID - Your Copper user ID

Usage with Claude Code

Add to your Claude Code MCP config (~/.claude.json):

{
  "mcpServers": {
    "copper-crm": {
      "command": "node",
      "args": ["/path/to/copper-mcp/server.js"],
      "env": {
        "COPPER_API_KEY": "your-api-key",
        "COPPER_USER_EMAIL": "your-email",
        "COPPER_USER_ID": "your-user-id"
      }
    }
  }
}