Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| COPPER_API_KEY | Yes | Your Copper API key | |
| COPPER_USER_ID | Yes | Your Copper user ID | |
| COPPER_USER_EMAIL | Yes | Your Copper account email |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": true
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| search_people | Search Copper contacts by name, email, or phone. Returns matching person records with IDs for use in create_activity. |
| get_person | Get full details of a Copper contact by their ID. |
| create_person | Create a new person (contact) in Copper CRM. |
| update_person | Update an existing person (contact) in Copper CRM. Only include fields you want to change. The 'details' field is the 'About' section visible at the top of the contact page. |
| search_companies | Search Copper companies by name. Returns matching company records. |
| list_activity_types | List all available activity types in Copper (e.g., Note, Meeting, Phone Call). Returns activity_type_id values needed for create_activity. |
| create_activity | Log an activity (meeting note, phone call, etc.) against a Copper person or company. Use list_activity_types first to get the correct activity_type_id. |
| list_opportunities | Search Copper opportunities (deals). Optionally filter by company or person. Returns deal name, value, status, and pipeline stage. |
| list_activities | Search Copper activities (meeting notes, calls, emails logged against contacts). Filter by parent record, activity type, or date range. Returns resolved parent names. Excludes system activities (assignee/status changes) by default. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |