Search Copper contacts by name, email, or phone. Returns matching person records with IDs for use in create_activity.

Get full details of a Copper contact by their ID.

Create a new person (contact) in Copper CRM.

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 Copper companies by name. Returns matching company records.

List all available activity types in Copper (e.g., Note, Meeting, Phone Call). Returns activity_type_id values needed for 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.

Search Copper opportunities (deals). Optionally filter by company or person. Returns deal name, value, status, and pipeline stage.

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.