create_activity
Log meetings, calls, or notes against contacts or companies in Copper CRM. Use this tool to record activity details and maintain customer relationship records.
Instructions
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.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| parent_type | Yes | Type of record to log against | |
| parent_id | Yes | Copper ID of the person or company | |
| activity_type_id | Yes | Activity type ID (from list_activity_types) | |
| details | Yes | Activity content — meeting notes, action items, summary, etc. Use plain text, not markdown. | |
| activity_date | No | Unix timestamp for when the activity occurred (default: now) |
Implementation Reference
- server.js:231-259 (handler)The registration and implementation handler for the "create_activity" tool.
server.tool( "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.", { parent_type: z.enum(["person", "company"]).describe("Type of record to log against"), parent_id: z.number().describe("Copper ID of the person or company"), activity_type_id: z.number().describe("Activity type ID (from list_activity_types)"), details: z.string().describe("Activity content — meeting notes, action items, summary, etc. Use plain text, not markdown."), activity_date: z.number().optional().describe("Unix timestamp for when the activity occurred (default: now)"), }, async ({ parent_type, parent_id, activity_type_id, details, activity_date }) => { const body = { parent: { type: parent_type, id: parent_id }, type: { id: activity_type_id, category: "user" }, user_id: parseInt(USER_ID), details, }; if (activity_date) body.activity_date = activity_date; const result = await copperFetch("/activities", { method: "POST", body }); return jsonResult({ id: result.id, parent: result.parent, type: result.type, details: result.details, activity_date: result.activity_date, }); } );