create_person
Add new contacts to Copper CRM with details like name, company, email, phone, and tags to organize customer relationships.
Instructions
Create a new person (contact) in Copper CRM.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| first_name | Yes | First name | |
| last_name | Yes | Last name | |
| title | No | Job title | |
| company_name | No | Company name (Copper auto-links or creates) | |
| emails | No | Email addresses | |
| phone_numbers | No | Phone numbers | |
| tags | No | Tags for categorization | |
| contact_type_id | No | Contact type ID (e.g. Potential Customer) |
Implementation Reference
- server.js:129-162 (registration)Registration and handler implementation for the create_person tool.
server.tool( "create_person", "Create a new person (contact) in Copper CRM.", { first_name: z.string().describe("First name"), last_name: z.string().describe("Last name"), title: z.string().optional().describe("Job title"), company_name: z.string().optional().describe("Company name (Copper auto-links or creates)"), emails: z.array(z.object({ email: z.string(), category: z.enum(["work", "personal", "other"]).optional() })).optional().describe("Email addresses"), phone_numbers: z.array(z.object({ number: z.string(), category: z.enum(["work", "mobile", "home", "other"]).optional() })).optional().describe("Phone numbers"), tags: z.array(z.string()).optional().describe("Tags for categorization"), contact_type_id: z.number().optional().describe("Contact type ID (e.g. Potential Customer)"), }, async ({ first_name, last_name, title, company_name, emails, phone_numbers, tags, contact_type_id }) => { const body = { name: `${first_name} ${last_name}` }; if (first_name) body.first_name = first_name; if (last_name) body.last_name = last_name; if (title) body.title = title; if (company_name) body.company_name = company_name; if (emails) body.emails = emails; if (phone_numbers) body.phone_numbers = phone_numbers; if (tags) body.tags = tags; if (contact_type_id) body.contact_type_id = contact_type_id; const result = await copperFetch("/people", { method: "POST", body }); return jsonResult(result); } );