Copper MCP

Instructions

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);
    }
  );