Copper MCP

Instructions

Implementation Reference

• server.js:91-113 (handler)

  The handler function for the search_people tool, which constructs the request body for the /people/search endpoint and formats the results.

    async ({ name, emails, phone_number, page_size, page_number }) => {
      const body = {};
      if (name) body.name = name;
      if (emails) body.emails = emails;
      if (phone_number) body.phone_number = phone_number;
      body.page_size = page_size || 20;
      body.page_number = page_number || 1;
  
      const results = await copperFetch("/people/search", { method: "POST", body });
      const people = results.map((p) => ({
        id: p.id,
        name: p.name,
        first_name: p.first_name,
        last_name: p.last_name,
        emails: p.emails,
        phone_numbers: p.phone_numbers,
        company_id: p.company_id,
        company_name: p.company_name,
        title: p.title,
      }));
      return jsonResult(people);
    }
  );

• server.js:81-113 (registration)

  The registration of the search_people tool using McpServer.

  server.tool(
    "search_people",
    "Search Copper contacts by name, email, or phone. Returns matching person records with IDs for use in create_activity.",
    {
      name: z.string().optional().describe("Full name or partial name to search"),
      emails: z.array(z.string()).optional().describe("Email addresses to match"),
      phone_number: z.string().optional().describe("Phone number to match"),
      page_size: z.number().optional().describe("Results per page (default 20, max 200)"),
      page_number: z.number().optional().describe("Page number (default 1)"),
    },
    async ({ name, emails, phone_number, page_size, page_number }) => {
      const body = {};
      if (name) body.name = name;
      if (emails) body.emails = emails;
      if (phone_number) body.phone_number = phone_number;
      body.page_size = page_size || 20;
      body.page_number = page_number || 1;
  
      const results = await copperFetch("/people/search", { method: "POST", body });
      const people = results.map((p) => ({
        id: p.id,
        name: p.name,
        first_name: p.first_name,
        last_name: p.last_name,
        emails: p.emails,
        phone_numbers: p.phone_numbers,
        company_id: p.company_id,
        company_name: p.company_name,
        title: p.title,
      }));
      return jsonResult(people);
    }
  );