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update_person

Modify contact information in Copper CRM by updating job titles, tags, or the 'About' section. Specify only the fields you need to change.

Instructions

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.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
person_idYesCopper person ID to update
detailsNoAbout/details text (visible at top of contact page in Copper UI)
titleNoJob title
tagsNoTags (replaces existing tags)

Implementation Reference

  • Handler function for the update_person tool, which makes a PUT request to the Copper API.
    async ({ person_id, details, title, tags }) => {
      const body = {};
      if (details !== undefined) body.details = details;
      if (title !== undefined) body.title = title;
      if (tags !== undefined) body.tags = tags;
    
      const result = await copperFetch(`/people/${person_id}`, { method: "PUT", body });
      return jsonResult({
        id: result.id,
        name: result.name,
        details: result.details,
        title: result.title,
        tags: result.tags,
      });
    }
  • server.js:165-173 (registration)
    Registration of the update_person tool including its schema definition.
    server.tool(
      "update_person",
      "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.",
      {
        person_id: z.number().describe("Copper person ID to update"),
        details: z.string().optional().describe("About/details text (visible at top of contact page in Copper UI)"),
        title: z.string().optional().describe("Job title"),
        tags: z.array(z.string()).optional().describe("Tags (replaces existing tags)"),
      },

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