Find people (contacts) in Copper by name and/or email address. Use this to look up a contact before logging an activity or creating a task against them. Returns a list of matches, each with id, name, primary email, company_name, and title. If no filters are given it returns the most recent people.

Find companies (accounts) in Copper by name. Use this to resolve a company before filtering opportunities or logging an activity against it. Returns a list of matches, each with id, name, domain, and primary phone. If no name is given it returns the most recent companies.

List and filter opportunities (deals) in Copper. Filter by pipeline, stage, or assignee to triage a book of business. Returns each deal's id, name, monetary_value, pipeline_id, pipeline_stage_id, close_date, company_name, and assignee_id. It also returns date_last_contacted (the last call/meeting/email date) and interaction_count, so you can spot stale deals directly from this one call without fetching each opportunity. Stage and pipeline are returned as IDs — call list_pipelines to map them to names. Use get_opportunity for the full record (custom fields, tags, contacts).

List every sales pipeline in Copper along with its ordered stages. Call this first when you need to map a human stage or pipeline name (e.g. 'Closing this month') to the numeric IDs that search_opportunities and get_opportunity use. Returns each pipeline's id and name, plus each stage's id, name, and win_probability. Takes no arguments.

Fetch the full detail of a single opportunity (deal) by its id — including custom fields, tags, status, monetary value, close date, primary contact, and the last activity dates you need to spot stale deals. Use this after search_opportunities to drill into one deal.

Create a follow-up task in Copper, optionally linked to a person, company, or opportunity. Use this to schedule a reminder (e.g. 'send pricing on Friday'). Returns the created task. This tool creates a task record but does not modify any existing CRM data.

Log a note or call activity onto a person, company, opportunity, or lead in Copper. This is the only tool that writes to the CRM — it APPENDS an activity (it never edits or deletes existing data). Use it to record a call summary or leave a reminder note on a record. Defaults to a 'Note' activity. Returns the created activity.