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Let AI read and manage Copper CRM people, companies, opportunities, and tasks.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "Copper CRM MCP Server" yet — see the docs or source repo.
Search Copper CRM for the contact named "Wang Min" and list the associated company, job title, and most recent related activities.
A list of matching contact records, company details, and a summary of recent activities.
List all sales pipelines in Copper CRM and find opportunities in the "Enterprise Customers" pipeline that are in the follow-up stage.
A pipeline list plus matching opportunities with names, stages, and key details.
Log a call activity for contact "Li Qiang" with the note "demo time confirmed," then create a follow-up task for tomorrow afternoon.
A new activity is added to the contact record and a trackable follow-up task is created.
Office staff or marketing teams can have AI write activity logs into Copper CRM after customer interactions and add follow-up tasks to reduce manual entry.
When specific contacts, companies, or opportunities need to be found, AI can search Copper CRM directly and summarize the results for faster access to business information.
Teams can use it to list sales pipelines and inspect opportunities across stages for routine follow-up or process review.
Based on the description, it can read and manage Copper CRM data, including searching people, companies, and opportunities, listing pipelines, and logging activities or creating tasks.
It supports both. The description explicitly mentions search and listing actions, as well as write actions like logging activities and creating tasks.
The provided material does not include installation steps, runtime requirements, or authentication details. For exact prerequisites, see the source repository.
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