Copper MCP connector

Copper is a CRM platform designed for Google Workspace that helps teams manage leads, contacts, and deals. The Copper MCP connector allows AI agents to create and search companies, manage lead records, and update customer information across the sales pipeline. It also supports retrieving customer sources, deleting outdated records, and organizing contact data within the Google Workspace environment.

Authentication type

• API Key - Requires a static API key to be configured before the agent can connect to the service.

Uses

Use the Copper MCP connector to perform the following actions:

• Qualify leads and move them through your sales pipeline without switching apps
• Convert leads into opportunities and track deal progress from first contact to close
• Organize contacts, companies, and projects in a single workspace integrated with Google Workspace
• Automate task creation and assignment when deals reach specific stages
• Update customer information across leads, people, and companies in real time
• Search and retrieve customer records instantly to inform workflow decisions
• Track projects and deliverables alongside customer relationships and revenue opportunities

Example prompts

Use the following example prompts to invoke Copper MCP connector tools from your AI assistant or Boomi Connect workflow:

• Show me all leads in Copper that are in the negotiation stage.
• Create a new opportunity in Copper for the TechCorp deal worth $50,000.
• Find all companies in Copper that have the customer source 'referral'.
• Update the person record for Jane Smith in Copper with her new email address.
• List all open tasks assigned to my team in Copper for this week.
• Delete the outdated project record from Copper and log the removal.
• Search for all opportunities in Copper that are closing in the next 30 days.
• Create a new contact person in Copper for the Acme Industries account.
• Get the full details of the ABC Corp company record from Copper.
• Search Copper for all tasks related to the Q4 sales push project.

Copper MCP connector tools

The Copper MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.

Tool	Description
createCompany	Creates a new company record with the provided information.
searchCompanies	Finds companies matching specified search criteria.
getCompany	Retrieves detailed information for a specific company.
updateCompany	Modifies existing company details and information.
deleteCompany	Removes a company record from the system.
getCustomerSources	Lists all available customer source categories.
createLead	Creates a new lead with the specified details.
searchLeads	Finds leads matching specified search criteria.
getLead	Retrieves detailed information for a specific lead.
updateLead	Modifies existing lead details and information.
deleteLead	Removes a lead record from the system.
createOpportunity	Creates a new sales opportunity with the provided details.
searchOpportunities	Finds opportunities matching specified search criteria.
getOpportunity	Retrieves detailed information for a specific opportunity.
updateOpportunity	Modifies existing opportunity details and information.
deleteOpportunity	Removes an opportunity record from the system.
createPerson	Creates a new person record with the provided information.
searchPeople	Finds people matching specified search criteria.
getPerson	Retrieves detailed information for a specific person.
updatePerson	Modifies existing person details and information.
deletePerson	Removes a person record from the system.
createProject	Creates a new project with the specified details.
searchProjects	Finds projects matching specified search criteria.
getProject	Retrieves detailed information for a specific project.
updateProject	Modifies existing project details and information.
deleteProject	Removes a project record from the system.
createTask	Creates a new task with the provided details.
searchTasks	Finds tasks matching specified search criteria.
getTask	Retrieves detailed information for a specific task.
updateTask	Modifies existing task details and information.
deleteTask	Delete a task.
searchUsers	Search users.