Copper MCP connector
Updated
Copper is a CRM platform built for Google Workspace that helps teams manage leads, contacts, and deals. The Copper MCP connector allows AI agents to create, search, update, and delete companies and leads within a tenant's CRM data. It also supports tracking customer sources, giving teams a fuller picture of pipeline activity and relationship history.
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:
- Track sales opportunities from lead capture through deal closure
- Organize company and contact records for streamlined account management
- Automate lead qualification and follow-up across sales pipelines
- Coordinate project tasks and deadlines tied to customer accounts
- Sync customer contact details across Google Workspace and Copper
- Monitor deal stages and forecast revenue across the sales pipeline
- Centralize customer source tracking to identify high-value channels
- Assign and update tasks tied to specific deals and projects
Example prompts
Use the following example prompts to invoke Copper MCP connector tools from your AI assistant or Boomi Connect workflow:
Show me all open opportunities in Copper worth over $10,000.Create a new lead in Copper for the trade show contact I just met.Find all companies in Copper located in California.Update the deal stage for Acme Corp's opportunity in Copper.List all tasks due this week in Copper.Add a new contact to Copper for John Smith at Globex.Search for people in Copper who work at Initech.Delete the duplicate company record in Copper for Wayne Enterprises.Show me all projects in Copper linked to the Q3 campaign.What customer sources are we tracking in Copper?
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 | Create a company |
| searchCompanies | Search companies |
| getCompany | Get a company |
| updateCompany | Update a company |
| deleteCompany | Delete a company |
| getCustomerSources | List customer sources |
| createLead | Create a lead |
| searchLeads | Search leads |
| getLead | Get a lead |
| updateLead | Update a lead |
| deleteLead | Delete a lead |
| createOpportunity | Create an opportunity |
| searchOpportunities | Search opportunities |
| getOpportunity | Get an opportunity |
| updateOpportunity | Update an opportunity |
| deleteOpportunity | Delete an opportunity |
| createPerson | Create a person |
| searchPeople | Search people |
| getPerson | Get a person |
| updatePerson | Update a person |
| deletePerson | Delete a person |
| createProject | Create a project |
| searchProjects | Search projects |
| getProject | Get a project |
| updateProject | Update a project |
| deleteProject | Delete a project |
| createTask | Create a task |
| searchTasks | Search tasks |
| getTask | Get a task |
| updateTask | Update a task |
| deleteTask | Delete a task |
| searchUsers | Search users |
