Integration

Copper integration

Google Workspace-native CRM platform API. Manage leads, people, companies, and opportunities. Track relationships, log activities, and build sales pipelines. Perfect for CRM integrations, sales automation, and contact management with deep Google integration.

Connect Copper How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in Copper.Built from the 52 Copper tools below, on the connection you add once.

Common Copper use cases

Mark a task as completed
Remove duplicate deal records
Remove duplicate lead records
Remove duplicate task records
Remove duplicate company records
Remove duplicate contact records
Update lead status after a sales call
Create a new deal when a lead converts
List all open tasks assigned to a user
Move a deal to the next pipeline stage

What you can do with Copper

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Lead, 10 operations

bulk_create_leadsBulk create leadsPOSTBulk-create up to 10 leads in Copper CRM in a single request.
bulk_update_leadsBulk update leadsPOSTBulk-update up to 10 leads in Copper CRM in a single request.
convert_leadConvert leadPOSTConvert a qualified lead into person, company, and/or opportunity records in Copper CRM.
create_leadCreate leadPOSTCreate a new lead in Copper CRM with contact and company details.
delete_leadDelete leadDELETEPermanently delete a lead from Copper CRM.
get_leadGet leadGETFetch a specific lead by ID from Copper CRM.
list_leadsList leadsPOSTSearch and list leads in Copper CRM with filtering and pagination.
list_lead_statusesList lead statusesGETRetrieve the list of lead statuses for your Copper CRM account.
update_leadUpdate leadPUTUpdate an existing lead in Copper CRM.
upsert_leadUpsert leadPUTAtomically create or update a lead in Copper CRM based on match criteria.

Person, 8 operations

bulk_create_peopleBulk create peoplePOSTBulk-create up to 10 people (contacts) in Copper CRM in a single request.
bulk_update_peopleBulk update peoplePOSTBulk-update up to 10 people (contacts) in Copper CRM in a single request.
create_personCreate personPOSTCreate a new person (contact) in Copper CRM.
delete_personDelete personDELETEPermanently delete a person (contact) from Copper CRM.
fetch_person_by_emailFetch person by emailPOSTFetch a person by email address from Copper CRM.
get_personGet personGETFetch a specific person (contact) by ID from Copper CRM.
list_peopleList peoplePOSTSearch and list people (contacts) in Copper CRM with filtering and pagination.
update_personUpdate personPUTUpdate an existing person (contact) in Copper CRM.

Company, 6 operations

bulk_create_companiesBulk create companiesPOSTBulk-create up to 10 companies in Copper CRM in a single request.
create_companyCreate companyPOSTCreate a new company (account) in Copper CRM.
delete_companyDelete companyDELETEPermanently delete a company (account) from Copper CRM.
get_companyGet companyGETFetch a specific company (account) by ID from Copper CRM.
list_companiesList companiesPOSTSearch and list companies (accounts) in Copper CRM with filtering and pagination.
update_companyUpdate companyPUTUpdate an existing company (account) in Copper CRM.

Opportunity, 6 operations

bulk_create_opportunitiesBulk create opportunitiesPOSTBulk-create up to 10 opportunities in Copper CRM in a single request.
create_opportunityCreate opportunityPOSTCreate a new opportunity (deal) in Copper CRM.
delete_opportunityDelete opportunityDELETEPermanently delete an opportunity (deal) from Copper CRM.
get_opportunityGet opportunityGETFetch a specific opportunity (deal) by ID from Copper CRM.
list_opportunitiesList opportunitiesPOSTSearch and list opportunities (deals) in Copper CRM with filtering and pagination.
update_opportunityUpdate opportunityPUTUpdate an existing opportunity (deal) in Copper CRM.

Task, 5 operations

create_taskCreate taskPOSTCreate a new task in Copper CRM.
delete_taskDelete taskDELETEPermanently delete a task from Copper CRM.
get_taskGet taskGETFetch a specific task by ID from Copper CRM.
list_tasksList tasksPOSTSearch and list tasks in Copper CRM with filtering and pagination.
update_taskUpdate taskPUTUpdate an existing task in Copper CRM.

Activity, 4 operations

bulk_create_activitiesBulk create activitiesPOSTBulk-create up to 10 activities in Copper CRM in a single request.
create_activityCreate activityPOSTCreate an activity log entry (note, call, meeting) in Copper CRM.
list_activitiesList activitiesPOSTSearch and list activities in Copper CRM with filtering and pagination.
list_activity_typesList activity typesGETRetrieve the list of activity types for your Copper CRM account.

Pipeline, 3 operations

list_pipelinesList pipelinesGETRetrieve the list of pipelines with their stages from Copper CRM.
list_pipeline_stagesList pipeline stagesGETRetrieve all pipeline stages across all pipelines in Copper CRM.
list_pipeline_stages_by_pipelineList pipeline stages by pipelineGETRetrieve pipeline stages for a specific pipeline in Copper CRM.

Webhook, 3 operations

create_webhookCreate webhookPOSTCreate a new webhook subscription in Copper CRM.
delete_webhookDelete webhookDELETEDelete an existing webhook subscription from Copper CRM.
list_webhooksList webhooksGETRetrieve all active webhook subscriptions from Copper CRM.

User, 2 operations

get_userGet userGETFetch a specific user by ID from Copper CRM.
list_usersList usersPOSTSearch and list all users in your Copper CRM account.

Custom field, 1 operation

list_custom_field_definitionsList custom field definitionsGETRetrieve all custom field definitions from Copper CRM.

Customer source, 1 operation

list_customer_sourcesList customer sourcesGETRetrieve the list of customer sources for your Copper CRM account.

Field layout, 1 operation

list_field_layoutsList field layoutsGETRetrieve the field layout configuration for a Copper CRM entity type.

Loss reason, 1 operation

list_loss_reasonsList loss reasonsGETRetrieve the list of loss reasons for opportunities in Copper CRM.

Tag, 1 operation

list_tagsList tagsGETRetrieve all tags with entity usage counts from Copper CRM.

Use Copper from Claude Code, Cursor or Codex

Connect Copper in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Copper operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Copper

Create your workspace
Sign up free. Nothing to install.
Connect Copper once
Add your Copper connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.

Copper integration FAQ

What can you do with the Copper integration?

LiveContext exposes 52 operations on Copper, covering lead, person, company and opportunity. Common uses include Mark a task as completed, Remove duplicate deal records and Remove duplicate lead records.