Copper
Manage Copper CRM leads, people, companies, opportunities, and relationship workflows.
Tools
| Name | Description |
|---|---|
createPersonAdds a new person/contact. | Adds a new person/contact. |
updatePersonUpdates a person based on matching criteria. | Updates a person based on matching criteria. |
createLeadAdds a new lead. | Adds a new lead. |
updateLeadUpdates an existing lead. | Updates an existing lead. |
convertLeadConverts a lead into a person (optionally with company/opportunity). | Converts a lead into a person (optionally with company/opportunity). |
createCompanyAdds a new company. | Adds a new company. |
updateCompanyUpdates a company record. | Updates a company record. |
createOpportunityAdds a new opportunity. | Adds a new opportunity. |
updateOpportunityUpdates an opportunity using match criteria. | Updates an opportunity using match criteria. |
createProjectAdds a new project. | Adds a new project. |
updateProjectUpdates a project record. | Updates a project record. |
createTaskAdds a new task under a person, lead, or opportunity. | Adds a new task under a person, lead, or opportunity. |
createActivityLogs an activity related to CRM entities. | Logs an activity related to CRM entities. |
searchForAnActivityFind an existing activity by type/criteria. | Find an existing activity by type/criteria. |
searchForAPersonLookup a person using match criteria. | Lookup a person using match criteria. |
searchForALeadLookup a lead using match criteria. | Lookup a lead using match criteria. |
searchForACompanyLookup a company. | Lookup a company. |
searchForAnOpportunityLookup an opportunity. | Lookup an opportunity. |
searchForAProjectLookup a project. | Lookup a project. |
custom_api_callMake a custom API call to a specific endpoint | Make a custom API call to a specific endpoint |
Triggers
| Name | Description |
|---|---|
newActivityTriggers when a new activity is logged | Triggers when a new activity is logged |
newPersonTriggers when a new person/contact is created. | Triggers when a new person/contact is created. |
newLeadTriggers when a new lead is created. | Triggers when a new lead is created. |
newTaskTriggers when a new task is created. | Triggers when a new task is created. |
updatedLeadTriggers when a lead is modified. | Triggers when a lead is modified. |
updatedTaskTriggers when a task is updated. | Triggers when a task is updated. |
updatedOpportunityTriggers when an opportunity changes. | Triggers when an opportunity changes. |
updatedOpportunityStageTriggers when an opportunity stage changes | Triggers when an opportunity stage changes |
updatedOpportunityStatusTriggers when an opportunity's status changes. | Triggers when an opportunity's status changes. |
updatedProjectTriggers when a project is updated. | Triggers when a project is updated. |
updatedLeadStatusTriggers when the status of a lead changes. | Triggers when the status of a lead changes. |
Quick Start
import { WeavzClient } from '@weavz-io/sdk'
const weavz = new WeavzClient({ apiKey: 'wvz_...' })
const result = await weavz.actions.execute('copper', 'createPerson', {
workspaceId: '550e8400-e29b-41d4-a716-446655440000',
integrationAlias: 'copper',
input: { /* ... */ },
})Related Integrations
Works well with
Frequently Asked Questions
How do I connect Copper to my app?
Use Weavz Hosted Connect for Custom authentication. Install the SDK, create a connection through the connect portal or API, then execute tools programmatically.
What tools does Copper support?
Copper supports 20 tools including Create Person, Update Person, Create Lead, Update Lead, Convert Lead, and more.
Can I use Copper with AI agents?
Yes. Add Copper to an MCP server in Tool Mode or Code Mode. Code Mode provides 3 meta-tools with on-demand API discovery so agents can compose stateful workflows without loading every action schema up front.
How do I connect Copper to ChatGPT or Claude?
Open the Weavz connector setup, sign in, choose a workspace, and add Copper as an approved app. ChatGPT, Claude, and other remote MCP clients can then call the scoped Copper tools exposed by that workspace.
Does Copper work with Claude Code, Cursor, Codex, and local agents?
Yes. Remote and local MCP clients can connect to a Weavz MCP endpoint for the workspace. Local coding agents can also use the Weavz CLI to inspect apps, discover actions, run approved Copper work, and execute Code Mode workflows from a terminal.
What can I ask an AI agent to do with Copper?
Copper exposes 20 tools, including Create Person, Update Person, Create Lead, Update Lead, Convert Lead, and more. Use Weavz to keep credentials scoped, require approval for sensitive work, and audit what the agent did.
Can Copper be used in stateful agent workflows?
Yes. Agents can combine Copper tools with Filesystem, State KV, Human Gates, input partials, and other workspace integrations while keeping execution scoped to the selected workspace or end user.
What authentication does Copper use?
Copper uses Custom. Weavz stores credentials securely and uses them for authorized action execution.
How much does the Copper integration cost?
The Copper integration is included on all Weavz plans including the free tier with 20,000 actions per month. No credit card required.
What triggers does Copper support?
Copper supports 11 triggers including New Activity, New Person, New Lead, New Task, Updated Lead, and more.
Connect Copper in minutes
Get 20,000 free action executions every month. No credit card required.