Copper CRM MCP Server

Local setup required. This server has to be cloned and prepared on your machine before you register it in Claude Code.
1

Set the server up locally

Run this once to clone and prepare the server before adding it to Claude Code.

Run in terminal
npm install
2

Register it in Claude Code

After the local setup is done, run this command to point Claude Code at the built server.

Run in terminal
claude mcp add -e "COPPER_API_KEY=${COPPER_API_KEY}" -e "COPPER_USER_EMAIL=${COPPER_USER_EMAIL}" -e "COPPER_USER_ID=${COPPER_USER_ID}" copper-crm -- node "<FULL_PATH_TO_COPPER_MCP>/dist/index.js"

Replace <FULL_PATH_TO_COPPER_MCP>/dist/index.js with the actual folder you prepared in step 1.

Required:COPPER_API_KEYCOPPER_USER_EMAILCOPPER_USER_ID
README.md

MCP server for the Copper CRM API.

copper-mcp

MCP server for the Copper CRM API. Search contacts, log activities, manage opportunities, and query companies.

Tools

Tool Description
search_people Search contacts by name, email, or phone
get_person Get full contact details by ID
create_person Create a new contact
update_person Update contact fields
search_companies Search companies by name
list_activity_types List available activity types
create_activity Log a meeting, call, or note against a contact/company
list_activities Search activities with filters and resolved parent names
list_opportunities Search deals/opportunities

Setup

  1. Install dependencies:

    npm install
    
  2. Copy .env.example to .env and fill in your credentials:

    cp .env.example .env
    

    Required environment variables:

    • COPPER_API_KEY - Your Copper API key
    • COPPER_USER_EMAIL - Your Copper account email
    • COPPER_USER_ID - Your Copper user ID

Usage with Claude Code

Add to your Claude Code MCP config (~/.claude.json):

{
  "mcpServers": {
    "copper-crm": {
      "command": "node",
      "args": ["/path/to/copper-mcp/server.js"],
      "env": {
        "COPPER_API_KEY": "your-api-key",
        "COPPER_USER_EMAIL": "your-email",
        "COPPER_USER_ID": "your-user-id"
      }
    }
  }
}

License

MIT

Tools (9)

search_peopleSearch contacts by name, email, or phone
get_personGet full contact details by ID
create_personCreate a new contact
update_personUpdate contact fields
search_companiesSearch companies by name
list_activity_typesList available activity types
create_activityLog a meeting, call, or note against a contact/company
list_activitiesSearch activities with filters and resolved parent names
list_opportunitiesSearch deals/opportunities

Environment Variables

COPPER_API_KEYrequiredYour Copper API key
COPPER_USER_EMAILrequiredYour Copper account email
COPPER_USER_IDrequiredYour Copper user ID

Configuration

claude_desktop_config.json
{"mcpServers": {"copper-crm": {"command": "node", "args": ["/path/to/copper-mcp/server.js"], "env": {"COPPER_API_KEY": "your-api-key", "COPPER_USER_EMAIL": "your-email", "COPPER_USER_ID": "your-user-id"}}}}

Try it

Search for the contact details of John Doe in my Copper CRM.
Log a new meeting note for the company Acme Corp regarding our recent sales call.
List all open opportunities currently assigned to me.
Find the contact information for the person with email example@company.com.

Frequently Asked Questions

What are the key features of Copper CRM?

Search and manage contacts, companies, and opportunities. Log meetings, calls, and notes directly to CRM records. Filter and list activities with resolved parent names. Retrieve full contact details by ID.

What can I use Copper CRM for?

Quickly looking up client contact information during a conversation. Automating the logging of meeting notes after a client call. Tracking sales pipeline progress by listing current opportunities. Updating contact information without leaving the AI chat interface.

How do I install Copper CRM?

Install Copper CRM by running: npm install

What MCP clients work with Copper CRM?

Copper CRM works with any MCP-compatible client including Claude Desktop, Claude Code, Cursor, and other editors with MCP support.

Turn this server into reusable context

Keep Copper CRM docs, env vars, and workflow notes in Conare so your agent carries them across sessions.

Need the old visual installer? Open Conare IDE.
Open Conare