Manual setup required. The maintainer's config contains paths only you know - edit the placeholders below before adding it to Claude Code.
1
Prepare the server locally
Run this once before adding it to Claude Code.
npm install2
Register it in Claude Code
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 /path/to/copper-mcp/server.jsReplace any placeholder paths in the command with the real path on your machine.
Required:
COPPER_API_KEYCOPPER_USER_EMAILCOPPER_USER_ID3
Make your agent remember this setup
copper-crm's config, env vars, and the gotchas you hit — recalled in every future Claude Code, Cursor, and Codex session.
npx conare@latestFree · one command · indexes the sessions already on disk. Set up in the browser instead →
What it does
- 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
Tools 9
search_peopleSearch contacts by name, email, or phoneget_personGet full contact details by IDcreate_personCreate a new contactupdate_personUpdate contact fieldssearch_companiesSearch companies by namelist_activity_typesList available activity typescreate_activityLog a meeting, call, or note against a contact/companylist_activitiesSearch activities with filters and resolved parent nameslist_opportunitiesSearch deals/opportunitiesEnvironment Variables
COPPER_API_KEYrequiredYour Copper API keyCOPPER_USER_EMAILrequiredYour Copper account emailCOPPER_USER_IDrequiredYour Copper user IDTry 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 [email protected].
Original README from dazanza/copper-mcp
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
Install dependencies:
npm installCopy
.env.exampleto.envand fill in your credentials:cp .env.example .envRequired environment variables:
COPPER_API_KEY- Your Copper API keyCOPPER_USER_EMAIL- Your Copper account emailCOPPER_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