🟤 Copper CRM
Copper CRM integration — manage people, companies, opportunities, projects, tasks, and activities via the Copper REST API.
Features
- People management — contacts with full CRUD and search
- Company tracking — organizations, details, relationships
- Opportunity pipeline — deals, stages, values, win rates
- Project management — track projects with stages and tasks
- Task management — create, assign, complete tasks
- Activity logging — calls, meetings, notes on any record
- Relationship mapping — see connections between records
- Search across all entity types
- Custom fields — read and write custom field values
- Pipeline reports — value, velocity, conversion metrics
Requirements
| Variable | Required | Description |
|---|---|---|
COPPER_API_KEY | ✅ | API key/token for Copper CRM |
COPPER_EMAIL | ✅ | Your Copper account email |
Quick Start
# List people/contacts
python3 {baseDir}/scripts/copper.py people --limit 20
# Get person details
python3 {baseDir}/scripts/copper.py person-get 12345
# Create a person
python3 {baseDir}/scripts/copper.py person-create '{"name":"Jane Doe","emails":[{"email":"jane@example.com"}]}'
# Update a person
python3 {baseDir}/scripts/copper.py person-update 12345 '{"title":"VP Sales"}'
Commands
people
List people/contacts.
python3 {baseDir}/scripts/copper.py people --limit 20
person-get
Get person details.
python3 {baseDir}/scripts/copper.py person-get 12345
person-create
Create a person.
python3 {baseDir}/scripts/copper.py person-create '{"name":"Jane Doe","emails":[{"email":"jane@example.com"}]}'
person-update
Update a person.
python3 {baseDir}/scripts/copper.py person-update 12345 '{"title":"VP Sales"}'
companies
List companies.
python3 {baseDir}/scripts/copper.py companies --limit 20
company-create
Create a company.
python3 {baseDir}/scripts/copper.py company-create '{"name":"Acme Corp"}'
opportunities
List opportunities.
python3 {baseDir}/scripts/copper.py opportunities --limit 20
opportunity-create
Create opportunity.
python3 {baseDir}/scripts/copper.py opportunity-create '{"name":"Acme Deal","monetary_value":50000}'
projects
List projects.
python3 {baseDir}/scripts/copper.py projects --limit 20
tasks
List tasks.
python3 {baseDir}/scripts/copper.py tasks --limit 20 --status open
task-create
Create a task.
python3 {baseDir}/scripts/copper.py task-create '{"name":"Follow up","due_date":"2026-03-01"}'
activities
List activities for a record.
python3 {baseDir}/scripts/copper.py activities --person 12345
search
Search across all records.
python3 {baseDir}/scripts/copper.py search "Acme"
pipelines
List pipelines.
python3 {baseDir}/scripts/copper.py pipelines
pipeline-report
Pipeline summary report.
python3 {baseDir}/scripts/copper.py pipeline-report
Output Format
All commands output JSON by default. Add --human for readable formatted output.
# JSON (default, for programmatic use)
python3 {baseDir}/scripts/copper.py people --limit 5
# Human-readable
python3 {baseDir}/scripts/copper.py people --limit 5 --human
Script Reference
| Script | Description |
|---|---|
{baseDir}/scripts/copper.py | Main CLI — all Copper CRM operations |
Data Policy
This skill never stores data locally. All requests go directly to the Copper CRM API and results are returned to stdout. Your data stays on Copper CRM servers.
Credits
Built by M. Abidi | agxntsix.ai YouTube | GitHub Part of the AgxntSix Skill Suite for OpenClaw agents.
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