Copper MCP by usefulapi

io.usefulapi由 usefulapi.io 發布官方發布者v1.40.2更新於 Nov 14, 2026

Read and write Copper CRM people, companies, opportunities and activities.

發布方自己的服務:Ably MCP by usefulapi

已驗證Streamable HTTP可網頁執行效率與工作流商業與電商

概覽

AI 產生的概覽

託管的 Copper CRM 連接器,讓助理搜尋與讀取聯絡人、公司、商機、潛在客戶、專案與任務,並可新增或更新記錄。

可以做什麼
  • 搜尋並讀取 CRM 記錄:聯絡人、公司、商機、潛在客戶、專案、任務與活動
  • 查詢帳戶資訊、使用者、銷售流程與階段、活動類型以及自訂欄位定義
  • 列出記錄上附件的中繼資料(名稱、大小、類型、時間戳)
  • 新增聯絡人、公司、商機、潛在客戶與任務,更新聯絡人,並記錄活動
  • 查看每月工具呼叫用量、提出功能需求、管理付費訂閱
適用情境
當你希望助理回答關於 Copper 銷售流程、聯絡人、潛在客戶或待辦任務的問題,或在不開啟 Copper 介面的情況下新增聯絡人、商機、任務與活動記錄時適用。
執行需求
僅以 URL 加入的遠端 MCP 端點,無需本機安裝。透過 OAuth 登入,登入頁會要求填寫 Copper 憑證,憑證依使用者儲存。用戶端設定不需要 API 金鑰或 Authorization 標頭。
安裝前請注意
寫入類工具會新增或修改 Copper 記錄並記錄活動,執行前應先確認。免費方案每月 50 次工具呼叫;付費方案(Pro、Pro+)透過助理可開啟的 Stripe 結帳連結計費,變更方案會立即按比例補差額,取消時不退費。Copper 憑證需在託管登入頁輸入。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Copper MCP by usefulapi,將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/io.usefulapi%2Fcopper/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

{
  "mcpServers": {
    "copper-by-usefulapi": {
      "type": "http",
      "url": "https://copper.usefulapi.io/mcp"
    }
  }
}

README

Copper MCP by usefulapi

Read and write Copper CRM people, companies, opportunities and activities. Hosted, no local install.

Live endpoint: https://copper.usefulapi.io/mcp · Homepage: https://usefulapi.io

Connect

  • Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste https://copper.usefulapi.io/mcp.
  • Claude Code: claude mcp add --transport http copper https://copper.usefulapi.io/mcp, then run /mcp to log in.
  • VS Code: Add to VS Code.
  • Cursor and other clients: add the URL as a remote MCP server:
json
{  "mcpServers": {    "copper": {      "url": "https://copper.usefulapi.io/mcp"    }  }}

Add only the URL. Do not add an Authorization header or an API key to the client config: the server signs you in with OAuth, and the login page asks for your Copper credentials.

Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/copper/

On first connect you'll paste your Copper credentials. They are validated, stored per-user, and scoped to you — no keys in config files.

Tools

ToolTypeWhat it does
copper_search_projectsreadSearch projects
copper_get_projectreadGet project
copper_list_custom_field_definitionsreadList custom field definitions
copper_list_filesreadList attached file metadata
copper_get_file_metadatareadGet attached file metadata
copper_get_accountreadGet account
copper_list_usersreadList users
copper_search_peoplereadSearch people
copper_get_personreadGet person
copper_search_companiesreadSearch companies
copper_get_companyreadGet company
copper_search_opportunitiesreadSearch opportunities
copper_get_opportunityreadGet opportunity
copper_search_leadsreadSearch leads
copper_get_leadreadGet lead
copper_search_tasksreadSearch tasks
copper_get_taskreadGet task
copper_list_activitiesreadList activities
copper_list_activity_typesreadList activity types
copper_list_pipelinesreadList pipelines
copper_create_personwriteCreate person
copper_update_personwriteUpdate person
copper_create_companywriteCreate company
copper_create_opportunitywriteCreate opportunity
copper_create_leadwriteCreate lead
copper_create_taskwriteCreate task
copper_log_activitywriteLog activity
copper_usage_statusmetaUsage status (free-tier meter)
copper_request_featuremetaRequest a missing feature
copper_upgrademetaUpgrade to Pro or Pro+
copper_cancel_subscriptionmetaCancel the Pro subscription

read tools are read-only; write tools mutate data (clients should confirm them); meta tools report usage, manage your subscription or send a feature request.

Pricing

PlanPriceLimit
Free$050 tool calls / month
Pro$9/mo or $90/yr (2 months free)10,000 tool calls / month
Pro+$39/mo or $390/yr (2 months free)100,000 tool calls / month

Each paid plan covers this server only. Ask your AI to run copper_upgrade and choose Pro or Pro+, billed monthly or yearly (it returns a Stripe Checkout link). If you already have Pro, ask to change it to Pro+. The change requires your confirmation, keeps your billing interval and charges the price difference for the rest of the period immediately. Cancel any time with copper_cancel_subscription: your paid plan continues to the end of the paid period, with no refund for the current period, and asking to resume the same plan with copper_upgrade before then undoes the cancel. Or write to [email protected].

License

MIT

來源:servers/copper/README.md,提交 f22f848

工具

27

copper_search_projects

Search projects

List/search Copper Projects. name uses the vendor's name filter. contains_name scans a bounded number of pages locally; inspect complete and continue with next_page before claiming exhaustive results. POST /projects/search.

輸入參數namesort_bymax_pagespage_sizepage_numberassignee_idscontains_namesort_direction

copper_get_project

Get project

Read one Copper project, including details and raw custom-field values. GET /projects/{id}.

輸入參數id必填

copper_list_custom_field_definitions

List custom field definitions

Map custom_field_definition_id to its label, data type (including URL), options and applicable entities. Existing opportunity/project reads return raw values. A returned private document URL still needs access through its own provider. GET /custom_field_definitions.

輸入參數available_on

copper_list_files

List attached file metadata

List attached-file IDs, names, sizes, types and timestamps on an opportunity, project or other supported entity. Returns metadata, not file bytes or Google Drive document access. GET /{entity_type}/{entity_id}/files.

輸入參數entity_id必填entity_type必填

copper_get_file_metadata

Get attached file metadata

Read metadata for a file attached to a specific Copper record. The public contract provides no download or Drive-link resolver; this tool does not claim to read the file's contents. GET /{entity_type}/{entity_id}/files/{file_id}.

輸入參數file_id必填entity_id必填entity_type必填

copper_get_account

Get account

Get details of the authenticated Copper account. Copper REST: GET /account.

無需輸入參數。

copper_list_users

List users

List users in the Copper account (id, name, email) — useful for resolving assignee ids. Copper REST: POST /users/search.

輸入參數page_sizepage_number

copper_search_people

Search people

Search/list people (contacts). All filters optional; returns a page of people. Copper REST: POST /people/search.

輸入參數citynametagsstateemailscountrysort_bypage_sizecompany_idspage_numberassignee_idsphone_number另有 1 個

copper_get_person

Get person

Get a single person (contact) by id. Copper REST: GET /people/{id}.

輸入參數id必填

copper_search_companies

Search companies

Search/list companies. All filters optional; returns a page of companies. Copper REST: POST /companies/search.

輸入參數citynametagsstatecountrysort_bypage_sizepage_numberassignee_idssort_direction

copper_get_company

Get company

Get a single company by id. Copper REST: GET /companies/{id}.

輸入參數id必填

copper_search_opportunities

Search opportunities

Search/list opportunities (deals). All filters optional; returns a page of opportunities. Copper REST: POST /opportunities/search.

輸入參數nametagssort_bypage_sizestatus_idscompany_idspage_numberassignee_idspipeline_idssort_directionpipeline_stage_ids

copper_get_opportunity

Get opportunity

Get a single opportunity (deal) by id. Copper REST: GET /opportunities/{id}.

輸入參數id必填

copper_search_leads

Search leads

Search/list leads. All filters optional; returns a page of leads. Copper REST: POST /leads/search.

輸入參數citynametagsstateemailscountrysort_bypage_sizepage_numberassignee_idssort_directioncustomer_source_ids

copper_get_lead

Get lead

Get a single lead by id. Copper REST: GET /leads/{id}.

輸入參數id必填

copper_search_tasks

Search tasks

Search/list tasks. All filters optional; returns a page of tasks. Copper REST: POST /tasks/search.

輸入參數namestatussort_bypage_sizepage_numberassignee_idssort_direction

copper_get_task

Get task

Get a single task by id. Copper REST: GET /tasks/{id}.

輸入參數id必填

copper_list_activities

List activities

List activities (notes, calls, meetings, system events) attached to a record. Copper REST: POST /activities/search.

輸入參數page_sizeparent_idpage_numberparent_typemaximum_activity_dateminimum_activity_date

copper_list_activity_types

List activity types

List the account's activity types (user + system), needed to log an activity. Copper REST: GET /activity_types.

無需輸入參數。

copper_list_pipelines

List pipelines

List sales pipelines and their stages (ids needed to place opportunities). Copper REST: GET /pipelines.

無需輸入參數。

copper_create_person

Create person

Create a new person (contact). Copper REST: POST /people.

輸入參數name必填tagstitleemailsdetailscompany_idassignee_idcompany_namephone_numbers

copper_update_person

Update person

Update fields on an existing person. Only provided fields are changed. Copper REST: PUT /people/{id}.

輸入參數id必填nametagstitleemailsdetailscompany_idassignee_idphone_numbers

copper_create_company

Create company

Create a new company. Copper REST: POST /companies.

輸入參數name必填tagsdetailsassignee_idemail_domainphone_numbers

copper_create_opportunity

Create opportunity

Create a new opportunity (deal). `name` and `primary_contact_id` are required by Copper. Copper REST: POST /opportunities.

輸入參數name必填tagsdetailsclose_datecompany_idassignee_idpipeline_idmonetary_valuepipeline_stage_idprimary_contact_id必填

copper_create_lead

Create lead

Create a new lead. Copper REST: POST /leads.

輸入參數name必填tagsemailtitledetailsassignee_idcompany_namephone_numbersmonetary_valuecustomer_source_id

copper_create_task

Create task

Create a new task. Copper REST: POST /tasks.

輸入參數name必填tagsdetailsdue_datepriorityassignee_idreminder_daterelated_resource_idrelated_resource_type

copper_log_activity

Log activity

Log a user activity (e.g. a note or call) on a record. Get the activity_type_id from copper_list_activity_types. Copper REST: POST /activities.

輸入參數details必填parent_id必填parent_type必填activity_dateactivity_type_id必填

版本歷史

26
  1. v1.40.2最新Nov 14, 2026
  2. v1.40.1Nov 13, 2026
  3. v1.39.0Nov 12, 2026
  4. v1.38.3Nov 11, 2026
  5. v1.37.0Nov 8, 2026
  6. v1.36.4Nov 7, 2026
  7. v1.35.3Nov 5, 2026
  8. v1.35.2Nov 5, 2026
  9. v1.35.1Nov 4, 2026
  10. v1.35.0Nov 3, 2026
  11. v1.34.1Nov 3, 2026
  12. v1.33.0Nov 1, 2026
  13. v1.31.0Oct 31, 2026
  14. v1.30.0Oct 31, 2026
  15. v1.29.2Oct 30, 2026
  16. v1.29.0Oct 30, 2026
  17. v1.24.0Oct 26, 2026
  18. v1.21.3Oct 25, 2026
  19. v1.21.0Oct 25, 2026
  20. v1.20.0Oct 24, 2026
  21. v1.17.0Oct 23, 2026
  22. v1.16.4Oct 22, 2026
  23. v1.16.3Oct 21, 2026
  24. v1.11.1Oct 9, 2026
  25. v1.10.0Oct 9, 2026
  26. v1.0.0Sep 29, 2026

評分

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  • 近 30 天內可連通必需25 分
  • 已宣告認證方式必需10 分
  • 已列出工具必需15 分
  • 描述必需15 分
  • 圖示10 分
  • 文件15 分
  • 授權條款10 分

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