> This page is for Agent Handler. > For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.merge.dev/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.merge.dev/_mcp/server. # Copper **Authentication:** email and API key. See [Magic Link](/merge-agent-handler/features/magic-link) for the runtime auth flow. ## Sample use cases * Find the person record for `alice@acme.com` and log a call activity against it * Convert a qualified lead into a person, company, and opportunity in one step * List opportunities in the `Enterprise` pipeline that have not moved stages in 30 days ## Available Tools #### list_activities Search activities, optionally scoped to one record with parent; this is how you read a contact's history. Set... #### get_activity Fetch one activity by ID, including its type, the record it belongs to and its text body. Use list_activities to... #### create_activity Log an activity (note, call, meeting) against a record. Copper requires a type, a parent and details. Call... #### update_activity Update a logged activity's text or date. Copper requires the type on every update even when unchanged; call... #### delete_activity Permanently delete a logged activity by ID. This cannot be undone. Only 'user' category activities can be deleted... #### bulk_create_activities Log up to 10 activities in one call, each with a type, a parent and details. Call list_activity_types first for... #### list_companies Search companies with server-side filters (name, email domains, assignee, contact type, tags, location, interaction... #### get_company Fetch one company by ID, including address, websites, tags and custom fields. Use list_companies to find the ID. #### create_company Create a company. Only a name is required. email_domain must be unique across the account or the call fails. Call... #### update_company Update a company by ID. Only the fields you supply change, but list fields such as websites and tags replace the... #### delete_company Permanently delete a company by ID. This cannot be undone and does not delete the people linked to it. Use... #### bulk_create_companies Create up to 10 companies in one call. Copper answers 200 even when individual records fail, so check the per-record... #### bulk_update_companies Update up to 10 companies in one call, each identified by company_id. Copper answers 200 even when individual... #### list_leads Search leads with server-side filters (name, emails, company, status, source, assignee, tags, location and value... #### get_lead Fetch one lead by ID, including email, company name, status, value and custom fields. Use list_leads to find the ID. #### create_lead Create a lead. Only a name is required. Call list_lead_statuses, list_customer_sources, list_users and... #### update_lead Update a lead by ID; change its status, owner, value or details. Only the fields you supply change, but list fields... #### delete_lead Permanently delete a lead by ID. This cannot be undone; to qualify a lead instead, use convert_lead. Use list_leads... #### convert_lead Convert a qualified lead into a person, and optionally a company and an opportunity. The lead is consumed and can no... #### bulk_create_leads Create up to 10 leads in one call. Copper answers 200 even when individual records fail, so check the per-record... #### bulk_update_leads Update up to 10 leads in one call, each identified by lead_id. Copper answers 200 even when individual records fail... #### get_account Fetch the Copper account this credential belongs to: its ID, name, timezone and which optional modules are enabled... #### list_users List the users in the Copper account. Call this first to get the user IDs that assignee_id takes on every create and... #### list_pipelines List the opportunity pipelines in the account. Call this to get the pipeline_id that create_opportunity and... #### get_pipeline Get one opportunity pipeline by ID, including its stages and whether it tracks revenue. Use this when list_pipelines... #### list_pipeline_stages List every opportunity pipeline stage in the account, each naming the pipeline it belongs to. Call this to get the... #### list_activity_types List the activity types in the account, split into the 'user' types an integration may write and the read-only... #### list_contact_types List the contact types in the account, e.g. 'Potential Customer'. Call this to get the contact_type_id that... #### list_customer_sources List the customer sources in the account, e.g. 'Cold Call'. Call this to get the customer_source_id that... #### list_loss_reasons List the loss reasons in the account. Call this to get the loss_reason_id to pass to update_opportunity when setting... #### list_lead_statuses List the lead statuses in the account. Call this to get the status_id that create_lead and update_lead take. Fails... #### list_custom_field_definitions List the custom field definitions configured on the account, with each field's data type, the entities it applies... #### list_tags List the tags already in use across the account. Call this before setting tags on a record so you reuse an existing... #### list_opportunities Search opportunities with server-side filters (pipeline, stage, status, priority, assignee, company, value... #### get_opportunity Fetch one opportunity by ID, including pipeline, stage, value, status and custom fields. Use list_opportunities to... #### create_opportunity Create an opportunity. Copper requires a name and a primary_contact_id; use list_people or get_person_by_email to... #### update_opportunity Update an opportunity by ID; move it to another stage, change its value, or close it by setting status to Won or... #### delete_opportunity Permanently delete an opportunity by ID. This cannot be undone; to close a deal instead, use update_opportunity with... #### bulk_create_opportunities Create up to 10 opportunities in one call. Each needs a name and a primary_contact_id. Copper answers 200 even when... #### list_people Search people with server-side filters (name, emails, company, assignee, contact type, tags, location, interaction... #### get_person Fetch one person by ID, including emails, phone numbers, company, tags and custom fields. Use list_people or... #### get_person_by_email Fetch one person by their exact email address. Use this when you have an email and need the person's ID; use... #### create_person Create a person. Only a name is required. Call list_contact_types, list_users, list_companies and... #### update_person Update a person by ID. Only the fields you supply change; omitted fields are left alone, but list fields such as... #### delete_person Permanently delete a person by ID. This cannot be undone. Use list_people to find the ID and confirm the record... #### bulk_create_people Create up to 10 people in one call. Copper answers 200 even when individual records fail, so check the per-record... #### bulk_update_people Update up to 10 people in one call, each identified by person_id. Copper answers 200 even when individual records... #### list_projects Search projects with server-side filters (name, assignee, status, tags and created/modified date ranges) and... #### get_project Fetch one project by ID, including its assignee, status, tags and custom fields. Use list_projects to find the ID. #### create_project Create a project. Only a name is required. Set an owner with assignee_id from list_users, and use... #### update_project Update a project by ID; reassign it, rename it, or close it by setting status to Completed. Only the fields you... #### delete_project Permanently delete a project by ID. This cannot be undone; to close a project instead, use update_project with... #### list_related_items List the records linked to one record; for example every opportunity and project attached to a person. Narrow with... #### relate_record Link two existing records, e.g. attach an opportunity to a person. Both must already exist; this creates the link... #### unrelate_record Remove the link between two records. The records themselves are not deleted, only the relationship... #### list_tasks Search tasks with server-side filters (assignee, status, priority, the project or opportunity a task hangs off... #### get_task Fetch one task by ID, including its assignee, status, due date and the record it is attached to. Use list_tasks to... #### create_task Create a task. Only a name is required. Attach it to a record with related_resource, and set an owner with... #### update_task Update a task by ID; reassign it, change its due date, or close it by setting status to Completed. Only the fields... #### delete_task Permanently delete a task by ID. This cannot be undone; to close a task instead, use update_task with status... #### list_webhooks List the webhook subscriptions registered on the account, each with the entity type and event it watches and the URL... #### get_webhook Fetch one webhook subscription by ID, including its target URL, watched entity type and event. Use list_webhooks to... #### create_webhook Register a webhook subscription so Copper posts to your URL when a record changes. The target must already be a live... #### update_webhook Update a webhook subscription by ID: its target URL, secret, or custom_field_computed_values. Copper cannot change... #### delete_webhook Delete a webhook subscription by ID. Copper stops posting notifications immediately. Use list_webhooks to find the ID.