--- title: "Connect Copper and Microsoft Entra ID - APIANT.ai" description: "When \"New Activity\" fires in Copper, your agent runs \"Add User to Group\" in Microsoft Entra ID." canonical: "https://apiant.ai/connect/copper-to-microsoft-entra-id" --- # Connect Copper and Microsoft Entra ID When **New Activity** fires in [Copper](https://apiant.ai/connections/copper), your agent runs **Add User to Group** in [Microsoft Entra ID](https://apiant.ai/connections/microsoft-entra-id), or **New Group** in Microsoft Entra ID to **Create Lead** in Copper. Describe the whole flow and it is built, tested on every scenario and kept running. Copper **17** triggers Copper **22** actions Microsoft Entra ID **2** triggers Microsoft Entra ID **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Copper and Microsoft Entra ID to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Copper and Microsoft Entra ID can do together ### From Copper to Microsoft Entra ID - When **New Activity** in Copper then **Add User to Group** in Microsoft Entra ID - When **New Company** in Copper then **Create User** in Microsoft Entra ID ### From Microsoft Entra ID to Copper - When **New Group** in Microsoft Entra ID then **Create Lead** in Copper - When **New User** in Microsoft Entra ID then **Create Task** in Copper Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Copper and Microsoft Entra ID ## Triggers and actions 19 triggers · 36 actions - Trigger **New Activity** Triggers when a new activity is created. - Trigger **New Company** Triggers when a new Company is created in Copper. - Trigger **New Lead** Triggers when a Lead is created in Copper. - Trigger **New Opportunity** Triggers when an Opportunity is created in Copper. - Trigger **New Person** Triggers when a new Person is created in Copper. - Trigger **New Project** Triggers when a new Project is created in Copper. - Trigger **New Task** Triggers when a new Task is created in Copper. - Trigger **Updated Company** Triggers when a Person's Company is changed. - Trigger **Updated Contact Type** Triggers when a Person's Contact Type is changed. - Trigger **Updated Lead** Triggers when a Lead is changed. - Trigger **Updated Lead Status** Triggers when a Lead's status is changed. - Trigger **Updated Opportunity** Triggers when an Opportunity is changed. - Trigger **Updated Opportunity Stage** Triggers when an Opportunity's stage is changed. - Trigger **Updated Opportunity Status** Triggers when an Opportunity's status is changed. - Trigger **Updated Person** Triggers when a Person is changed. - Trigger **Updated Project** Triggers when a Project is changed. - Trigger **Updated Task** Triggers when a Task is changed. - Action **Associate to Project** This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps. - Action **Create Activity** Logs a new Activity on a Person, Company, Opportunity, or Lead. - Action **Create Company** Creates a new Company. - Action **Create Lead** Creates a new Lead. - Action **Create Opportunity** Creates a new Opportunity. - Action **Create Person** Creates a new Person. - Action **Create Project** Creates a new Project. - Action **Create Task** Creates a new Task. - Action **Create/Update Company** Creates or Updates a Company depending on the match criteria. - Action **Create/Update Lead** Creates or Updates a Lead depending on the match criteria. - Action **Create/Update Opportunity** Creates or Updates an Opportunity based off of a match criteria. - Action **Create/Update Person** Creates or Updates a Person depending on the match criteria. - Action **Create/Update Project** Creates or Updates a Project depending on the match criteria. - Action **Search for a Company** Searches for an existing company in Copper. - Action **Search for an Activity** Searches for an existing activity in Copper. - Action **Search for a Opportunity** Searches for an existing opportunity in Copper. - Action **Search for a Person** Searches for an existing person in Copper. - Action **Search for a Project** Searches for an existing project in Copper. - Action **Update Company** Updates a Company depending on the match criteria. - Action **Update Opportunity** Updates an Opportunity based off of a match criteria. - Action **Update Person** Updates a Person depending on the match criteria. - Action **Update Project** Updates a Project depending on the match criteria. - Trigger **New Group** Triggers when a new group is created in your Microsoft Entra ID directory. - Trigger **New User** Triggers when a new user is created in your Microsoft Entra ID directory. - Action **Add User to Group** Adds a user as a member of a group in your Microsoft Entra ID directory. - Action **Create Group** Creates a new security group or Microsoft 365 group in your Microsoft Entra ID directory. - Action **Create User** Creates a new user in your Microsoft Entra ID directory with a starting password. - Action **Delete Group** Deletes a group from your Microsoft Entra ID directory. - Action **Delete User** Deletes a user from your Microsoft Entra ID directory. Deleted users can be restored for 30 days. - Action **Disable User** Disables an existing user's account so they can no longer sign in. The user and their data are kept. - Action **Find Group** Returns the groups whose name matches the name you give, either exactly or by how it starts, plus the first match on its own. - Action **Find User** Finds a user in your Microsoft Entra ID directory whose email address or sign-in name matches the one you give. Returns nothing when no user matches. - Action **Get Group** Fetches a group by ID. An error occurs if the group is not found. - Action **Get User** Returns a user's profile from your Microsoft Entra ID directory by object ID or sign-in name. - Action **List Group Members** Returns all direct members of a group: users, nested groups, devices and service principals. - Action **Remove User from Group** Removes a user from a group in your Microsoft Entra ID directory. - Action **Update Group** Updates the name, description or settings of a group in your Microsoft Entra ID directory. Fields left blank are not changed. - Action **Update User** Updates the profile details of an existing user in your Microsoft Entra ID directory. Fields left blank are not changed. ## Each app on its own - [ **Copper** Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across...](https://apiant.ai/connections/copper) - [ **Microsoft Entra ID** Microsoft Entra ID is a cloud-based identity and access management service that lets employees access...](https://apiant.ai/connections/microsoft-entra-id) Reviews ## What our customers say ## More from Copper - [ **Copper to LeadSimple** LeadSimple is the CRM that property management and real estate companies use to scale and grow.](https://apiant.ai/connect/copper-to-leadsimple) - [ **Copper to Nvidia** API platform for deploying GPU-accelerated AI models, including inference microservices and a container...](https://apiant.ai/connect/copper-to-nvidia) - [ **Copper to WattFigure** WattFigure publishes US residential and commercial electricity rates by state together with derived...](https://apiant.ai/connect/copper-to-wattfigure) - [ **Copper to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/copper-to-hubspot) - [ **Copper to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/copper-to-salesforce) - [ **Copper to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/copper-to-google-sheets) ## More into Microsoft Entra ID - [ **HubSpot to Microsoft Entra ID** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-microsoft-entra-id) - [ **Google Sheets to Microsoft Entra ID** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-microsoft-entra-id) - [ **Gmail to Microsoft Entra ID** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-microsoft-entra-id) - [ **Google Calendar to Microsoft Entra ID** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-microsoft-entra-id) - [ **Google Drive to Microsoft Entra ID** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-microsoft-entra-id) - [ **Mailchimp to Microsoft Entra ID** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-microsoft-entra-id) Questions ## Copper and Microsoft Entra ID, answered ### ### What can start an automation from Copper? Any of Copper's 17 triggers in the catalog, including New Activity, New Company, New Lead and New Opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Microsoft Entra ID when something happens in Copper? Any of Microsoft Entra ID's 14 actions, including Create Group, Create User, Update Group and Update User. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Microsoft Entra ID to Copper? Yes. When something happens in Microsoft Entra ID, your agent can act in Copper too. This page covers both directions: Microsoft Entra ID's triggers and Copper's actions are listed here as well. ### ### Do I have to build a connector for Copper or Microsoft Entra ID? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Copper and Microsoft Entra ID without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.