CRM

Copper integrations

Connect Copper to any other app, or use it from your AI client over MCP. Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.

Connects with an API keycopper.com

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want to automate with Copper?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

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)
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)
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)
Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide (opens in a new tab)
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)
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)

Pair it

Connect Copper with another app

What your agent can do with Copper

Triggers and actions 17 triggers · 22 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.

Related apps

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Reviews

What our customers say

Questions

Copper, answered

Is there a Copper MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Copper. Add that address to any AI client that takes a remote MCP server, sign in once in your browser, and your client can build, test and run automations that use Copper. Nothing to install.

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 Copper?

Any of Copper's 22 actions, including Create Activity, Create Company, Create Lead and Create Opportunity. Your agent maps the data both ways and tests every scenario before it ships.

Which apps can Copper connect to?

Any app in the catalog; the list on this page pairs Copper with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.