Every action below is available as an MCP tool and a verb in Cerebral OS — callable from any AI agent, Claude, Cursor, Windsurf, or your own runtime via the BYOA API. All executions are governed, audited, and dry-run safe.
Convert Lead
copper:convert_lead
Convert a lead to a person, company, and/or opportunity in Copper CRM.
Write
Medium risk
Create Activity
copper:create_activity
Create a new activity in Copper CRM.
Write
Medium risk
Create Company
copper:create_company
Create a new company in Copper CRM.
Write
Medium risk
Create Lead
copper:create_lead
Create a new lead in Copper CRM.
Write
Medium risk
Create Opportunity
copper:create_opportunity
Create a new opportunity in Copper CRM.
Write
Medium risk
Create Person
copper:create_person
Create a new person in Copper CRM.
Write
Medium risk
Create Task
copper:create_task
Create a new task in Copper CRM.
Write
Medium risk
Delete Company
copper:delete_company
Delete a company from Copper CRM. This action cannot be undone.
Write
High risk
Delete Lead
copper:delete_lead
Delete a lead from Copper CRM. This action cannot be undone.
Write
High risk
Delete Opportunity
copper:delete_opportunity
Delete an opportunity from Copper CRM. This action cannot be undone.
Write
High risk
Delete Person
copper:delete_person
Delete a person from Copper CRM. This action cannot be undone.
Write
High risk
Delete Task
copper:delete_task
Delete a task from Copper CRM. This action cannot be undone.
Write
High risk
Get Company
copper:get_company
Fetch a single company by ID with contact details and custom fields.
Read
Low risk
Get Lead
copper:get_lead
Fetch a single lead by ID with contact details and status.
Read
Low risk
Get Opportunity
copper:get_opportunity
Fetch a single opportunity by ID with deal details and pipeline stage.
Read
Low risk
Get Person
copper:get_person
Fetch a single person by ID with contact details and custom fields.
Read
Low risk
Get Task
copper:get_task
Fetch a single task by ID with details and completion status.
Read
Low risk
List Activities
copper:list_activities
List activities with filtering capabilities.
Read
Low risk
List Activity Types
copper:list_activity_types
List all activity types in the Copper account.
Read
Low risk
List Companies
copper:list_companies
List companies with filtering and search capabilities.
Read
Low risk
List Customer Sources
copper:list_customer_sources
List all customer sources in the Copper account.
Read
Low risk
List Leads
copper:list_leads
List leads with filtering and search capabilities.
Read
Low risk
List Loss Reasons
copper:list_loss_reasons
List all loss reasons in the Copper account.
Read
Low risk
List Opportunities
copper:list_opportunities
List opportunities with filtering and search capabilities.
Read
Low risk
List People
copper:list_people
List people with filtering and search capabilities.
Read
Low risk
List Pipelines
copper:list_pipelines
List all pipelines in the Copper account.
Read
Low risk
List Pipeline Stages
copper:list_pipeline_stages
List all stages for a specific pipeline in Copper.
Read
Low risk
List Tasks
copper:list_tasks
List tasks with filtering and search capabilities.
Read
Low risk
List Users
copper:list_users
List all users in the Copper account.
Read
Low risk
Update Company
copper:update_company
Update an existing company in Copper CRM.
Write
Medium risk
Update Lead
copper:update_lead
Update an existing lead in Copper CRM.
Write
Medium risk
Update Opportunity
copper:update_opportunity
Update an existing opportunity in Copper CRM.
Write
Medium risk
Update Person
copper:update_person
Update an existing person in Copper CRM.
Write
Medium risk
Update Task
copper:update_task
Update an existing task in Copper CRM.
Write
Medium risk