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Connectors Copper
Live 58 Actions

Copper Integration for AI Agents

Connect your AI agent to 58 QA'd Copper actions via MCP, A2A, or SDK, with agent authentication, tool-calling execution, and security built-in.

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Copper AI Agent Actions

58 production-ready actions for your agent to do more on Copper.

58 Actions
Fetch Account Details - Retrieve details of the authenticated Copper account
Fetch User By ID - Retrieve a single Copper user by user ID
Fetch API User - Retrieve details of the user associated with the API credentials
List Users - List users in the Copper account
List Leads - Search and list leads in Copper
Fetch Lead By ID - Retrieve a specific lead by ID
Create Lead - Create a new lead in Copper
Update Lead - Update an existing lead
Delete Lead - Delete a lead from Copper
Upsert Lead - Create or update a lead by matching on name or email. If a lead matches the supplied criteria it is updated with the supplied properties; otherwise a new lead is created.
Convert Lead - Convert a lead into a person, company, and optional opportunity
List Lead Activities - List activities logged against a specific lead
List Lead Statuses - List all configured lead statuses in Copper
List People - Search and list people (contacts) in Copper
Fetch Person By ID - Retrieve a specific person by their unique ID
Fetch Person By Email - Retrieve a person by their email address
Create Person - Create a new person (contact) in Copper
Update Person - Update an existing person in Copper
Delete Person - Delete a person from Copper
List Person Activities - List activities related to a specific person
List Contact Types - List all contact types available in the Copper account
List Companies - List companies in Copper using the search endpoint
Fetch Company By ID - Retrieve a specific company by ID
Create Company - Create a new company in Copper
Update Company - Update an existing company in Copper
Delete Company - Permanently delete a company from Copper
List Company Activities - List activities for a specific company
List Opportunities - Search and list opportunities in Copper
Fetch Opportunity By ID - Retrieve a specific opportunity by ID
Create Opportunity - Create a new opportunity in Copper
Update Opportunity - Update an existing opportunity
Delete Opportunity - Delete an opportunity from Copper
List Pipelines - List all pipelines in Copper
List Pipeline Stages - List all pipeline stages in Copper
List Loss Reasons - List all loss reasons in Copper
List Customer Sources - List all customer sources in Copper
List Projects - Search and list projects in Copper
Fetch Project By ID - Retrieve a specific project by ID
Create Project - Create a new project in Copper
Update Project - Update an existing project
Delete Project - Delete a project from Copper
List Tasks - Search and list tasks in Copper
Fetch Task By ID - Retrieve a specific task by ID
Create Task - Create a new task in Copper
Update Task - Update an existing task
Delete Task - Delete a task from Copper
List Activities - Search and list activities in Copper CRM
Fetch Activity By ID - Retrieve a specific activity by ID
Create Activity - Create a new activity in Copper CRM
Update Activity - Update an existing activity
Delete Activity - Delete an activity from Copper CRM
List Activity Types - List all activity types in Copper CRM
List Tags - Retrieve all tags in Copper CRM
List Custom Field Definitions - Retrieve all custom field definitions in Copper CRM
Fetch Custom Field Definition - Retrieve a specific custom field definition by ID
View All Related Records - View all records related to an entity in Copper
Relate Record To Entity - Relate an existing record to an entity in Copper
Remove Relationship - Remove a relationship between a record and an entity in Copper

Copper AI Agent Use Cases

Connect your AI agent to Copper and help your team scale the sales operations they run by hand today.

Post-Demo Follow-Up

Use StackOne to connect your AI agent to your CRM, email, and calendar tools to automate post-demo follow-up.

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SalesforceHubSpotPipedriveGongFirefliesGmailMicrosoft OutlookGoogle Calendar
Deal Risk Scoring

Use StackOne to connect your AI agent to your CRM, email, and calendar tools to automate deal risk scoring and pipeline alerts.

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SalesforceHubSpotPipedriveZoho CRMCloseFreshsalesGmailOutlook
Outbound Prospecting

Use StackOne to connect your AI agent to your CRM, sales engagement, and messaging tools to automate outbound prospecting.

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SalesforceHubSpotOutreachSalesloftLemlistPipedriveCloseGmail

Do More, Build Less

Integration Infrastructure for Copper AI Agents

Multiple Interfaces

Access integrations via API, AI SDKs, MCP & A2A.

Copper MCP server
Managed Authentication

Pre-built authentication UI.

Agent auth
Falcon Engine

Every Copper action runs on Falcon.

Agent Execution Engine
StackOne Defender
StackOne Defender Meta PG v1 Meta PG v2 DeBERTa 88.7% 67.5% 63.1% 56.9% Detection accuracy

88.7% prompt injection detection.

Prompt injection defense

"What impressed us most about StackOne is its ambition and clarity. They're creating infrastructure that modern software and the entire AI agent ecosystem can rely on. The depth of secure integrations, the pace of delivery, and the team's foresight into AI's future uniquely position StackOne to redefine this category."

Luna Schmid, Partner at GV

"We've been impressed by how quickly and deeply StackOne integrates with complex enterprise systems -- and now, with their focus on agent-to-agent interoperability, they're unlocking even more powerful use cases for customers. StackOne delivers all of the above in a universal layer -- without compromise."

Barbry McGann, SVP at Workday Ventures

G2 - High Performer G2 - Easiest To Do Business With G2 - Users Love Us G2 - Users Most Likely To Recommend G2 - Easiest Admin

Product Teams Love Building Agent Integrations With StackOne

G2

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Copper Agent Integration Resources

Unified API Limitations for AI Agent Integration: 7 Ways They Break

Unified APIs work for traditional software but fail AI agents in specific, measurable ways. Here are 7 problems we found after building both approaches, with examples from Workday, Greenhouse, Jira, and Salesforce.

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Agentic Context Engineering: Why AI Agents Kill Their Own Context Windows

AI agents exceed their context windows without knowing it. Six failure patterns and seven survival architectures for agentic context engineering.

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MCP Code Mode: Keeping Tool Responses Out of Agent Context

Anthropic's code_execution processes data already in context. Custom MCP code mode keeps raw tool responses in a sandbox. 14K tokens vs 500.

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Comparing BM25, TF-IDF, and Hybrid Search for MCP Tool Discovery

Benchmarking BM25, TF-IDF, and hybrid search for MCP tool discovery across 916 tools. The 80/20 TF-IDF/BM25 hybrid hits 21% Top-1 accuracy in under 1ms.

10 min

Put your AI agents to work

All the tools you need to build and scale AI agent integrations, with best-in-class connectivity, execution, and security.