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Copper MCP Server
for AI Agents

Connect your AI agent to StackOne's Copper MCP server and give it 58 MCP tools out of the box. Auth, tool execution, and security all managed.

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Copper MCP Server
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58 Agent Actions

Create, read, update, and delete across Copper — and extend your agent's capabilities with custom actions.

MCP Actions → Build Actions →

Authentication

Agent Tool Authentication

Per-user OAuth in one call. Your Copper MCP server gets session-scoped tokens with zero credentials stored on your infra.

Agent Auth →

Security

Agent Protection

Every Copper tool response scanned for prompt injection in milliseconds — 88.7% accuracy, all running on CPU.

Prompt Injection Defense →

Performance

Max Agent Context. Min Cost.

Free up to 96% of your agent's context window to enhance reasoning and reduce cost, on every Copper call.

Tools Discovery →

What is the Copper MCP Server?

A Copper MCP server lets AI agents read and write Copper data through the Model Context Protocol — Anthropic's open standard for connecting LLMs to external tools. StackOne's Copper MCP server ships with 58 pre-built actions, fully extensible via the Connector Builder — plus managed authentication, prompt injection defense, observability, and agent execution runtime. Connect it from MCP clients like Claude Desktop, Claude Code, Cursor, Goose, and VS Code, or from agent frameworks like OpenAI Agents SDK, LangChain, and Vercel AI SDK.

All Copper MCP Tools

Every action from Copper's API, ready for your agent. Create, read, update, and delete — scoped to exactly what you need.

Leads

  • Create Lead

    Create a new lead in Copper

  • List Leads

    Search and list leads in Copper

  • Update Lead

    Update an existing lead

  • Delete Lead

    Delete a lead from Copper

Persons

  • Create Person

    Create a new person (contact) in Copper

  • Update Person

    Update an existing person in Copper

  • Delete Person

    Delete a person from Copper

Companys

  • Create Company

    Create a new company in Copper

  • Update Company

    Update an existing company in Copper

  • Delete Company

    Permanently delete a company from Copper

Opportunitys

  • Create Opportunity

    Create a new opportunity in Copper

  • Update Opportunity

    Update an existing opportunity

  • Delete Opportunity

    Delete an opportunity from Copper

Projects

  • Create Project

    Create a new project in Copper

  • List Projects

    Search and list projects in Copper

  • Update Project

    Update an existing project

  • Delete Project

    Delete a project from Copper

Tasks

  • Create Task

    Create a new task in Copper

  • List Tasks

    Search and list tasks in Copper

  • Update Task

    Update an existing task

  • Delete Task

    Delete a task from Copper

Activitys

  • Create Activity

    Create a new activity in Copper CRM

  • Update Activity

    Update an existing activity

  • Delete Activity

    Delete an activity from Copper CRM

Other (34)

  • List Users

    List users in the Copper account

  • 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

  • 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

  • List Company Activities

    List activities for a specific company

  • List Opportunities

    Search and list opportunities in 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 Activities

    Search and list activities in 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

  • Remove Relationship

    Remove a relationship between a record and an entity in Copper

  • 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

  • Fetch Lead By ID

    Retrieve a specific lead by ID

  • 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

  • Fetch Person By ID

    Retrieve a specific person by their unique ID

  • Fetch Person By Email

    Retrieve a person by their email address

  • Fetch Company By ID

    Retrieve a specific company by ID

  • Fetch Opportunity By ID

    Retrieve a specific opportunity by ID

  • Fetch Project By ID

    Retrieve a specific project by ID

  • Fetch Task By ID

    Retrieve a specific task by ID

  • Fetch Activity By ID

    Retrieve a specific activity by ID

  • 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

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.

View
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.

View
SalesforceHubSpotPipedriveZoho CRMCloseFreshsalesGmailOutlook
Outbound Prospecting

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

View
SalesforceHubSpotOutreachSalesloftLemlistPipedriveCloseGmail
More Sales & CRM use cases

Set Up Your Copper MCP Server in Minutes

One endpoint. Any framework. Your agent is talking to Copper in under 10 lines of code.

MCP Clients

Claude Desktop setup guide
Claude Code setup guide
Cursor setup guide
Goose setup guide

Agent Frameworks

Claude Desktop
{
  "mcpServers": {
    "stackone": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote@latest",
        "https://api.stackone.com/mcp?x-account-id=<account_id>",
        "--header",
        "Authorization: Basic <YOUR_BASE64_TOKEN>"
      ]
    }
  }
}

Check More CRM MCP Servers

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127+ actions

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121+ actions

Freshsales

120+ actions

HubSpot

106+ actions

Pardot

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Close

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All CRM MCP Servers →

Platform Resources

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.

11 min

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

Indirect Prompt Injection Defense for MCP Tools: A Technical Guide

MCP tools that read emails, CRM records, and tickets are indirect prompt injection vectors. Here's how we built a two-tier defense that scans tool results in ~11ms.

12 min

Copper MCP Server FAQ

Does StackOne have a Copper MCP server?
Yes. StackOne offers a hosted Copper MCP server with 58 pre-built actions, and every action is tested and QA'd by StackOne. Connect it to Claude, Cursor, and any other MCP client, or to any agent framework through the AI Action SDK. It ships with managed agent authentication, prompt injection defense, and tool discovery with server-side execution that preserve your agent's context window and keep reasoning performance.
Copper MCP server vs direct API integration — what's the difference?
A Copper MCP server and direct API integration serve different use cases. Direct API integration is for software-to-software — backend code calling Copper. A Copper MCP server is for AI agents — MCP clients like Claude and Cursor, plus framework agents built with OpenAI, LangChain, or Vercel AI — discovering and calling Copper at runtime. StackOne provides both.
How does Copper authentication work for AI agents?
Copper authentication for AI agents works through a StackOne Connect Session. Create one via the dashboard or the SDK — you get an auth link and ready-to-paste config for Claude Desktop, Cursor, and other MCP clients. Your user authenticates their own Copper account; StackOne handles token exchange, storage, and refresh. Credentials never reach the LLM, and each user is isolated via origin_owner_id.
Are Copper MCP tools vulnerable to prompt injection?
Yes — Copper MCP tools can be vulnerable to indirect prompt injection. Any tool that reads user-written content — documents, messages, tickets, records, or free-text fields — is a potential vector. StackOne Defender scans every tool response before it enters the agent's context — regex patterns in ~1ms, then a MiniLM classifier in ~4ms. 88.7% accuracy, CPU-only.
What is the context bloat of a Copper agent and how do I avoid it?
Context bloat happens when Copper tool schemas and API responses eat your Copper agent's memory, preventing it from reasoning effectively. A single Copper query can return a massive JSON response, and connecting multiple tools compounds the problem. Tools Discovery and Code Mode reduce context bloat — loading only relevant tools per query and keeping raw responses out of the agent's context.
Can I limit which actions my Copper agent can access?
Yes — you can limit which actions your Copper agent can access directly from the StackOne dashboard. Toggle actions on or off, or restrict them to specific accounts, with no code changes to your agent. Session tokens can be scoped to exact actions so if one leaks, exposure stays contained.
Can I create custom agent actions for my Copper MCP server?
Yes — you can create custom agent actions for your Copper MCP server using Connector Builder. It's an integration agent your coding assistant (Claude Code, Cursor, or Copilot) can invoke to research Copper's API, generate production-ready connector YAML, test against the live API, and validate before you ship.
When should I NOT use a Copper MCP server?
Skip a Copper MCP server if your integration is purely software-to-software — direct Copper API integration is simpler when no AI agent is involved. For deterministic, compliance-critical operations (financial transactions, regulatory reporting), direct API gives you predictable behavior without agent-driven decision-making. MCP shines when AI agents need to dynamically discover and call Copper actions at runtime.
What AI frameworks and AI clients does the StackOne Copper MCP server support?
The StackOne Copper MCP server supports both. MCP clients (paste-and-go apps): Claude Desktop, Claude Code, Cursor, VS Code, Goose. Agent frameworks (code SDKs you build with): OpenAI Agents SDK, Anthropic, Vercel AI, Google ADK, CrewAI, Pydantic AI, LangChain, LangGraph, Azure AI Foundry.

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.

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