MCP & AI Agent Integration

Copper
automation.

34 AI agent actions for Copper — callable from any MCP-compatible runtime, Claude, Cursor, or Cerebral OS workflow. Use Copper to update contacts, move deals through pipelines, and trigger follow-up sequences automatically. Full governance, audit trail, and dry-run safety on every execution.

No credit card required
Live in production environments
<200ms median execution
Dry-run before production
Execution trace
live
34
actions
100%
governed
<200ms
latency
34
AI agent actions
17
Read operations
17
Write operations
5
High-risk actions (approval gated)
CRM Copper is a CRM integration — use it to automate contact management, deals, and pipeline operations from any AI agent or MCP-compatible runtime.
Actions

What you can do
with Copper.

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.

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
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
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
MCP & Runtime API

Call Copper
from any AI agent.

Any AI agent — Claude, Cursor, LangChain, AutoGen, or your own — can call Copper actions through the Cerebral OS Runtime API. Governance, credentials, and audit trail fire automatically.

copper:get_company READ
# Call via Runtime API
curl
-X POST \
  "https://api.cerebralos.com/v1/runtime/actions/run"
  -H "X-API-Key: YOUR_KEY" \
  -d '{
    "verb": "copper:get_company",
    "args": {},
    "execution_id": "agent-001"
  }'
copper:convert_lead WRITE
# Dry-run first — no production risk
curl
-X POST \
  "https://api.cerebralos.com/v1/runtime/actions/run"
  -H "X-API-Key: YOUR_KEY" \
  -d '{
    "verb": "copper:convert_lead",
    "args": {},
    "execution_id": "agent-001",
    "metadata": {"dryRun": true}
  }'
Get your Runtime API key at app.cerebralos.com/signup — 1,000 free executions, no credit card required.
AI agent examples

What your AI agent
can do with Copper.

Real patterns your AI agent can execute via MCP or the Runtime API. Every action governed, dry-run safe, and fully audited.

Trigger
AI agent needs Copper data
Call copper:get_company via MCP or Runtime API
AI processes result and takes next action
Full execution logged to audit trail automatically
Trigger
Workflow needs to write to Copper
Dry-run validates copper:convert_lead before execution
Approval gate fires if risk level is high
Action executes with full governance — logged, audited, reversible
Trigger
Lead or deal event
Score with AI
Route to right rep
Trigger outreach sequence
How it works

Every Copper action
governed end-to-end.

Cerebral OS isn't a connector. It's the execution layer that sits in front of Copper — adding governance, dry-run safety, and a full audit trail to every operation.

Governance first
Every verb carries a risk classification. High-risk writes require explicit approval gates before they execute in production.
Dry-run safe
Simulate any Copper action before it touches production. See exactly what would happen before a single real call is made.
Immutable audit trail
Every Copper action is logged — what ran, what changed, who approved it, when it happened. Full history on every verb, forever.
Connect with

Copper works best
alongside these.

Build multi-step workflows that connect Copper to the rest of your stack. All governed. All audited.

Copper integration

Start free.
No credit card required.

Start free with 1,000 runs — no credit card required. Connect Copper in minutes, dry-run every action before it touches production, full audit trail on everything.

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