First-party app
Copper

Copper

Manage Copper CRM people, companies, opportunities, leads, tasks, activities and org metadata via the Copper Developer API v1.

stable Customer Relationship Management

About

Copper ships in the w6w first-party pack. It declares 24 actions, 2 health checks, and the host runs its code in a sandbox that never sees the credential.

App id
io.w6w.copper
Version
0.1.2
Author
w6w
Licence
MIT
Categories
Customer Relationship Management

Overview

Copper is the CRM built into Google Workspace, reading Gmail and Calendar so a salesperson’s pipeline sits beside their inbox rather than in a separate tab — and this app covers its core objects: people, companies, opportunities, leads, tasks and activities, over Copper’s own API.

It searches and manages people and companies (keyed on email address and domain, matching how Copper itself treats uniqueness), creates and advances opportunities through pipeline stages, creates and searches leads, and logs tasks and activities including calls and notes. Lookups for pipelines, activity types and custom field definitions let a workflow resolve the per-account ids Copper’s write endpoints require.

Good for syncing contacts and companies from email or web forms, keeping deal stage and value current from an external system, logging customer activity from another tool into Copper’s timeline, or automating routine tasks tied to a pipeline stage change.

Build with Copper

Three routes to the same 24 actions. The Workflow tab is generated from Copper's own manifest and carries its real ids, so it is copy-pasteable; the Code and CLI examples are the same call for any action on any app, so every app-specific value in them is a blank you fill in.

Create Activity

create-activity

Log a note, call or meeting against a Lead, Person, Company, Opportunity, Project or Task. Only user-category activities can be created — system activities are read-only.

Create Company

create-company

Create a Company (a customer organization). Email domains are unique across Companies — reusing one fails rather than duplicating.

Create Lead

create-lead

Create a Lead — Copper's pre-qualification catch-all holding contact, company and deal value in one record. Note `email` is a single object here, not an array.

Create Opportunity

create-opportunity

Create an Opportunity. Note `closeDate` is `MM/DD/YYYY` text, not a Unix timestamp — Copper makes it one of a handful of documented date-format exceptions.

Create Person

create-person

Create a Person. Email addresses are unique across People — creating one that already exists fails rather than duplicating.

Create Task

create-task

Create a Task, optionally attached to a Lead, Person, Company, Opportunity or Project. `completed_date` is not settable — Copper fills it when the status flips to Completed.

Delete Person

delete-person

Delete a Person by id. Not recoverable through the API.

Find Person by Email

find-person-by-email

Fetch the single Person with this email address. Email is a unique key for People in Copper, so this is an exact lookup — `POST /people/fetch_by_email`, with the address in the body.

Get Person

get-person

Fetch a single Person by id, including addresses, emails, phone numbers, tags and custom field values.

List Activity Types

list-activity-types

List the account's Activity Types, keyed by category (`user` / `system`). Needed to create anything other than a Note, whose id is hard-coded to 0.

List Custom Field Definitions

list-custom-field-definitions

List the account's custom field definitions — their ids, data types, dropdown options and which record types they appear on. Needed to read or write any custom field value.

List Pipeline Stages

list-pipeline-stages

List Pipeline Stages — all of them, or just one pipeline's. Each carries its `pipeline_id` and win probability.

List Pipelines

list-pipelines

List every Pipeline on the account, each with its stages nested in. A plain GET — Copper's metadata endpoints are not search endpoints.

List Related Items

list-related-items

List the records related to a Lead, Person, Company, Opportunity, Project or Task — optionally narrowed to one related type. Returns `{id, type}` identifiers, not full records.

List Users

list-users

List the Users on the Copper account — the ids every assignee field takes. `POST /users/search`, which accepts paging only: Copper documents no filters or sorting for it.

Search Activities

search-activities

List Activities via `POST /activities/search`, optionally scoped to one parent record and to specific activity types.

Search Companies

search-companies

List and filter Companies via `POST /companies/search` — Copper has no GET collection endpoint; filters, sorting and paging go in the request body.

Search Leads

search-leads

List and filter Leads via `POST /leads/search`. Converted Leads are excluded unless you set Include converted leads.

Search Opportunities

search-opportunities

List and filter Opportunities via `POST /opportunities/search` — filters, sorting and paging go in the request body.

Search People

search-people

List and filter People. Copper has no GET collection endpoint — this is `POST /people/search` with the filters, sorting and paging in the request body.

Search Tasks

search-tasks

List and filter Tasks via `POST /tasks/search`. Status filters are the plain strings "Open" / "Completed" — no numeric ids for this resource.

Update Company

update-company

Update a Company. Only the fields you supply change; send an explicit `null` to clear one.

Update Opportunity

update-opportunity

Update an Opportunity — advance its pipeline stage, change its value, or close it Won/Lost. Only the fields you supply change; `closeDate` is `MM/DD/YYYY` text, not a timestamp.

Update Person

update-person

Update a Person. Only the fields you supply change; send an explicit `null` to clear one. Re-pointing a Person at a different Company needs the Related Items API, not this action.

A workflow step names the app and the action, and the editor fills in the connection when you pick one. This is the Step shape from the workflow spec, carrying Copper's real ids.

{
  "manifestVersion": "2",
  "name": "copper-example",
  "steps": [
    {
      "id": "create-activity",
      "uses": {
        "app": "io.w6w.copper",
        "action": "create-activity",
        "connection": "conn_YOUR_CONNECTION_ID"
      },
      "with": {
        "parentType": "<parentType>",
        "parentId": "<parentId>",
        "details": "<details>"
      }
    }
  ]
}

Here are some of the things you can do

  • Create Activity

    perform
    create-activity
  • Create Company

    perform
    create-company
  • Create Lead

    perform
    create-lead
  • Create Opportunity

    perform
    create-opportunity
  • Create Person

    perform
    create-person

+19 more actions available

Every app-specific value here is a blank you have to fill in. An app action is reached through the connection that authenticates it, so the address is a connection id, not the app id — and connections belong to your account, so a public page cannot know yours. Create one for Copper, then fill in the three blanks: conn_YOUR_CONNECTION_ID, the action key, and the parameters that action declares. The call itself is real — the shape is transcribed from the studio's own snippet builder, which prints the same kind of blanks — but nothing in it is specific to Copper. The Workflow tab is where this app's real ids are.

Install
npm install @w6w/sdk
yarn add @w6w/sdk
pnpm add @w6w/sdk
deno add npm:@w6w/sdk
Code
import { W6wClient, isActionRun } from "@w6w/sdk";

// Reads W6W_BASE_URL and W6W_TOKEN from the environment when omitted.
const client = new W6wClient();

const envelope = await client.run({
  urn: "conn_YOUR_CONNECTION_ID",
  action: "create-lead",
  payload: {
    name: "<value>",
    // email: "<value>",
    // phoneNumbers: "<value>",
    // address: "<value>",
    // socials: "<value>",
    // websites: "<value>",
    // companyName: "<value>",
    // title: "<value>",
    // details: "<value>",
    // status: "<value>",
    // monetaryValue: "<value>",
    // customerSourceId: "<value>",
    // assigneeId: "<value>",
    // tags: "<value>",
    // customFields: "<value>",
  },
});

if (isActionRun(envelope)) console.log(envelope.value);
Install the CLI
npm install -g @w6w/cli
CLI
w6w run conn_YOUR_CONNECTION_ID --action create-lead --payload '{"name":"<value>"}'

Give an AI agent Copper — without giving it Copper's credentials. One MCP endpoint exposes every app, function and workflow the caller is entitled to, as tools it can discover and run. Access is granted per team while we onboard.

One tool call
{
  "name": "w6w_invoke",
  "arguments": {
    "ref": "app:io.w6w.copper#create-activity",
    "input": {
      "parentType": "<parentType>",
      "parentId": "<parentId>",
      "details": "<details>"
    }
  }
}

Every tool names its target with a single ref. The app: form above doesn't name a connection at all — the host resolves which of the caller's Copper connections to sign with, and refuses rather than guesses when the answer is ambiguous.

What the agent gets

Credentials it can't read

The token is attached host-side, at the moment of the call. It is never a tool argument, never in the model's context, and never in a transcript — so a prompt injection has nothing to exfiltrate.

A tool surface scoped to the caller

Tools are derived per end user from what that person has actually connected and is entitled to — not one shared bot identity carrying the union of everyone's access.

A durable workflow in one call

Multi-step work runs on the workflow engine and returns a run handle the agent can poll — retries, branching and state survive the conversation that started them.

Health-aware discovery

Copper's declared health checks are on the surface too, so an agent can tell "the vendor is down" from "your credential expired" before it burns a retry on either.

The MCP surface is part of the hosted platform. Copper itself is MIT, and the runtime that executes it is source-available (FSL).

Request MCP access

Health checks

Copper declares its own checks, so its health is a property of the app rather than something the host guesses at.

service

Copper platform status

Atlassian Statuspage rollup for status.copper.com, with per-component detail (including the Developer API component this app actually calls). Unauthenticated and unsigned.

quota

API rate-limit headroom