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Overview

Phinite’s Copper CRM predefined tool lets workspace assistants call Copper CRM APIs through DevStudio after you save a connection under Integrations → Predefined tools. Manage a Copper CRM account — people, companies, leads, opportunities, tasks, projects, activities, plus account/config lookups — via the Copper REST API.
Predefined tools require a saved connection before they appear in Graph Studio’s tool picker. See Predefined Tools in GraphStudio.

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What this integration enables

  • Automate workflows using this predefined tool from agent graphs
  • Connect once under Integrations and reuse across assistants
  • Enable individual subtools per agent in Graph Studio

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Required credentials

  • API Access Token access_token (required)
  • User Email user_email (required)
  • Application Name app_name (optional)

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Setup steps

  1. In Copper go to Settings → Integrations → API Keys and generate a key.
  2. Use your Copper email together with the API key for authentication.
  3. Log into your Phinite workspace at app.phinite.ai
  4. Navigate to Integrations → Predefined tools
  5. Select Copper CRM
  6. Click + Add Configuration
  7. Enter the credential fields listed above
  8. Select assistants that should use this connection
  9. Click Save Configuration

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Configure in Graph Studio

  1. Open an agent in Graph Studio
  2. Select the agent node → Tools tab → Add a new tool
  3. Choose CopperCRMTool (or search for Copper CRM)
  4. Select your saved connection or add a new one
  5. Enable the subtools your workflow needs and save

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Predefined tools

Phinite provides 43 subtools for Copper CRM:
  • Create Person: Create a new person (contact). Requires name.
  • Get Person: Fetch a single person by id.
  • List People: List/search people with optional filters and pagination.
  • Update Person: Update a person. Provide only fields to change via update_fields.
  • Delete Person: Delete a person by id. Irreversible.
  • Create Company: Create a new company. Requires name.
  • Get Company: Fetch a single company by id.
  • List Companies: List/search companies with optional filters and pagination.
  • Update Company: Update a company. Provide only fields to change via update_fields.
  • Delete Company: Delete a company by id. Irreversible.
  • Create Lead: Create a new lead. Requires name.
  • Get Lead: Fetch a single lead by id.
  • List Leads: List/search leads with optional filters and pagination.
  • Update Lead: Update a lead. Provide only fields to change via update_fields.
  • Delete Lead: Delete a lead by id. Irreversible.
  • Convert Lead: Convert a lead into a person/company/opportunity.
  • Create Opportunity: Create a new opportunity. Requires name.
  • Get Opportunity: Fetch a single opportunity by id.
  • List Opportunities: List/search opportunities with optional filters and pagination.
  • Update Opportunity: Update an opportunity. Provide only fields to change via update_fields.
  • Delete Opportunity: Delete an opportunity by id. Irreversible.
  • Create Task: Create a new task. Requires name.
  • Get Task: Fetch a single task by id.
  • List Tasks: List/search tasks with optional filters and pagination.
  • Update Task: Update a task. Provide fields via update_fields.
  • Delete Task: Delete a task by id. Irreversible.
  • Create Project: Create a new project. Requires name.
  • Get Project: Fetch a single project by id.
  • List Projects: List/search projects with optional filters and pagination.
  • Update Project: Update a project. Provide only fields to change via update_fields.
  • Delete Project: Delete a project by id. Irreversible.
  • Create Activity: Log an activity on a parent record. Requires parent_id, parent_type, activity_type_id.
  • Get Activity: Fetch a single activity by id.
  • List Activities: List/search activities with optional filters and pagination.
  • Delete Activity: Delete an activity by id. Irreversible.
  • List Users: List users in the Copper account.
  • List Customer Sources: List all customer sources.
  • List Pipelines: List all opportunity pipelines.
  • List Pipeline Stages: List all pipeline stages (optionally for one pipeline).
  • List Activity Types: List all activity types (user and system).
  • List Custom Field Definitions: List all custom field definitions in the account.
  • List Tags: List all tags in the account.
  • Get Account: Fetch details about the authenticated Copper account.

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Documentation & resources

  • Official documentation: https://developer.copper.com/
  • Phinite documentation: Copper CRM

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Notes

  • Store API keys and tokens securely; many providers show secrets only once
  • Use separate connections for Dev, UAT, and Prod environments where possible
  • Test with a minimal subtool call after saving credentials