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Copper + Memtro

Your Copper pipeline, people and tasks, and every deal change remembered.

Connect Copper with an API key and its user's email, and Memtro reads pipelines and stages, opportunities by stage, status and owner with their values, people, companies, leads, activities and tasks. Every hour it writes each opportunity that changed into memory as a deal. When you ask, and once an administrator has granted each action by name, it can add notes, create and move opportunities, create and complete tasks, add people, leads and companies, and convert a lead, all under the key's user. Converting a lead removes it, and deleting an opportunity, task or person is permanent.

In Memtro

What you can do with Copper in Memtro

Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Copper tool, reads what it needs, and answers with the source cited.

What it does

  1. 01Opportunities by pipeline, stage, status, owner, company, value range or close date, with totals by status
  2. 02People and companies by name, email, domain, owner, tag or phone, with interaction counts and last contact
  3. 03Activities on one record or across the account in a date window, and open and completed tasks by assignee and due date
  4. 04Hourly sync writes each changed opportunity into memory as a deal with its stage, value, owner and company
  5. 05When asked and granted, adds notes, creates opportunities or changes their stage, status, value or owner, creates, updates or completes tasks, and adds or updates people, leads and companies
  6. 06When asked and granted, converts a lead into a person with a company and opportunity, removing the lead for good, and permanently deletes an opportunity, task or person

Acts when asked

When you ask it to

These tools change something in Copper. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.

  1. 01Add a note to a person, company, opportunity or lead
  2. 02Create an opportunity, or change its stage, status, value, owner or details
  3. 03Create a task, or update or complete one
  4. 04Create a person, or update their name, title, emails, phones or owner
  5. 05Create a lead or a company
  6. 06Convert a lead into a person, with a company and an opportunity if asked (the lead is removed)
  7. 07Delete an opportunity, task or person permanently

Events

When it happens

Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with Copper for you. Each event can start a job, with the event as its input. Copper sends a secret with every delivery, and one without it is refused.

Events and webhooks
  • 01A lead was created
  • 02A lead was updated
  • 03A lead was deleted
  • 04A person was created
  • 05A person was updated
  • 06A person was deleted
  • 07A company was created
  • 08A company was updated
  • 09A company was deleted
  • 10An opportunity was created
  • 11An opportunity was updated
  • 12An opportunity was deleted
  • 13A project was created
  • 14A project was updated
  • 15A project was deleted
  • 16A task was created
  • 17A task was updated
  • 18A task was deleted
In practice

Ask it like you would a colleague

Once Copper is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.

Copper logoCopper + Memtro
  • Which opportunities in the Sales pipeline are at Proposal and who owns them?

  • What did we win in October and what was it worth?

  • What happened with Northwind Traders in the last two weeks?

  • Mark the Bluefin renewal as Won

  • Add a note to the Bluefin renewal opportunity: they want the contract by 20 November

01

Monday pipeline review

On Monday the sales lead asks what moved last week. Memtro lists the opportunities that changed stage, the two that were won with their values, and the leads still unconverted, drawn from the hourly sync and a fresh read of Copper.

02

After the Northwind call

Sam Reyes finishes a call with Northwind Traders and asks Memtro to move their opportunity to Negotiation, note that they want a 12-month term, and set him a task to send the contract on Thursday. Memtro makes all three changes in Copper under the key's user, where everyone with access to the pipeline sees them.

Teams

Where it fits

The teams that lean on Copper most, a question each of them asks, and what they connect beside it.

Better together

Works with

A record in Copper is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.

Setup

How to connect

Connect withAPI key and Email of the key's user
  1. 1

    In Copper open Settings → Integrations → API Keys, generate an API key and note which user generated it: Copper only accepts the key together with that user's email

  2. 2

    In Memtro open Connections → Copper, paste the API key and the Email of the key's user, and connect. The key reads and writes whatever that user can see

  3. 3

    Memtro only reads until an administrator grants an action by name, such as adding notes or moving opportunities. Copper allows 180 requests a minute

  4. 4

    Ask what moved in the Sales pipeline this week, or what is overdue for Priya

Also works from

Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Copper tools are the same everywhere.

FAQ

Questions

Can Memtro change anything in Copper?+

Only when you ask, and only what it has been granted: add a note to a person, company, opportunity or lead; create an opportunity, or change its stage, status, value, owner or details; create a task, or update or complete one; create a person, or update their name, title, emails, phones or owner; create a lead or a company; convert a lead into a person, with a company and an opportunity if asked (the lead is removed); delete an opportunity, task or person permanently. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.

Who can use a Copper connection?+

A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.

Does Memtro store my Copper data?+

Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded. An hourly sync anchors recently changed Copper records into memory as entities.

How do I connect Copper?+

API key and Email of the key's user. In Copper open Settings → Integrations → API Keys, generate an API key and note which user generated it: Copper only accepts the key together with that user's email.

Can Copper start a job?+

Yes. Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with Copper for you. A job set to start "When an event arrives" then runs once for each matching event, with the event as its input. The run treats the event as outside data, never as instructions, and anything the run remembers is kept as unverified.

Connect Copper in a few minutes

Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.

Where agents remember your company

Sign in, add a provider key, create an API key and point your tools at Memtro. It takes about five minutes.

7-day free trial · card on file, nothing charged until it ends · cancel any time