aid: copper-financial
name: Copper Financial
description: Copper Financial provides a CRM platform for service‑based businesses, offering tools to organize contacts, track deals, manage projects,
  automate workflows, and generate custom reports. The solution integrates with popular apps such as Google Workspace and supports mobile access,
  aiming to streamline sales and customer relationship processes for agencies, consulting firms, and other service industries.
url: https://raw.githubusercontent.com/api-evangelist/copper-financial/refs/heads/main/apis.yml
x-type: company
x-source: harvest:secondary-market
x-tier: profiled
x-tier-reason: enrichment pass 2026-10-11 (modular-v1; was harvest)
specificationVersion: '0.20'
created: '2026-10-10'
modified: '2026-10-10'
x-docs-platform: mkdocs
x-docs-platform-confidence: medium
x-docs-platform-checked: 2026-10-17
x-docs-hosting: aws-cloudfront
tags:
- Company
- CRM
- Software-as-a-Service
- Sales
- Marketing
tags_raw:
- Company
- CRM
- SaaS
- Sales
- Marketing
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: CapabilityMap
  url: capabilities/copper-financial-capability-edges.yml
  name: Copper Financial Business Capability Map
- type: AgenticAccess
  url: agentic-access/copper-financial-agentic-access.yml
- type: Plans
  url: plans/copper-financial-plans-pricing.yml
- type: Spectral
  url: rules/copper-financial-rules.yml
- type: JSONLD
  url: json-ld/copper-financial-context.jsonld
- type: Vocabulary
  url: vocabulary/copper-financial-vocabulary.yml
- type: AgentSkill
  url: skills/_index.yml
- type: Webhooks
  url: asyncapi/copper-financial-webhooks.yml
- type: DataModel
  url: data-model/copper-financial-data-model.yml
- type: ChangeLog
  url: changelog/copper-financial-changelog.yml
- type: Conventions
  url: conventions/copper-financial-conventions.yml
- type: Compliance
  url: https://trust.copper.com/
- type: Authentication
  url: authentication/copper-financial-authentication.yml
- type: ErrorCatalog
  url: errors/copper-financial-problem-types.yml
- type: Conformance
  url: conformance/copper-financial-conformance.yml
- type: LLMsTxt
  url: llms/copper-financial-llms.txt
- type: SecurityTxt
  url: well-known/copper-financial-support-security.txt
- type: SecurityTxt
  url: well-known/copper-financial-status-security.txt
- type: WellKnown
  url: well-known/copper-financial-well-known.yml
- type: Hosts
  url: hosts/copper-financial-hosts.yml
- type: Vendors
  url: vendors/copper-financial-vendors.yml
- type: StatusPage
  url: https://status.copper.com/
- type: Security
  url: https://www.copper.com/security
- type: Newsroom
  url: https://www.copper.com/press
- type: TrustCenter
  url: security/copper-financial-trust-center.yml
- type: DomainSecurity
  url: security/copper-financial-domain-security.yml
- type: Website
  url: https://www.copper.com/
- type: Documentation
  url: https://developer.copper.com/
- type: APIReference
  url: https://developer.copper.com/
- type: Pricing
  url: https://www.copper.com/pricing
- type: Support
  url: https://support.copper.com/en/
- type: Blog
  url: https://www.copper.com/resources
- type: TermsOfService
  url: https://www.copper.com/terms
- type: PrivacyPolicy
  url: https://www.copper.com/privacy
- type: GettingStarted
  url: https://developer.copper.com/introduction/oauth/quickstart.html
- type: SignUp
  url: https://www.copper.com/signup
- type: Login
  url: https://app.copper.com/users/sign_in
apis:
- aid: copper-financial:copper-financial-account-api
  name: Copper Financial Account API
  description: Account and user information operations
  humanURL: https://developer.copper.com/
  baseURL: https://api.copper.com/developer_api/v1
  tags:
  - Account
  properties:
  - type: OpenAPI
    url: openapi/copper-financial-account-api-openapi.yml
  - type: JSONSchema
    url: json-schema/copper-financial-person-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-lead-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-opportunity-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-company-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-task-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-activity-schema.json
- aid: copper-financial:copper-financial-activities-api
  name: Copper Financial Activities API
  description: Activity tracking operations
  humanURL: https://developer.copper.com/
  baseURL: https://api.copper.com/developer_api/v1
  tags:
  - Activities
  properties:
  - type: OpenAPI
    url: openapi/copper-financial-activities-api-openapi.yml
  - type: JSONSchema
    url: json-schema/copper-financial-person-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-lead-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-opportunity-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-company-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-task-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-activity-schema.json
- aid: copper-financial:copper-financial-companies-api
  name: Copper Financial Companies API
  description: Company management operations
  humanURL: https://developer.copper.com/
  baseURL: https://api.copper.com/developer_api/v1
  tags:
  - Companies
  properties:
  - type: OpenAPI
    url: openapi/copper-financial-companies-api-openapi.yml
  - type: JSONSchema
    url: json-schema/copper-financial-person-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-lead-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-opportunity-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-company-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-task-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-activity-schema.json
- aid: copper-financial:copper-financial-custom-fields-api
  name: Copper Financial Custom Fields API
  description: Custom field definitions and operations
  humanURL: https://developer.copper.com/
  baseURL: https://api.copper.com/developer_api/v1
  tags:
  - Custom Fields
  properties:
  - type: OpenAPI
    url: openapi/copper-financial-custom-fields-api-openapi.yml
  - type: JSONSchema
    url: json-schema/copper-financial-person-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-lead-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-opportunity-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-company-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-task-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-activity-schema.json
- aid: copper-financial:copper-financial-field-layouts-api
  name: Copper Financial Field Layouts API
  description: Field layout configuration for entity types
  humanURL: https://developer.copper.com/
  baseURL: https://api.copper.com/developer_api/v1
  tags:
  - Field Layouts
  properties:
  - type: OpenAPI
    url: openapi/copper-financial-field-layouts-api-openapi.yml
  - type: JSONSchema
    url: json-schema/copper-financial-person-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-lead-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-opportunity-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-company-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-task-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-activity-schema.json
- aid: copper-financial:copper-financial-leads-api
  name: Copper Financial Leads API
  description: Lead management operations
  humanURL: https://developer.copper.com/
  baseURL: https://api.copper.com/developer_api/v1
  tags:
  - Leads
  properties:
  - type: OpenAPI
    url: openapi/copper-financial-leads-api-openapi.yml
  - type: JSONSchema
    url: json-schema/copper-financial-person-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-lead-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-opportunity-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-company-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-task-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-activity-schema.json
- aid: copper-financial:copper-financial-opportunities-api
  name: Copper Financial Opportunities API
  description: Sales opportunity operations
  humanURL: https://developer.copper.com/
  baseURL: https://api.copper.com/developer_api/v1
  tags:
  - Opportunities
  properties:
  - type: OpenAPI
    url: openapi/copper-financial-opportunities-api-openapi.yml
  - type: JSONSchema
    url: json-schema/copper-financial-person-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-lead-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-opportunity-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-company-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-task-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-activity-schema.json
- aid: copper-financial:copper-financial-people-api
  name: Copper Financial People API
  description: People/contact management operations
  humanURL: https://developer.copper.com/
  baseURL: https://api.copper.com/developer_api/v1
  tags:
  - People
  properties:
  - type: OpenAPI
    url: openapi/copper-financial-people-api-openapi.yml
  - type: JSONSchema
    url: json-schema/copper-financial-person-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-lead-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-opportunity-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-company-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-task-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-activity-schema.json
- aid: copper-financial:copper-financial-related-items-api
  name: Copper Financial Related Items API
  description: Related items and relationship operations
  humanURL: https://developer.copper.com/
  baseURL: https://api.copper.com/developer_api/v1
  tags:
  - Related-items
  tags_raw:
  - Related Items
  properties:
  - type: OpenAPI
    url: openapi/copper-financial-related-items-api-openapi.yml
  - type: JSONSchema
    url: json-schema/copper-financial-person-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-lead-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-opportunity-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-company-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-task-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-activity-schema.json
- aid: copper-financial:copper-financial-tags-api
  name: Copper Financial Tags API
  description: Tag management operations
  humanURL: https://developer.copper.com/
  baseURL: https://api.copper.com/developer_api/v1
  tags:
  - Tags
  properties:
  - type: OpenAPI
    url: openapi/copper-financial-tags-api-openapi.yml
  - type: JSONSchema
    url: json-schema/copper-financial-person-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-lead-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-opportunity-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-company-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-task-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-activity-schema.json
- aid: copper-financial:copper-financial-tasks-api
  name: Copper Financial Tasks API
  description: Task management operations
  humanURL: https://developer.copper.com/
  baseURL: https://api.copper.com/developer_api/v1
  tags:
  - Task
  tags_raw:
  - Tasks
  properties:
  - type: OpenAPI
    url: openapi/copper-financial-tasks-api-openapi.yml
  - type: JSONSchema
    url: json-schema/copper-financial-person-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-lead-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-opportunity-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-company-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-task-schema.json
  - type: JSONSchema
    url: json-schema/copper-financial-activity-schema.json
x-coverage:
  state: gated
  reason: partner-login
  method: derived
  generated: '2026-10-11'
  generator: derive-coverage.py (pre-flight evidence)
  detail: the company serves an API surface but requires credentials before any description of it can be read
  evidence:
  - url: https://developer.copper.com/v1/openapi.json
    status: null
  - url: https://api.copper.com/mcp
    status: 401
  - url: https://app.copper.com/mcp
    status: 401
  - url: https://developer.copper.com/mcp
    status: 403
  - url: https://support.copper.com/mcp
    status: 403
  - url: https://www.copper.com/
    status: 200
x-enrichment:
  date: '2026-10-11'
  status: enriched
  artifacts_added: 27
  pass: modular-v1
  engine: identity=local,contract=local,surfaces=local,docs=local,regulatory=local
