name: copper
description: Manage relationships with Copper CRM built for Google Workspace.
category: business

Copper Skill

Manage relationships with Copper CRM built for Google Workspace.

Quick Install

curl -sSL https://canifi.com/skills/copper/install.sh | bash

Or manually:

cp -r skills/copper ~/.canifi/skills/

Setup

Configure via canifi-env:

# First, ensure canifi-env is installed:
# curl -sSL https://canifi.com/install.sh | bash

canifi-env set COPPER_API_KEY "your_api_key"
canifi-env set COPPER_USER_EMAIL "your_email"

Privacy & Authentication

Your credentials, your choice. Canifi LifeOS respects your privacy.

Option 1: Manual Browser Login (Recommended)

If you prefer not to share credentials with Claude Code:
1. Complete the Browser Automation Setup using CDP mode
2. Login to the service manually in the Playwright-controlled Chrome window
3. Claude will use your authenticated session without ever seeing your password

Option 2: Environment Variables

If you're comfortable sharing credentials, you can store them locally:

canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"

Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.

Capabilities

1. Contact Sync: Automatic contact sync with Gmail and Google Contacts
2. Pipeline Management: Visual pipeline with drag-and-drop deals
3. Email Integration: Deep Gmail integration with automatic logging
4. Activity Tracking: Automatic activity capture from Google Workspace
5. Project Management: Track post-sale projects and deliverables

Usage Examples

Create Contact

User: "Add a new contact in Copper from my last Gmail conversation"
Assistant: Creates contact with email thread context

Update Opportunity

User: "Move the Google Cloud deal to 'Negotiation' stage"
Assistant: Updates opportunity stage

Log Activity

User: "Log yesterday's meeting with the Google team"
Assistant: Creates activity record with details

Find Related

User: "Show me all opportunities for TechCorp in Copper"
Assistant: Returns company's opportunities

Authentication Flow

1. Get API key from Copper settings
2. Include API key and user email in headers
3. All requests require both headers
4. No OAuth, uses API key authentication

Error Handling

Notes

• Built specifically for Google Workspace
• Automatic Gmail sync and logging
• Chrome extension for sidebar access
• No manual data entry required
• Project management post-sale
• Works inside Gmail interface