Pp Copper

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Copper — Printing Press CLI

Prerequisites: Install the CLI

This skill drives the copper-pp-cli binary. You must verify the CLI is installed before invoking any command from this skill. If it is missing, install it first:

1. Install via the Printing Press installer. It defaults binaries to $HOME/.local/bin on macOS/Linux and %LOCALAPPDATA%\Programs\PrintingPress\bin on Windows:

   npx -y @mvanhorn/printing-press-library install copper --cli-only

2. Verify: copper-pp-cli --version
3. Ensure the reported install directory is on $PATH for the agent/runtime that will invoke this skill.

If the npx install fails (no Node, offline, etc.), fall back to a direct Go install (requires Go 1.26.6 or newer). This installs into $GOPATH/bin (default $HOME/go/bin), so add that directory to $PATH instead:

go install github.com/mvanhorn/printing-press-library/library/sales-and-crm/copper/cmd/copper-pp-cli@latest

If --version reports "command not found" after install, the runtime cannot see the binary directory on $PATH. Do not proceed with skill commands until verification succeeds.

Copper has no CLI, no Go client, and no agent-native tool. This turns a click-heavy web CRM into a scriptable, offline-queryable surface. It mirrors people, companies, leads, opportunities, projects, tasks, and activities into local SQLite, then adds the weighted forecast (forecast), cold-deal sweep (stale), and rate-limit-aware bulk editor (bulk) that the API and web UI leave out.

When to Use This CLI

Use this CLI for scripted or agent-driven Copper work: weighted pipeline forecasting, finding and acting on stale deals, mass field updates across many opportunities, idempotent contact sync, and offline cross-entity queries. It is the right tool when the web UI would mean repetitive clicking or when a spreadsheet export would be stale on arrival.

Anti-triggers

Do not use this CLI for:

• Configuring Copper account settings, billing, or user provisioning (use the web app)
• Editing a logged activity in place (Copper activities are immutable; use log fix to delete+recreate)
• OAuth-based multi-tenant distribution to other Copper orgs (partner-gated; this CLI uses personal API-key auth)

Unique Capabilities

These capabilities aren't available in any other tool for this API.

Pipeline intelligence

• forecast — Weighted expected-revenue roll-up: sums monetary_value x win_probability over open opportunities, grouped by stage, assignee, or close-month.

  Reach for this instead of exporting CSV and pivoting by hand for any expected-revenue or commit/quota question.

  copper-pp-cli forecast --pipeline 12345 --by stage --agent

• stale — Surfaces open opportunities with no interaction in N days, sorted by staleness x value, across all reps.

  Use to find deals going cold before they die; pipe the output into bulk reassign.

  copper-pp-cli stale --days 21 --by assignee --agent

• who — Joins an opportunity to its company, people, and recent activities into one related-records view.

  Use for one-call deal prep before nudging or logging a touch.

  copper-pp-cli who opportunity:88 --agent

Operations Copper's API refuses to provide

• bulk — Applies field updates (stage, owner, custom fields) across many opportunities with bounded concurrency and heuristic 429 backoff.

  Use for mass updates to existing records; the safe way to avoid the rate-limit wall a naive loop hits.

  copper-pp-cli bulk move --query stale.json --set pipeline_stage_id=9 --concurrency 4 --dry-run

• upsert — Match-then-create-or-update for people and leads; normalizes the people.emails[] vs leads.email shape difference.

  Use to sync external rows without creating duplicates; not a blind create.

  copper-pp-cli upsert person --match email --file contacts.json --dry-run

• dedupe — Local SQLite self-join surfacing people or leads that share an email, name, or company.

  Run before or after a sync to catch duplicate contacts the API will not flag.

  copper-pp-cli dedupe people --on email --agent

CRM hygiene

• log — Creates an activity with the type resolved by name (bumps interaction_count); log fix deletes and recreates to edit an immutable activity.

  Use to log or correct a single touch; for the same touch across many records use bulk.

  copper-pp-cli log call --on opportunity:88 --note "Left voicemail"

Command Reference

account — Account details

• copper-pp-cli account — Fetch account details

activities — Manage activities (notes and logged interactions)

• copper-pp-cli activities create — Create a new activity
• copper-pp-cli activities delete — Delete an activity
• copper-pp-cli activities get — Fetch an activity by id
• copper-pp-cli activities search — List/search activities

activity-types — Activity types

• copper-pp-cli activity-types — List all activity types

companies — Manage companies

• copper-pp-cli companies activities — List a company's activities
• copper-pp-cli companies create — Create a new company
• copper-pp-cli companies delete — Delete a company
• copper-pp-cli companies get — Fetch a company by id
• copper-pp-cli companies search — List/search companies
• copper-pp-cli companies update — Update a company

contact-types — Contact types

• copper-pp-cli contact-types — List all contact types

custom-activity-types — Custom activity types

• copper-pp-cli custom-activity-types create — Create a new custom activity type
• copper-pp-cli custom-activity-types get — Fetch a custom activity type by id
• copper-pp-cli custom-activity-types list — List all custom activity types
• copper-pp-cli custom-activity-types update — Update a custom activity type

custom-field-definitions — Custom field definitions

• copper-pp-cli custom-field-definitions create — Create a new custom field definition
• copper-pp-cli custom-field-definitions delete — Delete a custom field definition
• copper-pp-cli custom-field-definitions get — Fetch a custom field definition by id
• copper-pp-cli custom-field-definitions list — List all custom field definitions
• copper-pp-cli custom-field-definitions update — Update a custom field definition

customer-sources — Customer (lead) sources

• copper-pp-cli customer-sources — List all customer sources

lead-statuses — Lead statuses

• copper-pp-cli lead-statuses — List all lead statuses

leads — Manage leads

• copper-pp-cli leads activities — List a lead's activities
• copper-pp-cli leads convert — Convert a lead into a person/company/opportunity
• copper-pp-cli leads create — Create a new lead
• copper-pp-cli leads delete — Delete a lead
• copper-pp-cli leads get — Fetch a lead by id
• copper-pp-cli leads search — List/search leads
• copper-pp-cli leads update — Update a lead
• copper-pp-cli leads upsert — Create or update a lead, matched by email or a custom field

loss-reasons — Opportunity loss reasons

• copper-pp-cli loss-reasons — List all loss reasons

opportunities — Manage opportunities (deals)

• copper-pp-cli opportunities create — Create a new opportunity
• copper-pp-cli opportunities delete — Delete an opportunity
• copper-pp-cli opportunities get — Fetch an opportunity by id
• copper-pp-cli opportunities search — List/search opportunities
• copper-pp-cli opportunities update — Update an opportunity

people — Manage people (contacts)

• copper-pp-cli people activities — List a person's activities
• copper-pp-cli people create — Create a new person
• copper-pp-cli people delete — Delete a person
• copper-pp-cli people fetch-by-email — Fetch a person by email address
• copper-pp-cli people get — Fetch a person by id
• copper-pp-cli people search — List/search people
• copper-pp-cli people update — Update a person

pipeline-stages — Pipeline stages

• copper-pp-cli pipeline-stages — List all pipeline stages

pipelines — Sales pipelines

• copper-pp-cli pipelines list — List all pipelines
• copper-pp-cli pipelines stages — List stages within a specific pipeline

projects — Manage projects

• copper-pp-cli projects create — Create a new project
• copper-pp-cli projects delete — Delete a project
• copper-pp-cli projects get — Fetch a project by id
• copper-pp-cli projects search — List/search projects
• copper-pp-cli projects update — Update a project

tags — Tags used across records

• copper-pp-cli tags — List all tags

tasks — Manage tasks

• copper-pp-cli tasks create — Create a new task
• copper-pp-cli tasks delete — Delete a task
• copper-pp-cli tasks get — Fetch a task by id
• copper-pp-cli tasks search — List/search tasks
• copper-pp-cli tasks update — Update a task

users — Users in the account

• copper-pp-cli users get — Fetch a user by id
• copper-pp-cli users search — List/search users

webhooks — Webhook subscriptions

• copper-pp-cli webhooks create — Create a new webhook subscription
• copper-pp-cli webhooks delete — Delete (unsubscribe) a webhook subscription
• copper-pp-cli webhooks get — Fetch a webhook subscription by id
• copper-pp-cli webhooks list — List all webhook subscriptions

Finding the right command

When you know what you want to do but not which command does it, ask the CLI directly:

copper-pp-cli which "<capability in your own words>"

which resolves a natural-language capability query to the best matching command from this CLI's curated feature index. Exit code 0 means at least one match; exit code 2 means no confident match — fall back to --help or use a narrower query.

Recipes

Monday weighted forecast by rep

copper-pp-cli forecast --by assignee --agent --select assignee_name,weighted_value,open_value

Commit view per rep without a spreadsheet pivot.