Copper Financial

Copper Financial Related Items API

Related items and relationship operations

GitHub OpenAPI

Operations 2

GET /{entity_type}/{entity_id}/related View all records related to an entity #
GET /{entity_type}/{entity_id}/related/{related_entity_type} View all records of a given entity type related to an entity #

Specifications

⚙
OpenAPI
https://artifacts.apis.io/copper-financial/openapi/copper-financial-related-items-api-openapi.yml

Schemas & Data

📊
JSONSchema
https://artifacts.apis.io/copper-financial/json-schema/copper-financial-person-schema.json
📊
JSONSchema
https://artifacts.apis.io/copper-financial/json-schema/copper-financial-lead-schema.json
📊
JSONSchema
https://artifacts.apis.io/copper-financial/json-schema/copper-financial-opportunity-schema.json
📊
JSONSchema
https://artifacts.apis.io/copper-financial/json-schema/copper-financial-company-schema.json
📊
JSONSchema
https://artifacts.apis.io/copper-financial/json-schema/copper-financial-task-schema.json
📊
JSONSchema
https://artifacts.apis.io/copper-financial/json-schema/copper-financial-activity-schema.json

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OpenAPI Specification

copper-financial-related-items-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: Copper CRM Read-Only Related Items API
  description: Read-only operations for Copper CRM API - optimized for ChatGPT integration
  version: 1.0.0
  contact:
    name: Copper Developer Support
    url: https://developer.copper.com/
    email: support@copper.com
servers:
- url: https://api.copper.com/developer_api/v1
  description: Copper API Production Server
security:
- bearerAuth: []
tags:
- name: Related Items
  description: Related items and relationship operations
paths:
  /{entity_type}/{entity_id}/related:
    get:
      tags:
      - Related Items
      summary: View all records related to an entity
      description: Retrieve all related items for a specific entity. All relationships are bidirectional. Supported relationships include connections between Leads, People, Companies, Opportunities, Projects and Tasks. See docs for details.
      operationId: getRelatedItems
      parameters:
      - name: entity_type
        in: path
        required: true
        description: Type of the source entity
        schema:
          type: string
          enum:
          - leads
          - people
          - companies
          - opportunities
          - projects
          - tasks
      - name: entity_id
        in: path
        required: true
        description: ID of the source entity
        schema:
          type: integer
      responses:
        '200':
          description: Related items retrieved successfully
          headers:
            X-RateLimit-Limit:
              $ref: '#/components/headers/X-RateLimit-Limit'
            X-RateLimit-Remaining:
              $ref: '#/components/headers/X-RateLimit-Remaining'
            X-RateLimit-Reset:
              $ref: '#/components/headers/X-RateLimit-Reset'
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/RelatedItem'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
        '429':
          $ref: '#/components/responses/TooManyRequests'
        '500':
          $ref: '#/components/responses/InternalServerError'
  /{entity_type}/{entity_id}/related/{related_entity_type}:
    get:
      tags:
      - Related Items
      summary: View all records of a given entity type related to an entity
      description: Retrieve all related items of a specific type for a given entity. For example, get all opportunities related to a person, or all tasks related to a company.
      operationId: getRelatedItemsByType
      parameters:
      - name: entity_type
        in: path
        required: true
        description: Type of the source entity
        schema:
          type: string
          enum:
          - leads
          - people
          - companies
          - opportunities
          - projects
          - tasks
      - name: entity_id
        in: path
        required: true
        description: ID of the source entity
        schema:
          type: integer
      - name: related_entity_type
        in: path
        required: true
        description: Type of related entities to retrieve
        schema:
          type: string
          enum:
          - leads
          - people
          - companies
          - opportunities
          - projects
          - tasks
      responses:
        '200':
          description: Related items retrieved successfully
          headers:
            X-RateLimit-Limit:
              $ref: '#/components/headers/X-RateLimit-Limit'
            X-RateLimit-Remaining:
              $ref: '#/components/headers/X-RateLimit-Remaining'
            X-RateLimit-Reset:
              $ref: '#/components/headers/X-RateLimit-Reset'
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/RelatedItem'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
        '429':
          $ref: '#/components/responses/TooManyRequests'
        '500':
          $ref: '#/components/responses/InternalServerError'
components:
  headers:
    Retry-After:
      description: The number of seconds to wait before making a new request after hitting the rate limit
      schema:
        type: integer
        example: 60
    X-RateLimit-Reset:
      description: The time at which the current rate limit window resets, in UTC epoch seconds
      schema:
        type: integer
        example: 1640995200
    X-RateLimit-Remaining:
      description: The number of requests remaining in the current time window
      schema:
        type: integer
        example: 179
    X-RateLimit-Limit:
      description: The maximum number of requests allowed in the current time window
      schema:
        type: integer
        example: 180
  schemas:
    RelatedItem:
      type: object
      description: 'A related item represents a relationship between two entities in Copper. All relationships are bidirectional. Relationships can only exist between certain types of entities: Leads-Tasks, People-Companies/Opportunities/Tasks/Projects, Companies-Opportunities/People/Tasks/Projects, Opportunities-Companies/People/Tasks/Projects, Projects-Companies/People/Opportunities/Tasks, Tasks-Companies/People/Opportunities/Leads/Projects.'
      properties:
        id:
          type: integer
          description: The ID of the related entity
          example: 208105
        type:
          type: string
          enum:
          - lead
          - person
          - company
          - opportunity
          - project
          - task
          description: The type of the related entity
          example: project
      required:
      - id
      - type
    Error:
      type: object
      properties:
        error:
          type: object
          properties:
            code:
              type: string
              description: Error code
              example: RATE_LIMIT_EXCEEDED
            message:
              type: string
              description: Human-readable error message
              example: You have exceeded your rate limit of 180 requests per minute
            details:
              type: object
              description: Additional error details
              additionalProperties: true
          required:
          - code
          - message
      required:
      - error
  responses:
    InternalServerError:
      description: Internal Server Error - An unexpected error occurred
      headers:
        X-RateLimit-Limit:
          $ref: '#/components/headers/X-RateLimit-Limit'
        X-RateLimit-Remaining:
          $ref: '#/components/headers/X-RateLimit-Remaining'
        X-RateLimit-Reset:
          $ref: '#/components/headers/X-RateLimit-Reset'
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
    Unauthorized:
      description: Unauthorized - Authentication credentials were missing or incorrect
      headers:
        X-RateLimit-Limit:
          $ref: '#/components/headers/X-RateLimit-Limit'
        X-RateLimit-Remaining:
          $ref: '#/components/headers/X-RateLimit-Remaining'
        X-RateLimit-Reset:
          $ref: '#/components/headers/X-RateLimit-Reset'
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
    TooManyRequests:
      description: Too Many Requests - Rate limit exceeded
      headers:
        X-RateLimit-Limit:
          $ref: '#/components/headers/X-RateLimit-Limit'
        X-RateLimit-Remaining:
          $ref: '#/components/headers/X-RateLimit-Remaining'
        X-RateLimit-Reset:
          $ref: '#/components/headers/X-RateLimit-Reset'
        Retry-After:
          $ref: '#/components/headers/Retry-After'
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
    NotFound:
      description: Not Found - The requested resource was not found
      headers:
        X-RateLimit-Limit:
          $ref: '#/components/headers/X-RateLimit-Limit'
        X-RateLimit-Remaining:
          $ref: '#/components/headers/X-RateLimit-Remaining'
        X-RateLimit-Reset:
          $ref: '#/components/headers/X-RateLimit-Reset'
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer
      description: Copper API key for authentication. Get your API key from your Copper account settings.
x-rate-limit:
  description: Copper API rate limiting information
  general:
    limit: 180
    period: minute
    description: Maximum of 180 requests per minute for general API calls
  bulk:
    limit: 3
    period: second
    description: Maximum of 3 requests per second for bulk operations