Copper Financial website screenshot

Copper Financial

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.

Copper Financial publishes 11 API contracts indexed on the APIs.io network, including Account API, Activities API, Companies API, and 8 more. Tagged areas include Company, CRM, Software-as-a-Service, Sales, and Marketing.

The Copper Financial catalog on APIs.io includes 1 event-driven AsyncAPI specification, 1 JSON-LD context, and 1 Spectral governance ruleset.

Copper Financial’s developer surface includes changelog, authentication, documentation, API reference, pricing, support, engineering blog, and 30 more developer resources.

58.1/100 strong ▼ -7.9 Agent 34/100 agent ready Full breakdown ↓
scored 2026-11-06 · rubric v0.27.0 · Show this score on your site →
AccessPaid
1 published contract 4 Agent Skills
CompanyCRMSoftware-as-a-ServiceSalesMarketing

What this lets a business do 2

Business capabilities this provider's published APIs can perform, derived from its own contracts. Browse all capabilities →

Sales Management
BC-410
LeadsOpportunities
POST /opportunities/search GET /loss_reasons GET /pipelines GET /pipeline_stages
Customer Relationship Management
BC-420
CompaniesPeople
POST /people/search POST /people/fetch_by_email GET /contact_types POST /companies/search

Kin Score

Kin Score Kin Score How this is scored →
scored 2026-11-06 · rubric v0.27.0
Regulatory Posture applies to this provider. Its tags matched the Horizontal (data, software, accessibility, platform) regime, so Regulatory Posture carries 15 points of the composite. If this regime is wrong for your business, say so on your provider repo — the applicability map is public and we will correct it.
Create-or-Update Ergonomics applies to this provider. This API accepts writes, so it carries 10 points of the composite. It is scored from the published contracts themselves: whether a caller can create-or-update in one call, whether the write accepts a key the caller already holds, and whether the response says which branch ran. Without that, every write needs a search-and-branch in front of it, and the first time that check is skipped a duplicate record is created. Scored against the observed mean rather than raw — a provider at the catalog average is unchanged by this facet, not penalised by it.
The six quality facets above are damped to 75 points between them, because the conditional facet above carries the other 25. That is why each facet's contribution is shown against a damped maximum: raising a quality facet moves the composite by 75% of its nominal weight, not 100%. The full arithmetic is at apis.io/rating/.
Show this score on your site. Kin Score badge preview for Copper Financial It updates itself when the score changes. Paste this where you link to your API docs:
<a href="https://apis.io/providers/copper-financial/"><img src="https://apis.io/badge/copper-financial/card.svg" alt="Copper Financial on APIs.io — Kin Score by API Evangelist"></a>
Other styles, a README pill and a shields.io endpoint are on the badge page.
Raise your score.
Agent readiness — checks not met, largest first (exact, from this profile):
  • MCP Server +12 pts — deployment.mode + probe verdict on the mcp/ manifest, not the pointer; an unprobed slug falls back to authorship
  • Idempotency +9 pts — OpenAPI mutating operations declare an idempotency key — a header, a request-body property, or a named de-duplication token whose own description says so (verified); else common[].type matches /idempoten/i (documented)
  • A2A Agent Card +8 pts — a2a/-a2a.yml manifest, graded on conformance.grade against A2A 1.0.0
  • Registration Without a Human +6 pts — a `registration_endpoint` in the served RFC 8414 / OIDC discovery document
  • Delegated User Identity +6 pts — a served discovery document listing authorization_code in grant_types_supported (served), else an oauth2 authorizationCode flow or openIdConnect declared in an OpenAPI (documented)
  • Documented Reversibility +6 pts — a reversal operation in the contract, graded up when a window is documented too
6 more unmet checks in the Agent Readiness table above.
Kin Score — facets with the most composite points still available (weight × headroom):
Each check links to what satisfies it. Publish the artifact, or tell us where it already lives, and the score moves on the next scoring run.
Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. Every facet and dimension name above is a link: it opens that measurement's own page — what it means, the exact checks that feed it, how the whole catalog distributes on it, and the providers at the top of it. This rating is computed from the provider profile at artifacts.apis.io/copper-financial/apis.yml: open an issue on github.com/api-evangelist/copper-financial to ask a question or point us at an artifact you publish. Submit an artifact on GitHub — free → Manage your own listing — the Influence plan, $499/mo →

Standards implemented 1

Standards this provider implements or carries. De facto ones are profiled and measured by the API Commons; formal ones come from the standards directory and are linked by the provider's own tags. The evidence column says how each claim was established — not that it was made.

measured — observed by APIs.io (published)

APIs 11

Individual APIs this provider publishes, each with its own machine-readable definition.

Copper Financial Account API

Account and user information operations

Copper Financial Activities API

Activity tracking operations

Copper Financial Companies API

Company management operations

Copper Financial Custom Fields API

Custom field definitions and operations

Copper Financial Field Layouts API

Field layout configuration for entity types

Copper Financial Leads API

Lead management operations

Copper Financial Opportunities API

Sales opportunity operations

Copper Financial People API

People/contact management operations

Copper Financial Related Items API

Related items and relationship operations

Copper Financial Tags API

Tag management operations

Copper Financial Tasks API

Task management operations

Scroll for all 11

Agent Skills 4

Packaged agent skills for driving this provider's APIs from an AI assistant.

Copper Financial API pricing

Prices published by Copper Financial, read 2026-10-11 from www.copper.com/pricing.

PlanPrice
Basic $29 per seat, per month
Professional $69 per seat, per month
Business $134 per seat, per month

Plan details, limits and sources →

Billed by: seat · FinOps profile →

Pricing Plans 2

Published pricing tiers and plan structures.

Service Levels 1

Uptime the provider promises or reports, as SLA4OAI. Read from its own pages; APIs.io runs no monitors.

FinOps 1

Cost, billing, and metering signals for API financial operations.

Event Specifications 1

AsyncAPI definitions for this provider's event-driven and streaming APIs.

Semantic Vocabularies 1

JSON-LD contexts and semantic vocabularies used across these APIs.

Copper Financial Context

15 classes · 77 properties

JSON-LD

Spectral Rules 1

Spectral governance rulesets for linting and validating these APIs.

Copper Financial API Rules

17 rules · 15 errors 1 warnings 1 info

SPECTRAL

JSON Schema 6

Standalone JSON Schema definitions for this provider's data models.

Activity

10 properties

JSON SCHEMA

Company

16 properties

JSON SCHEMA

Lead

25 properties

JSON SCHEMA

Opportunity

23 properties

JSON SCHEMA

Person

26 properties

JSON SCHEMA

Task

15 properties

JSON SCHEMA

Security Posture 3

Authentication, domain security, vulnerability disclosure, and trust-center signals.

Copper Financial Domain Security

TLSv1.3 · HSTS · DMARC

SECURITY

Agentic Access 1

Recommended x-agentic-access execution contracts for AI agents.

Copper Financial Agentic Access

27 operations

27 operations · 0 acting

AGENTIC

Resources

Get Started 3

Portal, sign-up, and the first successful call

Documentation 2

Reference material describing how the API behaves

Agent Surfaces 4

MCP servers, agent skills, and machine-readable catalogs

Design & Contract 8

Pagination, idempotency, versioning, errors, and events

Scroll for all 8

Access & Security 7

Authentication, authorization, and security posture

Scroll for all 7

Operate 3

Status, limits, changes, and where to get help

Commercial 4

Pricing, plans, and the legal terms of use

Company 3

The organization behind the API

Other 3

Properties that don't map to a standard resource type

Source (apis.yml)

apis.yml Raw ↑
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)
accessModel:
  pricing: paid
  onboarding: unknown
  trial: false
  try_now: false
  public: false
  label: Paid
  confidence: medium
  probe_state: gated
  source:
  - plans
  - authentication
  - security
  generated: '2026-11-06'
  method: derived
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

Copper Financial API — frequently asked questions

Does Copper Financial have an API?

Yes. APIs.io lists 11 APIs from Copper Financial, including Copper Financial Account API, Copper Financial Activities API and Copper Financial Companies API, and 8 more.

Is there an OpenAPI specification for the Copper Financial API?

Yes. APIs.io indexes 11 OpenAPI specifications for Copper Financial, each linked for download from this page.

How do I authenticate with the Copper Financial API?

Copper Financial uses bearer-token authentication (2 schemes). The details are profiled on APIs.io as Copper Financial Authentication.

How much does the Copper Financial API cost?

Copper Financial publishes its prices; its Basic plan is $29 per seat, per month as of 2026-10-11. APIs.io lists 3 pricing plans for Copper Financial, with each plan's price, limits and inclusions under Pricing on this page.

Is the Copper Financial API ready for AI agents?

Copper Financial has a Kin Score of 58.1 out of 100 (strong) and an Agent Readiness score of 33.5 (agent-ready), scored by API Evangelist on 2026-11-06.

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