copper

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🇺🇸

Original

English

🇨🇳

Translation

Chinese

Copper Skill

Manage relationships with Copper CRM built for Google Workspace.

管理为Google Workspace打造的Copper CRM中的客户关系。

Quick Install

快速安装

bash

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

Or manually:

bash

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

bash

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

或手动安装：

bash

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

Setup

配置步骤

Configure via canifi-env:

bash

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通过canifi-env进行配置：

bash

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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"

undefined

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

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Privacy & Authentication

隐私与认证

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

您的凭据，由您掌控。 Canifi LifeOS 尊重您的隐私。

Option 1: Manual Browser Login (Recommended)

选项1：手动浏览器登录（推荐）

If you prefer not to share credentials with Claude Code:

Complete the Browser Automation Setup using CDP mode
Login to the service manually in the Playwright-controlled Chrome window
Claude will use your authenticated session without ever seeing your password

如果您不想与Claude Code共享凭据：

使用CDP模式完成浏览器自动化配置
在Playwright控制的Chrome窗口中手动登录该服务
Claude将使用您的已认证会话，全程不会获取您的密码

Option 2: Environment Variables

选项2：环境变量

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

bash

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.

如果您愿意共享凭据，可以将其存储在本地：

bash

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

注意：存储在canifi-env中的凭据仅能在您的本地设备访问，绝不会被传输。

Capabilities

功能特性

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

联系人同步：自动同步Gmail和Google Contacts中的联系人
销售管道管理：支持拖拽操作的可视化销售管道
邮件集成：深度集成Gmail，自动记录邮件交互
活动追踪：自动捕获Google Workspace中的活动记录
项目管理：追踪售后项目及交付成果

Usage Examples

使用示例

Create Contact

创建联系人

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

用户：“从我的上一封Gmail对话中在Copper添加新联系人”
助手：根据邮件线程上下文创建联系人

Update Opportunity

更新商机

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

用户：“将Google Cloud的商机移至‘谈判阶段’”
助手：更新商机阶段

Log Activity

记录活动

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

用户：“记录昨天与Google团队的会议”
助手：创建包含详细信息的活动记录

Find Related

查找相关记录

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

用户：“显示Copper中TechCorp的所有商机”
助手：返回该公司的所有商机

Authentication Flow

认证流程

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

从Copper设置中获取API密钥
在请求头中包含API密钥和用户邮箱
所有请求均需同时包含这两个请求头
不使用OAuth，采用API密钥认证

Error Handling

错误处理

Error	Cause	Solution
401 Unauthorized	Invalid credentials	Verify API key and email
422 Unprocessable	Invalid data	Check request format
429 Rate Limited	Too many requests	Wait and retry
404 Not Found	Record not found	Verify record ID

错误	原因	解决方案
401 未授权	凭据无效	验证API密钥和邮箱
422 无法处理	数据无效	检查请求格式
429 请求受限	请求过于频繁	等待后重试
404 未找到	记录不存在	验证记录ID

Notes

注意事项

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

专为Google Workspace打造
自动同步并记录Gmail内容
支持Chrome扩展侧边栏访问
无需手动输入数据
支持售后项目管理
可在Gmail界面内直接使用