Use Copilot CRM MCP to take action in your AI tools

Create Customer

Creates a new customer.

Create Estimate

Create a new estimate. Can currently create an estimate with just one line item.

Create Invoice

Create a new invoice. Can currently create an invoice with just one line item.

Create To-Do

Creates a to-do item

Update Customer

Updates an existing customer. Replaces only data that is set.

Update Property

Update an existing property, Replaces only data that is set.

Find Customer

Find an existing customer by business name or email address or customer ID.

Find Payment

Enter the CoPilot CRM ID of the payment to find. (e.g., 20725)