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Interact with Copper CRM via Membrane: list and manage companies, people, opportunities, invoices and run proxy API requests through Membrane's connector action
This skill provides step-by-step guidance and CLI examples for integrating with Copper (via a Membrane connector). It shows how to authenticate, create connections, discover available actions, run pre-built actions (list customers, invoices, products), and proxy arbitrary API requests through Membrane so agents can operate Copper data without managing secrets.
Use this skill when the agent needs to query or manipulate Copper CRM data (customers, subscriptions, invoices, opportunities, products), or when you want to run API calls through Membrane's authenticated proxy instead of asking the user for credentials. Triggers: CRM queries, customer lists, invoice lookups, creating/updating customers or subscriptions.
Best used with agents that can run shell/CLI commands and handle JSON I/O (Membrane-friendly agents, Claude Code / Copilot-style code assistants, or any agent with CLI execution capability).
Copperx integration skill via Membrane CLI. The SKILL.md opens with an embarrassing auto-generated placeholder ('I don't have enough information about Copperx to provide a description') and a massive bullet-list dump of 60+ generic CRM entity names that provides zero useful context. The actual working instructions — CLI install, connection setup, action discovery, running actions, proxy requests — are reasonably well-written and practical. The popular actions table and best practices section are the most valuable parts. No bundled scripts to test. Security is clean; all auth is delegated to Membrane's server-side credential management.
The auto-generated description and overview dump are major quality detractors. Someone shipped this without reviewing the output. The actual integration instructions are decent — if the filler were removed and replaced with a real 2-3 sentence description of what Copperx is, this would be a functional skill. The popular actions table is genuinely useful. Consider whether 'Copper' CRM and 'Copperx' payments are the same product — the skill description says 'Copper CRM via Membrane' but the actions are all payments-focused (customers, subscriptions, invoices, coupons). This confusion needs clarification.
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