Keap

Keap MCP Connector for Claude

A+

Manage CRM contacts, marketing campaigns, and sales automation via Keap.

11 tools Official Updated Jun 28, 2026 Official Vinkius Partner

Connect your Keap (formerly Infusionsoft) account to any AI agent to optimize your CRM and sales workflows. This MCP server enables your agent to interact with contacts, tags, and automation campaigns directly from natural language interfaces.

What you can do

  • Contact Management — List, retrieve, and create contact profiles to maintain your lead database
  • Marketing Automation — List and monitor active campaigns and automation sequences
  • Segmentation — Manage tags and apply them to contacts to trigger specific workflows
  • Sales Pipeline — Query opportunities and deals to track your revenue growth
  • Billing Visibility — Access invoices and orders to stay on top of customer transactions

How it works

  1. Subscribe to this server
  2. Enter your Keap Personal Access Token (PAT)
  3. Start managing your CRM and marketing from Claude, Cursor, or any MCP client

Who is this for?

  • Small Business Owners — Automate lead follow-ups and contact updates via simple commands
  • Marketing Managers — Monitor campaign performance and segment audiences on the fly
  • Sales Professionals — Quickly retrieve contact history and update deal statuses during client interactions
small-business-crmlead-nurturingemail-marketingcampaign-automationcontact-management

11 tools expose this connector's capabilities to your AI agent.

apply_tag_to_contact

Apply a tag to a specific contact

list_campaigns

List all marketing campaigns

list_contacts

Use this to search for leads or customers. List all contacts in Keap

create_contact

Requires at least a first name or email. Create a new contact in Keap

get_contact

Get details for a specific contact

list_invoices

List all invoices

list_opportunities

List sales opportunities

list_orders

List ecommerce orders

get_business_profile

Get Keap business profile information

list_tags

List all available tags

list_users

List all application users

See how to talk to your AI agent using Keap.

Find a contact with email 'john@example.com' in Keap.

I've searched your Keap contacts and found 'John Doe' (ID: 12345). Would you like to see his full profile or recent activity?

Show me all my available tags in Keap.

I've retrieved 25 tags from your account, including 'New Lead', 'Customer-Tier-1', and 'Webinar-Registered'.

List my recent ecommerce orders.

I found 5 recent orders. The latest is Order #9876 for $150.00 from 'Jane Smith', currently marked as 'Paid'.

Use the `apply_tag_to_contact` tool with the specific `tag_id` and `contact_id`. This is great for manual segmentation during a conversation.

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