# Connect Intervals and Keap

When **New client** fires in [Intervals](https://apiant.ai/connections/intervals), your agent runs **Add contact to campaign sequence** in [Keap](https://apiant.ai/connections/keap), or **New Contact** in Keap to **Add invoice** in Intervals. Describe the whole flow and it is built, tested on every scenario and kept running.

Intervals **6** triggers Intervals **38** actions Keap **2** triggers Keap **37** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Intervals and Keap to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

### Set it up in your client

### Claude Code

Run this in the directory you want to work in.

`claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai`

Start Claude Code there, approve the server, and sign in in the browser page it opens.

[Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code)

### Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

Example flows

## What Intervals and Keap can do together

### From Intervals to Keap

- When **New client** in Intervals then **Add contact to campaign sequence** in Keap
- When **New invoice** in Intervals then **Add order** in Keap

### From Keap to Intervals

- When **New Contact** in Keap then **Add invoice** in Intervals
- When **Updated Contact** in Keap then **Add task** in Intervals

Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.

Everything your agent can do with Intervals and Keap

## Triggers and actions 8 triggers · 75 actions

- Trigger

**New client**

Polling trigger: fires when a new client is created in Intervals.

- Trigger

**New invoice**

Polling trigger: fires when a new invoice is created in Intervals.

- Trigger

**New milestone**

Polling trigger: fires when a new milestone is created in Intervals.

- Trigger

**New person**

Polling trigger: fires when a new person is added in Intervals.

- Trigger

**New project**

Polling trigger: fires when a new project is created in Intervals.

- Trigger

**New task**

Polling trigger: fires when a new task is created in Intervals.

- Action

**Add client**

Create a new client.

- Action

**Add expense**

Create a new expense.

- Action

**Add invoice**

Create a new invoice.

- Action

**Add milestone**

Create a new milestone.

- Action

**Add person**

Create a new person (team member).

- Action

**Add project**

Create a new project.

- Action

**Add task**

Create a new task.

- Action

**Add time entry**

Log a new time entry against a task.

- Action

**Add timer**

Start a new timer for a task.

- Action

**Delete client**

Delete a client.

- Action

**Delete expense**

Delete an expense.

- Action

**Delete invoice**

Delete an invoice.

- Action

**Delete milestone**

Delete a milestone.

- Action

**Delete person**

Delete a person.

- Action

**Delete project**

Delete a project.

- Action

**Delete task**

Delete a task.

- Action

**Delete time entry**

Delete a logged time entry.

- Action

**Delete timer**

Delete a timer.

- Action

**Get client**

Retrieve a single client by id.

- Action

**Get expense**

Retrieve a single expense by id.

- Action

**Get invoice**

Retrieve a single invoice by id.

- Action

**Get milestone**

Retrieve a single milestone by id.

- Action

**Get person**

Retrieve a single person by id.

- Action

**Get project**

Retrieve a single project by id.

- Action

**Get task**

Retrieve a single task by id.

- Action

**Get time entry**

Retrieve a single logged time entry by id.

- Action

**Get timer**

Retrieve a single timer by id.

- Action

**List milestones**

Retrieve all milestones in the Intervals account.

- Action

**List tasks**

Retrieve all tasks in the Intervals account.

- Action

**Update client**

Update an existing client's details.

- Action

**Update expense**

Update an existing expense.

- Action

**Update invoice**

Update an existing invoice.

- Action

**Update milestone**

Update an existing milestone.

- Action

**Update person**

Update an existing person's details.

- Action

**Update project**

Update an existing project's details.

- Action

**Update task**

Update an existing task's details.

- Action

**Update time entry**

Update an existing logged time entry.

- Action

**Update timer**

Update a timer (e.g. stop or adjust it).

- Trigger

**New Contact**

Polling trigger: fires when a new contact is created in Keap.

- Trigger

**Updated Contact**

Polling trigger: fires when a contact is updated in Keap.

- Action

**Add contact to campaign sequence**

Adds one or more contacts to a sequence in a Keap campaign and returns the result for each contact.

- Action

**Add order**

Creates a one-time order for a contact in Keap, with its order items.

- Action

**Add product**

Creates a new product in Keap with a name, price and description, plus optional SKU, tax, shipping and inventory settings.

- Action

**Apply Tag to Contact**

Apply one or more tags to a contact.

- Action

**Create Company**

Create a new company.

- Action

**Create Contact**

Create a new Keap contact.

- Action

**Create Contact Custom Field**

Create a new custom field on the contact model.

- Action

**Create Note**

Create a note attached to a contact.

- Action

**Create Opportunity**

Create a sales opportunity.

- Action

**Create Tag**

Create a new tag, optionally in a category.

- Action

**Create Task**

Create a task, optionally linked to a contact.

- Action

**Delete Contact**

Delete a Keap contact by ID.

- Action

**Delete note**

Deletes a note from a Keap contact's record.

- Action

**Delete task**

Deletes a task in Keap by its ID.

- Action

**Get company**

Returns a single Keap company by its ID, including address, contact details and custom fields.

- Action

**Get Contact**

Retrieve a Keap contact by ID.

- Action

**Get Contact Tags**

List tags applied to a contact.

- Action

**Get note**

Returns a single note on a Keap contact, including its title, text, type and assigned user.

- Action

**Get opportunity**

Returns one Keap opportunity by its id, including its contact, stage, owner, revenue projections and custom field values.

- Action

**Get order**

Returns a single Keap order by its id, including the contact, order items, totals, payment plan and shipping information.

- Action

**Get product**

Returns a single Keap product by its ID, including price, inventory, options and subscription plans.

- Action

**Get task**

Returns a single Keap task by its ID, including its title, due time, priority, assignee and completion status.

- Action

**List campaigns**

Returns the campaigns in your Keap account, optionally filtered by name and sorted.

- Action

**List Companies**

List companies.

- Action

**List Contact Custom Fields**

Retrieve the contact model including custom fields.

- Action

**List Contacts**

List Keap contacts, optionally filtered by email.

- Action

**List notes**

Returns the notes recorded on a Keap contact, optionally filtered by title, assigned user or time range.

- Action

**List products**

Returns a list of products in your Keap account, optionally filtered by name.

- Action

**List Tags**

List all tags.

- Action

**List users**

Returns the users of the Keap account, optionally filtered by email or name.

- Action

**Remove Tag from Contact**

Remove a tag from a contact.

- Action

**Send email**

Sends an email from a Keap user to one or more contacts.

- Action

**Update company**

Updates an existing company in Keap with the values you provide; fields left blank are not changed.

- Action

**Update Contact**

Update an existing Keap contact by ID.

- Action

**Update note**

Updates an existing note on a Keap contact, changing its title, type, text, pin state or assigned user.

- Action

**Update opportunity**

Updates an existing opportunity in Keap, changing only the details you fill in.

- Action

**Update task**

Updates an existing task in Keap, changing only the details you provide.

## Each app on its own

- [ **Intervals** Intervals is cloud-based time tracking and task management with powerful reporting.](https://apiant.ai/connections/intervals)
- [ **Keap** Keap (formerly Infusionsoft) CRM and marketing automation.](https://apiant.ai/connections/keap)

Reviews

## What our customers say

## More from Intervals

- [ **Intervals to Asana** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/intervals-to-asana)
- [ **Intervals to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/intervals-to-salesforce)
- [ **Intervals to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/intervals-to-slack)
- [ **Intervals to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/intervals-to-google-drive)
- [ **Intervals to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/intervals-to-mailchimp)
- [ **Intervals to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/intervals-to-stripe)

## More into Keap

- [ **HubSpot to Keap** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-keap)
- [ **Google Sheets to Keap** Google Sheets](https://apiant.ai/connect/google-sheets-to-keap)
- [ **Gmail to Keap** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-keap)
- [ **Google Calendar to Keap** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-keap)
- [ **Google Drive to Keap** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-keap)
- [ **ActiveCampaign to Keap** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-keap)

Questions

## Intervals and Keap, answered

###

### What can start an automation from Intervals?

Any of Intervals's 6 triggers in the catalog, including New client, New invoice, New milestone and New person. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Keap when something happens in Intervals?

Any of Keap's 37 actions, including Create Company, Create Contact, Create Contact Custom Field and Create Note. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Keap to Intervals?

Yes. When something happens in Keap, your agent can act in Intervals too. This page covers both directions: Keap's triggers and Intervals's actions are listed here as well.

###

### Do I have to build a connector for Intervals or Keap?

No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.

###

### What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

###

### Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.
