CRM

Keap integrations

Connect Keap to any other app, or use it from your AI client over MCP. Keap (formerly Infusionsoft) CRM and marketing automation. Manage contacts, tags, custom fields, companies, notes, tasks, opportunities, and orders via the Keap REST API.

Connects with OAuthkeap.com

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

Build solutions, not workarounds.

What do you want to automate with Keap?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

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)
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)
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)
Zed

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

Setup guide (opens in a new tab)
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)
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)

Pair it

Connect Keap with another app

What your agent can do with Keap

Triggers and actions 2 triggers · 37 actions

  • 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.

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Questions

Keap, answered

Is there a Keap MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Keap. Add that address to any AI client that takes a remote MCP server, sign in once in your browser, and your client can build, test and run automations that use Keap. Nothing to install.

What can start an automation from Keap?

Any of Keap's 2 triggers in the catalog, including New Contact and Updated Contact. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Keap?

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.

Which apps can Keap connect to?

Any app in the catalog; the list on this page pairs Keap with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.