# Keap MCP for AI Agents AI Agent Connect > Keap MCP connects your CRM to your AI agent. It lets you manage contacts, run marketing campaigns, and track sales opportunities without switching tabs. Use it to update lead statuses, apply tags, and pull invoice data instantly. ## Overview - **Category:** marketing-automation - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_Hgx6e9EOkvv19cfppAeC1VA2aCUhr3SGD4eZJDaP/ai-agent-connect - **Tags:** small-business-crm, lead-nurturing, email-marketing, campaign-automation, contact-management ## Description You spend half your day jumping between tabs to find a customer's history or check if a marketing campaign is actually running. This Connector changes that. Instead of hunting through menus, you just tell your AI client what you need. You can ask it to pull up a specific contact's details, apply a tag to a new lead, or list your recent orders. It handles the heavy lifting of navigating your CRM interface so you can stay focused on closing deals. Since Vinkius hosts this connection, you can plug it into your existing workflow and get your data exactly where you work. It's about moving from manual data entry to just asking questions. You can manage your lead database, monitor your sales pipeline, and keep your billing records organized without ever leaving your chat window. Whether you're trying to see who's in your pipeline or you need to find an old invoice, you can get the answer in seconds. It makes your CRM feel like a conversation rather than a chore. You can use it to quickly audit your active tags or see which team members have access to your account. Instead of doing the manual work of searching for a specific email or trying to remember a deal status, your agent does the digging for you. It turns your CRM into a searchable knowledge base that responds to your natural requests. By connecting your account through Vinkius, you get a direct line to your most important business data without the friction of a traditional dashboard. You can check your orders, update your contacts, and keep your marketing on track all from one place. ## Tools ### list_tags List all available tags. This helps you see all the categories you can use for lead segmentation. ### apply_tag_to_contact Add a specific tag to a contact. This lets you trigger specific workflows or segment leads instantly. ### list_campaigns List all your marketing campaigns. Use this to see what's currently active and monitor your marketing schedule. ### list_contacts Search for leads or customers. This helps you find specific people in your database without scrolling. ### list_opportunities List sales opportunities. This shows your active deals and revenue pipeline so you can track growth. ### list_orders List ecommerce orders. This lets you see recent customer transactions and order statuses quickly. ### get_business_profile Get your Keap business profile information. This shows your high level account data and business details. ### list_users List all application users. This shows who has access to your account and helps manage team permissions. ### create_contact Create a new contact in Keap. You can add a new person to your database using just a name or email. ### get_contact Get the full details for a specific contact. This pulls up their history and personal info during a call. ### list_invoices List all invoices in your account. This shows your billing history and outstanding balances at a glance. ## Prompt Examples **Prompt:** ``` Find a contact with email 'john@example.com' in Keap. ``` **Response:** ``` I've searched your Keap contacts and found 'John Doe' (ID: 12345). **Contact Details:** - **Name:** John Doe - **Status:** Active Lead - **Last Activity:** 2 days ago Would you like to see his full profile or recent activity? ``` **Prompt:** ``` Show me all my available tags in Keap. ``` **Response:** ``` I've retrieved 25 tags from your account. Here are some of the most common ones: | Tag Name | Purpose | | :--- | :--- | | New Lead | Initial contact | | Customer-Tier-1 | High value | | Webinar-Registered | Event interest | Would you like me to apply any of these to a contact? ``` **Prompt:** ``` List my recent ecommerce orders. ``` **Response:** ``` I found 5 recent orders in your Keap account: * **Order #9876**: $150.00 (Paid) - Jane Smith * **Order #9875**: $45.00 (Paid) - Mike Ross * **Order #9874**: $210.00 (Pending) - Sarah Chen * **Order #9873**: $12.00 (Paid) - Leo Vance * **Order #9872**: $300.00 (Paid) - Amy Pond ``` ## Capabilities ### Find and create contacts Search your database for leads or add new customer profiles instantly. ### Manage marketing campaigns View all active campaigns and monitor your marketing sequences. ### Apply tags to leads Categorize contacts with tags to trigger specific automated workflows. ### Track sales opportunities Monitor your active deals and revenue pipeline growth. ### View invoices and orders Access billing history and ecommerce order details from your chat. ## Use Cases ### Live Sales Discovery A sales rep is on a call and needs to see a customer's history. They ask the agent to use get_contact to pull up details instantly. ### Quick Lead Tagging A manager receives a new lead and tells the agent to use create_contact and apply_tag_to_contact to start the nurture sequence. ### Campaign Audit A marketing lead wants to see what's running. They ask the agent to use list_campaigns to see all active sequences. ### Billing Check A customer asks about an order. The owner asks the agent to use list_orders to find the transaction and status. ## Benefits - Stop switching tabs by using list_contacts and get_contact directly in your chat. You can pull up a customer's history during a live call without ever leaving your current window. - Speed up lead sorting by using apply_tag_to_contact to trigger workflows instantly. This helps you move prospects through your funnel faster without manual data entry. - Keep your pipeline clean by using list_opportunities to check deal statuses. You can see your active revenue growth and upcoming wins in a simple chat list. - Manage your marketing schedule by using list_campaigns to see what's live. This helps you monitor your active sequences and ensure your messaging is on track. - Get billing data fast by using list_invoices and list_orders without logging in. This gives you a quick look at your recent customer transactions and balances. ## How It Works The bottom line is you get a chat-based interface for your entire Keap CRM. 1. Subscribe to the Keap MCP via the Vinkius catalog. 2. Provide your Keap Personal Access Token to authorize the connection. 3. Ask your AI client to perform CRM tasks like finding leads or listing orders. ## Frequently Asked Questions **How can I use the Keap MCP to manage my leads?** You can ask your AI agent to find specific leads, create new contact profiles, and apply tags to move them through your funnel. It turns your CRM into a conversational tool where you just ask for the info you need. **Can the Keap MCP help with my marketing campaigns?** Yes, it allows your agent to list all your active marketing campaigns and monitor them. You can check what's running and see your sequences without leaving your chat app. **Will the Keap MCP show me my billing and orders?** It can pull up your list of invoices and ecommerce orders instantly. This is great for quickly checking payment statuses or finding a specific transaction history. **Is the Keap MCP good for small business owners?** It's perfect for small businesses because it removes the need to navigate complex menus. You can get high-level business profile info and contact details using simple text commands. **Can I use the Keap MCP to update my sales pipeline?** Absolutely. Your agent can list your current sales opportunities, helping you keep track of your active deals and revenue growth in real time. **Does the Keap MCP support tags and segmentation?** Yes, you can list all available tags and apply them to specific contacts. This helps you organize your database and trigger automated workflows more efficiently. **How do I apply a tag to a contact using the agent?** Use the `apply_tag_to_contact` tool with the specific `tag_id` and `contact_id`. This is great for manual segmentation during a conversation. **Can I see all my automation campaigns?** Yes, the `list_campaigns` tool retrieves all campaigns configured in your Keap account, allowing you to monitor active sequences. **Is it possible to query sales opportunities?** Absolutely. Use the `list_opportunities` tool to see your current sales pipeline and track potential deals.