Bring Small Business Crm
to LlamaIndex
Create your Vinkius account to connect Keap to LlamaIndex and start using all 11 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the Keap MCP Server?
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
- Subscribe to this server
- Enter your Keap Personal Access Token (PAT)
- 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
Built-in capabilities (11)
Apply a tag to a specific contact
Requires at least a first name or email. Create a new contact in Keap
Get Keap business profile information
Get details for a specific contact
List all marketing campaigns
Use this to search for leads or customers. List all contacts in Keap
List all invoices
List sales opportunities
List ecommerce orders
List all available tags
List all application users
Why LlamaIndex?
LlamaIndex agents combine Keap tool responses with indexed documents for comprehensive, grounded answers. Connect 11 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.
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Data-first architecture: LlamaIndex agents combine Keap tool responses with indexed documents for comprehensive, grounded answers
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Query pipeline framework lets you chain Keap tool calls with transformations, filters, and re-rankers in a typed pipeline
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Multi-source reasoning: agents can query Keap, a vector store, and a SQL database in a single turn and synthesize results
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Observability integrations show exactly what Keap tools were called, what data was returned, and how it influenced the final answer
Keap in LlamaIndex
Why run Keap with Vinkius?
The Keap connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 11 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Keap using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Keap and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Keap to LlamaIndex through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Keap for LlamaIndex
Every request between LlamaIndex and Keap is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
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.
How does LlamaIndex connect to MCP servers?
Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.
Can I combine MCP tools with vector stores?
Yes. LlamaIndex agents can query Keap tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.
Does LlamaIndex support async MCP calls?
Yes. LlamaIndex's async agent framework supports concurrent MCP tool calls for high-throughput data processing pipelines.
BasicMCPClient not found
Install: pip install llama-index-tools-mcp
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