Bring Small Business Crm
to VS Code Copilot
Create your Vinkius account to connect Keap to VS Code Copilot 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 VS Code Copilot?
GitHub Copilot Agent mode brings Keap data directly into your VS Code workflow. With a project-scoped config, the entire team shares access to 11 tools. Copilot queries live data, generates typed code, and writes tests from actual API responses, all without leaving the editor.
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VS Code is used by over 70% of developers. adding MCP tools to Copilot means your team can leverage external data without leaving their primary editor
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Project-scoped MCP configs (
.vscode/mcp.json) let you commit server configurations to your repository, ensuring the entire team shares the same tool access - —
Copilot's Agent mode integrates MCP tools seamlessly with file editing, terminal commands, and workspace search in a single agentic loop
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GitHub's enterprise compliance and audit features extend to MCP tool usage, providing visibility into how AI interacts with external services
Keap in VS Code Copilot
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 VS Code Copilot 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 VS Code Copilot
Every request between VS Code Copilot 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.
Which VS Code version supports MCP?
MCP support requires VS Code 1.99 or later with the GitHub Copilot extension. Ensure both are updated to the latest version. Older versions of Copilot may not expose the Agent mode toggle.
How do I switch to Agent mode?
Open the Copilot Chat panel and look for two mode options: "Ask" and "Agent". Click "Agent" to enable autonomous tool calling. In Ask mode, Copilot provides conversational answers but cannot invoke MCP tools.
Can I restrict which MCP tools Copilot can access?
Yes. VS Code shows a tool consent dialog before any MCP tool is invoked for the first time. You can also configure tool access policies at the organization level through GitHub Copilot settings.
Does MCP work in VS Code Remote or Codespaces?
Yes. MCP servers configured via .vscode/mcp.json work in Remote SSH, WSL, and GitHub Codespaces environments. The MCP connection is established from the remote host, so ensure the server URL is accessible from that environment.
MCP tools not available
Ensure you are in Agent mode in Copilot Chat. MCP tools only appear in Agent mode.
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