WindsurfIDE

Why use Keap MCP Server with Windsurf?

Bring Small Business Crm
to Windsurf

Name: Keap MCP Server
Availability: InStock
Rating: 5.0 (1 reviews)
Author: Vinkius

Create your Vinkius account to connect Keap to Windsurf 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 Subscribers

Apply Tag To ContactCreate ContactGet Business ProfileGet ContactList CampaignsList ContactsList InvoicesList OpportunitiesList OrdersList TagsList Users

Ask AI about this MCP Server ChatGPT Claude Perplexity

Compatible with every major AI agent and IDE

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

+ other MCP clients

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_tag_to_contact

Apply a tag to a specific contact

create_contact

Requires at least a first name or email. Create a new contact in Keap

get_business_profile

Get Keap business profile information

get_contact

Get details for a specific contact

list_campaigns

List all marketing campaigns

list_contacts

Use this to search for leads or customers. List all contacts in Keap

list_invoices

List all invoices

list_opportunities

List sales opportunities

list_orders

List ecommerce orders

list_tags

List all available tags

list_users

List all application users

See what your AI agent can do with Keap

Why Windsurf?

Windsurf's Cascade agent chains multiple Keap tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 11 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.

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Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
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Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
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JSON-based configuration means zero code changes: paste a URL, reload, and all 11 tools are immediately available
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Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts

See it in action

Keap in Windsurf

AI Agent→Vinkius

High Security·Kill Switch·Plug and Play

Enterprise Security

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.

View full Keap details →

Fully ManagedNo server setup

Plug & PlayNo coding needed

SecurePrivacy protected

PrivateYour data is safe

Cost ControlBudget limits

Control1-click disconnect

Auto-UpdatesMaintenance free

High SpeedOptimized for AI

Reliable99.9% uptime

Your credentials and connection tokens are fully encrypted

* 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

01 / Catalog

Over 4,000 integrations ready for AI agents

Explore a vast library of pre-built integrations, optimized and ready to deploy.

02 / Credentials

Connect securely in under 30 seconds

Generate tokens to authenticate and link external services in a single step.

03 / Guardian

Complete visibility into every agent action

Audit live requests, latency, success rates, and active security compliance policies.

04 / FinOps

Optimize spending and track token ROI

Analyze real-time token consumption and cost metrics detailed by connection.

Over 4,000 integrations ready for AI agents

Complete visibility into every agent action

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.

Explore Analytics

Why Vinkius

Keap and 4,000+ other AI tools. No hosting, no code, ready to use.

Professionals who connect Keap to Windsurf 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.

4,000+MCP Integrations

<40msResponse time

100%Fully managed

	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

View step-by-step setup guide for Windsurf →

The Vinkius Advantage

How Vinkius secures
Keap for Windsurf

Every request between Windsurf 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.

< 40msCold start

Ed25519Signed audit chain

60%Token savings

FAQ

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 Windsurf discover MCP tools?

Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.

Can Cascade chain multiple MCP tool calls?

Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.

Does Windsurf support multiple MCP servers?

Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.