• PIPELINE
  • REVENUE
  • CASH FLOW
  • HUMAN

How to track sales opportunities with your AI

Connect Keap to your AI client to turn your CRM data into instant answers. You can pull updates on deals and revenue without logging into the dashboard.

Ask AI about this page

Short answer

How can I track sales opportunities with my AI?

Your AI pulls live data from Keap to show you open deals, recent orders, and outstanding invoices. You get a clear view of your revenue pipeline through simple chat commands. This breakdown shows you exactly how to manage your pipeline.

Pipeline visibility

Where your sales data lands.

Your AI turns raw Keap data into actionable sales intelligence.

PIPELINE

Monitor active deals

The AI scans your current sales opportunities to show you what's moving and what's stalled. You get a snapshot of your active pipeline instantly.

REVENUE

Track recent orders

Check recent customer purchases to see how much revenue is coming in. The AI pulls order history directly from your Keap account.

CASH FLOW

Audit outstanding invoices

Identify which customers owe money by pulling a list of recent invoices. This helps you spot payment gaps immediately.

HUMAN

Manual follow-ups

The AI identifies the high-priority leads that need your attention. You decide which customers to call or email based on the data provided.

The workflow

What your AI does when you ask about sales.

The AI acts as a bridge between your chat interface and your Keap database.

  1. Identify deals

    The AI looks through your Keap CRM to find every active sales opportunity currently in the system.

    list_opportunities

  2. Verify purchases

    It pulls a list of recent customer transactions to confirm what has actually been bought.

    list_orders

  3. Check billing

    The agent retrieves invoice records to help you reconcile payments and track debt.

    list_invoices

  4. Summarize status

    The AI combines these data points to give you a single answer about your current sales health.

    list_opportunitieslist_orderslist_invoices

Try it

Copy these to start.

Use these prompts to begin interacting with your Keap data.

Starting points

These are basic questions. Swap out the specific names or dates to get the exact data you need.

Keap Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_Hgx6e9EOkvv19cfppAeC1VA2aCUhr3SGD4eZJDaP/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Keap capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "keap-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_Hgx6e9EOkvv19cfppAeC1VA2aCUhr3SGD4eZJDaP/mcp"
    }
  }
}
Copy into chat04

  • Show me all my open sales opportunities in Keap.

  • What were the last five orders placed by customers?

  • List all unpaid invoices from this month.

  • Summarize my current pipeline and recent order volume.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Keap once, then ask.

Just link your Keap account via the Vinkius dashboard. Your credentials stay encrypted, and you can start asking questions in your preferred AI client immediately.

Connect Keap to your AI

FAQ

How this task behaves

  • 01

    Can my AI create new deals in Keap?

    No. This MCP is designed to read and list your existing data, not to write or create new records.

  • 02

    Can the AI delete my customer information?

    No. The AI only has permission to list and read data. It cannot delete or modify anything in Keap.

  • 03

    Does the AI see my full customer contact list?

    The AI can see the data provided by the tools, such as opportunity and order details, but it only accesses what you specifically ask for.

  • 04

    How real-time is the data?

    The data is as real-time as your Keap account. Every time the AI runs a tool, it fetches the current state of your CRM.

  • 05

    Can I ask about specific customers?

    Yes. Once the AI has access to your opportunities and orders, you can ask about specific names or recent transactions.

  • More questions about Keap? The Connector page answers them. See everything the Keap Connector can do

Connect Keap to Claude, Cursor, ChatGPT & more