# Keap MCP > Keap MCP lets your AI agent manage every aspect of your customer relationship management (CRM) and marketing automation directly through natural conversation. Need to update a client's status or check campaign performance? Your agent handles it. You can create new contacts, apply specific tags for segmentation, list all active campaigns, track sales opportunities, and even pull recent invoices—all without opening Keap. This gives you full control over your lead database and revenue cycle from any MCP-compatible client. ## Overview - **Category:** marketing-automation - **Price:** Free - **Tags:** small-business-crm, lead-nurturing, email-marketing, campaign-automation, contact-management ## Description You don't need to log into a separate dashboard to manage leads or check on an invoice. With this connector, your AI agent handles all the heavy lifting inside your Keap account. You can ask it to pull up a contact's full history or tell it to apply a specific tag to segment them for a targeted email campaign. Want to see how many sales opportunities are stuck in 'Negotiation'? Just ask. It retrieves that data instantly. The agent also handles marketing automation, letting you list and monitor campaigns without clicking through menus. You can even pull billing visibility by listing invoices or orders. If your organization already uses Vinkius for other integrations, adding Keap is straightforward; it brings all this power into one place, making your entire sales workflow accessible from any MCP-compatible client. ## Tools ### apply_tag_to_contact Assigns one or more specific tags to an existing customer profile. ### list_campaigns Retrieves a list of all marketing campaigns currently set up in the account. ### list_contacts Searches and retrieves a list of contacts or potential customers by various criteria. ### create_contact Adds a brand new lead profile to Keap, requiring at least a first name or email address. ### get_contact Fetches all detailed information for one specific contact using their unique identifier. ### list_invoices Generates a list of all invoices associated with the Keap account. ### list_opportunities Shows all sales deals currently tracked in the pipeline, helping monitor projected revenue. ### list_orders Retrieves a list of past e-commerce orders for billing and history review. ### get_business_profile Fetches general business profile information associated with the Keap account. ### list_tags Lists every available tag that can be used for segmentation across contacts. ### list_users Retrieves a list of all user accounts connected to the Keap system. ## 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). 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, including 'New Lead', 'Customer-Tier-1', and 'Webinar-Registered'. ``` **Prompt:** ``` List my recent ecommerce orders. ``` **Response:** ``` I found 5 recent orders. The latest is Order #9876 for $150.00 from 'Jane Smith', currently marked as 'Paid'. ``` ## Capabilities ### Manage Contact Profiles Search for specific leads, retrieve detailed contact histories, or create brand new profiles within Keap. ### Automate Campaign Segmentation List all available tags and apply them to contacts immediately, triggering specific marketing workflows. ### Track Sales & Revenue Data Query active sales opportunities or list recent e-commerce orders to keep a real-time view of your revenue cycle. ### Monitor Marketing Activities List every running marketing campaign and automation sequence to ensure follow-through on lead nurturing efforts. ### Access Billing Records Retrieve full visibility by listing outstanding invoices or viewing historical customer orders. ## Use Cases ### Mid-call status updates A sales rep just finished a call with a potential client. Instead of opening Keap, navigating to the contact's record, and changing their deal stage, they simply tell their agent: 'Update John Doe's opportunity to 'Proposal Sent.' The agent runs the necessary command using `list_opportunities` data and updates the status instantly. ### Quarterly marketing audit A marketing manager needs to know which campaigns are running and if they need a tag update. They ask their agent to first use `list_campaigns`, then identify the relevant tags via `list_tags`, and finally apply those tags using `apply_tag_to_contact` to clean up old leads. ### Onboarding a new client An operations team member gets a referral email. Instead of manually creating the record, they ask their agent to use `create_contact`, providing the name and company email. The contact is created and ready for follow-up. ### Reviewing recent sales activity A business owner wants a quick look at revenue. They prompt their agent to run `list_orders` to see if there were any large purchases in the last week, getting immediate confirmation and details without diving into e-commerce backend systems. ## Benefits - Update leads instantly. Instead of navigating to a specific contact profile to apply a tag, you simply prompt your agent to use `apply_tag_to_contact`. It handles the update immediately. - Keep track of finances easily. You can list all outstanding invoices using `list_invoices` or check past purchases with `list_orders`, giving instant billing visibility without logging into accounting software. - Understand your sales pipeline status at a glance. By calling `list_opportunities`, you get an accurate, real-time view of every deal's current stage and value. - Segment audiences fast. If you need to target a group that attended a specific webinar, the agent can first run `list_tags` and then apply the relevant tag using `apply_tag_to_contact` in two steps. - Build new leads without leaving your workflow. Need a new contact? Simply ask your agent to use `create_contact`, providing only the name or email address, and the profile is built. ## How It Works The bottom line is that your chat interface becomes a direct command center for your entire CRM and marketing stack. 1. Subscribe to this MCP and provide your Keap Personal Access Token (PAT) within Vinkius. 2. Your AI agent uses the provided credentials to authenticate against your Keap account APIs. 3. The agent executes commands, like listing contacts or creating tags, and returns structured data directly to you in plain English. ## Frequently Asked Questions **How does the Keap MCP handle contact searching?** The `list_contacts` tool lets you search for leads using various criteria. It's much faster than manually filtering records in the main dashboard. **Can I use the Keap MCP to manage my sales pipeline?** Yes. By listing opportunities via `list_opportunities`, your agent gives you a current, clean view of all deals and their status without needing access to the core CRM module. **Does this MCP allow me to create new contacts?** Absolutely. You use the `create_contact` tool to add new leads to your database quickly, provided you give at least a first name or email. **Is billing information included in the Keap MCP?** Yes, it includes tools to list both invoices and e-commerce orders. This gives you full visibility into customer transactions without switching systems. **How do I segment contacts using the Keap MCP?** First, use `list_tags` to see what's available, then tell your agent which tags to apply. The system uses `apply_tag_to_contact` to update the profile immediately. **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.