Keap MCP connector

Keap is a CRM and marketing automation platform that helps small businesses manage customer relationships, sales pipelines, and marketing campaigns. The Keap MCP connector allows AI agents to manage contacts and companies, apply and remove tags for segmentation, and create notes for customer tracking. It also supports retrieving contact details, listing tagged contacts, and organizing customer data across sales and marketing workflows.

Authentication type

• OAuth 2.0 Authorization Code - Requires a one-time user login to authorize the agent to access the service on their behalf.

Uses

Use the Keap MCP connector to perform the following actions:

• Capture new leads automatically and add them to Keap with enriched contact data
• Tag contacts in Keap based on their behavior, purchase history, and engagement level
• Create sales orders in Keap when customers complete purchases from other platforms
• Send targeted emails through Keap to nurture leads and drive conversions
• Organize product catalogs in Keap and sync inventory across multiple sales channels
• Track customer interactions by creating notes and email records in Keap automatically
• Build custom workflows that trigger Keap actions based on external business events

Example prompts

Use the following example prompts to invoke Keap MCP connector tools from your AI assistant or Boomi Connect workflow:

• Add this new contact to Keap and tag them as a qualified lead.
• Show me all contacts in Keap who have the VIP tag.
• Create an order in Keap for a customer who just completed a purchase.
• Send a follow-up email through Keap to all contacts tagged as inactive.
• List all products in our Keap catalog and their current prices.
• Add a note to this contact's Keap record about their support request.
• Delete this outdated product from Keap and update our inventory.
• What emails have been sent to this contact through Keap in the last 30 days?
• Create a new company record in Keap for this enterprise client.
• Upload a contract file to Keap and attach it to this contact's record.

Keap MCP connector tools

The Keap MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.

Tool	Description
createCompany	Creates a new company record in the system.
listCompanies	Retrieves a list of all companies.
upsertContact	Creates a new contact or updates an existing one.
listContacts	Retrieves a list of all contacts.
getContact	Retrieves details for a specific contact.
deleteContact	Removes a contact from the system.
addContactTags	Assigns tags to a contact for organization.
getContactTags	Retrieves all tags assigned to a contact.
removeContactTags	Removes tags from a contact.
createNote	Creates a new note attached to a record.
listNotes	Retrieves a list of all notes.
getNote	Retrieves details for a specific note.
updateNote	Modifies an existing note's content.
deleteNote	Removes a note from the system.
createOrder	Creates a new sales order.
listOrders	Retrieves a list of all orders.
getOrder	Retrieves details for a specific order.
deleteOrder	Removes an order from the system.
createProduct	Creates a new product in the catalog.
listProducts	Retrieves a list of all products.
getProduct	Retrieves details for a specific product.
deleteProduct	Removes a product from the catalog.
createEmailRecord	Creates a record documenting an email communication.
listEmails	Retrieves a list of all email records.
deleteEmailRecord	Removes an email record from the system.
sendEmail	Sends an email to a specified recipient.
uploadFile	Uploads a file to the system.
listFiles	Retrieves a list of all uploaded files.
deleteFile	Removes a file from the system.
listWebhooks	Retrieves a list of all configured webhooks.
createWebhook	Create a webhook.
deleteWebhook	Delete a webhook.
getEventKeys	Get available event keys.
listTags	List all tags.
listUsers	List users.
getCountries	Get countries.
getProvinces	Get provinces/states.
getContactTypes	Get contact types.