Keap MCP connector
Keap, formerly Infusionsoft, is a CRM and marketing automation platform that helps small businesses manage leads and customer relationships. The Keap MCP connector allows AI agents to create and update companies and contacts, organize customer records with tags, and maintain notes on customer interactions. It also supports retrieving and removing contact information, giving teams a streamlined way to keep customer data accurate and current.
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:
- Track new leads and companies without manual data entry
- Organize contacts with tags for targeted marketing campaigns
- Automate order and product tracking for sales reporting
- Send personalized emails directly from customer records
- Log notes and files to keep customer history centralized
- Monitor webhooks to trigger workflows on Keap events
- Sync contact and company data across business systems
- Streamline customer onboarding by automating record creation
Example prompts
Use the following example prompts to invoke Keap MCP connector tools from your AI assistant or Boomi Connect workflow:
Add a new company called Acme Corp to Keap.Show me all contacts tagged as VIP in Keap.Create a note for John Smith's account in Keap.Send a welcome email to a new customer in Keap.List all orders placed last week in Keap.Delete the outdated product listing in Keap.Upload the signed contract file to this contact in Keap.Find the contact record for Jane Doe in Keap.Show me all webhooks configured in Keap.Remove the 'inactive' tag from a contact in Keap.
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 | Create a company |
| listCompanies | List companies |
| upsertContact | Create or update a contact |
| listContacts | List contacts |
| getContact | Get a contact |
| deleteContact | Delete a contact |
| addContactTags | Add tags to a contact |
| getContactTags | List contact tags |
| removeContactTags | Remove tags from a contact |
| createNote | Create a note |
| listNotes | List notes |
| getNote | Get a note |
| updateNote | Update a note |
| deleteNote | Delete a note |
| createOrder | Create an order |
| listOrders | List orders |
| getOrder | Get an order |
| deleteOrder | Delete an order |
| createProduct | Create a product |
| listProducts | List products |
| getProduct | Get a product |
| deleteProduct | Delete a product |
| createEmailRecord | Create an email record |
| listEmails | List email records |
| deleteEmailRecord | Delete an email record |
| sendEmail | Send an email |
| uploadFile | Upload a file |
| listFiles | List files |
| deleteFile | Delete a file |
| listWebhooks | List 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 |
