Keap (Infusionsoft) Slack integration for your AI agent
Integrate Keap (Infusionsoft) MCP server into your Slack workspace for instant access to your AI agent.
CRM, sales & marketing platform
Categories
Available Tools
Tools that your AI agent can use through this MCP server to interact with Keap (Infusionsoft)
Send Email
Send an email to one or more contacts in Keap CRM. See the documentation
List Tasks
Retrieves a list of tasks based on the provided filter. Tasks which are not assigned may be queried with user_id==UNASSIGNED. See the documentation
Create Payment
Create or add a payment record See docs here
Create Opportunity Stage
Create a new opportunity stage in Keap CRM. See the documentation
Create Affiliate
Create a new affiliate in Keap CRM. See the documentation
Upload File
Upload a file to Keap CRM. See the documentation
Update Task
Update an existing task in Keap CRM. See the documentation
Update Opportunity
Update an existing opportunity in Keap CRM. See the documentation
Update Contact
Update an existing contact in Keap CRM. See the documentation
Set Opportunity Stage
Set the stage of an opportunity in Keap CRM. See the documentation
Send Email Template
Send an email template to one or more contacts in Keap CRM. See the documentation
Retrieve User
Retrieve a single user by ID from Keap CRM. See the documentation
Retrieve Task
Retrieve a single task by ID. See the documentation
Retrieve Opportunity
Retrieve a single opportunity by ID. See the documentation
Retrieve Opportunity Custom Fields Model
Retrieve the custom fields model for opportunities. See the documentation
Retrieve Contact Model
Retrieve the custom fields model for contacts to discover available custom field IDs and types. See the documentation
List Users
List users in Keap CRM with optional filtering. See the documentation
List Opportunity Stages
List opportunity stages in Keap CRM with optional filtering. See the documentation
List Opportunities
List opportunities with optional filters. See the documentation
List Contacts
Search for and list all the contacts that match by filters. See the documentation
List Contact Notes
List notes for a contact in Keap CRM. See the documentation
List Companies
Search for and list all the companies that match by filters. See the documentation
List Affiliates
List affiliates with optional filters in Keap CRM. See the documentation
Get Contact
Retrieve details of a Contact See docs here
Get Company
Retrieve details of a Company See docs here
Delete Task
Delete a single task by ID. See the documentation
Create Task
Create a new task in Keap CRM. See the documentation
Create Order Item
Add an item to an existing order See docs here
Create Opportunity
Create a new opportunity in Keap CRM. See the documentation
Create Contact
Create a new contact in Keap CRM. See the documentation
Create Contact Note
Create a new note for a contact in Keap CRM. See the documentation
Create Company
Create a new company (account) in Keap CRM. See the documentation
Apply Tag to Contacts
Apply a tag to one or more contacts in Keap CRM. See the documentation
Add Contact to Automation
Add one or more contacts to an automation sequence in Keap CRM. See docs here