Connect Your AI Agent with Keap (Infusionsoft) for Slack

Integrate Keap (Infusionsoft) MCP server into your Slack workspace for instant access to your AI agent.

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Keap (Infusionsoft)
Keap (Infusionsoft)
CRM, sales & marketing platform

Categories

Marketing

Available Tools

Tools that your AI agent can use through this MCP server to interact with Keap (Infusionsoft)

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

Send an email to one or more contacts 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 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

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 Payment

Create or add a payment record See docs here

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 Opportunity Stage

Create a new opportunity stage 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

Create Affiliate

Create a new affiliate 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