Integration

Keap integration

All-in-one CRM, sales, and marketing automation platform (formerly Infusionsoft). Manage contacts, companies, opportunities, tasks, tags, and emails. Perfect for small businesses, coaches, and service providers.

Connect Keap How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in Keap.Built from the 27 Keap tools below, on the connection you add once.

Common Keap use cases

CRM sync
Duplicate removal
Data management
Segmentation
Data enrichment
Sales reporting
Follow-up tracking
Automation triggers
Deal review
Task review

What you can do with Keap

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Company, 5 operations

create_companyCreate companyPOSTCreates a new company in Keap CRM.
delete_companyDelete companyDELETEPermanently deletes a company from Keap.
get_companyGet companyGETRetrieves detailed information about a specific company.
list_companiesList companiesGETRetrieves all companies in the CRM.
update_companyUpdate companyPATCHUpdates an existing company.

Contact, 5 operations

create_contactCreate contactPOSTCreates a new contact in Keap CRM.
delete_contactDelete contactDELETEPermanently deletes a contact from Keap.
get_contactGet contactGETRetrieves detailed information about a specific contact.
list_contactsList contactsGETRetrieves a paginated list of contacts from Keap CRM.
update_contactUpdate contactPATCHUpdates properties of an existing contact.

Opportunity, 5 operations

create_opportunityCreate opportunityPOSTCreates a new sales opportunity in the pipeline.
delete_opportunityDelete opportunityDELETEPermanently deletes a sales opportunity.
get_opportunityGet opportunityGETRetrieves detailed information about a specific opportunity.
list_opportunitiesList opportunitiesGETRetrieves all sales opportunities from the pipeline.
update_opportunityUpdate opportunityPATCHUpdates an existing sales opportunity.

Tag, 5 operations

apply_tagsApply tagsPOSTApplies a tag to one or more contacts.
create_tagCreate tagPOSTCreates a new tag for organizing contacts.
list_contact_tagsList contact tagsGETRetrieves tags applied to a specific contact.
list_tagsList tagsGETRetrieves all tags for organizing contacts.
remove_tagsRemove tagsPOSTRemoves a tag from one or more contacts.

Task, 5 operations

create_taskCreate taskPOSTCreates a new task for follow-up or action.
delete_taskDelete taskDELETEPermanently deletes a task.
get_taskGet taskGETRetrieves detailed information about a specific task.
list_tasksList tasksGETRetrieves tasks assigned to users.
update_taskUpdate taskPATCHUpdates an existing task.

Email, 2 operations

list_emailsList emailsGETRetrieves a list of sent emails.
send_emailSend emailPOSTSends an email to one or more contacts.

Use Keap from Claude Code, Cursor or Codex

Connect Keap in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Keap operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Keap

Create your workspace
Sign up free. Nothing to install.
Connect Keap once
Add your Keap connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.

Keap integration FAQ

What can you do with the Keap integration?

LiveContext exposes 27 operations on Keap, covering company, contact, opportunity and tag. Common uses include CRM sync, Duplicate removal and Data management.