Integration · CRM & sales

Connect Claude & ChatGPT to Keap

Ask your AI who a contact is, which deals are stuck in a stage, or what tasks are due, and it answers from your Keap account. It can create and update contacts and companies, apply or remove tags, add notes, create and complete tasks, move opportunities between stages, read orders and products, and send emails to contacts.

Connect Keap free

Free plan, no credit card. Takes about a minute.

Try asking

“What do we know about [email protected]?”
The AI finds the contact by email and shows her details, company, owner, tags and recent notes.
“Tag everyone who came from yesterday's webinar with Webinar Attendee.”
It looks up the tag and applies it to the contacts you name. In Keap a tag can start an automation.
“Log a note on Tom Berg's contact: called, wants a quote next week.”
It adds a note of type Call to the contact, written by your user.

What your AI can do

Contacts, companies and tags

Search, create and update contacts and companies, and apply or remove tags on one or many contacts at a time.

Pipeline and tasks

Create and update opportunities, move them between stages, and create, reassign or complete tasks linked to a contact or deal.

Notes, orders and email

Add and read notes on contacts, read orders and products, and send emails to contacts.

“Which opportunities are in the Proposal stage, and what are they worth?”
It lists the pipeline stages, then the opportunities in that stage with contact and projected revenue.
“Remind me to follow up with Tom on Friday.”
It creates a task assigned to you with a due time on Friday, linked to Tom's contact.
“Send the new price list to Tom and Jane.”
It sends an email with your subject and text to the two contacts. The email goes out right away.

29 tools for Keap

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

apply_tagChanges dataApply a tag (`tag_id`) to one or more contacts (`contact_ids`). Tags can start automations in Keap.
create_companyChanges dataCreate a company with `company_name`, address, phone, email and website.
create_contactChanges dataCreate a contact with `given_name`, `family_name`, `email_addresses`, `phone_numbers`, `addresses`, `company`, `job_title` and more. Search first to avoid duplicates.
create_contact_noteChanges dataAdd a note to a contact (`contact_id`) written by a user (`user_id`), with `title` and/or `type` (e.g. Call, Email, Appointment) and `text`.
create_opportunityChanges dataCreate an opportunity with `opportunity_title`, `contact_id` and `stage_id`, plus optional owner, projected revenue, estimated close date and notes.
create_taskChanges dataCreate a task assigned to a user (`assigned_to_user_id`) with `title`, `description`, `due_time`, `priority` and optional `contact_id` or `opportunity_id`.
get_companyGet one company by `company_id`.
get_contactGet one contact by `contact_id`, with emails, phones, addresses, company and owner.
get_current_userGet the signed-in Keap user and account info. Use to confirm which account you are working in.
get_opportunityGet one opportunity by its ID (`deal_id`), with stage, contact, value and next action.
get_orderGet one order by `order_id`, with items, totals and payment status.
get_taskGet one task by `task_id`.
list_companiesList companies, narrowed with `filter` and sorted with `order_by`. Use to find a company ID.
list_contact_notesList the notes on a contact by `contact_id`.
list_contact_tagsList the tags applied to one contact by `contact_id`.
list_contactsList contacts, narrowed with `filter` (e.g. [email protected], givenname==Jane) and sorted with `order_by`; page with `cursor`. Use this to find a contact ID.
list_opportunitiesList opportunities (deals), filtered with `filter` by stageid, userid, contactid or title.
list_opportunity_stagesList the pipeline stages for opportunities. Use to find a stage ID.
list_ordersList orders, filtered with `filter` by contactid, productid, invoiceid, paid status and more.
list_productsList products in the catalog with name, price and SKU.
list_tagsList the tags in the account, filterable with `filter`. Use to find a tag ID.
list_tasksList tasks, filtered with `filter` by contactid, userid, iscompleted, hasduedate, priority or opportunityid.
list_usersList the users in the Keap account. Use to find a user ID for task assignment, notes or emails.
remove_tagDeletesRemove a tag (`tag_id`) from one or more contacts (`contact_ids`).
send_emailVisible to othersSend an email to one or more contacts (`contacts`, a list of contact IDs) with `subject` and `html_content` or `plain_content`. The email is sent immediately.
update_companyChanges dataUpdate a company by `company_id`; only the fields you pass change.
update_contactChanges dataUpdate a contact by `contact_id`; only the fields you pass change (list them in `update_mask` if needed).
update_opportunityChanges dataUpdate an opportunity by its ID (`deal_id`), e.g. move it to another `stage_id` or change revenue, owner or next action.
update_taskChanges dataUpdate a task by `task_id`, e.g. mark it `completed`, change the due time or reassign it.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Keap from the app list.
2
Paste your key
Paste a Keap Personal Access Token or Service Account Key. In your Keap app open Settings > API Settings. A Personal Access Token acts as you, and a Service Account Key, which an admin can create, has admin access. Copy it right away, because Keap does not show it again in full.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
Click your name, then Settings › Connectors › Add custom connector. Paste your link as the Remote MCP server URL. Switch it on from the + menu in a chat.

Questions

What can the AI do in Keap?

It can read your user and account details, users, contacts, companies, tags, notes, opportunities and pipeline stages, tasks, orders and products. It can create and update contacts, companies, opportunities and tasks, apply and remove tags, add notes to contacts and send emails to contacts.

Does the AI see my Keap token?

No. Your Keap access token or service account key is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start with lookups only. Sending an email reaches contacts right away, and applying a tag can start an automation in Keap, so these tools can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan, and you do not need a credit card to start. Paid plans bill per completed task. You also need your own Keap account.

Should I use a Personal Access Token or a Service Account Key?

A Personal Access Token acts as your own Keap user, so the AI can do what you can do. A Service Account Key is created by an admin and has admin access to the account. If you only need your own contacts and tasks, a Personal Access Token keeps access closer to your role. Both are created under Settings > API Settings.