# Keap (Infusionsoft) MCP Integration

> Plataforma de CRM, ventas y marketing

## Overview

| Property | Value |
|----------|-------|
| Category | Marketing & Ads |
| Type | PIPEDREAM |
| Tools | 34 |
| URL | https://jelou.ai/es/marketplace/infusionsoft |

## Available Tools (34)

### Add Contact to Automation

Add one or more contacts to an automation sequence in Keap CRM. [See docs here](https://developer.infusionsoft.com/docs/restv2/#tag/Automation/operation/addContactsToAutomationSequence)

### Apply Tag to Contacts

Apply a tag to one or more contacts in Keap CRM. [See the documentation](https://developer.infusionsoft.com/docs/restv2/#tag/Tags/operation/applyTags)

### Create Affiliate

Create a new affiliate in Keap CRM. [See the documentation](https://developer.infusionsoft.com/docs/restv2/#tag/Affiliate/operation/addAffiliate)

### Create Company

Create a new company (account) in Keap CRM. [See the documentation](https://developer.infusionsoft.com/docs/restv2/#tag/Company/operation/createCompany)

### Create Contact

Create a new contact in Keap CRM. [See the documentation](https://developer.infusionsoft.com/docs/restv2/#tag/Contact/operation/createContact)

### Create Contact Note

Create a new note for a contact in Keap CRM. [See the documentation](https://developer.infusionsoft.com/docs/restv2/#tag/Note/operation/createNote)

### Create Opportunity

Create a new opportunity in Keap CRM. [See the documentation](https://developer.infusionsoft.com/docs/restv2/#tag/Opportunity/operation/createOpportunity)

### Create Opportunity Stage

Create a new opportunity stage in Keap CRM. [See the documentation](https://developer.infusionsoft.com/docs/restv2/#tag/Opportunity/operation/createOpportunityStage)

### Crear ítem de pedido

Agregar un artículo a un pedido existente [Ver la documentación aquí](https://developer.infusionsoft.com/docs/rest/#operation=createOrderItemsOnOrderUsingPOST)

### Crear pago

Crear o añadir un registro de pago [Ver la documentación aquí](https://developer.infusionsoft.com/docs/rest/#operation/createPaymentOnOrderUsingPOST)

Devuelva solo el texto traducido sin explicaciones.

### Create Task

Create a new task in Keap CRM. [See the documentation](https://developer.infusionsoft.com/docs/restv2/#tag/Task/operation/createTask)

### Delete Task

Delete a single task by ID. [See the documentation](https://developer.infusionsoft.com/docs/restv2/#tag/Task/operation/deleteTask)

### Obtener Empresa

Obtener detalles de una empresa [Ver documentación aquí](https://developer.infusionsoft.com/docs/rest/#operation/getCompanyUsingGET)

### Obtener contacto

Obtener los detalles de un contacto [Ver la documentación aquí](https://developer.infusionsoft.com/docs/rest/#operation/getContactUsingGET)

### List Affiliates

List affiliates with optional filters in Keap CRM. [See the documentation](https://developer.infusionsoft.com/docs/restv2/#tag/Affiliate/operation/listAffiliate)

### List Companies

Search for and list all the companies that match by filters. [See the documentation](https://developer.infusionsoft.com/docs/restv2/#tag/Company/operation/listCompanies)

### List Contact Notes

List notes for a contact in Keap CRM. [See the documentation](https://developer.infusionsoft.com/docs/restv2/#tag/Note/operation/listNotes)

### List Contacts

Search for and list all the contacts that match by filters. [See the documentation](https://developer.infusionsoft.com/docs/restv2/#tag/Contact/operation/listContacts)

### List Opportunities

List opportunities with optional filters. [See the documentation](https://developer.infusionsoft.com/docs/restv2/#tag/Opportunity/operation/listOpportunities)

### List Opportunity Stages

List opportunity stages in Keap CRM with optional filtering. [See the documentation](https://developer.infusionsoft.com/docs/restv2/#tag/Opportunity/operation/listOpportunityStages)

### 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](https://developer.infusionsoft.com/docs/restv2/#tag/Task/operation/listTasks)

### List Users

List users in Keap CRM with optional filtering. [See the documentation](https://developer.infusionsoft.com/docs/restv2/#tag/Users/operation/listPaginatedUsers)

### Retrieve Contact Model

Retrieve the custom fields model for contacts to discover available custom field IDs and types. [See the documentation](https://developer.infusionsoft.com/docs/restv2/#tag/Contact/operation/retrieveContactModel)

### Retrieve Opportunity

Retrieve a single opportunity by ID. [See the documentation](https://developer.infusionsoft.com/docs/restv2/#tag/Opportunity/operation/getOpportunity)

### Retrieve Opportunity Custom Fields Model

Retrieve the custom fields model for opportunities. [See the documentation](https://developer.infusionsoft.com/docs/rest/#tag/Opportunity/operation/retrieveOpportunityModel)

### Retrieve Task

Retrieve a single task by ID. [See the documentation](https://developer.infusionsoft.com/docs/restv2/#tag/Task/operation/getTask)

### Retrieve User

Retrieve a single user by ID from Keap CRM. [See the documentation](https://developer.infusionsoft.com/docs/restv2/#tag/Users/operation/getUserById)

### Send Email

Send an email to one or more contacts in Keap CRM. [See the documentation](https://developer.infusionsoft.com/docs/restv2/#tag/Email/operation/sendEmail)

### Send Email Template

Send an email template to one or more contacts in Keap CRM. [See the documentation](https://developer.infusionsoft.com/docs/restv2/#tag/Email/operation/sendEmailTemplate)

### Set Opportunity Stage

Set the stage of an opportunity in Keap CRM. [See the documentation](https://developer.infusionsoft.com/docs/rest/#tag/Opportunity/operation/updatePropertiesOnOpportunity)

### Update Contact

Update an existing contact in Keap CRM. [See the documentation](https://developer.infusionsoft.com/docs/restv2/#tag/Contact/operation/updateContact)

### Update Opportunity

Update an existing opportunity in Keap CRM. [See the documentation](https://developer.infusionsoft.com/docs/rest/#tag/Opportunity/operation/updatePropertiesOnOpportunity)

### Update Task

Update an existing task in Keap CRM. [See the documentation](https://developer.infusionsoft.com/docs/restv2/#tag/Task/operation/updateTask)

### Upload File

Upload a file to Keap CRM. [See the documentation](https://developer.infusionsoft.com/docs/rest/#tag/File/operation/createFile)

## Supported Channels

This integration works with:
- WhatsApp Business API
- Facebook Messenger
- Instagram Direct Messages
- Web Chat Widget

## AI Assistants Compatible

- ChatGPT (via MCP)
- Claude (via MCP)
- Gemini (via MCP)
- Custom AI Agents

## Quick Start

1. Sign up at https://apps.jelou.ai/signup
2. Navigate to Marketplace and add Keap (Infusionsoft)
3. Authenticate your Keap (Infusionsoft) account
4. Configure your messaging channels (WhatsApp, Facebook, etc.)
5. Copy the MCP server URL to your AI assistant

## Example Use Cases

- Automate customer inquiries using Keap (Infusionsoft) data
- Send notifications via WhatsApp when Keap (Infusionsoft) events occur
- Query Keap (Infusionsoft) data directly from ChatGPT or Claude
- Build AI agents that interact with Keap (Infusionsoft)

## Resources

- [All Integrations](https://jelou.ai/es/marketplace)
- [Full Documentation](https://jelou.ai/llms-full.txt)
- [API Docs](https://docs.jelou.ai)
- [Help Center](https://help.jelou.ai)