Keap MCP server

What the model can do

Keap (formerly Infusionsoft) CRM: contacts by name, email, company or recent change, companies, opportunities with their pipeline stage, owner and projected revenue, tasks, notes (title and type), tags and users. Can create or edit a contact, add a note, create, edit, complete or delete a task, create or move an opportunity, apply or remove a tag, add contacts to a campaign sequence and send an email, each only when asked.

Reads

• keap_contactsSearch Keap contacts: name, primary email, job title, company, contact type, owner, tag ids and when they were created and last changed.
• keap_companiesKeap companies: name, website, contact type and id.
• keap_opportunitiesKeap opportunities (deals): title, pipeline stage, contact name, email and company, owner, projected revenue range, forecast flag, estimated close…
• keap_opportunity_stagesThe stages of the Keap sales pipeline in order, with win probability and target days.
• keap_tasksKeap tasks: title, type, priority, due date, whether completed, who it is assigned to, the contact or opportunity it is for, and a short description.
• keap_notesKeap notes: title, type (Call, Email, Appointment …), the text (cut to 1,500 characters), the contact it is on, the user who wrote it…
• keap_tagsKeap tags: id, name, description and category id.
• keap_usersKeap users: id, name, email, job title, status and whether an admin.

Acts, when you ask

These change something in Keap. The model is told to use them only when you ask for exactly that, and each one is granted by name: per team on a shared connection, by the owner on a personal one.

• keap_create_contactCreate a Keap contact.
• keap_update_contactChange a Keap contact's first or last name, job title, contact type, owner or company.
• keap_create_noteAdd a note to a Keap contact, written as the given user.
• keap_create_taskCreate a Keap task, created as the key's user and assigned to the given user (who may get Keap's usual reminder)…
• keap_update_taskChange a Keap task: mark it complete or not, or change its title, due date, priority, assignee or description.
• keap_delete_taskDelete a Keap task.
• keap_create_opportunityCreate a Keap opportunity (deal) for a contact at a pipeline stage, owned by the given user.
• keap_update_opportunityChange a Keap opportunity: move it to another stage, or change its title, owner, projected revenue, estimated close…
• keap_apply_tagApply a Keap tag to up to 100 named contacts.
• keap_remove_tagRemove a Keap tag from up to 100 named contacts.
• keap_add_to_campaign_sequenceAdd up to 100 named contacts to a Keap campaign sequence.
• keap_send_emailSend an email through Keap to up to 50 named contacts, from a Keap user or an authenticated sender address.

Connect it

First connect Keap on Dashboard → Connections, then add Memtro to your client once. The Keap tools appear alongside the tools of everything else you have connected; nothing is configured per connector.

claude plugin marketplace add memtro-org/claude-memtro
claude plugin install memtro@memtro --config api_key=sk-memtro-...

{
  "mcpServers": {
    "memtro": {
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

{
  "mcp": {
    "memtro": {
      "type": "remote",
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

Who may use it

The key identifies the person, and the server offers that person the tools they may use everywhere else in Memtro. A shared Keap connection is used by the teams an administrator granted it to, tool by tool, on the Permissions page; a personal connection is used by its owner alone, and its tools that act stay off until the owner allows them. See Teams and permissions and Connectors.

Ask it like this

• › Which opportunities are in the proposal stage?
• › What tasks are overdue for Dan?
• › What was the last note on BigCo's contact?
• › Which contacts changed this week?
• › Tag Priya Sharma as a webinar attendee

Questions

Is this an official Keap MCP server?

No. It is Memtro's MCP server with Memtro's Keap connector behind it: the connector reads Keap through its API with the credentials you connect on Dashboard → Connections, and Keap publishes nothing here. The same endpoint carries every other system you connect and Memtro's memory tools.

What does it cost?

Nothing on top of Memtro. One price per organisation by its number of users, from $50 a month for up to 10 users after a 7-day free trial, with every connector, the MCP server, jobs and memory included. You bring your own model keys.

Can it change anything in Keap?

Only when you ask, and only what it has been granted: create a contact (may start automations that run on new contacts); edit a contact's name, job title, type, owner or company; add a note to a contact; create a task; edit or complete a task; delete a task; create an opportunity; move an opportunity to another stage or edit it; apply a tag to contacts (may start automations that email them); remove a tag from contacts; add contacts to a campaign sequence (starts the sequence's emails); send an email to contacts. Every other tool reads, searches or lists. An administrator grants each acting tool by name per team, and a personal connection acts only after its owner allows it.

Which clients work?

Any MCP client that speaks Streamable HTTP: Claude Code, Cursor, Claude Desktop, OpenCode, Codex, Zed, Windsurf, Cline and the Anthropic and OpenAI SDKs. There is no local process to run; the server is remote and authenticated with your key.

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