Full read-write Claude connector for Keap
Make Claude update contacts and move deals in Keap
Stop clicking through screens to keep your CRM current. Claude updates contacts, advances deals through pipeline stages, logs activity, and tags for follow-up right where your pipeline and automations already live, with enrollments and sends waiting for your approval.
Keap is a CRM and sales-and-marketing automation platform for small businesses, combining contacts, pipelines, invoices, and email campaigns in one place. People want Claude to work inside it: update contacts, move deals, and trigger follow-ups instead of just reading records back.
What is a Keap MCP server?
A Keap MCP server is a small hosted service that exposes Keap's data and actions to Claude over the Model Context Protocol, so Claude can manage contacts, deals, and pipeline inside your own account. We build it as a custom connector with separate read and write tools, and destructive actions stay gated behind your approval.
What can Keap's current connector do today?
Today, Keap has no first-party Claude connector, and any directory or third-party option tends to be a thin, read-leaning slice rather than full coverage. Claude can often surface contact and deal details, but creating records, advancing pipeline stages, logging activity, and adding contacts to automation usually fall outside what is available.
What does full read-write Keap access unlock?
Full read-write Keap access lets Claude create and update contacts, advance deals through pipeline stages, log notes and tasks, apply tags, and add contacts to automation sequences once you approve. The CRM upkeep that used to mean clicking through screens happens where your pipeline and follow-ups already live.
- Create or update a contact record with current details and tags
- Move a deal to the next pipeline stage as it progresses
- Log a note, call, or task against a contact
- Apply or remove tags to segment contacts for follow-up
- Add a contact to an automation sequence after you approve
- Create a draft invoice for a contact to review
Can Claude update contacts and move deals in Keap?
Yes. Claude can update contacts and move deals in Keap with a full read-write connector: create or refresh contact records, advance deals through pipeline stages, log notes, calls, and tasks, and apply or remove tags. Read-leaning options only surface records, so changing them needs purpose-built write tools.
Can Claude add a contact to a Keap automation sequence?
Adding a contact to a Keap automation sequence is a gated write action. Claude can prepare the enrollment and stage it against the right contact, but it only proceeds once you approve. You decide which sequence runs and when, so nothing reaches a contact before you confirm it.
Can Claude create an invoice in Keap?
Claude can draft an invoice for a contact in Keap for you to review, keeping the line items and details ready inside the record. Sending or finalizing it stays a separate, confirmed step, and the connector never has more access to billing than your own Keap login already does.
How a Keap connector works
We build a small MCP server that authenticates to Keap with OAuth 2.0 and the narrowest scopes the work needs. Read tools (search contacts, read deals) and write tools (create, update, tag, enroll) are separated, and outbound or destructive actions like sending a campaign or deleting a record require your confirmation. Claude only ever has the access your own Keap account already has.
Frequently asked questions
Can Claude update contacts and move deals in Keap, not just read them?
Will Claude enroll contacts in a Keap campaign without my approval?
Does the Keap connector get more access than my own login has?
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