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.

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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.

376 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.

add_a_wordpress_opt_in_optionChanges dataCreate a new product. Search products first to avoid duplicates. API summary: Add a WordPress Opt-In Option.
add_contacts_to_an_automation_sequenceChanges dataCreate a new contact. Required: contact ids. Search contacts first to avoid duplicates. API summary: Add Contacts to an Automation Sequence.
apply_tagChanges dataApply a tag (`tag_id`) to one or more contacts (`contact_ids`). Tags can start automations in Keap.
archive_paymentVisible to othersDeactivate a payment (payment id). Has effects visible outside this system. API summary: Deactivate a Contact Payment Method.
archive_subscriptionVisible to othersDeactivate a subscription (subscription id). Has effects visible outside this system. API summary: Cancel Subscription.
attach_affiliate_to_programChanges dataAssign a affiliate (affiliate id). API summary: Assign Affiliate to Commission program.
attach_category_productsChanges dataAssign a category (category id). API summary: Assign Products to a Product Category.
attach_contactChanges dataAttach a contact. API summary: Link Contacts.
attach_order_fileChanges dataAttach a order (order id). API summary: Attach a File to an Order Invoice.
attach_productChanges dataAttach a product (commission program id). API summary: Assign a Product Commission Program.
attach_subscriptionChanges dataAttach a subscription (commission program id). API summary: Assign a Subscription Commission Program.
create_a_category_discountChanges dataCreate a new category. Required: name, apply to commissions, discount percent or product category ids. Search categories first to avoid duplicates. API summary: Create a Category Discount.
create_a_category_discount_criteriaChanges dataCreate a new category for a category. Search categories first to avoid duplicates. API summary: Create a Category Discount Criteria.
create_a_company_custom_fieldChanges dataCreate a new custom field. Required: label or field type. API summary: Create a Company Custom Field.
create_a_company_custom_field_groupChanges dataCreate a new group. API summary: Create a Company Custom Field Group.
create_a_company_custom_field_tabChanges dataCreate a new tab. API summary: Create a Company Custom Field Tab.
create_a_contact_custom_fieldChanges dataCreate a new custom field. Required: label or field type. API summary: Create a Contact Custom Field.
create_a_contact_custom_field_groupChanges dataCreate a new group. API summary: Create a Contact Custom Field Group.
create_a_contact_custom_field_tabChanges dataCreate a new tab. API summary: Create a Contact Custom Field Tab.
create_a_contact_link_typeChanges dataCreate a new contact. Search contacts first to avoid duplicates. API summary: Create a Contact Link type.
create_a_custom_fieldChanges dataCreate a new custom field. Required: label or field type. API summary: Create a Custom Field.
create_a_lead_source_categoryChanges dataCreate a new category. Search categories first to avoid duplicates. API summary: Create a Lead Source Category.
create_a_lead_source_expenseChanges dataCreate a new lead for a lead. Required: amount. Search leads first to avoid duplicates. API summary: Create a Lead Source Expense.
create_a_lead_source_recurring_expenseChanges dataCreate a new lead for a lead. Required: amount. Search leads first to avoid duplicates. API summary: Create a Lead Source Recurring Expense.
create_a_note_custom_field_groupChanges dataCreate a new group. API summary: Create a Note Custom Field Group.
create_a_note_custom_field_tabChanges dataCreate a new tab. API summary: Create a Note Custom Field Tab.
create_a_product_categoryChanges dataCreate a new category. Required: name. Search categories first to avoid duplicates. API summary: Create a Product Category.
create_a_product_discountChanges dataCreate a new product. Required: name, product id, discount type or discount value. Search products first to avoid duplicates. API summary: Create a Product Discount.
create_a_product_discount_criteriaChanges dataCreate a new product for a product. Search products first to avoid duplicates. API summary: Create a Product Discount Criteria.
create_a_product_interest_bundleChanges dataCreate a new product. Required: name or description. Search products first to avoid duplicates. API summary: Create a Product Interest Bundle.
create_a_product_interest_in_an_existing_bundleChanges dataCreate a new product for a product. Required: type, entity id or price. Search products first to avoid duplicates. API summary: Create a Product Interest in an existing Bundle.
create_a_product_optionChanges dataCreate a new product for a product. Required: option type. Search products first to avoid duplicates. API summary: Create a Product Option.
create_a_set_of_email_recordsVisible to othersCreate a new message. Required: emails. Search messages first to avoid duplicates. Has effects visible outside this system. API summary: Create a set of Email Records.
create_a_subscription_custom_fieldChanges dataCreate a new custom field. Required: label or field type. API summary: Create a Subscription Custom Field.
create_a_subscription_custom_field_groupChanges dataCreate a new group. API summary: Create a Subscription Custom Field Group.
create_a_subscription_custom_field_tabChanges dataCreate a new tab. API summary: Create a Subscription Custom Field Tab.
create_achieveChanges dataCreate a new achieve. API summary: Achieve a WordPress Opt-In Goal.
create_achieve_achieve_goalChanges dataCreate a new achieve. Required: contact id. API summary: Achieve an Automation Goal.
create_affiliateChanges dataCreate a new affiliate. Required: code or contact id. Search affiliates first to avoid duplicates. API summary: Create an Affiliate.
create_an_affiliate_commission_programChanges dataCreate a new subscription. Required: name or priority. Search subscriptions first to avoid duplicates. API summary: Create an Affiliate Commission Program.
create_an_affiliate_custom_fieldChanges dataCreate a new custom field. Required: label or field type. API summary: Create an Affiliate Custom Field.
create_an_affiliate_custom_field_groupChanges dataCreate a new group. API summary: Create an Affiliate Custom Field Group.
create_an_affiliate_custom_field_tabChanges dataCreate a new tab. API summary: Create an Affiliate Custom Field Tab.
create_an_opportunity_custom_fieldChanges dataCreate a new custom field. Required: label or field type. API summary: Create an Opportunity Custom Field.
create_an_opportunity_custom_field_groupChanges dataCreate a new group. API summary: Create an Opportunity Custom Field Group.
create_an_opportunity_custom_field_tabChanges dataCreate a new tab. API summary: Create an Opportunity Custom Field Tab.
create_an_opportunity_stageChanges dataCreate a new deal. Required: name, order, target number days or probability. Search deals first to avoid duplicates. API summary: Create an Opportunity Stage.
create_an_order_custom_fieldChanges dataCreate a new custom field. Required: label or field type. API summary: Create an Order Custom Field.
create_an_order_custom_field_groupChanges dataCreate a new group. API summary: Create an Order Custom Field Group.
create_an_order_custom_field_tabChanges dataCreate a new tab. API summary: Create an Order Custom Field Tab.
create_an_order_total_discountChanges dataCreate a new order. Required: name, discount type or discount value. Search orders first to avoid duplicates. API summary: Create an Order Total Discount.
create_an_order_total_discount_criteriaChanges dataCreate a new order for a order. Search orders first to avoid duplicates. API summary: Create an Order Total Discount Criteria.
create_automation_categoryChanges dataCreate a new category. Required: name. Search categories first to avoid duplicates. API summary: Create automation category.
create_batch_unpublishVisible to othersCreate a new batch unpublish. Required: automation ids. Has effects visible outside this system. API summary: Bulk unpublish Automations.
create_categoryChanges dataCreate a new category. Search categories first to avoid duplicates. API summary: Create Tag Category.
create_category_bulk_assignment_automations_categoriesVisible to othersCreate a new category. Search categories first to avoid duplicates. Has effects visible outside this system. API summary: Bulk update for Automations Categories.
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_2Changes dataCreate a new contact. Search contacts first to avoid duplicates. API summary: Create Tag.
create_contact_contactsChanges dataCreate a new contact. Required: contact ids. Search contacts first to avoid duplicates. API summary: Add Contacts to Campaign Sequence.
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_custom_fieldChanges dataCreate a new custom field. Required: label or field type. API summary: Create a Custom Field.
create_free_trialChanges dataCreate a new free trial. Required: name or subscription plan id. Search free trials first to avoid duplicates. API summary: Create a Subscription Free Trial Discount.
create_free_trial_criterionChanges dataCreate a new criterion for a free trial. API summary: Create a Subscription Free Trial Discount Criteria.
create_groupChanges dataCreate a new group. API summary: Create a Task Custom Field Group.
create_inventoryChanges dataCreate a new inventory. API summary: Adjust Inventory of a Product.
create_invoiceChanges dataCreate a new invoice. API summary: Invoice a Subscription.
create_leadChanges dataCreate a new lead. Search leads first to avoid duplicates. API summary: Create a Lead Source.
create_messageVisible to othersCreate a new message. Required: sent to address. Search messages first to avoid duplicates. Has effects visible outside this system. API summary: Create an Email Record.
create_opportunityChanges dataCreate an opportunity with `opportunity_title`, `contact_id` and `stage_id`, plus optional owner, projected revenue, estimated close date and notes.
create_orderChanges dataCreate a new order. Required: contact id, order title, order time or order type. Search orders first to avoid duplicates. API summary: Create an Order.
create_order_apply_commission_on_order_itemsChanges dataCreate a new order. Required: affiliate id or payout type. Search orders first to avoid duplicates. API summary: Apply Commission to an Order Item.
create_order_apply_taxChanges dataCreate a new order. Search orders first to avoid duplicates. API summary: Apply Taxes on an Order.
create_order_paymentChanges dataCreate a new payment for a order. Required: payment amount or apply to commissions. Search payments first to avoid duplicates. API summary: Create a Payment.
create_order_productChanges dataCreate a new product for a order. Required: quantity. Search products first to avoid duplicates. API summary: Create an Order Item.
create_paymentChanges dataCreate a new payment. Search payments first to avoid duplicates. API summary: Create Payment Method Configuration.
create_productChanges dataCreate a new product. Required: name, price or short description. Search products first to avoid duplicates. API summary: Create a Product.
create_product_subscriptionChanges dataCreate a new subscription for a product. Required: cycle type or plan price. Search subscriptions first to avoid duplicates. API summary: Create Subscription Plan.
create_redirectChanges dataCreate a new redirect. Required: name, code or website address. Search redirects first to avoid duplicates. API summary: Create an Affiliate Link.
create_referralChanges dataCreate a new referral. Required: contact id. Search referrals first to avoid duplicates. API summary: Create a Referral.
create_resourceChanges dataCreate a new resource. Required: title, type or commission program ids. API summary: Create Commission Program Resource.
create_runChanges dataCreate a new run. Required: run report request. API summary: Run a Report.
create_shippingChanges dataCreate a new shipping. Required: name, discount type or discount value. Search shippings first to avoid duplicates. API summary: Create a Shipping Discount.
create_shipping_criterionChanges dataCreate a new criterion for a shipping. API summary: Create a Shipping Discount Criteria.
create_subscriptionChanges dataCreate a new subscription. Required: contact id or subscription plan id. Search subscriptions first to avoid duplicates. API summary: Create Subscription.
create_tabChanges dataCreate a new tab. API summary: Create a Task Custom Field Tab.
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`.
delete_a_category_discountDeletesPermanently delete a category by discount id. Destructive action; may require approval. API summary: Delete a Category Discount.
delete_a_category_discount_criteriaDeletesPermanently delete a category by criteria id. Destructive action; may require approval. API summary: Delete a Category Discount Criteria.
delete_a_companyDeletesPermanently delete a company by company id. Destructive action; may require approval.
delete_a_company_custom_fieldDeletesPermanently delete a custom field by custom field id. Destructive action; may require approval. API summary: Delete a Company Custom Field.
delete_a_company_custom_field_groupDeletesPermanently delete a group by group id. Destructive action; may require approval. API summary: Delete a Company Custom Field Group.
delete_a_company_custom_field_tabDeletesPermanently delete a tab by tab id. Destructive action; may require approval. API summary: Delete a Company Custom Field Tab.
delete_a_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval.
delete_a_contact_custom_fieldDeletesPermanently delete a custom field by custom field id. Destructive action; may require approval. API summary: Delete a Contact Custom Field.
delete_a_contact_custom_field_groupDeletesPermanently delete a group by group id. Destructive action; may require approval. API summary: Delete a Contact Custom Field Group.
delete_a_contact_custom_field_tabDeletesPermanently delete a tab by tab id. Destructive action; may require approval. API summary: Delete a Contact Custom Field Tab.
delete_a_contact_link_typeDeletesPermanently delete a contact by link type id. Destructive action; may require approval. API summary: Delete a Contact Link type.
delete_a_custom_fieldDeletesPermanently delete a custom field by custom field id. Destructive action; may require approval.
delete_a_lead_source_categoryDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: Delete a Lead Source Category.
delete_a_lead_source_expenseDeletesPermanently delete a lead by lead source expense id. Destructive action; may require approval. API summary: Delete a lead source expense.
delete_a_lead_source_recurring_expenseDeletesPermanently delete a lead by lead source recurring expense id. Destructive action; may require approval. API summary: Delete a Lead Source Recurring Expense.
delete_a_note_custom_fieldDeletesPermanently delete a custom field by custom field id. Destructive action; may require approval. API summary: Delete a Note Custom Field.
delete_a_note_custom_field_groupDeletesPermanently delete a group by group id. Destructive action; may require approval. API summary: Delete a Note Custom Field Group.
delete_a_note_custom_field_tabDeletesPermanently delete a tab by tab id. Destructive action; may require approval. API summary: Delete a Note Custom Field Tab.
delete_a_product_categoryDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: Delete a Product Category.
delete_a_product_discountDeletesPermanently delete a product by discount id. Destructive action; may require approval. API summary: Delete a Product Discount.
delete_a_product_discount_criteriaDeletesPermanently delete a product by criteria id. Destructive action; may require approval. API summary: Delete a Product Discount Criteria.
delete_a_product_interest_bundleDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete a Product Interest Bundle.
delete_a_product_interest_from_an_existing_bundleDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete a Product Interest from an existing Bundle.
delete_a_product_optionDeletesPermanently delete a product by product option id. Destructive action; may require approval. API summary: Delete a Product Option.
delete_a_product_option_list_itemDeletesPermanently delete a product by item id. Destructive action; may require approval. API summary: Delete a Product Option List Item.
delete_a_subscription_custom_fieldDeletesPermanently delete a custom field by custom field id. Destructive action; may require approval. API summary: Delete a Subscription Custom Field.
delete_a_subscription_custom_field_groupDeletesPermanently delete a group by group id. Destructive action; may require approval. API summary: Delete a Subscription Custom Field Group.
delete_a_subscription_custom_field_tabDeletesPermanently delete a tab by tab id. Destructive action; may require approval. API summary: Delete a Subscription Custom Field Tab.
delete_a_wordpress_opt_in_optionDeletesPermanently delete a product by product key. Destructive action; may require approval. API summary: Delete a WordPress Opt-In Option.
delete_affiliateDeletesPermanently delete a affiliate by affiliate id. Destructive action; may require approval. API summary: Delete Affiliate.
delete_affiliates_from_programDeletesPermanently delete a affiliate by affiliate id. Destructive action; may require approval. API summary: Remove an Affiliate from a Commission Program.
delete_an_affiliate_custom_field_groupDeletesPermanently delete a group by group id. Destructive action; may require approval. API summary: Delete an Affiliate Custom Field Group.
delete_an_affiliate_custom_field_tabDeletesPermanently delete a tab by tab id. Destructive action; may require approval. API summary: Delete an Affiliate Custom Field Tab.
delete_an_opportunity_custom_fieldDeletesPermanently delete a custom field by custom field id. Destructive action; may require approval. API summary: Delete an Opportunity Custom Field.
delete_an_opportunity_custom_field_groupDeletesPermanently delete a group by group id. Destructive action; may require approval. API summary: Delete an Opportunity Custom Field Group.
delete_an_opportunity_custom_field_tabDeletesPermanently delete a tab by tab id. Destructive action; may require approval. API summary: Delete an Opportunity Custom Field Tab.
delete_an_opportunity_stageDeletesPermanently delete a deal by deal id. Destructive action; may require approval. API summary: Delete an Opportunity Stage.
delete_an_order_custom_fieldDeletesPermanently delete a custom field by custom field id. Destructive action; may require approval. API summary: Delete an Order Custom Field.
delete_an_order_custom_field_groupDeletesPermanently delete a group by group id. Destructive action; may require approval. API summary: Delete an Order Custom Field Group.
delete_an_order_custom_field_tabDeletesPermanently delete a tab by tab id. Destructive action; may require approval. API summary: Delete an Order Custom Field Tab.
delete_an_order_total_discountDeletesPermanently delete a order by discount id. Destructive action; may require approval. API summary: Delete an Order Total Discount.
delete_an_order_total_discount_criteriaDeletesPermanently delete a order by criteria id. Destructive action; may require approval. API summary: Delete an Order Total Discount Criteria.
delete_automationsMoves moneyPermanently delete a automation. Financial or irreversible action; may require approval. API summary: Delete an Automation.
delete_categoriesMoves moneyPermanently delete a category. Financial or irreversible action; may require approval. API summary: Delete automation category.
delete_categoryDeletesPermanently delete a category by tag category id. Destructive action; may require approval. API summary: Delete Tag Category.
delete_category_imagesMoves moneyPermanently delete a image by category id. Financial or irreversible action; may require approval. API summary: Delete the image from a product category.
delete_companyDeletesPermanently delete a company by company id 2. Destructive action; may require approval. API summary: Remove Tag.
delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Delete Tag.
delete_contact_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a Note.
delete_contact_paymentDeletesPermanently delete a payment by payment id. Destructive action; may require approval. API summary: Delete a Contact Payment Method.
delete_contacts_contactsDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Remove Contacts from Campaign Sequence.
delete_custom_fieldDeletesPermanently delete a custom field by custom field id. Destructive action; may require approval.
delete_dealDeletesPermanently delete a deal by deal id. Destructive action; may require approval. API summary: Delete an Opportunity.
delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete a file.
delete_free_trialDeletesPermanently delete a free trial by discount id. Destructive action; may require approval. API summary: Delete a Subscription Free Trial Discount.
delete_free_trial_criterionDeletesPermanently delete a criterion by criteria id. Destructive action; may require approval. API summary: Delete a Subscription Free Trial Discount Criteria.
delete_groupDeletesPermanently delete a group by group id. Destructive action; may require approval. API summary: Delete a Task Custom Field Group.
delete_leadDeletesPermanently delete a lead by lead id. Destructive action; may require approval. API summary: Delete a Lead Source.
delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete an Email Record.
delete_messagesMoves moneyPermanently delete a message. Financial or irreversible action; may require approval. API summary: Remove a set of Email Records.
delete_orderDeletesPermanently delete a order by order id. Destructive action; may require approval. API summary: Delete an Order.
delete_order_productDeletesPermanently delete a product by order item id. Destructive action; may require approval. API summary: Delete an Order Item.
delete_productDeletesPermanently delete a product by product id. Destructive action; may require approval.
delete_product_imagesMoves moneyPermanently delete a image by product id. Financial or irreversible action; may require approval. API summary: Delete the Product Image.
delete_product_subscriptionDeletesPermanently delete a subscription by subscription plan id. Destructive action; may require approval. API summary: Delete Subscription Plan.
delete_redirectDeletesPermanently delete a redirect by redirect id. Destructive action; may require approval. API summary: Delete an Affiliate Link.
delete_resourceDeletesPermanently delete a resource by resource id. Destructive action; may require approval. API summary: Remove Commission Program Resource.
delete_shippingDeletesPermanently delete a shipping by discount id. Destructive action; may require approval. API summary: Delete a Shipping Discount.
delete_shipping_criterionDeletesPermanently delete a criterion by criteria id. Destructive action; may require approval. API summary: Delete a Shipping Discount Criteria.
delete_subscriptionDeletesPermanently delete a subscription by subscription id. Destructive action; may require approval. API summary: Delete a Commission Program.
delete_subscriptions_product_commissionDeletesPermanently delete a subscription by commission id. Destructive action; may require approval. API summary: Remove a Product from a Commission Program.
delete_subscriptions_subscription_commissionDeletesPermanently delete a subscription by commission id. Destructive action; may require approval. API summary: Remove a Subscription from a Commission Program.
delete_tabDeletesPermanently delete a tab by tab id. Destructive action; may require approval. API summary: Delete a Task Custom Field Tab.
delete_taskDeletesPermanently delete a task by task id. Destructive action; may require approval.
detach_contactChanges dataDetach a contact. API summary: Delete Link between two Contacts.
detach_order_fileChanges dataDetach a order (order id). API summary: Detach a File from an Order Invoice.
get_a_product_categoryGet one category by category id. API summary: Get a Product Category.
get_a_product_interest_bundleGet one product by product id. API summary: Get a Product Interest Bundle.
get_address_statusGet the current status of a address by email. API summary: Retrieve an Email Address status.
get_affiliateGet one affiliate by affiliate id. API summary: Retrieve an Affiliate.
get_automationGet one automation by automation id. API summary: Retrieve an Automation.
get_campaignGet one campaign by campaign id. API summary: Retrieve a Campaign.
get_categoryGet one category by tag category id. API summary: Retrieve a Tag Category.
get_companyGet one company by `company_id`.
get_contactGet one contact by `contact_id`, with emails, phones, addresses, company and owner.
get_contact_2Get one contact by contact id. API summary: Retrieve a Tag.
get_contact_countGet one contact by tag id. API summary: Tag Contact Count.
get_contact_messageGet one message for a contact by message id. API summary: Retrieve a Note.
get_contact_option_typesList contacts. API summary: Get Contact Option types.
get_countryGet one country by country code. API summary: Get Country.
get_country_provinceGet one province for a country by province code. API summary: Get Province.
get_current_userGet the signed-in Keap user and account info. Use to confirm which account you are working in.
get_documentGet one document by document id. API summary: Retrieve a file.
get_free_trialGet one free trial by discount id. API summary: Retrieve a Subscription Free Trial Discount.
get_groupGet one group by group id. API summary: Retrieve a Task Custom Field Group.
get_leadGet one lead by lead id. API summary: Retrieve a Lead Source.
get_messageGet one message by message id. API summary: Retrieve an Email.
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_order_productGet one product for a order by order item id. API summary: Retrieve an Order Item.
get_productGet one product by product id. API summary: Get a Product.
get_product_optionGet one product for a product by product option id. API summary: Get Product Option.
get_product_subscriptionGet one subscription for a product by subscription plan id. API summary: Get Subscription Plan.
get_redirectGet one redirect by redirect id. API summary: Retrieve an Affiliate Link.
get_reportGet one report by report id. API summary: Retrieve Report.
get_shippingGet one shipping by discount id. API summary: Retrieve a Shipping Discount.
get_subscriptionGet one subscription by subscription id. API summary: Retrieve a Subscription.
get_tabGet one tab by tab id. API summary: Retrieve a Task Custom Field Tab.
get_taskGet one task by `task_id`.
get_userGet one user by user id. API summary: Get User.
list_affiliate_commission_programsSearch subscriptions by filter or order by. Use this to find existing subscriptions before creating a new subscription. Results are paginated. API summary: List Affiliate Commission Programs.
list_affiliate_commission_totalsList commission totals for a affiliate. API summary: Retrieve Affiliate Commission Earned and View LedgerURl for portal.
list_affiliate_custom_field_groupsList groups. Optional filters: tab id. API summary: List Affiliate Custom Field Groups.
list_affiliate_custom_field_tabsList tabs. API summary: List Affiliate Custom Field Tabs.
list_all_notesSearch messages by filter or order by. Use this to find existing messages before creating a new message. Results are paginated. API summary: List All Notes.
list_all_order_total_discountsSearch orders by filter or order by. Use this to find existing orders before creating a new order. Results are paginated. API summary: List all Order Total Discounts.
list_all_product_categoriesSearch categories by filter or order by. Use this to find existing categories before creating a new category. Results are paginated. API summary: List all Product Categories.
list_all_product_discountsSearch products by filter or order by. Use this to find existing products before creating a new product. Results are paginated. API summary: List all Product Discounts.
list_applications_get_configurationsList applications get configurations. API summary: Get Application Configuration.
list_applications_is_enabledsList applications is enableds. API summary: Get Application Status.
list_assigned_products_to_categoriesSearch products by filter or order by. Use this to find existing products before creating a new product. Results are paginated. API summary: List Assigned Products to Categories.
list_campaign_goalsList goals for a campaign. API summary: Retrieve a list of Goals for a Campaign.
list_campaign_sequencesList sequences for a campaign. API summary: Retrieve a list of Sequences for a Campaign.
list_categoriesList categories. API summary: List automation categories.
list_category_discountsSearch categories by filter or order by. Use this to find existing categories before creating a new category. Results are paginated. API summary: List Category Discounts.
list_companiesList companies, narrowed with `filter` and sorted with `order_by`. Use to find a company ID.
list_companies_2List companies. API summary: Retrieve Business Profile.
list_company_custom_field_groupsList groups. Optional filters: tab id. API summary: List Company Custom Field Groups.
list_company_custom_field_tabsList tabs. API summary: List Company Custom Field Tabs.
list_contact_custom_field_groupsList groups. Optional filters: tab id. API summary: List Contact Custom Field Groups.
list_contact_custom_field_tabsList tabs. API summary: List Contact Custom Field Tabs.
list_contact_leadsList leads for a contact. API summary: Retrieve Lead Score of a Contact.
list_contact_link_typesSearch contacts by filter or order by. Use this to find existing contacts before creating a new contact. Results are paginated. API summary: List Contact Link types.
list_contact_notesList the notes on a contact by `contact_id`.
list_contact_s_tagsSearch contacts by filter or order by. Use this to find existing contacts before creating a new contact. Results are paginated. API summary: List Contact's Tags.
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_countriesList countries.
list_country_provincesList provinces for a country. API summary: List a Country's Provinces.
list_dataList data. API summary: Get Webform HTML.
list_email_templatesSearch messages by filter or order by. Use this to find existing messages before creating a new message. Results are paginated. API summary: List email templates.
list_groupsList groups. Optional filters: tab id. API summary: List Task Custom Field Groups.
list_lead_source_categoriesSearch categories by filter or order by. Use this to find existing categories before creating a new category. Results are paginated. API summary: List Lead Source Categories.
list_lead_source_expensesSearch leads for a lead by filter or order by. Use this to find existing leads before creating a new lead. Results are paginated. API summary: List Lead Source Expenses.
list_legacy_image_dataList legacy image data. API summary: Retrieve Product Legacy Image Data.
list_linked_contactsList contacts for a contact. API summary: List Linked Contacts.
list_modelsList models. API summary: Retrieve Task Model.
list_note_custom_field_groupsList groups. Optional filters: tab id. API summary: List Note Custom Field Groups.
list_note_custom_field_tabsList tabs. API summary: List Note Custom Field Tabs.
list_of_payment_methodsSearch payments by filter or order by. Use this to find existing payments before creating a new payment. Results are paginated. API summary: List of Payment Methods.
list_opportunitiesList opportunities (deals), filtered with `filter` by stageid, userid, contactid or title.
list_opportunity_custom_field_groupsList groups. Optional filters: tab id. API summary: List Opportunity Custom Field Groups.
list_opportunity_custom_field_tabsList tabs. API summary: List Opportunity Custom Field Tabs.
list_opportunity_stage_movesSearch deals by filter or order by. Use this to find existing deals before creating a new deal. Results are paginated. API summary: List Opportunity Stage Moves.
list_opportunity_stagesList the pipeline stages for opportunities. Use to find a stage ID.
list_order_custom_field_groupsList groups. Optional filters: tab id. API summary: List Order Custom Field Groups.
list_order_custom_field_tabsList tabs. API summary: List Order Custom Field Tabs.
list_ordersList orders, filtered with `filter` by contactid, productid, invoiceid, paid status and more.
list_paymentsSearch payments by filter or order by. Use this to find existing payments before creating a new payment. Results are paginated. API summary: List Payments.
list_product_interest_bundlesSearch products by filter or order by. Use this to find existing products before creating a new product. Results are paginated. API summary: List Product Interest Bundles.
list_productsList products in the catalog with name, price and SKU.
list_products_2List products for a product. API summary: List Product Options.
list_products_itemsChanges dataList products. API summary: Add a Product Option List Option Value.
list_report_modelsList models for a report. API summary: Retrieve Report Model.
list_shippingsList shippings. API summary: List Shipping methods.
list_subscription_custom_field_groupsList groups. Optional filters: tab id. API summary: List Subscription Custom Field Groups.
list_subscription_custom_field_tabsList tabs. API summary: List Subscription Custom Field Tabs.
list_subscription_resourcesList resources for a subscription. API summary: Retrieve Commission Program Resources.
list_tabsList tabs. API summary: List Task Custom Field Tabs.
list_tag_s_contactsSearch contacts by filter or order by. Use this to find existing contacts before creating a new contact. Results are paginated. API summary: List Tag's Contacts.
list_tagged_contactsSearch contacts for a contact by filter or order by. Use this to find existing contacts before creating a new contact. Results are paginated. API summary: List Tagged Contacts.
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_user_signaturesList signatures for a user. API summary: Get User email signature.
list_usersList the users in the Keap account. Use to find a user ID for task assignment, notes or emails.
list_users_2List users. API summary: List User Groups.
list_wordpress_opt_in_optionsList products. API summary: List WordPress Opt-In Options.
merge_two_contactsChanges dataCreate a new contact. Required: contact id or duplicate contact id. Search contacts first to avoid duplicates. API summary: Merge two Contacts.
remove_tagDeletesRemove a tag (`tag_id`) from one or more contacts (`contact_ids`).
retrieve_a_category_discountGet one category by discount id. API summary: Retrieve a Category Discount.
retrieve_a_commission_programGet one subscription by subscription id. API summary: Retrieve a Commission Program.
retrieve_a_company_custom_field_groupGet one group by group id. API summary: Retrieve a Company Custom Field Group.
retrieve_a_company_custom_field_tabGet one tab by tab id. API summary: Retrieve a Company Custom Field Tab.
retrieve_a_contact_custom_field_groupGet one group by group id. API summary: Retrieve a Contact Custom Field Group.
retrieve_a_contact_custom_field_tabGet one tab by tab id. API summary: Retrieve a Contact Custom Field Tab.
retrieve_a_file_s_dataList data. API summary: Retrieve a file's data.
retrieve_a_lead_source_categoryGet one category by category id. API summary: Retrieve a Lead Source Category.
retrieve_a_lead_source_expenseGet one lead for a lead by lead source expense id. API summary: Retrieve a Lead Source Expense.
retrieve_a_lead_source_recurring_expenseGet one lead for a lead by lead source recurring expense id. API summary: Retrieve a Lead Source Recurring Expense.
retrieve_a_note_custom_field_groupGet one group by group id. API summary: Retrieve a Note Custom Field Group.
retrieve_a_note_custom_field_tabGet one tab by tab id. API summary: Retrieve a Note Custom Field Tab.
retrieve_a_product_discountGet one product by discount id. API summary: Retrieve a Product Discount.
retrieve_a_subscription_custom_field_groupGet one group by group id. API summary: Retrieve a Subscription Custom Field Group.
retrieve_a_subscription_custom_field_tabGet one tab by tab id. API summary: Retrieve a Subscription Custom Field Tab.
retrieve_a_user_groupGet one user by user id. API summary: Retrieve a User Group.
retrieve_affiliate_modelList models. API summary: Retrieve Affiliate Model.
retrieve_an_affiliate_custom_field_groupGet one group by group id. API summary: Retrieve an Affiliate Custom Field Group.
retrieve_an_affiliate_custom_field_tabGet one tab by tab id. API summary: Retrieve an Affiliate Custom Field Tab.
retrieve_an_email_templateGet one message by email template id. API summary: Retrieve an email template.
retrieve_an_opportunity_custom_field_groupGet one group by group id. API summary: Retrieve an Opportunity Custom Field Group.
retrieve_an_opportunity_custom_field_tabGet one tab by tab id. API summary: Retrieve an Opportunity Custom Field Tab.
retrieve_an_opportunity_stageGet one deal by deal id. API summary: Retrieve an Opportunity Stage.
retrieve_an_opportunity_stage_moveGet one deal by deal id. API summary: Retrieve an Opportunity Stage Move.
retrieve_an_order_custom_field_groupGet one group by group id. API summary: Retrieve an Order Custom Field Group.
retrieve_an_order_custom_field_tabGet one tab by tab id. API summary: Retrieve an Order Custom Field Tab.
retrieve_an_order_total_discountGet one order by discount id. API summary: Retrieve an Order Total Discount.
retrieve_company_custom_field_modelList models. API summary: Retrieve Company Custom Field Model.
retrieve_contact_modelList models. API summary: Retrieve Contact Model.
retrieve_note_modelList models. API summary: Retrieve Note Model.
retrieve_note_templatesSearch messages by filter or order by. Use this to find existing messages before creating a new message. Results are paginated. API summary: Retrieve Note Templates.
retrieve_opportunity_custom_field_modelList models. API summary: Retrieve Opportunity Custom Field Model.
retrieve_order_custom_field_modelList models. API summary: Retrieve Order Custom Field Model.
retrieve_subscription_custom_field_modelList models. API summary: Retrieve Subscription Custom Field Model.
search_affiliate_paymentsSearch payments for a affiliate by filter or order by. Use this to find existing payments before creating a new payment. Results are paginated. API summary: List Affiliate Payments.
search_affiliate_referralsSearch referrals for a affiliate by filter or order by. Use this to find existing referrals before creating a new referral. Results are paginated. API summary: Retrieve Affiliate Referrals.
search_affiliatesSearch affiliates by filter or order by. Use this to find existing affiliates before creating a new affiliate. Results are paginated. API summary: List Affiliates.
search_automationsSearch automations by filter or order by. Use this to find existing automations before creating a new automation. Results are paginated. API summary: List Automations.
search_campaignsSearch campaigns by filter or order by. Use this to find existing campaigns before creating a new campaign. Results are paginated. API summary: List Campaigns.
search_categoriesSearch categories by filter or order by. Use this to find existing categories before creating a new category. Results are paginated. API summary: List Tag Categories.
search_commissionsSearch commissions by filter or order by. Use this to find existing commissions before creating a new commission. Results are paginated. API summary: Retrieve Affiliate Commissions.
search_companies_list_tags_for_companySearch companies for a company by filter or order by. Use this to find existing companies before creating a new company. Results are paginated. API summary: List Applied Tags.
search_contact_companiesSearch companies for a contact by filter or order by. Use this to find existing companies before creating a new company. Results are paginated. API summary: List Tagged Companies.
search_contact_paymentsSearch payments for a contact by filter or order by. Use this to find existing payments before creating a new payment. Results are paginated. API summary: List of Contact Payment Methods.
search_documentsSearch documents by filter or order by. Use this to find existing documents before creating a new document. Results are paginated. API summary: List all files.
search_free_trialsSearch free trials by filter or order by. Use this to find existing free trials before creating a new free trial. Results are paginated. API summary: List all Subscription Free Trial Discounts.
search_idsSearch ids by filter or order by. Use this to find existing ids before creating a new id. Results are paginated. API summary: List Automations Ids.
search_leadsSearch leads by filter or order by. Use this to find existing leads before creating a new lead. Results are paginated. API summary: List Lead Sources.
search_leads_list_lead_source_recurring_expensesSearch leads for a lead by filter or order by. Use this to find existing leads before creating a new lead. Results are paginated. API summary: Retrieves a list of lead source recurring expenses.
search_merchantsSearch merchants by filter or order by. Use this to find existing merchants before creating a new merchant. Results are paginated. API summary: List Merchant accounts.
search_messagesSearch messages by filter or order by. Use this to find existing messages before creating a new message. Results are paginated. API summary: List Emails.
search_order_paymentsSearch payments for a order by filter or order by. Use this to find existing payments before creating a new payment. Results are paginated. API summary: Retrieve Order Payments.
search_paymentsSearch payments by filter or order by. Use this to find existing payments before creating a new payment. Results are paginated. API summary: List Transactions.
search_product_subscriptionsSearch subscriptions for a product by filter or order by. Use this to find existing subscriptions before creating a new subscription. Results are paginated. API summary: List Subscription Plans.
search_recurring_expense_leadsSearch leads for a recurring expense by filter or order by. Use this to find existing leads before creating a new lead. Results are paginated. API summary: Retrieves a list of expenses incurred from a recurring expense.
search_redirectsSearch redirects by filter or order by. Use this to find existing redirects before creating a new redirect. Results are paginated. API summary: List Affiliate Links.
search_referralsSearch referrals by filter or order by. Use this to find existing referrals before creating a new referral. Results are paginated. API summary: List Referrals.
search_reportsSearch reports by filter or order by. Use this to find existing reports before creating a new report. Results are paginated. API summary: List Reports.
search_shippingsSearch shippings by filter or order by. Use this to find existing shippings before creating a new shipping. Results are paginated. API summary: List all Shipping Discounts.
search_subscriptionsSearch subscriptions by filter or order by. Use this to find existing subscriptions before creating a new subscription. Results are paginated. API summary: List Subscriptions.
search_summariesSearch summaries by filter or order by. Use this to find existing summaries before creating a new summary. Results are paginated. API summary: List Affiliate Summaries.
search_webformsSearch webforms by filter or order by. Use this to find existing webforms before creating a new webform. Results are paginated. API summary: List Webforms with filter.
send_addressVisible to othersEmail a address. Has effects visible outside this system. Results are paginated. API summary: List Email Address Statuses.
send_an_email_based_on_a_templateVisible to othersSend a message. Has effects visible outside this system. API summary: Send an email based on a template.
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.
submit_automationVisible to othersUnpublish a automation (automation id). Has effects visible outside this system. API summary: Unpublish an Automation.
update_a_contact_link_typeChanges dataUpdate an existing contact identified by link type id. Only the fields you pass are changed. API summary: Update a Contact Link type.
update_a_lead_source_categoryChanges dataUpdate an existing category identified by category id. Only the fields you pass are changed. API summary: Update a Lead Source Category.
update_a_lead_source_expenseChanges dataUpdate an existing lead identified by lead source expense id. Only the fields you pass are changed. API summary: Update a Lead Source Expense.
update_a_lead_source_recurring_expenseChanges dataUpdate an existing lead identified by lead source recurring expense id. Only the fields you pass are changed. API summary: Update a Lead Source Recurring Expense.
update_a_productChanges dataUpdate an existing product identified by product id. Only the fields you pass are changed. API summary: Update a Product.
update_a_product_categoryChanges dataUpdate an existing category identified by category id. Only the fields you pass are changed. API summary: Update a Product Category.
update_a_product_interest_bundleChanges dataUpdate an existing product identified by product id. Only the fields you pass are changed. API summary: Update a Product Interest Bundle.
update_a_product_interest_in_an_existing_bundleChanges dataUpdate an existing product identified by product id. Only the fields you pass are changed. API summary: Update a Product Interest in an existing Bundle.
update_a_subscriptionChanges dataUpdate an existing subscription identified by subscription id. Only the fields you pass are changed. API summary: Update a Subscription.
update_affiliateChanges dataUpdate an existing affiliate identified by affiliate id. Only the fields you pass are changed. API summary: Update an Affiliate.
update_an_affiliate_commission_programChanges dataUpdate an existing subscription identified by subscription id. Only the fields you pass are changed. API summary: Update an Affiliate Commission Program.
update_an_email_address_opt_in_statusVisible to othersGet the current status of a address by email. Has effects visible outside this system. API summary: Update an Email Address opt-in status.
update_an_opportunity_stageChanges dataUpdate an existing deal identified by deal id. Only the fields you pass are changed. API summary: Update an Opportunity Stage.
update_an_order_total_discountChanges dataUpdate an existing order identified by discount id. Only the fields you pass are changed. API summary: Update an Order Total Discount.
update_automation_categoryChanges dataUpdate an existing category identified by category id. Only the fields you pass are changed. API summary: Update automation category.
update_categoryChanges dataUpdate an existing category identified by tag category id. Only the fields you pass are changed. API summary: Update a Tag Category.
update_companiesVisible to othersUpdate an existing company. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update Business Profile.
update_companyChanges dataUpdate a company by `company_id`; only the fields you pass change.
update_company_2Changes dataUpdate an existing company identified by company id 2. API summary: Add Tag to Company.
update_contactChanges dataUpdate a contact by `contact_id`; only the fields you pass change (list them in `update_mask` if needed).
update_contact_2Changes dataUpdate an existing contact identified by contact id. Only the fields you pass are changed. API summary: Update a Tag.
update_contact_messageChanges dataUpdate an existing message identified by message id. Only the fields you pass are changed. API summary: Update a Note.
update_custom_fieldChanges dataUpdate an existing custom field identified by custom field id. Only the fields you pass are changed. API summary: Update a Task's Custom Field.
update_default_commission_programChanges dataUpdate an existing default commission program identified by commission program id. API summary: Create a Default Commission Program.
update_documentChanges dataUpdate an existing document identified by document id. API summary: Update a file.
update_free_trialChanges dataUpdate an existing free trial identified by discount id. Only the fields you pass are changed. API summary: Update a Subscription Free Trial Discount.
update_groupChanges dataUpdate an existing group identified by group id. Only the fields you pass are changed. API summary: Update a Task Custom Field Group.
update_leadChanges dataUpdate an existing lead identified by lead id. Only the fields you pass are changed. API summary: Update a Lead Source.
update_merchants_defaultChanges dataUpdate an existing merchant identified by merchant id. API summary: Set default Merchant Account.
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_orderChanges dataUpdate an existing order identified by order id. Only the fields you pass are changed. API summary: Update an Order.
update_order_paymentChanges dataUpdate an existing payment identified by payment id. Only the fields you pass are changed. API summary: Update a Payment.
update_order_productChanges dataUpdate an existing product identified by order item id. Only the fields you pass are changed. API summary: Update an Order Item.
update_productChanges dataUpdate an existing product identified by commission program id. Only the fields you pass are changed. API summary: Update a Product Commission Program.
update_product_subscriptionChanges dataUpdate an existing subscription identified by subscription plan id. Only the fields you pass are changed. API summary: Update Subscription Plan.
update_product_update_product_optionChanges dataUpdate an existing product identified by product option id. Only the fields you pass are changed. API summary: Updates a Product Option.
update_product_update_product_option_list_option_valueChanges dataUpdate an existing product identified by item id. Only the fields you pass are changed. API summary: Updates a Product Option List Option Value.
update_redirectChanges dataUpdate an existing redirect identified by redirect id. Only the fields you pass are changed. API summary: Update an Affiliate Link.
update_resourceChanges dataUpdate an existing resource identified by resource id. Only the fields you pass are changed. API summary: Update Commission Program Resource.
update_shippingChanges dataUpdate an existing shipping identified by discount id. Only the fields you pass are changed. API summary: Update a Shipping Discount.
update_subscriptionChanges dataUpdate an existing subscription identified by commission program id. Only the fields you pass are changed. API summary: Update a Subscription Commission Program.
update_tabChanges dataUpdate an existing tab identified by tab id. Only the fields you pass are changed. API summary: Update a Task Custom Field Tab.
update_taskChanges dataUpdate a task by `task_id`, e.g. mark it `completed`, change the due time or reassign it.
update_userChanges dataUpdate an existing user identified by user id. Only the fields you pass are changed. API summary: Update User.

Set up in three steps

1
Pick the app
Create a free HeyMyApps 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:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. 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 HeyMyApps 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?

HeyMyApps 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.