--- title: "Keap (Infusionsoft) MCP server for AI agents - actionlake" description: "Give Claude 539 Keap (Infusionsoft) actions through one MCP server: affiliate, orders. Your agent never holds the credential. 100,000 calls a month free." canonical: https://actionlake.com/connectors/keap-infusionsoft updated: 2026-10-23 --- Connectors · CRM & sales # Keap (Infusionsoft) MCP server for AI agents. actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Keap (Infusionsoft) and the rest of your systems. It gives your agent 539 Keap (Infusionsoft) actions (232 reads, 206 writes and 101 that wait for a confirmation) and holds the Keap (Infusionsoft) credential itself, so the agent never does. It paces Keap (Infusionsoft)'s limits and records every call. [Connect Keap (Infusionsoft) free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing) 100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you. `claude mcp add --transport http actionlake https://connect.actionlake.com/mcp` the first call ``` do { action: "keap.contact.list_contacts", intent: "check which Keap (Infusionsoft) account is connected" } # List Contacts · read · 1 upstream call ``` - 539 actions in one signed file - 232 read look, never change - 206 write create and update - 101 wait for a yes destructive, confirmed first Set up ## Connect Keap (Infusionsoft) in three steps. 1. 01 ### Add actionlake to Claude. Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us. `https://connect.actionlake.com/mcp` 2. 02 ### Connect Keap (Infusionsoft). API key. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. actionlake stores what you paste write-only, sealed under your tenant's key. - `api_key` Keap Personal Access Token or Service Account Key (KeapAK-...) ``` account { op: "connections.requirements", service: "keap" } # free: exactly what to paste, and what is found for you ``` 3. 03 ### Make the first call. Check before a write. Ask in plain words; Claude picks the action. Before anything changes, `check` validates the call and prices it, for free. ``` do { action: "keap.contact.list_contacts" } # list contacts · read · 1 upstream call check { action: "keap.contact.create_contact", input: { … } } # free: inputs, permissions, cost and confirmations, nothing sent ``` Keap (Infusionsoft) at a glance **Sign-in** API key. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. **You provide** `api_key` **Limits we pace to** 10 calls a second, 240 a minute and 30,000 a day, per connection **API covered** Keap (formerly Infusionsoft) CRM, marketing automation and e-commerce REST API API Keap REST v2 v2 + REST v1 v1 (OpenAPI 3.1)`api.infusionsoft.com/crm` **Built from** Keap (Infusionsoft)'s documentation, read 23 October 2026[crm.infusionsoft.com](https://crm.infusionsoft.com/app/v3/api-docs/V2) [crm.infusionsoft.com](https://crm.infusionsoft.com/app/v3/api-docs/V1) [developer.keap.com](https://developer.keap.com/docs/restv2/) **Service file** Version 1.0.0, signed (Ed25519) **Cached reads** 228 of 232 reads, for up to 5 minutes; a write clears what it affects **Shared entities** 7, so ask can line Keap (Infusionsoft) up with your other systems **Data** Processed and stored in Sydney, Australia. No US region yet Capabilities ## What an AI agent can do in Keap (Infusionsoft). 539 actions in 64 areas. Every one carries its effect, so a key can allow the reads and hold the rest. - **232** read look, never change - **206** write create and update - **101** destructive wait for a confirmation 1. ### Affiliate 48 17 read · 21 write · 10 destructive Create an Affiliate · Assign Affiliate to Commission program · Create an Affiliate Commission Program · Create Commission Program Resource 2. ### Orders 30 9 read · 15 write · 6 destructive List orders · Create an Order · Retrieve an Order · Delete an Order 3. ### Contact 28 11 read · 10 write · 7 destructive List Contacts · Create a Contact · Retrieve a Contact · Update a Contact 4. ### Opportunity 26 11 read · 10 write · 5 destructive List Opportunities · Create an Opportunity · Retrieve an Opportunity · Update an opportunity 5. ### Company 22 8 read · 9 write · 5 destructive List Companies · Create a Company · Retrieve a Company · Update a Company 6. ### Note 21 9 read · 8 write · 4 destructive List Notes · Create a Note · Retrieve a Note · Update a Note 7. ### Subscriptions 20 7 read · 9 write · 4 destructive Create Subscription · Create a Subscription Custom Field · Create a Subscription Custom Field Group · Create a Subscription Custom Field Tab 8. ### Task 19 7 read · 8 write · 4 destructive List Tasks · Create a Task · Retrieve a Task · Update a Task **56 more areas · 325 actions** - V1 contact **17** - Products **16** - Tags **16** - V1 e commerce **16** - V1 product **11** - Email **10** - V1 affiliate **10** - Automation **9** - V1 tags **9** - V1 task **9** - Product categories **8** - Product interest bundles **8** - V1 appointment **8** - V1 note **8** - V1 rest hooks **8** - Category discounts **7** - Free trial discounts **7** - Order total discounts **7** - Product discounts **7** - Shipping discounts **7** - V1 campaign **7** - V1 email **7** - V1 opportunity **7** - Campaign **6** - Lead source recurring expenses **6** - V1 company **6** - Lead source categories **5** - Lead source expenses **5** - Lead sources **5** - Subscription plans **5** - Users **5** - V1 file **5** - Automation category **4** - Files **4** - Integrations **4** - Locale **4** - Payment methods **4** - Reporting **4** - Email address **3** - Sales **3** - Settings **3** - V1 locale **3** - V1 setting **3** - V1 users **3** - Business profile **2** - Referral **2** - User groups **2** - V1 account info **2** - Lead score **1** - Merchants **1** - Payment method configs **1** - Shipping **1** - Task appointments **1** - V1 email address **1** - V1 merchant **1** - Webforms **1** Top actions ## The Keap (Infusionsoft) API, shaped for agents. The ids your agent types, what each does, and the one name it shares with other systems. 36 of Keap (Infusionsoft)'s 36 action names are shared with at least one other connector, so an agent learns them once. | Action | What it does | Effect | Same name in | | --- | --- | --- | --- | | `keap.contact.list_contacts` List Contacts | List Contacts | read | `crm.contact.list` 177 connectors | | `keap.company.list_companies` List Companies | List Companies | read | `crm.company.list` 162 connectors | | `keap.opportunity.list_opportunities` List Opportunities | List Opportunities | read | `crm.deal.list` 43 connectors | | `keap.products.list_products` List Products | List Products | read | `commerce.product.list` 112 connectors | | `keap.contact.create_contact` Create a Contact | Create a Contact | write | `crm.contact.create` 161 connectors | | `keap.company.create_company` Create a Company | Create a Company | write | `crm.company.create` 142 connectors | | `keap.task.list_tasks` List Tasks | List Tasks | read | `crm.activity.list` 21 connectors | | `keap.orders.list_orders` List orders | List orders | read | `commerce.order.list` 82 connectors | | `keap.opportunity.create_opportunity` Create an Opportunity | Create an Opportunity | write | `crm.deal.create` 43 connectors | | `keap.contact.delete_contact` Delete a Contact | Delete a Contact | destructive | `crm.contact.delete` 147 connectors | | `keap.products.create_product` Create a Product | Create a Product | write | `commerce.product.create` 92 connectors | | `keap.task.create_task` Create a Task | Create a Task | write | `crm.activity.create` 20 connectors | Try it ## Prompts to paste into Claude. Each one names the Keap (Infusionsoft) actions it will call, so you know what it reads and what it changes before you send it. 1. Read read Which Keap (Infusionsoft) deals are due to close this month, and what are they worth in total? calls `keap.opportunity.list_opportunities` 2. Write write Create a Contact in Keap (Infusionsoft). Show me exactly what you will send before you save it. calls `keap.contact.create_contact` 3. Across systems read Which Keap (Infusionsoft) companies have invoices in ConnectWise PSA, and how many each? calls `keap.company.list_companies` `connectwise_manage.invoices.list` Across your systems ## Keap (Infusionsoft), joined to the rest of your business. One `ask` fetches from Keap (Infusionsoft) and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row. - Which Keap (Infusionsoft) companies have invoices in ConnectWise PSA, and how many each? `keap.company.list_companies` + `connectwise_manage.invoices.list`, on `crm.company` · [ConnectWise PSA](https://actionlake.com/connectors/connectwise-psa) - Which Keap (Infusionsoft) companies have invoices in NetSuite, and how many each? `keap.company.list_companies` + `netsuite.views.invoices`, on `crm.company` · [NetSuite](https://actionlake.com/connectors/netsuite) Also mapped by other connectors `identity.user` **517** `crm.company` **227** `crm.contact` **192** `commerce.product` **109** `commerce.order` **86** `crm.deal` **43** `crm.activity` **10** ask ``` ask { intent: "which Keap (Infusionsoft) companies have invoices in ConnectWise PSA, and how many each", steps: [ { action: "keap.company.list_companies", as: "co", input: {}, limit: 100, max_pages: 5 }, { action: "connectwise_manage.invoices.list", as: "inv", input: {}, limit: 100, max_pages: 5 }, { join: { left: "co", right: "inv", on: "crm.company", group_by: "co.name", select: ["co.name", "count(inv.id) as invoices"] } } ] } ``` Example. Run it through check first: it validates the steps and prices them, and it is free. Governance for Keap (Infusionsoft) ## Destructive actions wait for a yes. 101 Keap (Infusionsoft) actions are destructive. The first 10: - Delete a Contact `keap.contact.delete_contact` - Delete a Company `keap.company.delete_company` - Delete an Opportunity `keap.opportunity.delete_opportunity` - Delete a Product `keap.products.delete_product` - Delete a Task `keap.task.delete_task` - Delete an Order `keap.orders.delete_order` - Delete a Note `keap.note.delete_note` - Delete Tag `keap.tags.delete_tag` - Remove Tags `keap.tags.remove_tags` - Delete a file `keap.files.delete_file` A destructive action runs only with `confirm: true`. Under the `human` policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after. do keap.contact.delete_contact confirm_policy: **human** Delete a Contact? **intent:** the user asked me to delete a Contact run suspended · waiting for a named person · key _keap-agent_ cannot confirm itself In the console, or from an emailed signed link. a key for this connector ``` account { op: "keys.create", name: "keap-agent", allowed_actions: ["keap.*"], cap_calls: 2000, confirm_policy: "human_for_writes", approval_rules: [ { match: "keap.contact.delete_contact", approver: "lead@example.com" }, { match: "keap.company.delete_company", approver: "lead@example.com" }, { match: "keap.opportunity.delete_opportunity", approver: "lead@example.com" } ] } ``` Illustrative. Scoped to Keap (Infusionsoft) only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person. Cost ## What Keap (Infusionsoft) costs on actionlake. Every Keap (Infusionsoft) action is one upstream call, the only thing actionlake bills. Searching, `check`, `cost`, `account` and any call Keap (Infusionsoft) refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000. - 1 upstream call per action all 539 Keap (Infusionsoft) actions - 539 actions page each page of a long list is one call - 228 reads can be cached a cache hit costs nothing - 100,000 calls a month, free paid plans from US$49 a month for 250,000 [See pricing](https://actionlake.com/pricing) Action index ## Every Keap (Infusionsoft) action. 539 actions by area: the id your agent calls, what it does, and its effect. **Affiliate 48** - `keap.affiliate.add_affiliate` Create an Affiliate write - `keap.affiliate.add_affiliate_to_program` Assign Affiliate to Commission program write - `keap.affiliate.add_commission_program` Create an Affiliate Commission Program write - `keap.affiliate.add_commission_program_resource` Create Commission Program Resource write - `keap.affiliate.assign_product_commission_program` Assign a Product Commission Program write - `keap.affiliate.assign_subscription_commission_program` Assign a Subscription Commission Program write - and 42 more in this area **Orders 30** - `keap.orders.create_order` Create an Order write - `keap.orders.delete_order` Delete an Order destructive - `keap.orders.get_order` Retrieve an Order read - `keap.orders.list_orders` List orders read - `keap.orders.apply_commission_on_order_items` Apply Commission to an Order Item write - `keap.orders.apply_tax` Apply Taxes on an Order write - and 24 more in this area **Contact 28** - `keap.contact.create_contact` Create a Contact write - `keap.contact.get_contact` Retrieve a Contact read - `keap.contact.list_contacts` List Contacts read - `keap.contact.update_contact` Update a Contact write - `keap.contact.create_contact_custom_field` Create a Contact Custom Field write - `keap.contact.create_contact_custom_field_group` Create a Contact Custom Field Group write - and 22 more in this area **Opportunity 26** - `keap.opportunity.create_opportunity` Create an Opportunity write - `keap.opportunity.get_opportunity` Retrieve an Opportunity read - `keap.opportunity.list_opportunities` List Opportunities read - `keap.opportunity.update_opportunity` Update an opportunity write - `keap.opportunity.create_opportunity_custom_field_group` Create an Opportunity Custom Field Group write - `keap.opportunity.create_opportunity_custom_field_tab` Create an Opportunity Custom Field Tab write - and 20 more in this area **Company 22** - `keap.company.create_company` Create a Company write - `keap.company.get_company` Retrieve a Company read - `keap.company.list_companies` List Companies read - `keap.company.update_company` Update a Company write - `keap.company.add_tag_to_company` Add Tag to Company write - `keap.company.create_company_custom_field` Create a Company Custom Field write - and 16 more in this area **Note 21** - `keap.note.create_note` Create a Note write - `keap.note.get_note` Retrieve a Note read - `keap.note.list_notes` List Notes read - `keap.note.update_note` Update a Note write - `keap.note.create_note_custom_field` Create a Custom Field write - `keap.note.create_note_custom_field_group` Create a Note Custom Field Group write - and 15 more in this area **Subscriptions 20** - `keap.subscriptions.create_subscription` Create Subscription write - `keap.subscriptions.create_subscription_custom_field` Create a Subscription Custom Field write - `keap.subscriptions.create_subscription_custom_field_group` Create a Subscription Custom Field Group write - `keap.subscriptions.create_subscription_custom_field_tab` Create a Subscription Custom Field Tab write - `keap.subscriptions.cancel_subscription` Cancel Subscription destructive - `keap.subscriptions.delete_subscription_custom_field` Delete a Subscription Custom Field destructive - and 14 more in this area **Task 19** - `keap.task.create_task` Create a Task write - `keap.task.get_task` Retrieve a Task read - `keap.task.list_tasks` List Tasks read - `keap.task.update_task` Update a Task write - `keap.task.create_task_custom_field` Create a Custom Field write - `keap.task.create_task_custom_field_group` Create a Task Custom Field Group write - and 13 more in this area **V1 contact 17** - `keap.v1_contact.apply_tags_to_contact_id` Apply Tags write - `keap.v1_contact.create_contact` Create a Contact write - `keap.v1_contact.create_credit_card` Create a Credit Card write - `keap.v1_contact.create_custom_field` Create a Custom Field write - `keap.v1_contact.create_email_for_contact` Create an Email Record write - `keap.v1_contact.create_or_update_contact` Create or Update a Contact write - and 11 more in this area **Products 16** - `keap.products.create_product` Create a Product write - `keap.products.get_product` Get a Product read - `keap.products.list_products` List Products read - `keap.products.update_product` Update a Product write - `keap.products.add_product_option_list_option_value` Add a Product Option List Option Value write - `keap.products.adjust_inventory` Adjust Inventory of a Product write - and 10 more in this area **Tags 16** - `keap.tags.apply_tags` Apply Tag write - `keap.tags.create_tag` Create Tag write - `keap.tags.create_tag_category` Create Tag Category write - `keap.tags.list_companies_for_tag_id` List Tagged Companies read - `keap.tags.count_contacts_for_tag` Tag Contact Count read - `keap.tags.delete_tag` Delete Tag destructive - and 10 more in this area **V1 e commerce 16** - `keap.v1_e_commerce.create_order` Create an Order write - `keap.v1_e_commerce.create_order_items_on_order` Create an Order Item write - `keap.v1_e_commerce.create_payment_on_order` Create a Payment write - `keap.v1_e_commerce.create_subscription` Create Subscription write - `keap.v1_e_commerce.delete_order` Delete an Order destructive - `keap.v1_e_commerce.delete_order_order_item` Delete an Order Item destructive - and 10 more in this area **V1 product 11** - `keap.v1_product.create_product` Create a Product write - `keap.v1_product.create_product_image` Upload a product image write - `keap.v1_product.create_product_subscription` Create a Product Subscription write - `keap.v1_product.list_products` List Products read - `keap.v1_product.delete_product` Delete a Product destructive - `keap.v1_product.delete_product_image` Delete a product image destructive - and 5 more in this area **Email 10** - `keap.email.create_email` Create an Email Record write - `keap.email.create_emails` Create a set of Email Records write - `keap.email.list_email_templates` List email templates read - `keap.email.list_emails` List Emails read - `keap.email.delete_email` Delete an Email Record destructive - `keap.email.delete_emails` Remove a set of Email Records destructive - and 4 more in this area **V1 affiliate 10** - `keap.v1_affiliate.create_affiliate` Create an affiliate write - `keap.v1_affiliate.list_affiliate_clawbacks` List Affiliate clawbacks read - `keap.v1_affiliate.list_affiliate_redirect_links` List Affiliate Redirects read - `keap.v1_affiliate.list_affiliates` List Affiliates read - `keap.v1_affiliate.get_affiliate` Retrieve an affiliate read - `keap.v1_affiliate.list_commissions` List Commissions read - and 4 more in this area **Automation 9** - `keap.automation.achieve_goal` Achieve an Automation Goal write - `keap.automation.add_contacts_to_automation_sequence` Add Contacts to an Automation Sequence write - `keap.automation.bulk_assignment_automations_categories` Bulk update for Automations Categories write - `keap.automation.list_all_automation_ids` List Automations Ids read - `keap.automation.bulk_unpublish_automations` Bulk unpublish Automations destructive - `keap.automation.delete_automation` Delete an Automation destructive - and 3 more in this area **V1 tags 9** - `keap.v1_tags.apply_tag_to_contact_ids` Apply Tag to Contacts write - `keap.v1_tags.create_tag` Create Tag write - `keap.v1_tags.create_tag_category` Create Tag Category write - `keap.v1_tags.list_companies_for_tag_id` List Tagged Companies read - `keap.v1_tags.get_tag` Retrieve a Tag read - `keap.v1_tags.list_contacts_for_tag_id` List Tagged Contacts read - and 3 more in this area **V1 task 9** - `keap.v1_task.create_task` Create a Task write - `keap.v1_task.create_task_custom_field` Create a Custom Field write - `keap.v1_task.list_tasks` List Tasks read - `keap.v1_task.list_tasks_for_current_user` Search Tasks read - `keap.v1_task.delete_task` Delete a Task destructive - `keap.v1_task.get_task` Retrieve a Task read - and 3 more in this area **Product categories 8** - `keap.product_categories.assign_products_to_category` Assign Products to a Product Category write - `keap.product_categories.create_product_category` Create a Product Category write - `keap.product_categories.list_assigned_products` List Assigned Products to Categories read - `keap.product_categories.list_product_categories` List all Product Categories read - `keap.product_categories.delete_image_file` Delete the image from a product category destructive - `keap.product_categories.delete_product_category` Delete a Product Category destructive - and 2 more in this area **Product interest bundles 8** - `keap.product_interest_bundles.add_product_interest` Create a Product Interest in an existing Bundle write - `keap.product_interest_bundles.create_product_interest_bundle` Create a Product Interest Bundle write - `keap.product_interest_bundles.get_product_interest_bundle` Get a Product Interest Bundle read - `keap.product_interest_bundles.list_product_interest_bundles` List Product Interest Bundles read - `keap.product_interest_bundles.delete_product_interest_bundle` Delete a Product Interest Bundle destructive - `keap.product_interest_bundles.remove_product_interest` Delete a Product Interest from an existing Bundle destructive - and 2 more in this area **V1 appointment 8** - `keap.v1_appointment.create_appointment` Create an Appointment write - `keap.v1_appointment.create_appointment_custom_field` Create a Custom Field write - `keap.v1_appointment.get_appointment` Retrieve an Appointment read - `keap.v1_appointment.list_appointments` List Appointments read - `keap.v1_appointment.delete_appointment` Delete an Appointment destructive - `keap.v1_appointment.retrieve_appointment_model` Retrieve Appointment Model read - and 2 more in this area **V1 note 8** - `keap.v1_note.create_note` Create a Note write - `keap.v1_note.create_note_custom_field` Create a Custom Field write - `keap.v1_note.get_note` Retrieve a Note read - `keap.v1_note.list_notes` List Notes read - `keap.v1_note.delete_note` Delete a Note destructive - `keap.v1_note.retrieve_note_model` Retrieve Note Model read - and 2 more in this area **V1 rest hooks 8** - `keap.v1_rest_hooks.create_a_hook_subscription` Create a Hook Subscription write - `keap.v1_rest_hooks.list_hook_event_types` List Hook Event Types read - `keap.v1_rest_hooks.list_stored_hook_subscriptions` List Stored Hook Subscriptions read - `keap.v1_rest_hooks.verify_a_hook_subscription` Verify a Hook Subscription write - `keap.v1_rest_hooks.delete_a_hook_subscription` Delete a Hook Subscription destructive - `keap.v1_rest_hooks.retrieve_a_hook_subscription` Retrieve a Hook Subscription read - and 2 more in this area **Category discounts 7** - `keap.category_discounts.create_category_discount` Create a Category Discount write - `keap.category_discounts.create_category_discount_criteria` Create a Category Discount Criteria write - `keap.category_discounts.get_category_discount` Retrieve a Category Discount read - `keap.category_discounts.list_category_discounts` List Category Discounts read - `keap.category_discounts.delete_category_discount` Delete a Category Discount destructive - `keap.category_discounts.delete_category_discount_criteria` Delete a Category Discount Criteria destructive - and 1 more in this area **Free trial discounts 7** - `keap.free_trial_discounts.create_free_trial_discount` Create a Subscription Free Trial Discount write - `keap.free_trial_discounts.create_free_trial_discount_criteria` Create a Subscription Free Trial Discount Criteria write - `keap.free_trial_discounts.get_free_trial_discount` Retrieve a Subscription Free Trial Discount read - `keap.free_trial_discounts.list_free_trial_discounts` List all Subscription Free Trial Discounts read - `keap.free_trial_discounts.delete_free_trial_discount` Delete a Subscription Free Trial Discount destructive - `keap.free_trial_discounts.delete_free_trial_discount_criteria` Delete a Subscription Free Trial Discount Criteria destructive - and 1 more in this area **Order total discounts 7** - `keap.order_total_discounts.create_order_total_discount` Create an Order Total Discount write - `keap.order_total_discounts.create_order_total_discount_criteria` Create an Order Total Discount Criteria write - `keap.order_total_discounts.get_order_total_discount` Retrieve an Order Total Discount read - `keap.order_total_discounts.list_order_total_discounts` List all Order Total Discounts read - `keap.order_total_discounts.delete_order_total_discount` Delete an Order Total Discount destructive - `keap.order_total_discounts.delete_order_total_discount_criteria` Delete an Order Total Discount Criteria destructive - and 1 more in this area **Product discounts 7** - `keap.product_discounts.create_product_discount` Create a Product Discount write - `keap.product_discounts.create_product_discount_criteria` Create a Product Discount Criteria write - `keap.product_discounts.get_product_discount` Retrieve a Product Discount read - `keap.product_discounts.list_product_discounts` List all Product Discounts read - `keap.product_discounts.delete_product_discount` Delete a Product Discount destructive - `keap.product_discounts.delete_product_discount_criteria` Delete a Product Discount Criteria destructive - and 1 more in this area **Shipping discounts 7** - `keap.shipping_discounts.create_shipping_discount` Create a Shipping Discount write - `keap.shipping_discounts.create_shipping_discount_criteria` Create a Shipping Discount Criteria write - `keap.shipping_discounts.get_shipping_discount` Retrieve a Shipping Discount read - `keap.shipping_discounts.list_shipping_discounts` List all Shipping Discounts read - `keap.shipping_discounts.delete_shipping_discount` Delete a Shipping Discount destructive - `keap.shipping_discounts.delete_shipping_discount_criteria` Delete a Shipping Discount Criteria destructive - and 1 more in this area **V1 campaign 7** - `keap.v1_campaign.add_contact_to_campaign_sequence` Add to Campaign Sequence write - `keap.v1_campaign.add_contacts_to_campaign_sequence` Add Multiple to Campaign Sequence write - `keap.v1_campaign.create_achieve_api_goal_event` Achieve API Goal write - `keap.v1_campaign.list_campaigns` List Campaigns read - `keap.v1_campaign.get_campaign` Retrieve a Campaign read - `keap.v1_campaign.remove_contact_from_campaign_sequence` Remove from Campaign Sequence destructive - and 1 more in this area **V1 email 7** - `keap.v1_email.create_email` Create an Email Record write - `keap.v1_email.create_emails` Create a set of Email Records write - `keap.v1_email.list_emails` List Emails read - `keap.v1_email.send_email` Send an Email write - `keap.v1_email.delete_email` Delete an Email Record destructive - `keap.v1_email.delete_emails` Un-sync a batch of Email Records destructive - and 1 more in this area **V1 opportunity 7** - `keap.v1_opportunity.create_opportunity` Create an Opportunity write - `keap.v1_opportunity.get_opportunity` Retrieve an Opportunity read - `keap.v1_opportunity.list_opportunities` List Opportunities read - `keap.v1_opportunity.list_opportunity_stage_pipelines` List Opportunity Stage Pipeline read - `keap.v1_opportunity.retrieve_opportunity_model` Retrieve Opportunity Model read - `keap.v1_opportunity.update_opportunity` Replace an Opportunity write - and 1 more in this area **Campaign 6** - `keap.campaign.add_contacts_to_campaign_sequence` Add Contacts to Campaign Sequence write - `keap.campaign.get_campaign` Retrieve a Campaign read - `keap.campaign.get_campaign_goals` Retrieve a list of Goals for a Campaign read - `keap.campaign.list_campaigns` List Campaigns read - `keap.campaign.get_campaign_sequences` Retrieve a list of Sequences for a Campaign read - `keap.campaign.remove_contacts_from_campaign_sequence` Remove Contacts from Campaign Sequence destructive **Lead source recurring expenses 6** - `keap.lead_source_recurring_expenses.create_lead_source_recurring_expense` Create a Lead Source Recurring Expense write - `keap.lead_source_recurring_expenses.get_lead_source_recurring_expense` Retrieve a Lead Source Recurring Expense read - `keap.lead_source_recurring_expenses.list_expenses_incurred_from_lead_source_recurring_expense` Retrieves a list of expenses incurred from a recurring expense read - `keap.lead_source_recurring_expenses.list_lead_source_recurring_expenses` Retrieves a list of lead source recurring expenses read - `keap.lead_source_recurring_expenses.delete_lead_source_recurring_expense` Delete a Lead Source Recurring Expense destructive - `keap.lead_source_recurring_expenses.update_lead_source_recurring_expense` Update a Lead Source Recurring Expense write **V1 company 6** - `keap.v1_company.create_company` Create a Company write - `keap.v1_company.get_company` Retrieve a Company read - `keap.v1_company.list_companies` List Companies read - `keap.v1_company.retrieve_company_model` Retrieve Company Model read - `keap.v1_company.update_company` Update a Company write - `keap.v1_company.update_company_1` Update a Company write **Lead source categories 5** - `keap.lead_source_categories.create_lead_source_category` Create a Lead Source Category write - `keap.lead_source_categories.get_lead_source_category` Retrieve a Lead Source Category read - `keap.lead_source_categories.list_lead_source_categories` List Lead Source Categories read - `keap.lead_source_categories.update_lead_source_category` Update a Lead Source Category write - `keap.lead_source_categories.delete_lead_source_category` Delete a Lead Source Category destructive **Lead source expenses 5** - `keap.lead_source_expenses.create_lead_source_expense` Create a Lead Source Expense write - `keap.lead_source_expenses.get_lead_source_expense` Retrieve a Lead Source Expense read - `keap.lead_source_expenses.list_lead_source_expenses` List Lead Source Expenses read - `keap.lead_source_expenses.update_lead_source_expense` Update a Lead Source Expense write - `keap.lead_source_expenses.delete_lead_source_expense` Delete a lead source expense destructive **Lead sources 5** - `keap.lead_sources.create_lead_source` Create a Lead Source write - `keap.lead_sources.get_lead_source` Retrieve a Lead Source read - `keap.lead_sources.list_lead_sources` List Lead Sources read - `keap.lead_sources.update_lead_source` Update a Lead Source write - `keap.lead_sources.delete_lead_source` Delete a Lead Source destructive **Subscription plans 5** - `keap.subscription_plans.create_subscription_plans` Create Subscription Plan write - `keap.subscription_plans.fetch_subscription_plan` Get Subscription Plan read - `keap.subscription_plans.list_subscription_plans` List Subscription Plans read - `keap.subscription_plans.update_subscription_plan` Update Subscription Plan write - `keap.subscription_plans.delete_subscription_plan` Delete Subscription Plan destructive **Users 5** - `keap.users.get_user_by_id` Get User read - `keap.users.get_user_info` Retrieve User Info read - `keap.users.get_user_signature` Get User email signature read - `keap.users.list_paginated_users` List Users read - `keap.users.update_user` Update User write **V1 file 5** - `keap.v1_file.create_file` Upload File write - `keap.v1_file.get_file` Retrieve File read - `keap.v1_file.list_files` List Files read - `keap.v1_file.update_file` Replace File write - `keap.v1_file.delete_file` Delete File destructive **Automation category 4** - `keap.automation_category.create_category` Create automation category write - `keap.automation_category.delete_categories` Delete automation category destructive - `keap.automation_category.list_categories` List automation categories read - `keap.automation_category.patch_category` Update automation category write **Files 4** - `keap.files.delete_file` Delete a file destructive - `keap.files.get_file` Retrieve a file read - `keap.files.get_file_data_1` Retrieve a file's data read - `keap.files.list_files` List all files read **Integrations 4** - `keap.integrations.achieve_integrations_word_press_opt_in_goal` Achieve a WordPress Opt-In Goal write - `keap.integrations.add_integrations_word_press_opt_in` Add a WordPress Opt-In Option write - `keap.integrations.delete_integrations_word_press_opt_in` Delete a WordPress Opt-In Option destructive - `keap.integrations.list_integrations_word_press_opt_in_options` List WordPress Opt-In Options read **Locale 4** - `keap.locale.get_country_by_code` Get Country read - `keap.locale.get_province_by_code` Get Province read - `keap.locale.list_countries` List Countries read - `keap.locale.list_provinces_for_country` List a Country's Provinces read **Payment methods 4** - `keap.payment_methods.deactivate_payment_method` Deactivate a Contact Payment Method destructive - `keap.payment_methods.delete_payment_method` Delete a Contact Payment Method destructive - `keap.payment_methods.list_payment_methods` List of Payment Methods read - `keap.payment_methods.list_payment_methods_1` List of Contact Payment Methods read **Reporting 4** - `keap.reporting.list_reports` List Reports read - `keap.reporting.retrieve_report` Retrieve Report read - `keap.reporting.retrieve_report_model` Retrieve Report Model read - `keap.reporting.run_report` Run a Report read **Email address 3** - `keap.email_address.get_email_address_status` Retrieve an Email Address status read - `keap.email_address.list_email_address_statuses` List Email Address Statuses read - `keap.email_address.update_email_address_opt_status` Update an Email Address opt-in status write **Sales 3** - `keap.sales.list_payments` List Payments read - `keap.sales.list_transactions` List Transactions read - `keap.sales.set_merchant_gateway_as_default` Set default Merchant Account write **Settings 3** - `keap.settings.get_application_configurations` Get Application Configuration read - `keap.settings.get_contact_option_types` Get Contact Option types read - `keap.settings.is_application_enabled` Get Application Status read **V1 locale 3** - `keap.v1_locale.default_options` List dropdown default options read - `keap.v1_locale.list_countries` List a Country's Provinces read - `keap.v1_locale.list_countries_1` List Countries read **V1 setting 3** - `keap.v1_setting.get_application_enabled` Retrieve application status read - `keap.v1_setting.get_configuration` Retrieve application configuration read - `keap.v1_setting.get_contact_option_types` List Contact types read **V1 users 3** - `keap.v1_users.create_user` Create a User write - `keap.v1_users.get_user_signature` Get User email signature read - `keap.v1_users.list_users` List Users read **Business profile 2** - `keap.business_profile.get_business_profile` Retrieve Business Profile read - `keap.business_profile.update_business_profile` Update Business Profile write **Referral 2** - `keap.referral.create_referral` Create a Referral write - `keap.referral.list_referrals` List Referrals read **User groups 2** - `keap.user_groups.get_user_group` Retrieve a User Group read - `keap.user_groups.list_user_groups` List User Groups read **V1 account info 2** - `keap.v1_account_info.get_account_profile` Retrieve account profile read - `keap.v1_account_info.update_account_info` Updates an account profile write **Lead score 1** - `keap.lead_score.get_lead_score_details` Retrieve Lead Score of a Contact read **Merchants 1** - `keap.merchants.list_merchants` List Merchant accounts read **Payment method configs 1** - `keap.payment_method_configs.create_payment_method_config` Create Payment Method Configuration write **Shipping 1** - `keap.shipping.list_shipping_methods` List Shipping methods read **Task appointments 1** - `keap.task_appointments.list_appointments` List Task Appointments read **V1 email address 1** - `keap.v1_email_address.replace_email_address` Replace an Email Address write **V1 merchant 1** - `keap.v1_merchant.get_merchant_accounts` List Merchants read **Webforms 1** - `keap.webforms.list_webforms` List Webforms with filter read This index shows a sample of each area. All 539 actions, with their inputs and prices, are in the [catalogue](https://actionlake.com/console/catalogue), which a free sandbox key can search. Questions ## The Keap (Infusionsoft) MCP server, answered. **Is there a Keap (Infusionsoft) MCP server for Claude?** Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 539 Keap (Infusionsoft) actions across affiliate, orders, contact and opportunity, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Keap (Infusionsoft). **What do I need to connect Keap (Infusionsoft)?** Keap Personal Access Token or Service Account Key (KeapAK-...). The free call account { op: "connections.requirements", service: "keap" } lists exactly what to paste. **Can an AI agent delete or change things in Keap (Infusionsoft)?** Only if its key allows it, and only with an explicit confirmation. 101 Keap (Infusionsoft) actions are destructive, including delete a Contact, delete a Company and delete an Opportunity. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it. **Will an AI agent use up my Keap (Infusionsoft) API limit?** actionlake paces every call to the limits in the Keap (Infusionsoft) service file: 10 calls a second, 240 a minute and 30,000 a day per connection. Repeated reads are answered from cache (228 Keap (Infusionsoft) actions can be), which never reaches Keap (Infusionsoft). **What does a Keap (Infusionsoft) action cost?** One upstream call, the only unit actionlake bills. A list that pages bills one call per page (539 Keap (Infusionsoft) actions page). Cache hits, searches, dry runs and calls Keap (Infusionsoft) refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000. **Which Keap (Infusionsoft) API does it cover?** The Keap (formerly Infusionsoft) CRM, marketing automation and e-commerce REST API API Keap REST v2 v2 + REST v1 v1 (OpenAPI 3.1) at api.infusionsoft.com/crm. It is built from Keap (Infusionsoft)'s documentation as read on 23 October 2026. 539 actions in 64 areas, each one in the signed service file (version 1.0.0). **Can I combine Keap (Infusionsoft) with my other systems?** Yes. ask joins Keap (Infusionsoft) to ConnectWise PSA or NetSuite on the same customer and returns the answer rather than every row. Keap (Infusionsoft) maps crm.company, which 227 other connectors also map. **Does actionlake keep my Keap (Infusionsoft) data, and where?** actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to 5 minutes, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Keap (Infusionsoft) credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models. **Which AI clients can use it?** Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names. ## More connectors like Keap (Infusionsoft) Shares the most action names with - [Freshsales 25](https://actionlake.com/connectors/freshsales) - [Outreach 22](https://actionlake.com/connectors/outreach) - [Nutshell CRM 21](https://actionlake.com/connectors/nutshell-crm) - [Affinity 18](https://actionlake.com/connectors/affinity) - [Bloomerang 16](https://actionlake.com/connectors/bloomerang) - [Blackbaud SKY API 10](https://actionlake.com/connectors/blackbaud-sky-api) Joins with, on shared entities - [HaloPSA 6](https://actionlake.com/connectors/halopsa) - [Odoo 6](https://actionlake.com/connectors/odoo) - [ERPNext (Frappe) 6](https://actionlake.com/connectors/erpnext-frappe) - [Microsoft Dynamics 365 Business Central 6](https://actionlake.com/connectors/microsoft-dynamics-365-business-central) - [SAP Business One 5](https://actionlake.com/connectors/sap-business-one) - [Acumatica Cloud ERP 5](https://actionlake.com/connectors/acumatica-cloud-erp) Browse - [All CRM & sales connectors](https://actionlake.com/connectors/category/crm-and-sales) - [All connectors](https://actionlake.com/connectors) - [How actionlake compares](https://actionlake.com/compare) actionlake is independent. It is not made or endorsed by Keap (Infusionsoft); the name is the vendor's own. Counts are from the Keap (Infusionsoft) service file, version 1.0.0. ## Give your agent Keap (Infusionsoft) today. [Connect Keap (Infusionsoft) free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing) Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free. --- Source: https://actionlake.com/connectors/keap-infusionsoft More: https://actionlake.com/llms.txt