keap-mcp-server 1.0.0

package/README.md

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+# Keap MCP Server
+
+A [Model Context Protocol (MCP)](https://modelcontextprotocol.io/) server that provides unified access to the **Keap CRM API** (both v1 and v2 endpoints) through a single, logically organized interface.
+
+This server exposes **80+ tools** covering every major Keap resource, including critical v1-only features like **webhooks**, **appointments**, and **campaign goal triggers** that are missing from the v2 API.
+
+## Installation
+
+```bash
+npm install
+npm run build
+```
+
+## Configuration
+
+Set your Keap API key as an environment variable:
+
+```bash
+export KEAP_API_KEY="KeapAK-your-api-key-here"
+```
+
+## Usage
+
+### With Claude Desktop
+
+Add this to your `claude_desktop_config.json`:
+
+```json
+{
+  "mcpServers": {
+    "keap": {
+      "command": "node",
+      "args": ["/path/to/keap-mcp-server/dist/index.js"],
+      "env": {
+        "KEAP_API_KEY": "KeapAK-your-api-key-here"
+      }
+    }
+  }
+}
+```
+
+### With Manus
+
+Add as an MCP server configuration:
+
+```json
+{
+  "name": "keap",
+  "command": "node",
+  "args": ["/path/to/keap-mcp-server/dist/index.js"],
+  "env": {
+    "KEAP_API_KEY": "KeapAK-your-api-key-here"
+  }
+}
+```
+
+### Standalone (stdio)
+
+```bash
+KEAP_API_KEY="KeapAK-..." node dist/index.js
+```
+
+### Development
+
+```bash
+KEAP_API_KEY="KeapAK-..." npx tsx src/index.ts
+```
+
+## Tool Reference
+
+### CRM (25 tools)
+
+| Tool | Description |
+|---|---|
+| `list_contacts` | List contacts with filtering and pagination |
+| `get_contact` | Retrieve a specific contact |
+| `create_contact` | Create a new contact |
+| `update_contact` | Update an existing contact |
+| `delete_contact` | Delete a contact |
+| `get_contact_model` | Get the contact data model (including custom fields) |
+| `create_contact_custom_field` | Create a custom field on the Contact model |
+| `get_contact_emails` | List emails sent to a contact *(v1)* |
+| `get_contact_tags` | List tags on a contact *(v1)* |
+| `link_contacts` | Create a link between two contacts |
+| `list_companies` | List companies |
+| `get_company` | Retrieve a specific company |
+| `create_company` | Create a new company |
+| `update_company` | Update a company |
+| `delete_company` | Delete a company |
+| `list_tags` | List all tags |
+| `get_tag` | Retrieve a specific tag |
+| `create_tag` | Create a new tag |
+| `update_tag` | Update a tag |
+| `delete_tag` | Delete a tag |
+| `apply_tag_to_contacts` | Apply a tag to contacts |
+| `remove_tag_from_contacts` | Remove a tag from contacts |
+| `list_tagged_contacts` | List contacts with a specific tag |
+| `create_tag_category` | Create a tag category |
+| `list_notes` / `get_note` / `create_note` / `update_note` / `delete_note` | Full CRUD for notes |
+
+### Sales (7 tools)
+
+| Tool | Description |
+|---|---|
+| `list_opportunities` | List opportunities/deals |
+| `get_opportunity` | Retrieve a specific opportunity |
+| `create_opportunity` | Create a new opportunity |
+| `update_opportunity` | Update an opportunity |
+| `delete_opportunity` | Delete an opportunity |
+| `list_pipelines` | List sales pipelines |
+| `get_pipeline` | Retrieve a specific pipeline |
+
+### Marketing (16 tools)
+
+| Tool | Description |
+|---|---|
+| `list_campaigns` | List all campaigns |
+| `get_campaign` | Retrieve a specific campaign |
+| `list_campaign_sequences` | List sequences in a campaign |
+| `add_contacts_to_campaign_sequence` | Add contacts to a campaign sequence |
+| `remove_contacts_from_campaign_sequence` | Remove contacts from a sequence |
+| `achieve_campaign_goal` | **Trigger a campaign goal** *(v1 only — critical for automation)* |
+| `list_automations` | List automations |
+| `get_automation` | Retrieve a specific automation |
+| `add_contact_to_automation` | Add contacts to an automation |
+| `list_emails` / `get_email` / `create_email` / `delete_email` | Email management |
+| `list_webforms` | List webforms |
+| `get_webform_html` | Get webform HTML |
+
+### E-Commerce (18 tools)
+
+| Tool | Description |
+|---|---|
+| `list_orders` / `get_order` / `create_order` / `delete_order` | Order management |
+| `list_order_items` | List items in an order |
+| `list_order_payments` | List payments for an order |
+| `list_transactions` | List transactions *(v1)* |
+| `list_products` / `get_product` / `create_product` / `update_product` / `delete_product` | Product management |
+| `list_subscriptions` / `get_subscription` | Subscription management |
+| `list_payment_method_configs` | List payment configurations |
+
+### Affiliates (8 tools)
+
+| Tool | Description |
+|---|---|
+| `list_affiliates` / `get_affiliate` / `create_affiliate` | Affiliate management |
+| `list_affiliate_commissions` | List commissions *(v1)* |
+| `list_affiliate_programs` | List commission programs *(v1)* |
+| `list_affiliate_redirects` | List redirect links *(v1)* |
+| `list_affiliate_clawbacks` | List clawbacks *(v1)* |
+| `list_affiliate_payments` | List payments *(v1)* |
+
+### Calendar (11 tools)
+
+| Tool | Description |
+|---|---|
+| `list_appointments` / `get_appointment` / `create_appointment` / `update_appointment` / `delete_appointment` | **Full appointment CRUD** *(v1 only)* |
+| `list_tasks` / `get_task` / `create_task` / `update_task` / `delete_task` | Full task CRUD |
+| `search_tasks` | Advanced task search *(v1)* |
+
+### Events — Webhooks (7 tools)
+
+| Tool | Description |
+|---|---|
+| `list_webhooks` | List all webhook subscriptions *(v1)* |
+| `create_webhook` | Create a webhook subscription *(v1)* |
+| `get_webhook` | Retrieve a webhook *(v1)* |
+| `update_webhook` | Update a webhook *(v1)* |
+| `delete_webhook` | Delete a webhook *(v1)* |
+| `list_webhook_event_types` | List available event types *(v1)* |
+| `verify_webhook` | Verify a webhook *(v1)* |
+
+### Admin (18 tools)
+
+| Tool | Description |
+|---|---|
+| `get_account_profile` / `update_account_profile` | Account profile management |
+| `get_app_configuration` / `get_app_status` | Application settings |
+| `list_users` / `get_user` / `create_user` | User management (create is *v1 only*) |
+| `get_user_info` / `get_user_signature` | User details |
+| `list_files` / `get_file` / `upload_file` / `delete_file` | File management |
+| `list_reports` / `get_report` / `run_report` | Reporting |
+| `list_countries` / `list_provinces` | Locale data |
+| `get_contact_option_types` | Contact option types |
+
+### Raw API Access (1 tool)
+
+| Tool | Description |
+|---|---|
+| `keap_api_request` | Make a raw request to **any** Keap v1 or v2 endpoint |
+
+## Architecture
+
+```
+keap-mcp-server/
+├── src/
+│   ├── index.ts           # Entry point, server setup
+│   ├── keap-client.ts     # HTTP client for Keap API
+│   └── tools/
+│       ├── crm.ts         # Contacts, Companies, Tags, Notes
+│       ├── sales.ts       # Opportunities, Pipelines
+│       ├── marketing.ts   # Campaigns, Automations, Email, Webforms
+│       ├── ecommerce.ts   # Orders, Products, Subscriptions
+│       ├── affiliates.ts  # Affiliate management
+│       ├── calendar.ts    # Appointments, Tasks
+│       ├── events.ts      # Webhooks (REST Hooks)
+│       ├── admin.ts       # Account, Users, Files, Reporting
+│       └── raw.ts         # Generic API request tool
+├── package.json
+├── tsconfig.json
+└── README.md
+```
+
+## License
+
+MIT

package/dist/index.d.ts

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+#!/usr/bin/env node
+/**
+ * Keap MCP Server
+ *
+ * A Model Context Protocol server that provides unified access to the
+ * Keap CRM API (v1 + v2), organized into logical domain groups:
+ *
+ *   CRM:        Contacts, Companies, Tags, Notes
+ *   Sales:      Opportunities, Pipelines
+ *   Marketing:  Campaigns, Automations, Email, Webforms
+ *   E-Commerce: Orders, Products, Subscriptions, Payments
+ *   Affiliates: Affiliate management, Commissions
+ *   Calendar:   Appointments (v1), Tasks
+ *   Events:     Webhooks / REST Hooks (v1)
+ *   Admin:      Account, Users, Settings, Files, Reporting
+ *   Raw:        Generic API request tool for any endpoint
+ *
+ * Configuration:
+ *   Set the KEAP_API_KEY environment variable to your Keap API key.
+ *   The key should start with "KeapAK-".
+ */
+export {};
+//# sourceMappingURL=index.d.ts.map

package/dist/index.d.ts.map

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package/dist/index.js

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+#!/usr/bin/env node
+/**
+ * Keap MCP Server
+ *
+ * A Model Context Protocol server that provides unified access to the
+ * Keap CRM API (v1 + v2), organized into logical domain groups:
+ *
+ *   CRM:        Contacts, Companies, Tags, Notes
+ *   Sales:      Opportunities, Pipelines
+ *   Marketing:  Campaigns, Automations, Email, Webforms
+ *   E-Commerce: Orders, Products, Subscriptions, Payments
+ *   Affiliates: Affiliate management, Commissions
+ *   Calendar:   Appointments (v1), Tasks
+ *   Events:     Webhooks / REST Hooks (v1)
+ *   Admin:      Account, Users, Settings, Files, Reporting
+ *   Raw:        Generic API request tool for any endpoint
+ *
+ * Configuration:
+ *   Set the KEAP_API_KEY environment variable to your Keap API key.
+ *   The key should start with "KeapAK-".
+ */
+import { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
+import { StdioServerTransport } from "@modelcontextprotocol/sdk/server/stdio.js";
+import { setApiKey } from "./keap-client.js";
+import { registerCrmTools } from "./tools/crm.js";
+import { registerSalesTools } from "./tools/sales.js";
+import { registerMarketingTools } from "./tools/marketing.js";
+import { registerEcommerceTools } from "./tools/ecommerce.js";
+import { registerAffiliateTools } from "./tools/affiliates.js";
+import { registerCalendarTools } from "./tools/calendar.js";
+import { registerEventTools } from "./tools/events.js";
+import { registerAdminTools } from "./tools/admin.js";
+import { registerRawTools } from "./tools/raw.js";
+async function main() {
+    // Read API key from environment
+    const apiKey = process.env.KEAP_API_KEY;
+    if (!apiKey) {
+        console.error("ERROR: KEAP_API_KEY environment variable is required.");
+        console.error("Set it to your Keap API key (starts with 'KeapAK-').");
+        process.exit(1);
+    }
+    setApiKey(apiKey);
+    // Create the MCP server
+    const server = new McpServer({
+        name: "keap-mcp-server",
+        version: "1.0.0",
+    });
+    // Register all tool groups
+    registerCrmTools(server);
+    registerSalesTools(server);
+    registerMarketingTools(server);
+    registerEcommerceTools(server);
+    registerAffiliateTools(server);
+    registerCalendarTools(server);
+    registerEventTools(server);
+    registerAdminTools(server);
+    registerRawTools(server);
+    // Connect via stdio transport
+    const transport = new StdioServerTransport();
+    await server.connect(transport);
+    console.error("Keap MCP Server running on stdio");
+}
+main().catch((error) => {
+    console.error("Fatal error:", error);
+    process.exit(1);
+});
+//# sourceMappingURL=index.js.map

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package/dist/keap-client.d.ts

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+/**
+ * Keap API Client
+ * Handles authenticated requests to both v1 and v2 Keap REST API endpoints.
+ */
+export interface KeapRequestOptions {
+    method: "GET" | "POST" | "PUT" | "PATCH" | "DELETE";
+    path: string;
+    body?: Record<string, unknown>;
+    query?: Record<string, string | number | boolean | undefined>;
+}
+export interface KeapResponse {
+    status: number;
+    data: unknown;
+    ok: boolean;
+}
+export declare function setApiKey(key: string): void;
+export declare function getApiKey(): string | undefined;
+export declare function keapRequest(options: KeapRequestOptions): Promise<KeapResponse>;
+/**
+ * Helper to format API responses for MCP tool output
+ */
+export declare function formatResponse(result: KeapResponse): string;
+//# sourceMappingURL=keap-client.d.ts.map

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package/dist/keap-client.js

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+/**
+ * Keap API Client
+ * Handles authenticated requests to both v1 and v2 Keap REST API endpoints.
+ */
+const BASE_URL = "https://api.infusionsoft.com/crm/rest";
+let apiKey;
+export function setApiKey(key) {
+    apiKey = key;
+}
+export function getApiKey() {
+    return apiKey;
+}
+export async function keapRequest(options) {
+    if (!apiKey) {
+        throw new Error("Keap API key not configured. Set the KEAP_API_KEY environment variable.");
+    }
+    const url = new URL(`${BASE_URL}${options.path}`);
+    if (options.query) {
+        for (const [key, value] of Object.entries(options.query)) {
+            if (value !== undefined && value !== null && value !== "") {
+                url.searchParams.set(key, String(value));
+            }
+        }
+    }
+    const headers = {
+        "X-Keap-API-Key": apiKey,
+        "Accept": "application/json",
+    };
+    const fetchOptions = {
+        method: options.method,
+        headers,
+    };
+    if (options.body && ["POST", "PUT", "PATCH"].includes(options.method)) {
+        headers["Content-Type"] = "application/json";
+        fetchOptions.body = JSON.stringify(options.body);
+    }
+    const response = await fetch(url.toString(), fetchOptions);
+    let data;
+    const contentType = response.headers.get("content-type") || "";
+    if (contentType.includes("application/json")) {
+        data = await response.json();
+    }
+    else {
+        data = await response.text();
+    }
+    return {
+        status: response.status,
+        data,
+        ok: response.ok,
+    };
+}
+/**
+ * Helper to format API responses for MCP tool output
+ */
+export function formatResponse(result) {
+    if (!result.ok) {
+        return JSON.stringify({
+            error: true,
+            status: result.status,
+            details: result.data,
+        }, null, 2);
+    }
+    return JSON.stringify(result.data, null, 2);
+}
+//# sourceMappingURL=keap-client.js.map

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package/dist/tools/admin.d.ts

@@ -0,0 +1,3 @@
+import { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
+export declare function registerAdminTools(server: McpServer): void;
+//# sourceMappingURL=admin.d.ts.map

package/dist/tools/admin.d.ts.map

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package/dist/tools/admin.js

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+import { z } from "zod";
+import { keapRequest, formatResponse } from "../keap-client.js";
+export function registerAdminTools(server) {
+    // ─── ACCOUNT ───────────────────────────────────────────────
+    server.tool("get_account_profile", "Retrieve the account/company profile.", {}, async () => {
+        const result = await keapRequest({
+            method: "GET",
+            path: "/v2/businessProfile",
+        });
+        return { content: [{ type: "text", text: formatResponse(result) }] };
+    });
+    server.tool("update_account_profile", "Update the account/company profile.", {
+        update_fields: z.record(z.unknown()).describe("Fields to update"),
+    }, async (args) => {
+        const result = await keapRequest({
+            method: "PATCH",
+            path: "/v2/businessProfile",
+            body: args.update_fields,
+        });
+        return { content: [{ type: "text", text: formatResponse(result) }] };
+    });
+    server.tool("get_app_configuration", "Retrieve the application configuration (company name, address, locale, etc.).", {}, async () => {
+        const result = await keapRequest({
+            method: "GET",
+            path: "/v2/settings/applications:getConfiguration",
+        });
+        return { content: [{ type: "text", text: formatResponse(result) }] };
+    });
+    server.tool("get_app_status", "Check if the application is enabled.", {}, async () => {
+        const result = await keapRequest({
+            method: "GET",
+            path: "/v2/settings/applications:isEnabled",
+        });
+        return { content: [{ type: "text", text: formatResponse(result) }] };
+    });
+    // ─── USERS ─────────────────────────────────────────────────
+    server.tool("list_users", "List all users in the Keap account.", {
+        page_size: z.number().optional(),
+        page_token: z.string().optional(),
+        filter: z.string().optional(),
+    }, async (args) => {
+        const result = await keapRequest({
+            method: "GET",
+            path: "/v2/users",
+            query: { page_size: args.page_size, page_token: args.page_token, filter: args.filter },
+        });
+        return { content: [{ type: "text", text: formatResponse(result) }] };
+    });
+    server.tool("get_user", "Retrieve a specific user by ID.", { user_id: z.string().describe("The user ID") }, async (args) => {
+        const result = await keapRequest({
+            method: "GET",
+            path: `/v2/users/${args.user_id}`,
+        });
+        return { content: [{ type: "text", text: formatResponse(result) }] };
+    });
+    server.tool("create_user", "Create a new user (v1 only).", {
+        email: z.string().describe("User email address"),
+        given_name: z.string().describe("First name"),
+        family_name: z.string().describe("Last name"),
+        admin: z.boolean().optional().describe("Whether the user is an admin"),
+        additional_fields: z.record(z.unknown()).optional(),
+    }, async (args) => {
+        const body = {
+            email_address: args.email,
+            given_name: args.given_name,
+            family_name: args.family_name,
+        };
+        if (args.admin !== undefined)
+            body.admin = args.admin;
+        if (args.additional_fields)
+            Object.assign(body, args.additional_fields);
+        const result = await keapRequest({
+            method: "POST",
+            path: "/v1/users",
+            body,
+        });
+        return { content: [{ type: "text", text: formatResponse(result) }] };
+    });
+    server.tool("get_user_info", "Retrieve the currently authenticated user's info.", {}, async () => {
+        const result = await keapRequest({
+            method: "GET",
+            path: "/v2/oauth/connect/userinfo",
+        });
+        return { content: [{ type: "text", text: formatResponse(result) }] };
+    });
+    server.tool("get_user_signature", "Get a user's email signature HTML.", { user_id: z.string().describe("The user ID") }, async (args) => {
+        const result = await keapRequest({
+            method: "GET",
+            path: `/v2/users/${args.user_id}/signature`,
+        });
+        return { content: [{ type: "text", text: formatResponse(result) }] };
+    });
+    // ─── FILES ─────────────────────────────────────────────────
+    server.tool("list_files", "List files with optional filtering.", {
+        page_size: z.number().optional(),
+        page_token: z.string().optional(),
+        filter: z.string().optional(),
+    }, async (args) => {
+        const result = await keapRequest({
+            method: "GET",
+            path: "/v2/files",
+            query: { page_size: args.page_size, page_token: args.page_token, filter: args.filter },
+        });
+        return { content: [{ type: "text", text: formatResponse(result) }] };
+    });
+    server.tool("get_file", "Retrieve a specific file by ID.", { file_id: z.string().describe("The file ID") }, async (args) => {
+        const result = await keapRequest({
+            method: "GET",
+            path: `/v2/files/${args.file_id}`,
+        });
+        return { content: [{ type: "text", text: formatResponse(result) }] };
+    });
+    server.tool("upload_file", "Upload a file.", {
+        file_name: z.string().describe("Name of the file"),
+        file_data: z.string().describe("Base64-encoded file data"),
+        contact_id: z.string().optional().describe("Contact ID to associate with"),
+        is_public: z.boolean().optional().describe("Whether the file is publicly accessible"),
+    }, async (args) => {
+        const body = {
+            file_name: args.file_name,
+            file_data: args.file_data,
+        };
+        if (args.contact_id)
+            body.contact_id = args.contact_id;
+        if (args.is_public !== undefined)
+            body.is_public = args.is_public;
+        const result = await keapRequest({
+            method: "POST",
+            path: "/v2/files",
+            body,
+        });
+        return { content: [{ type: "text", text: formatResponse(result) }] };
+    });
+    server.tool("delete_file", "Delete a file by ID.", { file_id: z.string().describe("The file ID") }, async (args) => {
+        const result = await keapRequest({
+            method: "DELETE",
+            path: `/v2/files/${args.file_id}`,
+        });
+        return { content: [{ type: "text", text: formatResponse(result) }] };
+    });
+    // ─── REPORTING ─────────────────────────────────────────────
+    server.tool("list_reports", "List available reports.", {}, async () => {
+        const result = await keapRequest({
+            method: "GET",
+            path: "/v2/reporting/reports",
+        });
+        return { content: [{ type: "text", text: formatResponse(result) }] };
+    });
+    server.tool("get_report", "Retrieve a specific report by ID.", { report_id: z.string().describe("The report ID") }, async (args) => {
+        const result = await keapRequest({
+            method: "GET",
+            path: `/v2/reporting/reports/${args.report_id}`,
+        });
+        return { content: [{ type: "text", text: formatResponse(result) }] };
+    });
+    server.tool("run_report", "Run/execute a report and get results.", {
+        report_id: z.string().describe("The report ID"),
+        parameters: z.record(z.unknown()).optional().describe("Report parameters"),
+    }, async (args) => {
+        const result = await keapRequest({
+            method: "POST",
+            path: `/v2/reporting/reports/${args.report_id}:run`,
+            body: args.parameters || {},
+        });
+        return { content: [{ type: "text", text: formatResponse(result) }] };
+    });
+    // ─── LOCALE ────────────────────────────────────────────────
+    server.tool("list_countries", "List all countries.", {}, async () => {
+        const result = await keapRequest({
+            method: "GET",
+            path: "/v2/locales/countries",
+        });
+        return { content: [{ type: "text", text: formatResponse(result) }] };
+    });
+    server.tool("list_provinces", "List provinces/states for a country.", { country_code: z.string().describe("Country code (e.g. 'US')") }, async (args) => {
+        const result = await keapRequest({
+            method: "GET",
+            path: `/v2/locales/countries/${args.country_code}/provinces`,
+        });
+        return { content: [{ type: "text", text: formatResponse(result) }] };
+    });
+    server.tool("get_contact_option_types", "Get contact option types (lead statuses, etc.).", {}, async () => {
+        const result = await keapRequest({
+            method: "GET",
+            path: "/v2/settings/contactOptionTypes",
+        });
+        return { content: [{ type: "text", text: formatResponse(result) }] };
+    });
+}
+//# sourceMappingURL=admin.js.map

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package/dist/tools/affiliates.d.ts

@@ -0,0 +1,3 @@
+import { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
+export declare function registerAffiliateTools(server: McpServer): void;
+//# sourceMappingURL=affiliates.d.ts.map

package/dist/tools/affiliates.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"affiliates.d.ts","sourceRoot":"","sources":["../../src/tools/affiliates.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,SAAS,EAAE,MAAM,yCAAyC,CAAC;AAIpE,wBAAgB,sBAAsB,CAAC,MAAM,EAAE,SAAS,GAAG,IAAI,CAwH9D"}