AI agents for Keap

Find contacts

Lists contacts, filtered by email, first or last name (each accepts a trailing * wildcard, like smi*), company ID or changed since a time, or by a raw Keap filter expression.

Get a contact

Reads one contact by its ID with names, email addresses, phone numbers, postal addresses, company, job title, owner, lead source, tags, custom field values, lead score and dates.

Find companies

Lists companies, filtered by name (a trailing * matches the start, like Acme*), email, city or state, or changed since a time.

Find opportunities

Lists opportunities (deals), filtered by contact, stage, assigned user or title (a trailing * matches the start).

List pipeline stages

Lists the opportunity pipeline stages, optionally only those whose name starts with the given text.

List tasks

Lists tasks, filtered by contact, opportunity, assigned user or completion, soonest due first.

List users

Lists the account's users, optionally by email or first name.

List tags

Lists the account's tags, used to segment contacts and start automations.

Create a contact

Creates a contact with a name, email, phone, job title, company, owner and lead source.

Update a contact

Changes a contact by its ID: name, job title, company, owner, lead source, website, or its primary email (EMAIL1) or phone (PHONE1).

Create a company

Creates a company with a name and optionally a website, email, phone, notes and owner.

Create an opportunity

Opens an opportunity (deal) for a contact in a pipeline stage, with a title and optionally an assigned user, projected revenue range, estimated close time, next action and notes.

Update an opportunity

Changes an opportunity by its ID: move it to another stage, reassign it, or change the title, projected revenue, estimated close, next action or notes.

Add a note to a contact

Logs a note on a contact: a title or a type (Appointment, Call, Email, Fax, Letter or Other in Keap Max and Pro), the text, and the user who wrote it (from List users).

Create a task

Creates a task for a user (from List users), optionally about a contact or opportunity, with a title, description, type (like Call or Email), priority and due time.

Tag contacts

Applies one tag (from List tags) to up to 1000 contacts, which can start a Keap automation.