Keeper MCP
Business Intelligence
Use Keeper MCP to take action in your AI tools
Use Zapier Agents for a quick no-code setup, or connect to any AI environment with the Zapier MCP server.
Try in any AI platform
Supported actions
Lookup Client by Email
Search for clients by contact email address.
Create Client
Creates a new client in Keeper.
Create Contact
Creates a new contact for a client in Keeper.
Apply Organizer Template to Client
Apply an organizer template to a client in Keeper.
Get Property Columns
Get available properties for your practice in Keeper.
Create Task
Creates a new task for a client in Keeper.
Add Template to Client
Add a template to the Client in Keeper.
Get Templates
Get project templates for your practice in Keeper.
Use Keeper MCP with any AI assistant
Zapier Keeper MCP lets you connect Keeper's actions with any AI tool that supports MCP, all without managing integrations or writing glue code. It's built for developers who want flexibility without complexity.
Step 1: Generate your secure MCP URL
Get your unique, dynamic MCP server URL instantly. This endpoint securely connects your AI assistant to Zapier's vast integration network.
Step 2: Choose your Zapier Actions
Customize the specific actions your AI assistant can perform within Keeper. Select and scope actions to align with your Keeper workflows.
Step 3: Connect with your tool of choice
Integrate your AI Assistant seamlessly using your generated MCP endpoint, enabling your AI Assistant to execute real-world tasks securely and reliably.
Introducing the Zapier MCP integration
Why developers love Zapier MCP
- No need to build or host your own APIs
- Connect once, access 30,000+ Zapier actions
- Secure, scoped access by default
- Works across your favorite dev tools
