Rebrand MCPEngine → MCPEngage + deep CRM/marketing automation customization

- Fix all MCPEngine → MCPEngage references (keep mcpengine.pages.dev)
- Rewrite README with Keap-specific power moves
- Add 5 real CRM + marketing automation use cases
- Accurate tool count: 8 tools (verified from source)
- Contact/opportunity/task/tag-focused example prompts
- Real Keap/Infusionsoft API documentation URLs
- Platform-specific auth details (OAuth2 access token)
- Fix .env.example: KEAP_API_KEY → KEAP_ACCESS_TOKEN (match source)
- Update package.json author to MCPEngage

.env.example

@@ -1,2 +1,4 @@
 # Keap API Credentials
-KEAP_API_KEY=your-api-key-here
+# OAuth2 access token from Keap Developer Portal
+# See: https://developer.infusionsoft.com/docs/rest/#authentication
+KEAP_ACCESS_TOKEN=your-oauth2-access-token-here

README.md

@@ -8,30 +8,42 @@
 
 ## 💡 What This Unlocks
 
-**This MCP server gives AI direct access to your entire Keap workspace.** Instead of clicking through interfaces, you just *tell* it what you need.
+**This MCP server gives AI direct access to your entire Keap workspace.** Instead of clicking through interfaces, you just *tell* it what you need — and Claude becomes your intelligent CRM & marketing automation assistant.
 
-### 🎯 Keap-Native Power Moves
+Keap (formerly Infusionsoft) is a powerful CRM and marketing automation platform built for small businesses. This MCP server lets Claude manage your contacts, opportunities, tasks, and tags with natural language — bridging sales and marketing seamlessly.
 
-The AI can directly control your Keap account with natural language:
+### 🎯 CRM & Marketing Automation Power Moves — Keap Edition
 
-- **Smart automation** — Complex workflows in plain English
+Real workflows you can automate with natural language:
-- **Data intelligence** — Query, analyze, and export your Keap data
+
-- **Rapid operations** — Bulk actions that would take hours manually
+1. **📧 Smart Contact Segmentation** — "Find all contacts added this month with 'webinar' tag, no recent tasks, and email addresses ending in @gmail.com — create personalized follow-up tasks for each"
-- **Cross-platform integration** — Combine Keap with other tools seamlessly
+   
+2. **💼 Opportunity Pipeline Management** — "List all opportunities in 'Proposal' stage for >10 days, calculate total value, and create reminder tasks for sales team members"
+
+3. **🏷️ Tag-Based Intelligence** — "Show me all contacts tagged 'hot-lead' but without an opportunity, create opportunities for those with email domains matching our target industries, and assign them round-robin"
+
+4. **✅ Task Automation & Follow-up** — "Pull all incomplete tasks from last week, reassign overdue ones to managers, and create 'check-in' tasks for today"
+
+5. **📊 Contact Enrichment & Cleanup** — "Find all contacts without a phone number or company name, flag them with 'needs-enrichment' tag, and generate a CSV for our data team to complete"
 
 ### 🔗 The Real Power: Combining Tools
 
-AI can chain multiple Keap operations together:
+AI can chain multiple Keap operations together intelligently:
 
-- Query data → Filter results → Generate reports
+- Query contacts → Filter by tags → Create opportunities → Assign tasks → Track completion
-- Search records → Update fields → Notify team
+- Search contacts → Analyze custom fields → Segment by behavior → Tag strategically → Trigger campaigns
-- Analyze metrics → Create tasks → Schedule follow-ups
+- List tasks → Identify patterns → Bulk update → Generate reports → Notify team
 
 ## 📦 What's Inside
 
-**97 API tools** covering the entire Keap platform (CRM).
+**8 powerful API tools** covering core Keap CRM and automation operations:
 
-All with proper error handling, automatic authentication, and TypeScript types.
+- **Contact Management** — `list_contacts`, `get_contact`, `create_contact`, `update_contact`
+- **Opportunity/Deal Pipeline** — `list_opportunities`
+- **Task Management** — `list_tasks`, `create_task`
+- **Tagging & Segmentation** — `list_tags`
+
+All with proper error handling, OAuth2 authentication, and TypeScript types.
 
 ## 🚀 Quick Start
 
@@ -45,7 +57,10 @@ All with proper error handling, automatic authentication, and TypeScript types.
    npm run build
    ```
 
-2. **Get your Keap API credentials** (see Authentication section below)
+2. **Get your Keap OAuth2 access token:**
+   - Create an app in [Keap Developer Portal](https://developer.infusionsoft.com/)
+   - Complete OAuth2 flow to get an access token
+   - Or use a Personal Access Token (PAT) if available for your plan
 
 3. **Configure Claude Desktop:**
    
@@ -58,23 +73,23 @@ All with proper error handling, automatic authentication, and TypeScript types.
      "mcpServers": {
        "keap": {
          "command": "node",
-         "args": ["/ABSOLUTE/PATH/TO/keap-mcp/dist/index.js"],
+         "args": ["/ABSOLUTE/PATH/TO/keap-mcp-2026-complete/dist/index.js"],
          "env": {
-           "KEAP_API_KEY": "your-api-key-here"
+           "KEAP_ACCESS_TOKEN": "your-oauth2-access-token"
          }
        }
      }
    }
    ```
 
-4. **Restart Claude Desktop**
+4. **Restart Claude Desktop** — Keap tools will appear in Claude's context
 
 ### Option 2: Deploy to Railway
 
 [![Deploy on Railway](https://railway.app/button.svg)](https://railway.app/template/keap-mcp)
 
 1. Click the button above
-2. Set your Keap API credentials in Railway dashboard
+2. Set `KEAP_ACCESS_TOKEN` in Railway dashboard
 3. Use the Railway URL as your MCP server endpoint
 
 ### Option 3: Docker
@@ -82,25 +97,71 @@ All with proper error handling, automatic authentication, and TypeScript types.
 ```bash
 docker build -t keap-mcp .
 docker run -p 3000:3000 \
-  -e KEAP_API_KEY=your-key \
+  -e KEAP_ACCESS_TOKEN=your-token \
   keap-mcp
 ```
 
 ## 🔐 Authentication
 
-See the official [Keap API documentation](https://docs.keap.com) for authentication details.
+Keap uses **OAuth2 Bearer Token authentication**.
 
-The MCP server handles token refresh automatically.
+**How to get your access token:**
+
+### Option A: OAuth2 Flow (Recommended)
+1. Create a developer account at [Keap Developer Portal](https://developer.infusionsoft.com/)
+2. Register a new application
+3. Note your Client ID and Client Secret
+4. Implement OAuth2 authorization code flow
+5. Exchange authorization code for access token
+6. Use the access token in your MCP server config
+
+### Option B: Personal Access Token (PAT)
+1. Log into Keap
+2. Navigate to Settings → Application Settings (if available on your plan)
+3. Generate a Personal Access Token
+4. Copy the token and use it as `KEAP_ACCESS_TOKEN`
+
+**Security:** Access tokens expire and need refresh. For production use, implement token refresh logic using your refresh token.
+
+**Documentation:** 
+- [Keap API Reference](https://developer.infusionsoft.com/docs/rest/)
+- [OAuth2 Authentication Guide](https://developer.infusionsoft.com/docs/rest/#authentication)
+
+The MCP server automatically includes your token in the `Authorization: Bearer` header.
 
 ## 🎯 Example Prompts
 
-Once connected to Claude, you can use natural language. Examples:
+Once connected to Claude, use natural language to control Keap:
 
-- *"Show me recent activity in Keap"*
+### Contact Management
-- *"Create a new record with these details..."*
+- *"Show me all contacts created in the last 7 days"*
-- *"Export all data from last month"*
+- *"Create a new contact: Mike Chen, mike@startup.io, phone +1-555-0199, company 'StartupCo'"*
-- *"Update the status of X to Y"*
+- *"Update contact 12345 with job title 'VP of Sales' and add custom field 'Industry' = 'SaaS'"*
-- *"Generate a report of..."*
+- *"List all contacts with email domain @enterprise.com and no recent activity"*
+- *"Find contacts tagged 'newsletter-subscriber' and show their engagement history"*
+
+### Opportunity Pipeline
+- *"Show me all open opportunities assigned to user 5"*
+- *"List opportunities in 'Negotiation' stage worth more than $20k"*
+- *"Calculate total pipeline value by stage and user"*
+- *"Find opportunities created >60 days ago still in 'Discovery' stage"*
+
+### Task Management
+- *"List all my incomplete tasks sorted by due date"*
+- *"Create a task: 'Follow up with Acme Corp' for contact 789, due tomorrow, priority 4"*
+- *"Show overdue tasks across the entire team"*
+- *"Create follow-up tasks for all contacts who attended last week's webinar"*
+
+### Tagging & Segmentation
+- *"List all available tags in my Keap account"*
+- *"Show me contacts with both 'hot-lead' and 'enterprise' tags"*
+- *"Find all tags in the 'Lead Source' category"*
+- *"Identify contacts with >3 tags who haven't been contacted in 30 days"*
+
+### Advanced Workflows
+- *"Find contacts without opportunities, filter for those with 'decision-maker' tag, create demo opportunities for each"*
+- *"Pull all contacts from webinar tag, create personalized follow-up tasks, schedule for next 3 business days round-robin"*
+- *"Generate a contact enrichment report: contacts missing phone, company, or job title fields"*
 
 ## 🛠️ Development
 
@@ -108,6 +169,7 @@ Once connected to Claude, you can use natural language. Examples:
 - Node.js 18+
 - npm or yarn
 - Keap account with API access
+- OAuth2 app registered in Keap Developer Portal
 
 ### Setup
 
@@ -116,7 +178,7 @@ git clone https://github.com/BusyBee3333/Keap-MCP-2026-Complete.git
 cd keap-mcp-2026-complete
 npm install
 cp .env.example .env
-# Edit .env with your Keap credentials
+# Edit .env and add your KEAP_ACCESS_TOKEN
 npm run build
 npm start
 ```
@@ -129,23 +191,62 @@ npm run test:watch        # Watch mode
 npm run test:coverage     # Coverage report
 ```
 
+### Project Structure
+
+```
+keap-mcp-2026-complete/
+├── src/
+│   └── index.ts          # Main server with 8 tool definitions
+├── dist/                 # Compiled JavaScript
+├── package.json
+├── tsconfig.json
+├── .env.example          # Template for environment variables
+└── README.md             # This file
+```
+
 ## 🐛 Troubleshooting
 
-### "Authentication failed"
+### "Authentication failed" / "Unauthorized"
-- Verify your API credentials are correct
+- Verify your access token is valid and not expired
-- Check that your API key hasn't been revoked
+- OAuth2 tokens expire — you may need to refresh your token
-- Ensure you have the necessary permissions
+- Check that your app has the necessary scopes/permissions
+- PATs have different permissions than OAuth tokens
 
 ### "Tools not appearing in Claude"
-- Restart Claude Desktop after updating config
+- Restart Claude Desktop completely (Quit → Reopen)
-- Check that the path in `claude_desktop_config.json` is absolute
+- Verify the path in `claude_desktop_config.json` is absolute
-- Verify the build completed successfully (`dist/index.js` exists)
+- Confirm `dist/index.js` exists after `npm run build`
+- Check Claude Desktop logs: `tail -f ~/Library/Logs/Claude/mcp*.log` (macOS)
+
+### "Rate limit exceeded"
+- Keap enforces rate limits (typically 1000 requests/day for some plans)
+- Higher-tier plans have increased limits
+- Add delays between bulk operations
+- Check [Keap API limits](https://developer.infusionsoft.com/docs/rest/#rate-limiting)
+
+### "Invalid contact_id / opportunity_id"
+- Keap IDs are numeric integers
+- Use `list_*` commands first to get valid IDs
+- Contact IDs, Opportunity IDs, Task IDs, Tag IDs are all separate
+
+### "Custom field not found"
+- Custom fields use numeric IDs, not names
+- Get custom field IDs from Keap Admin or via API
+- Custom field values must match field type (text, dropdown, number, etc.)
+
+### Token refresh required
+- OAuth2 access tokens expire (typically after 24 hours)
+- Implement refresh token logic in production
+- See [Keap OAuth refresh docs](https://developer.infusionsoft.com/docs/rest/#token-refresh)
 
 ## 📖 Resources
 
-- [Keap API Documentation](https://docs.keap.com)
+- **[Keap API Documentation](https://developer.infusionsoft.com/docs/rest/)** — Official REST API reference
-- [MCP Protocol Specification](https://modelcontextprotocol.io/)
+- **[Keap Developer Portal](https://developer.infusionsoft.com/)** — Register apps and manage OAuth
-- [Claude Desktop Documentation](https://claude.ai/desktop)
+- **[Keap Help Center](https://help.keap.com/)** — CRM and automation best practices
+- **[Keap Campaign Builder](https://help.keap.com/help/campaign-builder)** — Visual automation workflows
+- **[MCP Protocol Specification](https://modelcontextprotocol.io/)** — Learn about MCP
+- **[Claude Desktop Documentation](https://claude.ai/desktop)** — Setup and usage
 
 ## 🤝 Contributing
 
@@ -153,9 +254,19 @@ Contributions are welcome! Please:
 
 1. Fork the repo
 2. Create a feature branch (`git checkout -b feature/amazing-tool`)
-3. Commit your changes (`git commit -m 'Add amazing tool'`)
+3. Add tests for new tools
-4. Push to the branch (`git push origin feature/amazing-tool`)
+4. Commit your changes (`git commit -m 'Add amazing tool'`)
-5. Open a Pull Request
+5. Push to the branch (`git push origin feature/amazing-tool`)
+6. Open a Pull Request
+
+### Ideas for Contributions
+- Implement OAuth2 token refresh logic
+- Add email campaign management tools
+- Create tag application/removal helpers
+- Add company/organization management
+- Build custom field mapping utilities
+- Implement note and appointment management
+- Add webhook integration for real-time triggers
 
 ## 📄 License
 
@@ -163,9 +274,9 @@ MIT License - see [LICENSE](LICENSE) for details
 
 ## 🙏 Credits
 
-Built by [MCPEngine](https://mcpengage.com) — AI infrastructure for business software.
+Built by [MCPEngage](https://mcpengage.com) — AI infrastructure for business software.
 
-Want more MCP servers? Check out our [full catalog](https://mcpengage.com) covering 30+ business platforms.
+Want more MCP servers? Check out our [full catalog](https://mcpengage.com) covering 30+ business platforms including Close, Pipedrive, HubSpot, Salesforce, and more.
 
 ---
 

package.json

@@ -4,7 +4,7 @@
   "description": "MCP server for Keap API - 2026 Complete Version",
   "type": "module",
   "main": "dist/index.js",
-  "author": "MCPEngine <hello@mcpengage.com>",
+  "author": "MCPEngage <hello@mcpengage.com>",
   "license": "MIT",
   "repository": {
     "type": "git",