Connect Activecampaign to AI agents

Connect Activecampaign to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Tools

manage_tags

Manage Tags

Creates, updates, deletes, or lists tags. Tags can be of type "contact" or "template". Use this to manage tag definitions — to add/remove tags from contacts, use the Manage Contact Tags tool instead.

list_automations

List Automations

Lists all available automations with their names, statuses, and entry counts. Use this to find automation IDs for adding or removing contacts.

list_custom_fields

List Custom Fields

Lists custom field definitions for contacts, deals, or accounts. Use this to discover field IDs and types before setting custom field values.

delete_deal

Delete Deal

Permanently deletes a deal from ActiveCampaign.

create_or_update_account

Create or Update Account

Creates a new company/organization account or updates an existing one. Accounts can be associated with contacts and deals. Supports custom fields.

search_accounts

Search Accounts

Searches and lists company/organization accounts. Supports text search and pagination.

list_pipelines_and_stages

List Pipelines and Stages

Lists all deal pipelines and their stages. Useful for finding pipeline and stage IDs needed when creating or updating deals.

manage_contact_tags

Manage Contact Tags

Adds or removes tags from a contact. Use the action field to specify whether to add or remove tags. When removing, provide the contactTag IDs (not tag IDs) — these can be obtained from the Get Contact tool.

create_or_update_task

Create or Update Task

Creates a new task or updates an existing one. Tasks are typically associated with deals. Supports setting title, due date, task type, assignee, and status.

manage_list_subscription

Manage List Subscription

Subscribes or unsubscribes a contact to/from a mailing list. Status 1 subscribes the contact and status 2 unsubscribes them.

create_note

Create Note

Creates a note on a contact, deal, or account. Specify the resource type and ID along with the note content.

manage_contact_automation

Manage Contact Automation

Adds a contact to an automation or removes them from one. When removing, provide the contactAutomation ID (available from Get Contact).

search_contacts

Search Contacts

Searches and lists contacts with optional filters for email, list, tag, and status. Supports pagination and free-text search across contact fields.

manage_lists

Manage Lists

Creates, updates, deletes, or retrieves mailing lists. Lists are used for organizing contacts and sending campaigns. To subscribe/unsubscribe contacts from lists, use the Manage List Subscription tool.

get_deal

Get Deal

Retrieves the full details of a deal by its ID, including associated contact, pipeline, stage, and custom fields.

create_or_update_deal

Create or Update Deal

Creates a new deal or updates an existing one. When creating, provide title, contactId, pipelineId, and stageId at minimum. When updating, provide the dealId and only the fields you want to change. The value is in cents (e.g., 10000 = $100.00).

create_or_update_contact

Create or Update Contact

Creates a new contact or updates an existing one using ActiveCampaign's sync endpoint. If a contact with the given email already exists, it will be updated with the provided fields. Otherwise, a new contact is created. Supports setting custom field values.

list_campaigns

List Campaigns

Lists email campaigns with optional pagination. Returns campaign names, types, send dates, and status information.

delete_contact

Delete Contact

Permanently deletes a contact from ActiveCampaign. This removes the contact and all associated data.

search_deals

Search Deals

Lists and filters deals across pipelines. Supports filtering by pipeline, stage, status, owner, and contact. Use for browsing deals or finding specific ones.

get_contact

Get Contact

Retrieves a contact's full details including custom field values, tags, list subscriptions, and deal associations. Can look up by contact ID or search by email.

get_account

Get Account

Retrieves an ActiveCampaign account/company by ID.

list_tasks

List Tasks

Lists deal tasks with filters for related object, status, task type, assignee, due date, and text fields.

list_task_types

List Task Types

Lists configured deal task types. Use this to find taskTypeId values before creating tasks.

associate_contact_with_account

Associate Contact with Account

Associates a contact with an account/company using ActiveCampaign account-contact relationships.

delete_account

Delete Account

Deletes an ActiveCampaign account/company by ID.

delete_task

Delete Task

Deletes a deal task from ActiveCampaign.

list_users

List Users

Lists ActiveCampaign account users. Use this to find owner, assignee, and list owner IDs for deals, tasks, and lists.

get_task

Get Task

Retrieves a deal task by ID, including its related object and assignment fields.

manage_webhooks

Manage Webhooks

Creates, lists, or deletes ActiveCampaign webhooks for contact, campaign, deal, list, and SMS events.

More integrations teams use with Activecampaign

Slack

Slack: connect with bot OAuth or user OAuth. Send, update, delete, and schedule messages; list and cancel scheduled messages; open DMs and group DMs; manage conversations, members, files, reactions, pins, bookmarks, reminders, user groups, and user status; search messages and files with user scopes; and retrieve user, conversation, and workspace info.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Technical notes for Activecampaign

Manage contacts, deals, and marketing automation for customer experience. Create, update, search, and sync contacts with tags, lists, custom fields, and notes. Build and manage sales pipelines with deals, stages, tasks, and custom fields. Create and send email campaigns with templates and personalization. Subscribe and unsubscribe contacts from lists. Add or remove contacts from automations. Track custom events and site visitor behavior. Manage e-commerce data including orders, customers, and abandoned carts. Send SMS broadcasts and WhatsApp template messages. Define custom object schemas and manage records. Create and manage segments with flexible conditions. Configure webhooks for real-time updates on contact, campaign, deal, and SMS activity.

Connect Activecampaign to production AI agents

See how Metorial gives Activecampaign access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Activecampaign to AI agents with Metorial.

  1. Can Metorial connect Activecampaign to AI agents?
    Yes. Metorial connects AI agents to Activecampaign through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.