Connect Activetrail to AI agents

Connect Activetrail 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

get_email_campaign

Get Email Campaign

Retrieve full details of an email campaign including design, scheduling, and segment settings.

add_contact_to_mailing_list

Add Contact to Mailing List

Add a contact to a mailing list. The contact will be created if they don't already exist. At least **email** or **sms** is required.

get_sms_campaign

Get SMS Campaign

Retrieve details of an SMS campaign by ID, including content, targeting, and scheduling information.

get_email_campaign_report

Get Email Campaign Report

Retrieve a detailed report for an email campaign including summary statistics, opens, clicks, bounces, unsubscribes, complaints, and per-domain breakdown.

toggle_automation

Toggle Automation

Activate or deactivate an automation workflow.

list_webhooks

List Webhooks

List all webhooks configured in your account.

create_contact

Create Contact

Create a new contact in ActiveTrail. At least one of **email** or **sms** is required. The contact is created globally and is not linked to any group by default.

create_mailing_list

Create Mailing List

Create a new mailing list.

send_whatsapp_campaign

Send WhatsApp Campaign

Send a WhatsApp campaign to groups or contacts. First-time messages to a contact require an approved template. Free-form content is only allowed if the contact replied within the last 24 hours.

get_contact

Get Contact

Retrieve a single contact by ID, including their profile fields, subscription status, group memberships, mailing list memberships, and activity history.

list_email_campaigns

List Email Campaigns

List email campaigns with optional filtering by mailing list, category, search term, send type, and date range.

delete_automation

Delete Automation

Delete one or more automation workflows by ID.

create_email_campaign

Create Email Campaign

Create a new email campaign. Configure the campaign name, subject, HTML content, target groups, and scheduling. Set **isSent** to true and **scheduledDateUtc** to schedule sending.

list_groups

List Groups

List all contact groups in your account with pagination support.

get_automation_report

Get Automation Report

Retrieve a comprehensive report for an automation workflow including overview statistics, email/SMS performance, and contacts who started or completed the automation.

create_group

Create Group

Create a new contact group.

import_contacts

Import Contacts

Bulk import up to 1,000 contacts into a specified group. Each contact requires at least an **email** or **sms** field.

update_group

Update Group

Update an existing group's name.

delete_group

Delete Group

Delete a contact group by ID. Contacts in the group are not deleted.

get_mailing_list_members

Get Mailing List Members

Retrieve members of a mailing list with filtering by status and date range.

get_automation

Get Automation

Retrieve detailed information about an automation workflow including its design, trigger info, and activation status.

list_campaign_reports

List Campaign Reports

List summary reports for all email campaigns with optional date filtering. Returns high-level statistics for each campaign.

list_contacts

List Contacts

Search and list contacts with optional filtering by status, search term, and date range. Returns paginated results (default 20, max 100 per page).

delete_email_campaign

Delete Email Campaign

Delete an email campaign by ID.

create_template

Create Template

Create a new reusable email template in "My Templates".

create_sms_campaign

Create SMS Campaign

Create a new SMS campaign. Configure the message content, target groups, sender name, and scheduling. Supports link tracking and unsubscribe functionality.

update_webhook

Update Webhook

Update an existing webhook's name, URL, event type, or active status.

get_account_info

Get Account Info

Retrieve account information including credit balance, sending profiles (email & SMS), contact field definitions, and content categories. Useful for getting profile IDs needed when creating campaigns.

list_sms_campaigns

List SMS Campaigns

List all SMS campaigns in your account with pagination.

list_templates

List Templates

List all reusable email templates from "My Templates" with pagination.

list_automations

List Automations

List all marketing automation workflows in your account.

create_campaign_from_template

Create Campaign from Template

Create a new email campaign directly from an existing template. Configures the campaign with the template's design and the provided sending settings.

delete_webhook

Delete Webhook

Delete a webhook by ID.

send_whatsapp_operational_message

Send WhatsApp Operational Message

Send an individual WhatsApp operational/transactional message to a single contact. Requires an approved template for first-time messages.

get_group

Get Group

Retrieve group details by ID, optionally including members and group events (opens, clicks, unsubscribes).

delete_template

Delete Template

Delete an email template by ID.

send_email_operational_message

Send Email Operational Message

Send a transactional/operational email message to individual recipients. Supports up to 500 recipients per call. Recipients are automatically created as contacts in your account. Use for order confirmations, password resets, and other one-to-one transactional emails.

update_contact

Update Contact

Update an existing contact in ActiveTrail by contact ID. Only the provided fields will be updated.

delete_mailing_list

Delete Mailing List

Delete a mailing list by ID.

remove_contact_from_group

Remove Contact from Group

Remove a contact from a group. The contact is not deleted, only unlinked from the group.

update_email_campaign

Update Email Campaign

Update a draft email campaign's details, design, sending settings, or schedule. Only campaigns in **draft** status can be updated.

create_webhook

Create Webhook

Create a new webhook to receive callbacks when contact changes occur. Supports both programmatic and manual contact change events.

get_template

Get Template

Retrieve a template by ID, optionally including the full HTML content.

get_executive_report

Get Executive Report

Retrieve executive-level reports including overall account statistics and contact growth over time.

list_whatsapp_templates

List WhatsApp Templates

Retrieve all approved WhatsApp message templates available in your account. Templates are required for first-time messages to contacts.

get_sms_campaign_report

Get SMS Campaign Report

Retrieve a detailed report for an SMS campaign including delivery, click, and failure statistics.

send_sms_operational_message

Send SMS Operational Message

Send a transactional/operational SMS message to individual phone numbers. Use for OTP codes, appointment reminders, and other one-to-one SMS messages.

add_contact_to_group

Add Contact to Group

Add a contact to a group by providing contact details. The contact will be created if they don't already exist. At least **email** or **sms** is required.

list_mailing_lists

List Mailing Lists

List all mailing lists in your account with pagination.

delete_contact

Delete Contact

Permanently delete a contact from ActiveTrail by contact ID.

More integrations teams use with Activetrail

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 Activetrail

Create, send, and track marketing campaigns via Email, SMS, WhatsApp, and Push Notifications. Manage contacts, groups, and mailing lists with bulk import, segmentation, and subscription status tracking. Build and activate marketing automation workflows with triggers, steps, and A/B split testing. Retrieve detailed campaign reports including opens, clicks, bounces, unsubscribes, and per-domain statistics. Send transactional/operational messages to individual recipients. Manage e-commerce orders and shopping carts, leads and opportunities, signup forms, landing pages, and reusable email templates. Track contact activity history, manage external contacts by third-party IDs, configure webhooks for contact change events, and view account credit balances and sending profiles.

Connect Activetrail to production AI agents

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

Frequently asked questions

Common questions about connecting Activetrail to AI agents with Metorial.

  1. Can Metorial connect Activetrail to AI agents?
    Yes. Metorial connects AI agents to Activetrail 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.