Activetrail MCP server

Connect Activetrail to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Activetrail MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the get email campaign tool in Activetrail
  • Use the add contact to mailing list tool in Activetrail
  • Use the get sms campaign tool in Activetrail
  • Use the get email campaign report tool in Activetrail
  • Use the toggle automation tool in Activetrail
  • Use the list webhooks tool in Activetrail

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 SMS campaigns in your account with pagination. Set includeNotSent to true to discover draft campaigns for estimates or updates.

list_templates

List Templates

List all reusable email templates from "My Templates". ActiveTrail returns the full list.

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 an event count. Set eventType when includeEvents is true.

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. ActiveTrail returns the full list.

delete_contact

Delete Contact

Permanently delete a contact from ActiveTrail by contact ID.

estimate_sms_campaign

Estimate SMS Campaign

Estimate message usage for an SMS campaign that has not been sent.

list_template_categories

List Template Categories

Discover reusable email template categories and their IDs.

get_webhook

Get Webhook

Retrieve a configured webhook and its parameters by ID. Call list_webhooks to discover IDs.

list_contact_subscriptions

List Contact Subscriptions

Retrieve subscribers or unsubscribers with the source of their status and date filtering.

get_mailing_list

Get Mailing List

Retrieve a mailing list by ID. Call list_mailing_lists to discover IDs.

update_template

Update Template

Update an email template name, subject, content, or category. Call list_templates to discover IDs.

list_whatsapp_profiles

List WhatsApp Profiles

Retrieve the account WhatsApp sending profiles for campaign and operational message setup.

update_sms_campaign

Update SMS Campaign

Update an SMS campaign, including content, recipients, or scheduling. Call list_sms_campaigns to discover IDs.

remove_contact_from_mailing_list

Remove Contact from Mailing List

Remove a contact from a mailing list. The contact remains in the account.

Connect Activetrail to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Activetrail in Metorial. In your Metorial portal, enable the Activetrail MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Activetrail tools.

Run Activetrail through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Activetrail and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Activetrail tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Activetrail

Slack

Slack: connect with bot OAuth or user OAuth to work with messages, conversations, search, files, Canvases, Lists, profiles, reactions, reminders, and workspace productivity settings.

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. 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.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. 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. Retrieve site properties and search for sites across Microsoft 365.

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. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

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.

Technical notes for Activetrail

Create and manage email and SMS campaigns, send WhatsApp and transactional messages, organize contacts in groups and mailing lists, inspect campaign reports, activate existing automations, maintain reusable email templates, configure webhooks, and discover sending profiles and account balances.

Frequently asked questions

Common questions about connecting Activetrail to AI agents with Metorial.

  1. How many tools does the Activetrail MCP server have?
    The Activetrail MCP server exposes 59 tools, including Get Email Campaign, Add Contact to Mailing List, Get SMS Campaign. Each one is governed and traced through Metorial.
  2. Activetrail exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Activetrail MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Activetrail and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Activetrail MCP server yourself or use the hosted gateway.

Connect Activetrail to production AI agents

See how Metorial gives your team governed access to Activetrail, with tracing and security controls built in.