ActiveCampaign
ActiveCampaign is a marketing automation and CRM platform enabling businesses to manage email campaigns, sales pipelines, and customer segmentation to boost engagement and drive growth
Verdict
Common use cases
- Log customer calls as contact notes
- Add hot leads to nurture automations
- Create deals from Slack threads
- Assign follow-up tasks during standups
- Update pipeline stages after demos
Integration
- Vendor
- ActiveCampaign
- Category
- other
- Auth
- API_KEY
- Tools
- 21
- Composio slug
active_campaign
Tools
- Add contact note
Add a note to a contact in activecampaign. the note will be associated with a contact as a subscriber type. the tool will first find the contact id using the provided email address and then create the note.
- Add Contact to Automation
This tool adds an existing contact to a specific automation in activecampaign. it first looks up the contact by email address to get their id, then adds them to the specified automation using the /api/3/contactautomations endpoint.
- Add Secondary Contact to Deal
This tool adds a secondary contact to an existing deal in activecampaign. if the deal has no primary contact set, this contact will be set as primary if no role is specified. the tool requires the user to have permission to manage deals and
- Create Account
This tool creates a new account in activecampaign. it represents a business or organization and allows programmatic account creation. the tool requires the account name and optionally accepts parameters such as account url, owner, and custo
- Create contact
Creates a new contact in activecampaign with the specified details. this action allows you to create a new contact with basic information like email, name, phone, organization details, and tags. the email address is the only required field,
- Create contact task
Create a task associated with a contact in activecampaign. this action allows you to create a new task that will be associated with a specific contact in your activecampaign account. the task can include details such as due date, title, des
- Create Deal Pipeline
Creates a new deal pipeline in activecampaign. a deal pipeline is a visual representation of your sales process that helps organize and track deals through different stages. when you create a new pipeline, it automatically comes with three
- Create Deal Task Type
This tool creates a new deal task type in activecampaign. deal task types are used to categorize and organize tasks associated with deals, and they are an important feature for maintaining a structured task management system within the deal
- Delete Accountdestructive
This tool deletes an existing account in activecampaign. it complements the existing active campaign create account and active campaign update account actions, providing full crud capabilities for account management. the action is irreversi
- Delete Deal Pipelinedestructive
This tool deletes an existing deal pipeline in activecampaign. when deleting a pipeline that has existing deals and stages associated with it, the delete request will remove all stages and deals associated with it. this tool complements the
- Delete Deal Stagedestructive
This tool deletes an existing deal stage in activecampaign. it offers the ability to either move associated deals to a new pipeline and stage (when type is 'move') or completely delete the deals (when type is 'delete'). it complements the a
- Find contact
Find a specific contact in activecampaign using either their email address, id, or phone number. this action provides a more efficient way to find a specific contact instead of listing all contacts.
- Find Contact Tasks
This tool allows you to find tasks associated with a specific contact in activecampaign. it searches for tasks using the contact task title and optionally filters by contact id. it returns an object with details such as task id, title, desc
- Find User by Email
This tool allows you to find a user in activecampaign by their email address, returning detailed information including first name, last name, email, phone, organization details, and related resource links.
- List all contacts
List all contacts in activecampaign. this action allows you to: 1. list all contacts with pagination 2. search contacts by name, organization, phone, or email 3. filter contacts by email pattern 4. sort contacts by various fields 5. filter
- Manage contact tag
Manage tags for a contact in activecampaign. this action allows adding or removing tags from a contact. the action can be performed using either the contact's id or email address.
- Manage list subscription
Subscribe or unsubscribe a contact from a list in activecampaign. the tool requires either a contact's email address or contact id, and can perform either a subscribe or unsubscribe action on a specified list.
- Remove Contact from Automationdestructive
This tool removes a contact from a specified automation in activecampaign. it first looks up the contact by email address to get their id, then removes them from the specified automation using the /api/3/contactautomations endpoint. the run
- Track Event in ActiveCampaign
This tool creates a custom website or application event in activecampaign by recording events through a post api endpoint. it allows tracking of specific actions performed by contacts, and includes parameters such as event key, event actid,
- Update Account
This tool updates an existing account in activecampaign. it allows modification of account details such as name, website url, and custom fields. it complements the existing active campaign create account action and provides the ability to m
- Upsert Account
This tool creates a new account if it doesn't exist or updates an existing account in activecampaign. it is particularly useful to ensure an account exists without creating duplicates, combining the functionality of create and update operat
Setup
Setup guide
- 11. In Switchy, open the Space where you want to use ActiveCampaign and click 'Add Integration' from the sidebar. 2. Select 'ActiveCampaign' from the MCP directory. 3. Open your ActiveCampaign account, navigate to Settings > Developer, and copy your API URL and API Key. 4. Paste both values into Switchy's connection form and click 'Connect'. 5. Switchy will verify the credentials by fetching your account details — you'll see a green checkmark when it succeeds. 6. Test the connection by typing '@ActiveCampaign list my pipelines' in the Space; you should see your deal pipelines returned. 7. The MCP is now live — any team member in the Space can @mention it to invoke tools.
What teammates see: by default, memories from ActiveCampaign are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Spaces have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
Log Support Call
@ActiveCampaign add a note to sarah@example.com: 'Discussed billing issue on annual plan. Escalated to finance team for refund review.'Open in a Space →
Enroll in Drip Campaign
@ActiveCampaign add contact mike@startup.io to the 'Enterprise Onboarding' automationOpen in a Space →
Create Deal from Lead
@ActiveCampaign create a deal titled 'Acme Corp - Annual Contract' for $24,000 in the 'Discovery' stage of our Sales pipelineOpen in a Space →
Assign Follow-Up Task
@ActiveCampaign create a task for contact jen@company.com: 'Send pricing deck' due tomorrow, assigned to AlexOpen in a Space →
Build New Pipeline
@ActiveCampaign create a pipeline called 'Partner Referrals' with stages: Intro Call, Proposal Sent, Negotiation, Closed WonOpen in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@ActiveCampaign show me all contacts tagged 'webinar-2024' who haven't opened an email in the last 30 days
Found 47 contacts matching your criteria. Here's a sample: Sarah Chen (sarah@example.com) — last opened Dec 3; Marcus Williams (m.williams@company.io) — last opened Nov 28; Priya Patel (priya@startup.co) — last opened Dec 1. All contacts are tagged 'webinar-2024' and have engagement gaps exceeding 30 days. This illustrative example shows how the MCP retrieves contact lists filtered by tag and engagement metrics, though actual results depend on your account's contact database and email activity logs.
This example combines contact search with engagement filtering — a common workflow for re-engagement campaigns. Requires API key with contact read permissions. Note that ActiveCampaign's API returns paginated results; large contact lists may require multiple queries or manual pagination handling in follow-up prompts.
@ActiveCampaign create a deal called 'Enterprise Upgrade - Acme Corp' in our Sales pipeline, assign it to me, and set the value to $15,000
Deal created successfully. 'Enterprise Upgrade - Acme Corp' is now in your Sales pipeline at the Qualification stage (default first stage). Deal ID: 8472. Value: $15,000. Owner: You (based on API key credentials). No contact is currently associated with this deal — you can link a primary contact in a follow-up prompt if needed. This illustrative example shows the MCP executing a deal creation action with basic parameters; actual deal IDs and pipeline stages vary by account configuration.
This write action demonstrates deal creation, a core CRM workflow. The MCP defaults new deals to the first stage of the specified pipeline unless you provide a stage parameter. Side-effect: this creates a permanent record in your ActiveCampaign account. Requires API key with deal write permissions.
@ActiveCampaign add all contacts from the 'trial-expired' tag to the 'Win-Back Campaign' automation and summarize who was added
Added 23 contacts to the 'Win-Back Campaign' automation. Sample additions: Jordan Lee (jordan@techco.com), Alex Rivera (alex.r@designstudio.net), Sam Okafor (sam@consulting.biz). All contacts previously tagged 'trial-expired' are now enrolled in the automation sequence, which will trigger the first email within 24 hours per your automation settings. This illustrative example shows bulk automation enrollment; actual contact counts and automation timing depend on your account's tag usage and automation configuration.
This synthesis example pairs contact lookup (by tag) with automation enrollment — a typical re-engagement workflow. The MCP processes each contact individually via API calls, so large tag groups (100+ contacts) may hit rate limits or take time to complete. Requires API key with both contact read and automation write permissions. Contacts already in the automation are skipped to prevent duplicate enrollment.
Use-case deep-dives
When ActiveCampaign MCP makes sense for trial nurture automation
A 6-person SaaS team running 14-day free trials wants AI to add new signups to a nurture sequence and log context notes when users hit activation milestones. ActiveCampaign MCP is the right call here. The 'Create contact' and 'Add Contact to Automation' tools let your AI agent enroll trial users into drip campaigns the moment they complete onboarding steps in your product. The 'Add contact note' tool logs behavioral signals (like 'invited 3 teammates' or 'connected Slack') so your sales team sees the full story when they follow up. The threshold: if your trial flow branches into more than 4 distinct automations based on user behavior, you'll spend more time mapping logic than the MCP saves. Below that, this is a clean win for small teams who want AI to handle the CRM busywork without hiring a marketing ops person.
ActiveCampaign MCP for moving inbound leads through stages
A 3-person agency gets 20-30 inbound leads a month and needs AI to create deals, assign them to the right pipeline stage, and attach secondary contacts when a lead mentions their boss or procurement. The 'Create Deal Pipeline' and 'Add Secondary Contact to Deal' tools handle this. Your AI agent can parse email threads or Slack messages, create the deal record, and link the decision-maker as a secondary contact so the sales rep sees the full buying committee at a glance. The catch: ActiveCampaign's deal model is lightweight compared to dedicated CRMs like HubSpot or Pipedrive. If your sales process involves custom fields for contract terms, renewal dates, or multi-touch attribution, you'll hit the ceiling fast. For simple lead-to-close tracking at small scale, though, this MCP keeps your pipeline current without manual data entry.
When to use ActiveCampaign MCP for support context lookup
A 5-person support team fields 40 tickets a day and wants AI to pull up a customer's automation history, recent notes, and account details before replying. ActiveCampaign MCP is borderline here. The 'Add contact note' and 'Create contact task' tools let your AI log support interactions back into the CRM, which is useful for account managers who need the full timeline. But ActiveCampaign doesn't expose a 'search notes' or 'get contact history' tool in this MCP—so your AI can write context in, but can't easily read it back out during a live ticket. If your support flow is mostly one-way (log the ticket resolution for later review), this works. If you need AI to surface past issues or tag patterns in real time, you're better off with a dedicated support MCP like Zendesk or a general search tool. The buying call: use this for post-ticket logging, not live triage.
Frequently asked
What does the ActiveCampaign MCP let me do in Switchy?
It gives your AI agents direct access to ActiveCampaign's CRM and marketing automation. Agents can create contacts, add notes, enroll people in automations, manage deals and pipelines, and create tasks—all without leaving the conversation. Think of it as letting your team automate customer workflows through natural language instead of clicking through the ActiveCampaign UI.
Do I need admin access to connect ActiveCampaign?
You need an ActiveCampaign API key, which typically requires admin or account owner permissions to generate. The key lives in your ActiveCampaign account settings under Developer. Once connected, the MCP inherits whatever permissions that key has—so if your key can't delete contacts, neither can the agent.
Can the MCP send marketing emails or campaigns?
No. The MCP focuses on CRM operations—contacts, deals, tasks, automations. It can enroll a contact into an existing automation that sends emails, but it won't draft campaigns or trigger one-off broadcasts. For email composition, you'd still use ActiveCampaign's campaign builder directly.
How is this different from using ActiveCampaign's API directly?
The MCP wraps ActiveCampaign's API in plain-English tools your agents understand. Instead of writing code to POST to /api/3/contacts, you tell the agent "create a contact for jane@example.com" and it handles the lookup, field mapping, and error handling. It's faster for non-technical teams and eliminates boilerplate.
Who on my team should connect this integration?
Whoever owns your ActiveCampaign account and can generate API keys—usually your marketing ops lead or CRM admin. They'll paste the key into Switchy once; after that, anyone on your workspace can ask agents to interact with ActiveCampaign. The connection is workspace-wide, not per-user.