ActiveCampaign Server

Overview

The ActiveCampaign server provides comprehensive integration with ActiveCampaign marketing automation platform, enabling AI assistants to manage customer relationships, email campaigns, and marketing workflows programmatically.

Getting Started

1. 1
   Connect to ActiveCampaign

   Add the ActiveCampaign server to your Civic environment through the server directory.

2. 2
   Test Connection

   Start with a simple tool like get_contact or list_contacts to verify the connection works properly.

What You Can Do

Customer Data Management

Create, update, and organize contacts with custom fields and advanced segmentation capabilities

Marketing Automation

Add contacts to automations and manage their journey through sophisticated marketing funnels

Campaign Management

Create and manage email campaigns, track performance, and analyze engagement metrics

List Organization

Build and maintain targeted email lists for different customer segments and demographics

Use Cases

Marketing Operations

• Lead Segmentation: Automatically categorize new leads based on behavior, demographics, or engagement patterns
• Personalized Sequences: Trigger customized email sequences based on specific customer actions or milestones
• Data Synchronization: Keep customer data in sync between ActiveCampaign and other business tools
• Performance Analytics: Track campaign effectiveness and optimize marketing spend allocation

Customer Success

• Lifecycle Tracking: Monitor customer progression through different stages and automate appropriate communications
• Engagement Monitoring: Identify at-risk customers based on email engagement and interaction patterns
• Re-engagement Campaigns: Create targeted campaigns to win back inactive subscribers and customers
• Onboarding Automation: Guide new customers through structured onboarding sequences

Sales Enablement

• Lead Qualification: Score and qualify leads automatically based on behavior and engagement metrics
• Sales Routing: Route qualified prospects to appropriate sales representatives based on territory or expertise
• Follow-up Automation: Ensure no leads fall through the cracks with automated nurture sequences
• Deal Pipeline Management: Track prospects through the sales funnel with automated status updates

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Available Tools (38)

Contact Management

Core functionality for managing customer and prospect data, including creation, updates, and relationship management.

Contact Lifecycle

create_or_update_contact

Create new contacts or update existing ones using email as the unique identifier

get_contact

Retrieve detailed information about a specific contact by their ID

list_contacts

Get all contacts with extensive filtering options for segmentation and analysis

search_contacts

Find contacts by email address for quick lookups

Contact Organization

add_contact_to_list

Subscribe a contact to a specific email list for targeted campaigns

remove_contact_from_list

Unsubscribe a contact from a specific email list

add_tag_to_contact

Apply tags to contacts for segmentation and automation triggers

remove_tag_from_contact

Remove tags from contacts when criteria no longer apply

Automation Management

add_contact_to_automation

Add a contact to an automation workflow to start their journey through a marketing sequence

remove_contact_from_automation

Stop a contact's participation in an automation sequence

Lists & Campaigns

Tools for organizing contacts into targeted groups and managing email marketing campaigns.

List Management

create_list

Create new email lists for organizing contacts by demographics, behavior, or interests

get_list

Retrieve details about a specific email list including subscriber counts and settings

list_lists

Get all email lists with filtering and pagination for list management

update_list

Modify existing list properties, settings, and compliance information

Campaign Operations

get_campaign

Retrieve detailed information about email campaigns including performance metrics

get_campaign_links

Get all tracked links within a campaign for click-through analysis

list_campaigns

Browse all campaigns with filtering options for reporting and analysis

Automations

Manage marketing automation workflows and track contact progression through automated sequences.

list_automations

Get all automation workflows with filtering and ordering options

get_contact_automation

Retrieve specific automation enrollment details for a contact

list_contact_automations

See all automation enrollments for contacts with filtering capabilities

tip

Automations are the heart of ActiveCampaign. Use these tools to build sophisticated customer journeys that respond to behavior and engagement.

Tags & Custom Fields (15 tools)

Advanced contact segmentation and custom data management for personalized marketing.

Tag Management

create_contact_tag

Create new tags for contact categorization and automation triggers

get_tag

Retrieve information about a specific tag including usage statistics

list_tags

Get all available tags with filtering and pagination for tag management

Custom Field Setup

create_contact_custom_field

Add custom data fields to store additional contact information

get_contact_custom_field

Retrieve details about custom field definitions and options

list_contact_custom_fields

Get all custom fields with filtering for data management

update_contact_custom_field

Modify custom field properties and validation rules

Field Value Management

create_contact_field_value

Set custom field values for specific contacts

get_contact_field_value

Retrieve custom field values for individual contacts

list_contact_field_values

Get all custom field values with filtering options

update_contact_field_value

Modify existing custom field values for contacts

Field Configuration

create_contact_field_relationship

Associate custom fields with specific email lists

create_field_options

Add options for dropdown, radio, or checkbox custom fields

list_field_options

Get available options for multi-choice custom fields

warning

Always create field options after creating fields of type 'dropdown', 'listbox', 'radio', or 'checkbox' for proper functionality.

Groups & Permissions (2 tools)

Organizational tools for team management and access control.

create_list_group_permission

Associate email lists with user groups for team organization

list_groups

Get all user groups for permissions and organizational management

Email Activities (1 tool)

Track and analyze email engagement metrics and subscriber behavior.

list_email_activities

Monitor email opens, clicks, and other engagement activities

info

For best results, always use filters when calling this tool rather than requesting all activities at once.

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Guardrails

In addition to the 14 universal guardrails, this server has 70 server-specific guardrails across 35+ operations.

note

ActiveCampaign guardrails cover the full lifecycle of contact data — from creation and field updates to automation enrollment, list management, and bulk export prevention. Pay particular attention to guardrails on list_contacts and search_contacts, which can otherwise expose large volumes of contact PII in a single call.

Guardrail	Operation	Timing	Description
Block Automation IDs	add_contact_to_automation	Request	Prevents adding contacts to specific automation IDs
High-Value Automation Approval	add_contact_to_automation	Request	Requires approval for enrolling contacts in high-value automations
Block List Subscription	add_contact_to_list	Request	Prevents adding contacts to specific list IDs
Prevent Unsubscribe Status	add_contact_to_list	Request	Blocks specific subscription status values to prevent malicious unsubscribes
Block Sensitive Tags	add_tag_to_contact	Request	Prevents adding specific sensitive tag IDs to contacts
Block Field Types	create_contact_custom_field	Request	Prevents creation of certain field types like hidden fields
Block Sensitive Field Names	create_contact_custom_field	Request	Prevents creation of fields with sensitive names like password or SSN
Limit Field Creation	create_contact_custom_field	Request	Limits the number of custom fields that can be created
Block Field-List Relationships	create_contact_field_relationship	Request	Prevents field associations with specific protected lists
Block Field Value Updates	create_contact_field_value	Request	Prevents updates to specific protected field IDs
Limit Field Value Length	create_contact_field_value	Request	Limits the maximum length of field values
Redact PII from Field Values	create_contact_field_value	Request	Blocks PII like SSNs or credit cards in field values
Block Sensitive Tag Names	create_contact_tag	Request	Prevents creation of tags with sensitive names
Limit Field Options	create_field_options	Request	Limits the number of options that can be created for a field
Block Sensitive List Names	create_list	Request	Prevents creation of lists with sensitive names
Valid Sender URL	create_list	Request	Requires sender URLs to match allowed domains or patterns
Block Group Permissions	create_list_group_permission	Request	Prevents granting permissions to specific admin or sensitive groups
Hide Custom Field Values	create_or_update_contact	Response	Redacts sensitive custom field values from responses
Redact Contact PII	create_or_update_contact	Request	Masks personally identifiable information in contact fields
Block Campaign Access	get_campaign	Request	Prevents access to specific sensitive campaign IDs
Block Campaign Links Access	get_campaign_links	Request	Prevents access to campaign links for specific campaign IDs
Hide Tracking URLs	get_campaign_links	Response	Redacts tracking link destinations from campaign link responses
Block VIP Contact Access	get_contact	Request	Protects high-value contacts from unauthorized access
Hide Sensitive Contact Fields	get_contact	Response	Redacts custom fields and tags from contact responses
Redact Contact Email/Phone	get_contact	Response	Masks email and phone PII from contact responses
Hide Automation Details	get_contact_automation	Response	Redacts automation steps and status from responses
Block Sensitive Field Access	get_contact_custom_field	Request	Protects critical custom fields from unauthorized access
Hide Field Configuration	get_contact_custom_field	Response	Redacts field settings and configuration from responses
Block Field Value Access	get_contact_field_value	Request	Protects critical field data from unauthorized access
Redact Field Values	get_contact_field_value	Response	Masks actual field values in responses
Block List Access	get_list	Request	Protects sensitive lists from unauthorized access
Block Tag Access	get_tag	Request	Protects internal tags from unauthorized access
Filter Internal Automations	list_automations	Response	Hides internal automations by name pattern
Hide Automation Configuration	list_automations	Response	Redacts triggers and actions from automation responses
Limit Automations Per Page	list_automations	Request	Caps limit parameter to prevent excessive data retrieval
Filter Campaigns By Date	list_campaigns	Request	Limits results to recent campaigns only
Limit Campaigns Per Page	list_campaigns	Request	Caps limit parameter to prevent excessive data retrieval
Hide Enrollment Details	list_contact_automations	Response	Redacts status and progress from contact automation responses
Limit Contact Automations Per Page	list_contact_automations	Request	Caps limit parameter to prevent excessive data retrieval
Hide Field Definitions	list_contact_custom_fields	Response	Redacts field configurations from responses
Limit Custom Fields Results	list_contact_custom_fields	Request	Caps limit parameter to prevent excessive data retrieval
Limit Field Values Per Page	list_contact_field_values	Request	Caps limit parameter to prevent excessive data retrieval
Redact All Field Values	list_contact_field_values	Response	Masks actual data in field value responses
Block Email Searches	list_contacts	Request	Prevents email enumeration through search
Block Wildcard Searches	list_contacts	Request	Prevents broad email_like patterns in searches
Hide Contact PII	list_contacts	Response	Redacts emails, phones, and custom fields from contact list responses
Limit Contact Search Results	list_contacts	Request	Caps limit to prevent bulk export of contacts
Hide Email Content	list_email_activities	Response	Redacts message details from email activity responses
Require Email Activity Filters	list_email_activities	Request	Requires specific subscriberid to prevent bulk retrieval
Hide Field Options Config	list_field_options	Response	Redacts field option details from responses
Filter Admin Groups	list_groups	Response	Hides sensitive admin groups from responses
Hide Group Permissions	list_groups	Response	Redacts access levels from group responses
Filter Internal Lists	list_lists	Response	Hides internal lists by name pattern
Hide List Configuration	list_lists	Response	Redacts list settings from responses
Limit Lists Per Page	list_lists	Request	Caps limit parameter to prevent excessive data retrieval
Filter Sensitive Tags	list_tags	Response	Hides internal tags from tag list responses
Limit Tag Search Scope	list_tags	Request	Prevents wildcard searches on tags
Block Critical Automation Removal	remove_contact_from_automation	Request	Protects enrollment in essential automations
Minimum Enrollment Duration	remove_contact_from_automation	Request	Prevents immediate removals from automations
Block Required List Removal	remove_contact_from_list	Request	Protects mandatory subscriptions from removal
Block Required Tag Removal	remove_tag_from_contact	Request	Protects compliance tags from removal
Block Email Enumeration	search_contacts	Request	Prevents wildcard searches on contacts
Hide Search Results	search_contacts	Response	Limits data exposure in contact search responses
Block Critical Field Updates	update_contact_custom_field	Request	Protects field definitions from modification
Prevent Field Type Changes	update_contact_custom_field	Request	Locks field types from modification
Block Protected Value Updates	update_contact_field_value	Request	Prevents critical data changes
Redact Updated Values	update_contact_field_value	Response	Hides updated data from responses
Block Critical List Updates	update_list	Request	Protects list configurations from modification
Validate Update Sender URLs	update_list	Request	Ensures compliance domains in list updates
Redact Email Addresses	(all operations)	Response	Redacts email addresses from all responses (ActiveCampaign-specific instance)

tip

Configure guardrails via the Civic UI or ask the Configurator Agent: "Add guardrails to my ActiveCampaign server."

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Resources

The ActiveCampaign server provides direct access to platform data through resource endpoints that complement the tool-based operations.

Collection Endpoints

Access entire data collections for browsing and discovery:

Contacts

activecampaign://contacts
Access the complete contact database

Lists

activecampaign://lists
Browse all email lists and segments

Automations

activecampaign://automations
View all automation workflows

Campaigns

activecampaign://campaigns
Access campaign data and metrics

Individual Record Endpoints

Access specific records when you know their ID:

Contacts

activecampaign://contacts/{id}
Get detailed contact information

Lists

activecampaign://lists/{id}
Retrieve specific list configuration and stats

Automations

activecampaign://automations/{id}
Access automation workflow details

Campaigns

activecampaign://campaigns/{id}
Get campaign-specific performance data

tip

Pro Tip: Use collection endpoints for discovery, then switch to individual record endpoints for detailed operations.