Merge Unified's ActiveCampaign integration Merge Agent Handler's ActiveCampaign MCP server

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ActiveCampaign

Learn more about Merge Agent Handler

Available tools

create_account

Create a new account (company) in ActiveCampaign. Requires name. Optionally include account_url for the company website.

list_accounts

List all accounts (companies) in ActiveCampaign. Supports search by name and pagination with limit/offset.

get_account

Retrieve a single account (company) by ID.

update_account

Update an existing account. Specify account_id and fields to update. Only provided fields will be changed.

delete_account

Delete an account (company) from ActiveCampaign. This action cannot be undone.

list_automations

List all automations in ActiveCampaign. Supports pagination with limit/offset.

get_automation

Retrieve a single automation by ID. Returns automation details and status.

add_contact_to_automation

Add a contact to an automation. Requires contactid and automationid. Use list_automations to find valid automation IDs.

remove_contact_from_automation

Remove a contact from an automation. Use the contactautomationid from addcontactto_automation response.

list_campaigns

List all email campaigns in ActiveCampaign. Supports pagination with limit/offset.

get_campaign

Retrieve a single email campaign by ID. Returns campaign details including type and status.

create_contact

Create a new contact in ActiveCampaign. Requires email address. Optionally include firstname, lastname, phone, and custom field_values.

list_contacts

List contacts in ActiveCampaign with optional filters. Filter by email, listid, tagid, or status. Supports pagination with limit/offset.

get_contact

Retrieve a single contact by ID. Returns full contact details including custom fields.

update_contact

Update an existing contact. Specify contact_id and fields to update. Only provided fields will be changed.

delete_contact

Delete a contact from ActiveCampaign. This action cannot be undone.

add_tag_to_contact

Add a tag to a contact. Use list_tags to find valid tag IDs.

remove_tag_from_contact

Remove a tag from a contact. Use the contacttagid from addtagto_contact response.

subscribe_contact_to_list

Subscribe a contact to a mailing list. Use list_lists to find valid list IDs.

unsubscribe_contact_from_list

Unsubscribe a contact from a mailing list by updating subscription status to unsubscribed.

create_custom_field

Create a new custom field in ActiveCampaign. Requires title and type (text, textarea, date, dropdown, multiselect, radio, checkbox, hidden, listbox).

list_custom_fields

List all custom fields in ActiveCampaign. Supports pagination with limit/offset.

get_custom_field

Retrieve a single custom field by ID.

update_custom_field

Update an existing custom field. Specify field_id and fields to update. Can change title and options (for dropdown/multiselect types).

delete_custom_field

Delete a custom field from ActiveCampaign. This action cannot be undone.

set_contact_field_value

Set a custom field value for a contact. Requires contactid, fieldid, and value. Use listcustomfields to find valid field IDs.

create_deal

Create a new deal in ActiveCampaign. Requires title, pipelineid, and stageid. Optionally include value (in cents), currency, ownerid, contactid, account_id, and description.

list_deals

List deals in ActiveCampaign with optional filters. Filter by status, stageid, pipelineid, or contact_id. Supports search and pagination.

get_deal

Retrieve a single deal by ID. Returns full deal details.

update_deal

Update an existing deal. Specify dealid and fields to update. Can change title, value, status (open/won/lost), stageid, owner_id, and more.

delete_deal

Delete a deal from ActiveCampaign. This action cannot be undone.

create_deal_note

Create a note on a deal. Requires deal_id and note content.

update_deal_note

Update an existing deal note. Requires dealid, noteid, and new note content.

create_list

Create a new mailing list in ActiveCampaign. Requires name, stringid (URL-safe name), senderurl, and senderreminder for CAN-SPAM compliance.

list_lists

List all mailing lists in ActiveCampaign. Supports pagination with limit/offset.

get_list

Retrieve a single mailing list by ID.

delete_list

Delete a mailing list from ActiveCampaign. This action cannot be undone.

create_note

Create a note on a contact. Requires contact_id and note content.

list_notes

List all notes in ActiveCampaign. Optionally filter by contact_id. Supports pagination with limit/offset.

get_note

Retrieve a single note by ID.

update_note

Update an existing note. Specify note_id and new note content.

delete_note

Delete a note from ActiveCampaign. This action cannot be undone.

create_pipeline

Create a new deal pipeline in ActiveCampaign. Requires title. Optionally include default currency.

list_pipelines

List all deal pipelines in ActiveCampaign. Supports pagination with limit/offset.

get_pipeline

Retrieve a single pipeline by ID.

update_pipeline

Update an existing pipeline. Specify pipeline_id and fields to update. Can change title and default currency.

delete_pipeline

Delete a pipeline from ActiveCampaign. This action cannot be undone.

create_stage

Create a new stage in a pipeline. Requires title and pipeline_id. Optionally specify order (0-indexed position).

list_stages

List all deal stages. Optionally filter by pipeline_id. Supports pagination.

get_stage

Retrieve a single stage by ID.

update_stage

Update an existing stage. Specify stage_id and fields to update. Can change title and order.

delete_stage

Delete a stage from a pipeline. This action cannot be undone.

create_tag

Create a new tag in ActiveCampaign. Requires tag name. Optionally specify tag_type (contact or template) and description.

list_tags

List all tags in ActiveCampaign. Supports search by name and pagination.

get_tag

Retrieve a single tag by ID.

update_tag

Update an existing tag. Specify tag_id and fields to update. Can change tag name and description.

delete_tag

Delete a tag from ActiveCampaign. This action cannot be undone.

create_deal_task

Create a task for a deal. Requires dealid and title. Optionally include note, duedate (ISO 8601), and tasktypeid.

list_deal_tasks

List deal tasks in ActiveCampaign. Optionally filter by deal_id or status. Supports pagination with limit/offset.

get_deal_task

Retrieve a single deal task by ID.

update_deal_task

Update an existing deal task. Specify taskid and fields to update. Can change title, note, duedate, and status (incomplete/complete).

delete_deal_task

Delete a deal task from ActiveCampaign. This action cannot be undone.

validate_credential

Validate ActiveCampaign credentials. Verifies credentials during setup.

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How to set up Merge Agent Handler

In an mcp.json file, add the configuration below, and restart Cursor.

Learn more in the official documentation ↗

1{
2  "mcpServers": {
3    "agent-handler": {
4      "url": "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
5      "headers": {
6        "Authorization": "Bearer yMt*****"
7      }
8    }
9  }
10}
11

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Open your Claude Desktop configuration file and add the server configuration below. You'll also need to restart the application for the changes to take effect.

Make sure Claude is using the Node v20+.

Learn more in the official documentation ↗

1{
2  "mcpServers": {
3    "agent-handler": {
4      "command": "npx",
5      "args": [
6        "-y",
7        "mcp-remote@latest",
8        "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
9        "--header",
10        "Authorization: Bearer ${AUTH_TOKEN}"
11      ],
12      "env": {
13        "AUTH_TOKEN": "yMt*****"
14      }
15    }
16  }
17}

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Open your Windsurf MCP configuration file and add the server configuration below.
Click on the refresh button in the top right of the Manage MCP server page or in the top right of the chat box in the box icon.

Learn more in the official documentation ↗

1{
2    "mcpServers": {
3      "agent-handler": {
4        "command": "npx",
5        "args": [
6          "-y",
7          "mcp-remote@latest",
8          "https://ah-api.merge.dev/api/v1/tool-packs/<tool-pack-id>/registered-users/<registered-user-id>/mcp",
9          "--header",
10          "Authorization: Bearer ${AUTH_TOKEN}"
11        ],
12        "env": {
13          "AUTH_TOKEN": "<ah-production-access-key>"
14        }
15      }
16    }
17  }

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In Command Palette (Cmd+Shift+P on macOS, Ctrl+Shift+P on Windows), run "MCP: Open User Configuration".

You can then add the configuration below and press "start" right under servers. Enter the auth token when prompted.

Learn more in the official documentation ↗

1{
2  "inputs": [
3    {
4      "type": "promptString",
5      "id": "agent-handler-auth",
6      "description": "Agent Handler AUTH_TOKEN", // "yMt*****" when prompt
7      "password": true
8    }
9  ],
10  "servers": {
11    "agent-handler": {
12      "type": "stdio",
13      "command": "npx",
14      "args": [
15        "-y",
16        "mcp-remote@latest",
17        "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
18        "--header",
19        "Authorization: Bearer ${input:agent-handler-auth}"
20      ]
21    }
22  }
23}

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FAQs on using Merge's ActiveCampaign MCP server

What is an ActiveCampaign MCP?

It's an MCP server that wires your agents into ActiveCampaign's CRM and marketing automation platform via tools. Your agents can invoke these tools to manage contacts and accounts, enroll contacts in automations, track deals through pipelines, manage mailing lists, and more.

ActiveCampaign offers an official MCP server, but you can also use one from a third-party platform, like Merge Agent Handler.

How can I use the ActiveCampaign MCP server?

The use cases naturally depend on the agent you've built, but here are a few common ones:

Lead routing and CRM enrollment: When a new lead arrives from a form or ad platform, an agent creates the contact in ActiveCampaign, tags them based on lead source, subscribes them to the relevant list, and adds them to the appropriate onboarding automation

Deal stage updates from external events: When a contract is signed in a document tool, an agent finds the corresponding ActiveCampaign deal, updates the stage to Closed Won, and logs a deal note with the contract details for the account owner

Churn risk automation enrollment: When a customer is flagged as at-risk in a product analytics tool based on usage signals, an agent applies a churn-risk tag to their ActiveCampaign contact and enrolls them in a re-engagement sequence

Weekly pipeline digest for sales managers: On a recurring schedule, an agent queries active deals across all pipelines in ActiveCampaign, groups them by stage and owner, and posts a summary to the sales Slack channel flagging any deals with no activity in the past week

What are popular tools for ActiveCampaign's MCP server?

Here are some of the most commonly used tools:

create_contact: adds a new contact to ActiveCampaign with name, email, phone, and custom field values. Use this when an agent is ingesting leads or customers from an external system like a form tool, ad platform, or enrichment service

add_contact_to_automation: enrolls a contact in a specified ActiveCampaign automation. Call this when an agent needs to trigger a drip sequence or onboarding flow in response to an event that happened in another system

subscribe_contact_to_list: adds a contact to a mailing list, making them eligible for campaigns targeting that list. Good for workflows that segment contacts at the point of ingestion based on source, product line, or intent signal

add_tag_to_contact: applies a tag to a contact record for segmentation and filtering. Helpful when an agent needs to mark contacts with behavioral or lifecycle attributes derived from activity in other tools

create_deal: opens a new deal in an ActiveCampaign pipeline with a specified stage, value, and owner. Use this when an agent is creating CRM records from external triggers like a qualified lead score or a signed proposal

update_deal: modifies an existing deal's properties, including stage, value, or assigned owner. Useful for agents that need to advance a deal through the pipeline in response to events like a completed demo or an accepted contract

What makes Merge Agent Handler's ActiveCampaign MCP server better than alternative ActiveCampaign MCP servers?

ActiveCampaign has its own official MCP server, but running it through Merge Agent Handler gives marketing and revenue teams tighter control over how customer data is accessed and acted on.

Merge Agent Handler includes:

Enterprise-grade security and DLP: Merge Agent Handler includes built-in data loss prevention controls that let you block or redact sensitive fields before they reach an agent. For ActiveCampaign, this means you can prevent contact details, deal values, automation enrollment history, and custom field data from being exposed to agents that don't specifically require them

Managed authentication and credentials: Merge stores and manages your ActiveCampaign API credentials on your behalf. You never embed keys in agent configuration or redo your auth setup when credentials change

Real-time observability and audit trail: Every tool call against ActiveCampaign is recorded: which contacts were created or tagged, which automations were triggered, which deals were updated, and what came back. Marketing and revenue ops teams can audit agent activity without writing any custom logging

Tool Packs and controlled access: Tool Packs let you bundle specific ActiveCampaign tools with tools from other connectors into a single MCP endpoint, scoped to a specific use case. An agent gets exactly the tools it needs, nothing more

How can I start using Merge Agent Handler's ActiveCampaign MCP server?

You can take the following steps:

1. Create or log into your Merge Agent Handler account and navigate to Tool Packs (collections of connector tools scoped to a specific use case).

2. Create a new Tool Pack, then find and enable the ActiveCampaign connector. Scope tools to your workflow: read tools like list_contacts and list_deals cover reporting and lookup needs, while write tools like create_contact, add_contact_to_automation, and update_deal are needed for agents that take action on CRM data.

3. Add a Registered User inside the Tool Pack. This is the identity context under which your agent operates. Merge generates a unique MCP URL scoped to this user once it's created.

4. From the Registered User detail page, authenticate ActiveCampaign by entering your API credentials. Merge stores and manages those credentials going forward.

5. Copy the MCP URL from the Tool Pack detail page and generate an API key from Settings. You'll need both to connect your agent.

6. Add the MCP server to your agent or IDE using the MCP URL and API key. Your ActiveCampaign tools are now accessible through that endpoint.