> ## Documentation Index
> Fetch the complete documentation index at: https://docs.civic.com/llms.txt
> Use this file to discover all available pages before exploring further.

# ActiveCampaign Server

> Access and manage ActiveCampaign CRM data, contacts, campaigns, automations, and more

## Overview

The ActiveCampaign server provides comprehensive integration with [ActiveCampaign](https://www.activecampaign.com) marketing automation platform, enabling AI assistants to manage customer relationships, email campaigns, and marketing workflows programmatically.

## Getting Started

<Steps>
  <Step title="Connect to ActiveCampaign">
    Add the ActiveCampaign server to your Civic environment through the server directory.
  </Step>

  <Step title="Test Connection">
    Start with a simple tool like `get_contact` or `list_contacts` to verify the connection works properly.
  </Step>
</Steps>

## What You Can Do

<CardGroup cols={2}>
  <Card title="Customer Data Management" icon="users">
    Create, update, and organize contacts with custom fields and advanced segmentation capabilities
  </Card>

  <Card title="Marketing Automation" icon="robot">
    Add contacts to automations and manage their journey through sophisticated marketing funnels
  </Card>

  <Card title="Campaign Management" icon="envelope">
    Create and manage email campaigns, track performance, and analyze engagement metrics
  </Card>

  <Card title="List Organization" icon="list">
    Build and maintain targeted email lists for different customer segments and demographics
  </Card>
</CardGroup>

## Use Cases

<AccordionGroup>
  <Accordion title="Marketing Operations" icon="chart-line">
    * **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
  </Accordion>

  <Accordion title="Customer Success" icon="heart">
    * **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
  </Accordion>

  <Accordion title="Sales Enablement" icon="handshake">
    * **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
  </Accordion>
</AccordionGroup>

***

## Available Tools (38)

<AccordionGroup>
  <Accordion title="Contact Management">
    Core functionality for managing customer and prospect data, including creation, updates, and relationship management.

    **Contact Lifecycle**

    <AccordionGroup>
      <Accordion title="create_or_update_contact">
        Create new contacts or update existing ones using email as the unique identifier
      </Accordion>

      <Accordion title="get_contact">
        Retrieve detailed information about a specific contact by their ID
      </Accordion>

      <Accordion title="list_contacts">
        Get all contacts with extensive filtering options for segmentation and analysis
      </Accordion>

      <Accordion title="search_contacts">
        Find contacts by email address for quick lookups
      </Accordion>
    </AccordionGroup>

    **Contact Organization**

    <AccordionGroup>
      <Accordion title="add_contact_to_list">
        Subscribe a contact to a specific email list for targeted campaigns
      </Accordion>

      <Accordion title="remove_contact_from_list">
        Unsubscribe a contact from a specific email list
      </Accordion>

      <Accordion title="add_tag_to_contact">
        Apply tags to contacts for segmentation and automation triggers
      </Accordion>

      <Accordion title="remove_tag_from_contact">
        Remove tags from contacts when criteria no longer apply
      </Accordion>
    </AccordionGroup>

    **Automation Management**

    <AccordionGroup>
      <Accordion title="add_contact_to_automation">
        Add a contact to an automation workflow to start their journey through a marketing sequence
      </Accordion>

      <Accordion title="remove_contact_from_automation">
        Stop a contact's participation in an automation sequence
      </Accordion>
    </AccordionGroup>
  </Accordion>

  <Accordion title="Lists & Campaigns">
    Tools for organizing contacts into targeted groups and managing email marketing campaigns.

    **List Management**

    <AccordionGroup>
      <Accordion title="create_list">
        Create new email lists for organizing contacts by demographics, behavior, or interests
      </Accordion>

      <Accordion title="get_list">
        Retrieve details about a specific email list including subscriber counts and settings
      </Accordion>

      <Accordion title="list_lists">
        Get all email lists with filtering and pagination for list management
      </Accordion>

      <Accordion title="update_list">
        Modify existing list properties, settings, and compliance information
      </Accordion>
    </AccordionGroup>

    **Campaign Operations**

    <AccordionGroup>
      <Accordion title="get_campaign">
        Retrieve detailed information about email campaigns including performance metrics
      </Accordion>

      <Accordion title="get_campaign_links">
        Get all tracked links within a campaign for click-through analysis
      </Accordion>

      <Accordion title="list_campaigns">
        Browse all campaigns with filtering options for reporting and analysis
      </Accordion>
    </AccordionGroup>
  </Accordion>

  <Accordion title="Automations">
    Manage marketing automation workflows and track contact progression through automated sequences.

    <AccordionGroup>
      <Accordion title="list_automations">
        Get all automation workflows with filtering and ordering options
      </Accordion>

      <Accordion title="get_contact_automation">
        Retrieve specific automation enrollment details for a contact
      </Accordion>

      <Accordion title="list_contact_automations">
        See all automation enrollments for contacts with filtering capabilities
      </Accordion>
    </AccordionGroup>

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

  <Accordion title="Tags & Custom Fields (15 tools)">
    Advanced contact segmentation and custom data management for personalized marketing.

    **Tag Management**

    <AccordionGroup>
      <Accordion title="create_contact_tag">
        Create new tags for contact categorization and automation triggers
      </Accordion>

      <Accordion title="get_tag">
        Retrieve information about a specific tag including usage statistics
      </Accordion>

      <Accordion title="list_tags">
        Get all available tags with filtering and pagination for tag management
      </Accordion>
    </AccordionGroup>

    **Custom Field Setup**

    <AccordionGroup>
      <Accordion title="create_contact_custom_field">
        Add custom data fields to store additional contact information
      </Accordion>

      <Accordion title="get_contact_custom_field">
        Retrieve details about custom field definitions and options
      </Accordion>

      <Accordion title="list_contact_custom_fields">
        Get all custom fields with filtering for data management
      </Accordion>

      <Accordion title="update_contact_custom_field">
        Modify custom field properties and validation rules
      </Accordion>
    </AccordionGroup>

    **Field Value Management**

    <AccordionGroup>
      <Accordion title="create_contact_field_value">
        Set custom field values for specific contacts
      </Accordion>

      <Accordion title="get_contact_field_value">
        Retrieve custom field values for individual contacts
      </Accordion>

      <Accordion title="list_contact_field_values">
        Get all custom field values with filtering options
      </Accordion>

      <Accordion title="update_contact_field_value">
        Modify existing custom field values for contacts
      </Accordion>
    </AccordionGroup>

    **Field Configuration**

    <AccordionGroup>
      <Accordion title="create_contact_field_relationship">
        Associate custom fields with specific email lists
      </Accordion>

      <Accordion title="create_field_options">
        Add options for dropdown, radio, or checkbox custom fields
      </Accordion>

      <Accordion title="list_field_options">
        Get available options for multi-choice custom fields
      </Accordion>
    </AccordionGroup>

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

  <Accordion title="Groups & Permissions (2 tools)">
    Organizational tools for team management and access control.

    <AccordionGroup>
      <Accordion title="create_list_group_permission">
        Associate email lists with user groups for team organization
      </Accordion>

      <Accordion title="list_groups">
        Get all user groups for permissions and organizational management
      </Accordion>
    </AccordionGroup>
  </Accordion>

  <Accordion title="Email Activities (1 tool)">
    Track and analyze email engagement metrics and subscriber behavior.

    <AccordionGroup>
      <Accordion title="list_email_activities">
        Monitor email opens, clicks, and other engagement activities
      </Accordion>
    </AccordionGroup>

    <Info>
      For best results, always use filters when calling this tool rather than requesting all activities at once.
    </Info>
  </Accordion>
</AccordionGroup>

***

## Guardrails

In addition to the [14 universal guardrails](/civic/concepts/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.
</Note>

| 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."
</Tip>

***

## Resources

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

<AccordionGroup>
  <Accordion title="Collection Endpoints" icon="database">
    Access entire data collections for browsing and discovery:

    <CardGroup cols={2}>
      <Card title="Contacts" icon="users">
        `activecampaign://contacts`\
        Access the complete contact database
      </Card>

      <Card title="Lists" icon="list-ul">
        `activecampaign://lists`\
        Browse all email lists and segments
      </Card>

      <Card title="Automations" icon="robot">
        `activecampaign://automations`\
        View all automation workflows
      </Card>

      <Card title="Campaigns" icon="envelope">
        `activecampaign://campaigns`\
        Access campaign data and metrics
      </Card>
    </CardGroup>
  </Accordion>

  <Accordion title="Individual Record Endpoints" icon="magnifying-glass">
    Access specific records when you know their ID:

    <CardGroup cols={2}>
      <Card title="Contacts" icon="users">
        `activecampaign://contacts/{id}`\
        Get detailed contact information
      </Card>

      <Card title="Lists" icon="list-ul">
        `activecampaign://lists/{id}`\
        Retrieve specific list configuration and stats
      </Card>

      <Card title="Automations" icon="robot">
        `activecampaign://automations/{id}`\
        Access automation workflow details
      </Card>

      <Card title="Campaigns" icon="envelope">
        `activecampaign://campaigns/{id}`\
        Get campaign-specific performance data
      </Card>
    </CardGroup>

    <Tip>
      **Pro Tip:** Use collection endpoints for discovery, then switch to individual record endpoints for detailed operations.
    </Tip>
  </Accordion>
</AccordionGroup>