ActiveCampaign Agent Plugin

Bring your ActiveCampaign marketing automation, CRM, and email marketing into your AI agent. This plugin adds ActiveCampaign domain expertise, guided workflows, intelligent reporting, and safe write operations on top of ActiveCampaign's MCP server, so your agent can analyze your account, plan your marketing, and make changes for you, all in plain conversation.

Packaged in the open Agent Plugins format. The full experience runs in Claude Code and Claude Co-Work; the skills and MCP connection are portable to any client that supports Agent Skills and MCP — including Codex and Cursor. See Compatibility.

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Table of Contents

• What's in the Plugin
• Compatibility
• What the Plugin Can and Can't Do
• Setup
• How It Works
• Examples
• Data Handling & Privacy
• Known Limitations
• Support

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What's in the Plugin

Skills (used automatically)

Skills activate on their own when Claude detects relevant context — you don't need to invoke them. Just describe what you want.

Skill	Helps with	What it does
Reporting Analyst	Performance questions, metrics, reports	Pulls your campaign, automation, and deal records and produces structured analysis grounded in your real data
Campaign Strategist	Campaign planning, email content, targeting	Guides campaign creation with audience selection, content strategy, and timing backed by your account data
Automation Builder	Workflow design, triggers, drip sequences	Recommends automation patterns and triggers; can enroll contacts and manage the tags that trigger workflows
Contact Operations	Segmentation, bulk updates, list/field management	Advises on organization strategy and executes contact/tag/list/field changes with a preview-and-confirm step
Deals & CRM	Pipelines, stages, deals, owners, custom objects	Builds and operates your CRM — creates pipelines, stages, and deals, moves deals, reassigns owners, models custom objects, all with preview-and-confirm
Deliverability Advisor	Spam issues, bounces, authentication	Diagnoses deliverability problems and provides SPF/DKIM/DMARC guidance

Commands (you trigger)

Type these directly. They produce read-only reports.

Command	What it produces
/activecampaign:campaign-report	Performance report for your recent campaigns
/activecampaign:weekly-digest	Weekly summary across campaigns, automations, contacts, and deals
/activecampaign:automation-audit	Automation health read — entry/completion counts, likely drop-off, stale workflows
/activecampaign:audience-health	Contact database health — status counts, list sizes, engagement, data quality
/activecampaign:deal-pipeline-review	Pipeline structure, deals by stage, top deals by value, likely stuck deals

Agents (multi-step tasks)

Agent	What it does
Marketing Planner	Creates 30/60/90-day marketing plans grounded in your account data. Read-only — it produces the plan, it doesn't execute.
Data Operations	Runs bulk contact operations (mass tagging, list migration, field cleanup, bulk import) with safety previews and automation-trigger warnings.

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Compatibility

This repository follows the Agent Plugins specification v1.0.0 — an open, vendor-neutral format for packaging agent extensions.

Component	Portability	Notes
plugin.json	Portable (Agent Plugins manifest)	Identifies the plugin for any compliant client
skills/	Portable (Agent Skills)	The six skills work in any skills-capable client — Claude, Codex, Cursor, and others
mcp.json	Portable (Agent Plugins MCP config)	Connects compliant clients to ActiveCampaign's shared MCP endpoint; OAuth links it to your account
commands/	Claude Code only	Slash commands aren't part of the portable standard yet
agents/	Claude Code only	Subagents aren't part of the portable standard yet
.claude-plugin/, .mcp.json	Claude Code only	Claude Code's native plugin manifest and MCP config

The portable mcp.json points at ActiveCampaign's shared MCP endpoint (https://mcp.app-us1.com/http); OAuth authorization links the connection to your account on first use. Claude Code uses its own .mcp.json and collects your account-specific MCP Server URL at install time. Clients that support Agent Skills but not the full plugin format can add the server manually (see Setup).

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What the Plugin Can and Can't Do

Can read

Contacts, tags, custom fields, campaigns, email activities, automations, lists, deals, pipelines, stages, deal activities, custom objects, and groups.

Can change (with preview-and-confirm)

• Contacts & data: create/update contacts, create and apply tags, list membership, custom fields and values, bulk import contacts.
• CRM / deals: create and update deals, deal notes, bulk owner reassignment, create/update pipelines and stages, move deals between stages, create custom objects.
• Automation membership: enroll/remove contacts from automations, and manage the tags that trigger them.

Every change follows a read → preview → confirm → execute → verify flow, and each one also triggers Claude's own permission prompt — a deliberate second check before anything is written to your live account.

Can't do

• Create, edit, or send campaigns — the plugin designs the campaign and preps the audience; you send it in the ActiveCampaign UI.
• Create automations or edit automation steps — the plugin designs the flow; you build it in ActiveCampaign's automation builder.
• Compute aggregate metrics (win rate, completion rate, average deal value, totals) — reports show the underlying records and counts; use ActiveCampaign's native reporting for true roll-ups.
• Verify DNS / inbox placement — the Deliverability Advisor guides SPF/DKIM/DMARC but can't read your DNS directly.

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Setup

Claude Code / Claude Co-Work

1. Install the ActiveCampaign plugin.
2. Enter your ActiveCampaign MCP Server URL when prompted. Find it in your ActiveCampaign account under Settings > Developer > MCP. It looks like https://yoursubdomain.activehosted.com/api/agents/mcp/http.
3. Authorize Claude to access your ActiveCampaign account (OAuth).
4. Start using it — ask a question, run a command, or ask Claude to set something up.

Agent Plugins-compatible clients

If your client supports the Agent Plugins format, install the plugin and you're set: the bundled mcp.json connects to ActiveCampaign's shared MCP endpoint (https://mcp.app-us1.com/http), and OAuth links it to your account on first use.

Codex, Cursor, and other Agent Skills clients

If your client supports skills but not the full plugin format, the portable pieces are the six skills and the MCP connection:

1. Install the skills. Each folder under skills/ is a self-contained Agent Skill. Copy the folders into your client's skills directory (for example ~/.codex/skills/ for Codex — check your client's documentation for the exact location).

2. Connect the MCP server through your client's MCP configuration, using the shared endpoint. For example, in Cursor's mcp.json:

   {
     "mcpServers": {
       "activecampaign": {
         "url": "https://mcp.app-us1.com/http"
       }
     }
   }

   Or in Codex's ~/.codex/config.toml:

   [mcp_servers.activecampaign]
   url = "https://mcp.app-us1.com/http"

   Syntax varies by client and version — see your client's MCP documentation. Your account-specific MCP URL (Settings > Developer > MCP in ActiveCampaign) works here too.

3. Authorize access (OAuth) when your client first connects to the server.

The /activecampaign:* commands and the two agents are Claude Code features and won't appear in other clients; the skills carry the core expertise everywhere.

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How It Works

The plugin connects your agent to ActiveCampaign through ActiveCampaign's MCP server. From there:

• Skills add ActiveCampaign expertise so the agent uses the right data in the right order, with marketing best practices built in.
• Commands run pre-built reporting workflows (Claude Code).
• Agents handle multi-step tasks (Claude Code).

Reading your data is seamless. Anything that changes your account is always previewed for your confirmation first and gated by a permission prompt — so nothing is modified without your explicit go-ahead.

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Examples

• Analyze: "How are my recent campaigns performing?"
• Report: /activecampaign:weekly-digest
• Plan: "Build me a 30-day re-engagement plan for contacts who haven't opened in 90 days."
• Organize contacts: "Tag everyone who hasn't opened an email in 90 days as cold." → Claude shows you how many match and warns if it would trigger an automation, then applies it on your confirmation.
• Build CRM: "Set up a Partnerships pipeline with stages Outreach, Demo, Negotiation, Closed." → Claude previews the pipeline, then creates it on your confirmation and verifies the result.
• Troubleshoot: "Why are my emails going to spam?"

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Data Handling & Privacy

• What the plugin is. Configuration only — skills, commands, agents, and an MCP connection. It contains no code of its own and stores none of your data.
• Where your data goes. When you use the plugin, Claude calls ActiveCampaign's MCP server using your account URL and your authorization. Your ActiveCampaign data flows between your account and Claude to answer your requests, governed by ActiveCampaign's Terms of Service and Privacy Policy and Anthropic's terms for Claude.
• Authentication. Access is via OAuth against your own ActiveCampaign account. The plugin never asks for or stores API keys; the only setting it collects is your MCP Server URL.
• Changes are gated. Every write to your account is previewed for your confirmation and additionally gated by Claude's permission prompt.
• Scope. The plugin can only do what the MCP server exposes and what your account permissions allow. It cannot reach other accounts or data outside your ActiveCampaign account.

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Known Limitations

1. Campaigns and automations are guided, not built — the plugin can read them and design new ones, but creating/sending campaigns and building automations is done in the ActiveCampaign UI.
2. No aggregate metrics — reports present records and counts; use ActiveCampaign's native reporting for win rates, averages, and totals.
3. Per-account URL — you enter your subdomain URL during setup.
4. No DNS verification — the Deliverability Advisor guides authentication but can't read your DNS records directly.

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Support

Questions or issues: amurrey@activecampaign.com

ActiveCampaign — activecampaign.com