Get started with the ActiveCampaign MCP Server

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```mediawiki Navigation: Main_Page > Developers > Integrations > Get started with the ActiveCampaign MCP Server

Get started with the ActiveCampaign MCP Server[edit | edit source]

Introduction[edit | edit source]

The ActiveCampaign MCP (Model Context Protocol) Server is an innovative feature that enables a seamless connection between ActiveCampaign data and AI tools, such as ChatGPT and Claude. This integration allows users to manage campaigns, contacts, and automations through natural language queries, thereby enhancing productivity and efficiency in marketing tasks. The ability to use conversational commands to access and manipulate data is particularly crucial for businesses looking to leverage AI capabilities within their marketing efforts.

How to access this feature[edit | edit source]

To access the ActiveCampaign MCP Server and its functionalities, users must ensure that they have ActiveCampaign branding turned "On". This setting must be configured for the Remote MCP URL option to be available. Users can find this setting in their ActiveCampaign account under branding options.

Additionally, you will need to have a subscription to one of the following plans to use the MCP Server: Starter, Plus, Pro, or Enterprise.

Step-by-step instructions[edit | edit source]

To connect AI tools like ChatGPT or Claude to the ActiveCampaign MCP Server, follow these detailed instructions:

How to get your Remote MCP URL[edit | edit source]

1. Log in to your ActiveCampaign account. 2. Click on Settings (gear icon) located at the bottom left. 3. Select the Developer option from the settings menu. 4. Copy your Remote MCP URL. This URL is unique to your account and will be used for establishing the connection with compatible AI tools.

Connect the MCP Server to ChatGPT[edit | edit source]

  • Note: A paid ChatGPT plan is required to connect to the MCP Server.*

1. Log in to your ChatGPT account. 2. Click your profile icon and navigate to Settings. 3. In the settings modal, click on Connectors > Advanced settings and toggle on Developer mode. 4. Return to the Connectors view and click the Create button. 5. In the “New Connector” modal: 

  1. Enter a name for the new connector.
  2. (Optional) Provide a description.
  3. Paste the Remote MCP URL into the “MCP Server URL” field.
  4. Select OAuth in the “Authentication” dropdown menu.
  5. Check the box next to “I trust this application”.
  6. Click Create.

6. The Connectors modal will refresh. Select the newly created ActiveCampaign option. 7. You will be guided through entering your ActiveCampaign login credentials. Click Allow to approve the connection. 8. To use the ActiveCampaign MCP Server in ChatGPT: 

  1. Open a new chat in ChatGPT.
  2. Click the plus sign in the prompt field.
  3. Select Developer mode.
  4. Click the add sources dropdown.
  5. Select ActiveCampaign MCP server as your source.
  6. Type and send your prompt.

Connect the MCP Server to Claude[edit | edit source]

  • Note: A Claude Pro or Max account is required to connect to the MCP Server.*

1. Log in to your Claude account. 2. Click your profile icon and go to Settings. 3. Under Settings, click on Connectors and then click the Add custom connector button. 4. In the “Add custom connector” modal: 

  1. Enter a name for the new connector.
  2. Paste the Remote MCP URL.
  3. Click Add.

5. From the Claude Connectors view, click the Connect button next to the new connector. 6. You will be guided through entering ActiveCampaign login credentials and approving the connection. 7. To use the ActiveCampaign MCP Server, open a new chat to type and send your prompt.

Configuration options and settings[edit | edit source]

The primary configuration option for connecting to the MCP Server is the Remote MCP URL, which is specific to every ActiveCampaign account. There are no additional coding requirements for connecting AI tools, making this process straightforward for users.

Best practices and tips[edit | edit source]

When using the ActiveCampaign MCP Server, consider the following best practices to optimize your experience: - Ensure that your ActiveCampaign branding is enabled to access the Remote MCP URL. - For secure connections, use the OAuth authentication method when prompted. - Familiarize yourself with the typical prompts you can use to manage your ActiveCampaign account effectively. - Regularly check for updates from ActiveCampaign to stay informed about new features.

Common use cases with examples[edit | edit source]

The ActiveCampaign MCP Server facilitates various marketing tasks through AI integration. Here are common use cases: - **Creating and updating contacts**: You can command, "Create a new tag called 'Webinar Attendee' in ActiveCampaign" to enhance your audience segmentation. - **Analyzing campaigns**: Using a prompt like "List all my ActiveCampaign campaigns and their performance metrics from this month" provides actionable insights. - **Managing automations**: For instance, commanding "Add Sarah Smith to the 'Welcome Series' automation in ActiveCampaign" helps in nurturing leads effectively. - **Retrieving performance data**: Prompts such as "Retrieve insights" can be used to acquire detailed statistics about campaign performances.

Troubleshooting[edit | edit source]

If you encounter issues while connecting to the ActiveCampaign MCP Server: - Double-check your Remote MCP URL to ensure it is copied correctly. - Ensure that your account type supports MCP connection (Starter, Plus, Pro, or Enterprise). - Verify that ActiveCampaign branding is enabled in your account settings. - If errors occur during the connection setup, confirm that no firewall or network settings are blocking the connection.

Related features[edit | edit source]

- For further integration capabilities, explore the Developers section for more on building custom AI solutions. - Learn more about specific features like Automations for in-depth management options.

FAQ[edit | edit source]

Q1: What tools can I connect to the ActiveCampaign MCP Server? A1: The MCP Server is designed for integration with AI tools such as ChatGPT and Claude. You can check compatibility for other tools via the supported clients list.

Q2: Is coding required to set up the MCP Server? A2: No coding is required to connect to the ActiveCampaign MCP Server.

Q3: How do I get my Remote MCP URL? A3: You can get your Remote MCP URL by navigating to Settings > Developer in your ActiveCampaign account.

Q4: What plans support ActiveCampaign MCP Server? A4: The MCP Server is available for the Starter, Plus, Pro, and Enterprise plans.

Q5: Can I use the MCP Server without ActiveCampaign branding? A5: No, you must have ActiveCampaign branding turned "On" to access the Remote MCP URL.

Q6: What type of authentication should I use? A6: It is recommended to use the OAuth authentication method for secure connections.

Q7: How can I troubleshoot connection issues? A7: Review your Remote MCP URL for accuracy, ensure your account supports connection, and verify that ActiveCampaign branding is enabled.

By following this comprehensive guide, users can effectively leverage the ActiveCampaign MCP Server to enhance their marketing capabilities and streamline their operational processes. ```

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