activecampaign-automation

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ActiveCampaign Automation via Rube MCP

通过Rube MCP实现ActiveCampaign自动化

Automate ActiveCampaign CRM and marketing automation operations through Composio's ActiveCampaign toolkit via Rube MCP.

通过Composio的ActiveCampaign工具包，借助Rube MCP自动化ActiveCampaign CRM与营销自动化操作。

Prerequisites

前置条件

Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
Active ActiveCampaign connection via
```
RUBE_MANAGE_CONNECTIONS
```
with toolkit
```
active_campaign
```
Always call
```
RUBE_SEARCH_TOOLS
```
first to get current tool schemas

已连接Rube MCP（确保RUBE_SEARCH_TOOLS可用）
通过
```
RUBE_MANAGE_CONNECTIONS
```
连接ActiveCampaign，使用工具包
```
active_campaign
```
且连接状态为活跃
请始终先调用
```
RUBE_SEARCH_TOOLS
```
以获取最新的工具架构

Setup

设置步骤

Get Rube MCP: Add

https://rube.app/mcp

as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.

Verify Rube MCP is available by confirming
```
RUBE_SEARCH_TOOLS
```
responds
Call
```
RUBE_MANAGE_CONNECTIONS
```
with toolkit
```
active_campaign
```
If connection is not ACTIVE, follow the returned auth link to complete ActiveCampaign authentication
Confirm connection status shows ACTIVE before running any workflows

获取Rube MCP：在客户端配置中添加

https://rube.app/mcp

作为MCP服务器。无需API密钥，只需添加该端点即可使用。

验证Rube MCP是否可用，确认
```
RUBE_SEARCH_TOOLS
```
能正常响应
调用
```
RUBE_MANAGE_CONNECTIONS
```
并指定工具包
```
active_campaign
```
如果连接状态未显示为活跃，按照返回的认证链接完成ActiveCampaign身份验证
在运行任何工作流之前，确认连接状态为活跃

Core Workflows

核心工作流

1. Create and Find Contacts

1. 创建与查找联系人

When to use: User wants to create new contacts or look up existing ones

Tool sequence:

```
ACTIVE_CAMPAIGN_FIND_CONTACT
```
- Search for an existing contact [Optional]
```
ACTIVE_CAMPAIGN_CREATE_CONTACT
```
- Create a new contact [Required]

Key parameters for find:

```
email
```
: Search by email address
```
id
```
: Search by ActiveCampaign contact ID
```
phone
```
: Search by phone number

Key parameters for create:

```
email
```
: Contact email address (required)
```
first_name
```
: Contact first name
```
last_name
```
: Contact last name
```
phone
```
: Contact phone number
```
organization_name
```
: Contact's organization
```
job_title
```
: Contact's job title
```
tags
```
: Comma-separated list of tags to apply

Pitfalls:

```
email
```
is the only required field for contact creation
Phone search uses a general search parameter internally; it may return partial matches
When combining
```
email
```
and
```
phone
```
in FIND_CONTACT, results are filtered client-side
Tags provided during creation are applied immediately
Creating a contact with an existing email may update the existing contact

适用场景：用户需要创建新联系人或查找已有联系人

工具执行顺序:

```
ACTIVE_CAMPAIGN_FIND_CONTACT
```
- 搜索已有联系人（可选）
```
ACTIVE_CAMPAIGN_CREATE_CONTACT
```
- 创建新联系人（必填）

查找操作关键参数:

```
email
```
: 通过邮箱地址搜索
```
id
```
: 通过ActiveCampaign联系人ID搜索
```
phone
```
: 通过电话号码搜索

创建操作关键参数:

```
email
```
: 联系人邮箱地址（必填）
```
first_name
```
: 联系人名字
```
last_name
```
: 联系人姓氏
```
phone
```
: 联系人电话号码
```
organization_name
```
: 联系人所属机构
```
job_title
```
: 联系人职位
```
tags
```
: 要添加的标签，以英文逗号分隔

常见陷阱:

```
email
```
是创建联系人时唯一的必填字段
电话号码搜索内部使用通用搜索参数，可能返回部分匹配结果
在
```
FIND_CONTACT
```
中同时传入
```
email
```
和
```
phone
```
时，结果会在客户端进行过滤
创建联系人时指定的标签会立即生效
使用已存在的邮箱创建联系人会更新该联系人的现有信息

2. Manage Contact Tags

2. 管理联系人标签

When to use: User wants to add or remove tags from contacts

Tool sequence:

```
ACTIVE_CAMPAIGN_FIND_CONTACT
```
- Find contact by email or ID [Prerequisite]
```
ACTIVE_CAMPAIGN_MANAGE_CONTACT_TAG
```
- Add or remove tags [Required]

Key parameters:

```
action
```
: 'Add' or 'Remove' (required)
```
tags
```
: Tag names as comma-separated string or array of strings (required)
```
contact_id
```
: Contact ID (provide this or contact_email)
```
contact_email
```
: Contact email address (alternative to contact_id)

Pitfalls:

```
action
```
values are capitalized: 'Add' or 'Remove' (not lowercase)
Tags can be a comma-separated string ('tag1, tag2') or an array (['tag1', 'tag2'])
Either
```
contact_id
```
or
```
contact_email
```
must be provided;
```
contact_id
```
takes precedence
Adding a tag that does not exist creates it automatically
Removing a non-existent tag is a no-op (does not error)

适用场景：用户需要为联系人添加或移除标签

工具执行顺序:

```
ACTIVE_CAMPAIGN_FIND_CONTACT
```
- 通过邮箱或ID查找联系人（前置步骤）
```
ACTIVE_CAMPAIGN_MANAGE_CONTACT_TAG
```
- 添加或移除标签（必填）

关键参数:

```
action
```
: 'Add'或'Remove'（必填，注意大小写）
```
tags
```
: 标签名称，可为英文逗号分隔的字符串或字符串数组（必填）
```
contact_id
```
: 联系人ID（需提供该参数或contact_email）
```
contact_email
```
: 联系人邮箱地址（contact_id的替代参数）

常见陷阱:

```
action
```
参数值需大写：'Add'或'Remove'（不可小写）
标签可以是英文逗号分隔的字符串（如'tag1, tag2'）或数组（如['tag1', 'tag2']）
必须提供
```
contact_id
```
或
```
contact_email
```
其中一个；
```
contact_id
```
优先级更高
添加不存在的标签时，系统会自动创建该标签
移除不存在的标签不会触发错误（无操作）

3. Manage List Subscriptions

3. 管理列表订阅

When to use: User wants to subscribe or unsubscribe contacts from lists

Tool sequence:

```
ACTIVE_CAMPAIGN_FIND_CONTACT
```
- Find the contact [Prerequisite]

ACTIVE_CAMPAIGN_MANAGE_LIST_SUBSCRIPTION

- Subscribe or unsubscribe [Required]

Key parameters:

```
action
```
: 'subscribe' or 'unsubscribe' (required)
```
list_id
```
: Numeric list ID string (required)
```
email
```
: Contact email address (provide this or contact_id)
```
contact_id
```
: Numeric contact ID string (alternative to email)

Pitfalls:

```
action
```
values are lowercase: 'subscribe' or 'unsubscribe'
```
list_id
```
is a numeric string (e.g., '2'), not the list name
List IDs can be retrieved via the GET /api/3/lists endpoint (not available as a Composio tool; use the ActiveCampaign UI)
If both
```
email
```
and
```
contact_id
```
are provided,
```
contact_id
```
takes precedence
Unsubscribing changes status to '2' (unsubscribed) but the relationship record persists

适用场景：用户需要为联系人订阅或取消订阅列表

工具执行顺序:

```
ACTIVE_CAMPAIGN_FIND_CONTACT
```
- 查找目标联系人（前置步骤）
```
ACTIVE_CAMPAIGN_MANAGE_LIST_SUBSCRIPTION
```
- 执行订阅或取消订阅操作（必填）

关键参数:

```
action
```
: 'subscribe'或'unsubscribe'（必填，注意大小写）
```
list_id
```
: 数字类型的列表ID字符串（必填）
```
email
```
: 联系人邮箱地址（需提供该参数或contact_id）
```
contact_id
```
: 数字类型的联系人ID字符串（email的替代参数）

常见陷阱:

```
action
```
参数值需小写：'subscribe'或'unsubscribe'
```
list_id
```
是数字字符串（如'2'），而非列表名称
可通过ActiveCampaign UI获取列表ID（Composio工具暂不支持通过API获取）
若同时提供
```
email
```
和
```
contact_id
```
，
```
contact_id
```
优先级更高
取消订阅会将状态改为'2'（已取消订阅），但关系记录会保留

4. Add Contacts to Automations

4. 将联系人加入自动化流程

When to use: User wants to enroll a contact in an automation workflow

Tool sequence:

```
ACTIVE_CAMPAIGN_FIND_CONTACT
```
- Verify contact exists [Prerequisite]

ACTIVE_CAMPAIGN_ADD_CONTACT_TO_AUTOMATION

- Enroll contact in automation [Required]

Key parameters:

```
contact_email
```
: Email of the contact to enroll (required)
```
automation_id
```
: ID of the target automation (required)

Pitfalls:

The contact must already exist in ActiveCampaign
Automations can only be created through the ActiveCampaign UI, not via API
```
automation_id
```
must reference an existing, active automation
The tool performs a two-step process: lookup contact by email, then enroll
Automation IDs can be found in the ActiveCampaign UI or via GET /api/3/automations

适用场景：用户需要将联系人纳入自动化工作流

工具执行顺序:

```
ACTIVE_CAMPAIGN_FIND_CONTACT
```
- 验证联系人是否存在（前置步骤）
```
ACTIVE_CAMPAIGN_ADD_CONTACT_TO_AUTOMATION
```
- 将联系人加入自动化流程（必填）

关键参数:

```
contact_email
```
: 待加入流程的联系人邮箱（必填）
```
automation_id
```
: 目标自动化流程的ID（必填）

常见陷阱:

联系人必须已存在于ActiveCampaign中
自动化流程只能通过ActiveCampaign UI创建，无法通过API创建
```
automation_id
```
必须指向已存在且处于活跃状态的自动化流程
该工具会执行两步操作：先通过邮箱查找联系人，再将其加入流程
可通过ActiveCampaign UI或GET /api/3/automations接口获取自动化流程ID

5. Create Contact Tasks

5. 创建联系人关联任务

When to use: User wants to create follow-up tasks associated with contacts

Tool sequence:

```
ACTIVE_CAMPAIGN_FIND_CONTACT
```
- Find the contact to associate the task with [Prerequisite]
```
ACTIVE_CAMPAIGN_CREATE_CONTACT_TASK
```
- Create the task [Required]

Key parameters:

```
relid
```
: Contact ID to associate the task with (required)
```
duedate
```
: Due date in ISO 8601 format with timezone (required, e.g., '2025-01-15T14:30:00-05:00')
```
dealTasktype
```
: Task type ID based on available types (required)
```
title
```
: Task title
```
note
```
: Task description/content
```
assignee
```
: User ID to assign the task to
```
edate
```
: End date in ISO 8601 format (must be later than duedate)
```
status
```
: 0 for incomplete, 1 for complete

Pitfalls:

```
duedate
```
must be a valid ISO 8601 datetime with timezone offset; do NOT use placeholder values
```
edate
```
must be later than
```
duedate
```
```
dealTasktype
```
is a string ID referencing task types configured in ActiveCampaign
```
relid
```
is the numeric contact ID, not the email address
```
assignee
```
is a user ID; resolve user names to IDs via the ActiveCampaign UI

适用场景：用户需要创建与联系人关联的跟进任务

工具执行顺序:

```
ACTIVE_CAMPAIGN_FIND_CONTACT
```
- 查找要关联任务的联系人（前置步骤）
```
ACTIVE_CAMPAIGN_CREATE_CONTACT_TASK
```
- 创建任务（必填）

关键参数:

```
relid
```
: 关联任务的联系人ID（必填）
```
duedate
```
: 任务截止时间，需为带时区的ISO 8601格式（必填，示例：'2025-01-15T14:30:00-05:00'）
```
dealTasktype
```
: 基于可用类型的任务类型ID（必填）
```
title
```
: 任务标题
```
note
```
: 任务描述/内容
```
assignee
```
: 任务负责人的用户ID
```
edate
```
: 任务结束时间，需为ISO 8601格式（必须晚于duedate）
```
status
```
: 0表示未完成，1表示已完成

常见陷阱:

```
duedate
```
必须是带时区偏移的有效ISO 8601时间格式；请勿使用占位符
```
edate
```
必须晚于
```
duedate
```
```
dealTasktype
```
是指向ActiveCampaign中配置的任务类型的字符串ID
```
relid
```
是数字类型的联系人ID，而非邮箱地址
```
assignee
```
是用户ID；需通过ActiveCampaign UI将用户名转换为对应ID

Common Patterns

通用流程模式

Contact Lookup Flow

联系人查询流程

1. Call ACTIVE_CAMPAIGN_FIND_CONTACT with email
2. If found, extract contact ID for subsequent operations
3. If not found, create contact with ACTIVE_CAMPAIGN_CREATE_CONTACT
4. Use contact ID for tags, subscriptions, or automations

1. 调用ACTIVE_CAMPAIGN_FIND_CONTACT并传入邮箱
2. 若找到联系人，提取其ID用于后续操作
3. 若未找到，调用ACTIVE_CAMPAIGN_CREATE_CONTACT创建新联系人
4. 使用联系人ID执行标签、订阅或自动化流程相关操作

Bulk Contact Tagging

批量为联系人添加标签

1. For each contact, call ACTIVE_CAMPAIGN_MANAGE_CONTACT_TAG
2. Use contact_email to avoid separate lookup calls
3. Batch with reasonable delays to respect rate limits

1. 对每个联系人调用ACTIVE_CAMPAIGN_MANAGE_CONTACT_TAG
2. 使用contact_email参数以避免单独的查询操作
3. 批量操作时需设置合理延迟，以遵守速率限制

ID Resolution

ID转换

Contact email -> Contact ID:

1. Call ACTIVE_CAMPAIGN_FIND_CONTACT with email
2. Extract id from the response

联系人邮箱 -> 联系人ID:

1. 调用ACTIVE_CAMPAIGN_FIND_CONTACT并传入邮箱
2. 从响应结果中提取id字段

Known Pitfalls

已知常见问题

Action Capitalization:

Tag actions: 'Add', 'Remove' (capitalized)
Subscription actions: 'subscribe', 'unsubscribe' (lowercase)
Mixing up capitalization causes errors

ID Types:

Contact IDs: numeric strings (e.g., '123')
List IDs: numeric strings
Automation IDs: numeric strings
All IDs should be passed as strings, not integers

Automations:

Automations cannot be created via API; only enrollment is possible
Automation must be active to accept new contacts
Enrolling a contact already in the automation may have no effect

Rate Limits:

ActiveCampaign API has rate limits per account
Implement backoff on 429 responses
Batch operations should be spaced appropriately

Response Parsing:

Response data may be nested under
```
data
```
or
```
data.data
```
Parse defensively with fallback patterns
Contact search may return multiple results; match by email for accuracy

操作参数大小写:

标签操作：'Add'、'Remove'（首字母大写）
订阅操作：'subscribe'、'unsubscribe'（全小写）
大小写错误会导致操作失败

ID类型:

联系人ID：数字字符串（如'123'）
列表ID：数字字符串
自动化流程ID：数字字符串
所有ID需以字符串形式传递，而非整数

自动化流程限制:

无法通过API创建自动化流程；仅支持将联系人加入已有流程
自动化流程必须处于活跃状态才能接收新联系人
将已在流程中的联系人再次加入可能无任何效果

速率限制:

ActiveCampaign API对每个账号有速率限制
收到429响应时需实现退避机制
批量操作需设置合理的时间间隔

响应解析:

响应数据可能嵌套在
```
data
```
或
```
data.data
```
下
需采用防御性解析方式，设置回退逻辑
联系人搜索可能返回多个结果；需通过邮箱精确匹配

Quick Reference

快速参考

Task	Tool Slug	Key Params
Find contact	ACTIVE_CAMPAIGN_FIND_CONTACT	email, id, phone
Create contact	ACTIVE_CAMPAIGN_CREATE_CONTACT	email, first_name, last_name, tags
Add/remove tags	ACTIVE_CAMPAIGN_MANAGE_CONTACT_TAG	action, tags, contact_email
Subscribe/unsubscribe	ACTIVE_CAMPAIGN_MANAGE_LIST_SUBSCRIPTION	action, list_id, email
Add to automation	ACTIVE_CAMPAIGN_ADD_CONTACT_TO_AUTOMATION	contact_email, automation_id
Create task	ACTIVE_CAMPAIGN_CREATE_CONTACT_TASK	relid, duedate, dealTasktype, title

任务	工具标识	关键参数
查找联系人	ACTIVE_CAMPAIGN_FIND_CONTACT	email, id, phone
创建联系人	ACTIVE_CAMPAIGN_CREATE_CONTACT	email, first_name, last_name, tags
添加/移除标签	ACTIVE_CAMPAIGN_MANAGE_CONTACT_TAG	action, tags, contact_email
订阅/取消订阅	ACTIVE_CAMPAIGN_MANAGE_LIST_SUBSCRIPTION	action, list_id, email
加入自动化流程	ACTIVE_CAMPAIGN_ADD_CONTACT_TO_AUTOMATION	contact_email, automation_id
创建任务	ACTIVE_CAMPAIGN_CREATE_CONTACT_TASK	relid, duedate, dealTasktype, title