Integration · Marketing

Connect Claude & ChatGPT to Act-On

Ask your AI what a contact has clicked lately, how last week's email performed, or to add someone to a list in Act-On. It can read and update contacts, check lead scores and segments, and work with list records. It can also create email drafts and send a message to a list, with your approval if you want it.

Connect Act-On free

Free plan, no credit card. Takes about a minute.

Try asking

“What has [email protected] done in the last three months?”
The AI lists her recent marketing activity, such as email opens, clicks, website visits and form submits.
“Add Peter Hansen, [email protected], to our webinar list.”
It finds the list ID and adds a record with his email and name to that list.
“How did the April newsletter perform?”
It finds the sent message and reads its report: sent, opened, clicked and bounced.

What your AI can do

Contacts and lists

Search, create and update contacts, read activity, lead scores and segments, and add, update or remove records in your lists.

Email messages

List messages, create and update drafts, pick a sender and send a message to lists or specific records, now or at a set time.

Reports and campaigns

Read message reports, form statistics, campaigns, forms, programs and opt-outs.

“Draft an email announcing our new price list.”
It creates a draft message with a title, subject and body. Nothing is sent until you ask for it.
“Which segments is this lead in, and what is her score?”
It reads the contact's segments and lead scores by email address.
“Who has opted out of email this month?”
It lists the contacts who opted out, filtered by date.

30 tools for Act-On

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_list_recordChanges dataAdd a contact to a list by `listid`. Pass `raw_body` as a JSON object of the list's column names, e.g. {"EMAIL": "[email protected]", "FIRSTNAME": "Jane"}.
create_contactChanges dataAdd a single contact to the Act-On Contacts list. Set `create_contact_method` to EMAIL and pass `email`, plus optional name, company, phone, address and custom fields.
create_messageVisible to othersCreate an email draft or template with `title`, `subject`, `htmlbody` or `textbody`, sender and optional header, footer and logo IDs. Nothing is sent.
delete_list_recordDeletesPermanently remove one record from a list by `listid` and `recordid`. This cannot be undone.
find_list_recordLook up a contact record in one list by `listid` and `email`. Returns the record ID if it exists.
get_campaignGet one campaign by `campaign_id`, including its assets and results.
get_contactGet one contact from the Act-On Contacts list by its contact ID (`id_id`).
get_contact_by_emailGet a contact from the Act-On Contacts list by email address (`message_address`).
get_contact_scoresGet a contact's lead scores by `email_address`.
get_form_reportGet submission and view statistics for one form by `form_id`.
get_list_recordGet one record from a list by `listid` and `recordid`, with all its column values.
get_list_recordsDownload the records (contacts) in one list by `listid`, with optional `limit`, `offset` and created/modified date filters.
get_message_reportGet the delivery and engagement report (sent, opened, clicked, bounced) for one sent message by `message_id`.
list_campaignsList your Act-On campaigns with their IDs.
list_contact_activityList a contact's recent marketing activity (email opens, clicks, visits, form submits) by `email_address`, optionally limited by `months_of_past_data`.
list_contact_segmentsList the segments a contact belongs to, by `email_address`.
list_contactsList contacts in the Act-On Contacts list, with `page`, `limit` and created/updated date filters.
list_formsList your Act-On forms with their IDs.
list_listsList your Act-On contact lists with their IDs and record counts. Optional `listingtype` (e.g. contactlist) narrows the asset type.
list_messagesList email messages (drafts, templates or sent) by `type`, with `limit` and `offset`. Returns message IDs and titles.
list_optoutsList contacts who opted out of email, with `limit`, `offset` and created date filters.
list_programsList your automated programs, optionally filtered by `type`.
list_segment_contactsList the contacts in one segment by `segment_id`, with `page` and `limit`.
list_segmentsList segments in the Act-On Contacts list with their IDs, with `page` and `limit`.
list_sendersList the sender names and addresses you can send messages from.
list_sent_message_reportsList reports for recently sent messages, optionally for a `period`.
send_messageVisible to othersSend an email message by `msgid` to whole lists (`sendtoids`) or specific records (`sendtorecids`), now or at a scheduled `when` (UNIX timestamp). This emails real recipients and cannot be recalled.
update_contact_by_emailVisible to othersUpdate a contact in the Act-On Contacts list by email address (`message_address`). Only the fields you pass change.
update_list_recordChanges dataUpdate one record in a list by `listid` and `recordid`. Pass `raw_body` as a JSON object of the columns to change.
update_messageVisible to othersUpdate a draft message's `title`, `subject`, `htmlbody` or `textbody` by `message_id`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Act-On from the app list.
2
Paste your key
Enter four fields: Client ID, Client Secret, and the email and password of the Act-On user the AI should act as. You find the Client ID and Client Secret in Act-On under Settings > Other Settings > Custom Account Settings > API Access Keys. Your numeric Act-On account ID is optional, but the tools for the Act-On Contacts list and segments need it.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Act-On?

It can read your lists and their records, contacts in the Act-On Contacts list, contact activity, lead scores and segments, email messages and their reports, campaigns, forms, senders, opt-outs and programs. It can add, update and delete list records, create and update contacts, create and update email drafts, and send a message to lists or records.

Does the AI see my Act-On credentials?

No. Your Act-On credentials are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start with lookups only. Sending a message emails real recipients and cannot be recalled, and deleting a list record is permanent, so both can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Act-On account.

Why does Act-On need a username and password?

Act-On issues access tokens for a specific user. PipMCP sends your Client ID and Client Secret together with that user's email and password to Act-On to get a token, and renews it when it expires. The AI then works with that user's access in Act-On.