# Customerly MCP for AI Agents AI Agent Connect > Customerly MCP for live chat, email marketing, and customer surveys. Connect your data to your AI client to manage user profiles, tags, and chat histories in one place. Use it to pull conversation logs, sync lead attributes, and organize your audience for better retention. It turns your customer success data into actionable information for your agent. Stop manual data entry and start using your agent to handle user records and support history. ## Overview - **Category:** marketing - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_5LQSuqk03P7AWIEhnSZ2YUG4yMPFxH5aED9ESaAd/ai-agent-connect - **Tags:** customerly, customer-success-api, live-chat-automation, lead-management, user-segmentation, conversation-tracking, crm-sync, support-ops, mcp ## Description This Connector lets you turn your customer data into a conversation with your AI client. Instead of digging through a dashboard to find why a user is upset, you can just ask your agent to summarize their last three chat sessions. It connects your live chat history, user profiles, and lead data so you can act on it instantly. When you add this to your workspace through Vinkius, your agent becomes a support lead who knows every detail about your customers. You can update user attributes, pull specific conversation logs, or organize your audience into segments without ever opening a new browser tab. It moves the heavy lifting of data retrieval out of your hands and into your chat interface. ## Tools ### create_update_user Create or update a user profile. Use this to sync names, emails, and custom attributes across your platform. ### delete_user Delete a user from your records. This is useful for maintaining a clean database and staying compliant with privacy rules. ### get_conversation Get the details of a specific conversation. This lets you see the full history of a user's interaction with your support team. ### list_conversations List all conversations in your account. Use this to get a broad view of all recent support interactions. ### list_users List all users in your system. This lets your agent see every profile registered in your database. ### remove_tag Remove a tag from a contact. Use this to update segments when a user's status changes. ### create_update_lead Create or update a lead in your system. This helps you keep your marketing database current without manual entry. ### add_tag Add a tag to a contact. You can use this to group users into categories like VIPs or high-intent leads. ## Prompt Examples **Prompt:** ``` Who is the user with email test@example.com? ``` **Response:** ``` I've located that user profile for you. **User Details:** - **Name:** Jane Smith - **Status:** Active - **Attributes:** {"plan": "Pro", "onboarding": "complete"} Would you like me to pull their recent chat history or add a tag to this profile? ``` **Prompt:** ``` Summarize the last conversation for user 123. ``` **Response:** ``` I've reviewed the latest conversation for User 123. Here is the summary: **Discussion Topic:** Pricing Plans **Key Points:** - The user inquired about the difference between Pro and Enterprise. - They expressed concern about the seat limit on the Pro plan. - **Outcome:** The agent provided a link to the Pro plan pricing page. Would you like me to add a 'Pricing Inquiry' tag to this user? ``` **Prompt:** ``` Add a 'VIP' tag to all users who have been active in the last 24 hours. ``` **Response:** ``` I've processed that for you. I've identified the active users and applied the **VIP** tag to each of their profiles. **Actions Taken:** - Added tag to 12 users. - Updated status in Customerly. Is there anything else you'd like me to do with these profiles? ``` ## Capabilities ### Pull chat transcripts Retrieve full history of past interactions to give your agent context. ### Sync user attributes Update names, emails, and custom data across your platform instantly. ### Automate lead tagging Add or remove labels to group your audience for better marketing. ### Manage lead records Create and update lead profiles without manual data entry. ### Monitor active sessions Track live interactions to help your team respond faster. ### Bulk user listing Get a complete list of every user profile in your database. ## Use Cases ### Resolving a frustrated customer A support agent needs to know why a user is reaching out. They ask the agent to pull the last three conversations for that user to see previous issues using get_conversation. ### Segmenting survey participants A marketing lead wants to group all users who finished a survey. They ask the agent to add a 'survey_complete' tag to those specific contacts using add_tag. ### Auditing active users A product manager wants to see all active users. They ask the agent to list all users and filter them by their latest login date using list_users. ### Updating user status A success engineer needs to update a user's status. They ask the agent to update the user's attributes to 'active' and sync it to the dashboard using create_update_user. ## Benefits - Faster Support Response: Pull full conversation history with list_conversations to see what a user said previously without searching. - Automated Lead Tagging: Use add_tag to categorize new leads instantly as they come in from your chat or surveys. - Cleaner Data Management: Keep your records accurate by using create_update_user to sync attributes across your platform. - Better Audience Segmentation: Use remove_tag and add_tag to build dynamic marketing lists for more targeted emails. - Reduced Context Switching: Stop jumping between tabs and let your agent pull user profiles using list_users and get_conversation. - Improved Lead Accuracy: Use create_update_lead to ensure your marketing database stays current with the latest user info. ## How It Works The bottom line is you get a way to talk to your Customerly data without leaving your AI workspace. 1. Get your API Access Token from your Customerly dashboard under Settings. 2. Subscribe to this Connector and enter your API token. 3. Start managing your customers from Claude, Cursor, or any Connector client. ## Frequently Asked Questions **Can I use Customerly MCP to see my chat history?** Yes, you can. Your agent can pull up specific conversation details or list all recent interactions to give you a full history of how customers are reaching out. **How does Customerly MCP help with lead management?** It allows your agent to create new leads and update existing ones. This means you can manage your marketing database using natural language instead of manual entry. **Can my agent update user profiles using Customerly?** Yes, your agent can create or update user profiles. You can ask it to sync names, emails, or any custom attributes you've set up in your account. **Is Customerly MCP good for marketing segmentation?** It's great for it. You can use your agent to add or remove tags from contacts, which helps you keep your audience segments organized and accurate. **Can I delete users through the Customerly MCP?** Yes, you can. If you need to remove a user record to keep your database clean or stay compliant with privacy rules, your agent can do that for you. **How do I connect Customerly to my AI client?** First, get your API token from your Customerly dashboard. Then, subscribe to this Connector and provide the token. You'll then be able to use it in Claude, Cursor, or any other supported client. **How do I find my Customerly Access Token?** Log in to your Customerly dashboard, navigate to **Settings** > **API**, and generate or copy your Access Token. **Can I read full chat histories?** Yes! The `get_conversation` tool retrieves the detailed message log and interaction metadata for any specific conversation ID. **How do I add tags to a user?** Use the `add_tag` tool and provide the tag name along with either the user's `email` or their unique `user_id`.