Customerly MCP for AI. Manage the full customer journey, chat history to profile.
Works with every AI agent you already use
…and any MCP-compatible client








How this MCP server connects to your AI agent
Customerly MCP connects your agent to live chat, email marketing, and customer survey data. It lets you manage a user's entire lifecycle—from an initial lead to a fully active user—all through natural conversation.
What AI agents can do with Customerly Automation
Add tag
Adds a specific tag to an existing contact record.
Create update lead
Creates or updates the information for a potential customer lead.
Create update user
Creates or updates a confirmed user account using their email and optional identifying details.
The agent can create new customer profiles or update existing ones with specific attributes.
You retrieve complete chat histories and interaction metadata to understand a customer's journey.
The agent can manage the transition of contacts, moving them from raw leads into active user accounts.
You add or remove tags on users and leads to keep your communication groups structured for targeted campaigns.
The agent securely deletes user records or updates contact identification, keeping your database compliant.
Ask an AI about this
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What AI agents can do with Customerly: 8 Tools for Data Ops
Use these tools within your agent to perform specific customer data operations, such as updating records or retrieving communication logs.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Customerly on VinkiusAdd Tag
Adds a specific tag to an existing contact record.
Create Update Lead
Creates or updates the information for a potential customer lead.
Create Update User
Creates or updates a confirmed user account using their email and optional...
Delete User
Removes a specific user record from the system for compliance purposes.
Get Conversation
Retrieves the full transcript and details of one specific chat conversation.
List Conversations
Lists all available conversations in your account so you know what history exists.
List Users
Provides a directory of every user currently registered with the platform.
Remove Tag
Deletes an existing tag from a contact record.
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Customerly, then connect any of our 5,100+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,100+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Customerly. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS INFRASTRUCTURE
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on every call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
Built on the Model Context Protocol (MCP) for Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This connection provides 8 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
The Messy Reality of Customer Data Silos, Solved with Vinkius AI Gateway
Today, dealing with a single customer means logging into three or four different places. You're in the chat portal to see the last message; you jump to the CRM dashboard to check their status; and then you open the marketing tool just to see what tags they have. It's copy-pasting names, cross-referencing IDs, and spending half your morning just trying to build a complete picture.
With this MCP connected through Vinkius, that whole sequence disappears. You tell your agent exactly what you need—for instance, 'Show me John Doe’s profile, his last three chats, and if he's tagged as enterprise.' The AI handles the cross-referencing and pulls the complete picture instantly.
Customerly MCP: Full Control Over Your User Data
You eliminate the manual steps of updating profiles or running reports. You don't have to manually search user tables to find a specific ID; you just ask for it using list_users. You never have to leave the chat environment to update status, either.
Your agent acts as your dedicated operations specialist. It handles complex data flow—like converting a raw lead into a fully supported user—with simple natural language commands.
What your AI can actually do with this
This MCP gives your AI client full control over complex customer success workflows. Instead of jumping between separate dashboards for chats, emails, and profiles, your agent handles it all in one go. You can programmatically create or update customer records, track every interaction, and keep user data perfectly organized. Need to segment a group? Your agent adds tags instantly.
Want to see what someone talked about two weeks ago? It retrieves the full conversation history for context. This centralized view means your support team doesn't waste time digging through tables. You just ask your AI client to perform the action, and it does it. By connecting via Vinkius, you get access to this power from any MCP-compatible client.
019dd0da-9ffc-70e5-855e-30fb68ab4a98 Here's how it actually works
The bottom line is that you use conversational prompts instead of manual clicks or API calls to run complex customer data operations.
Subscribe to this MCP and grab your API Access Token from the Customerly dashboard.
Connect your preferred AI client (Claude, Cursor, etc.) using the token.
Use natural language commands within your agent to manage leads, users, and conversations.
Who is this actually for?
This connector is for the Operations Manager who needs a single source of truth for customer data, and for Product Managers tired of manually syncing user attributes across multiple systems. It’s built for people whose job requires knowing the full story behind every single user.
You instantly retrieve a user's profile and summary interaction history, letting you respond to tickets without leaving your chat window.
You automate tagging new leads or updating contact information so that marketing campaigns always hit the right segment.
You track user engagement and sync backend metadata using simple AI queries, giving product data context from actual conversations.
What Changes When You Connect
Stop searching through dashboards for context. Your agent can pull a user's entire interaction history using natural language commands, giving you immediate support context.
Never lose track of an opportunity. You can programmatically create or update lead records and sync them into full user profiles as the customer moves down the funnel.
Maintain perfect data hygiene. Need to clean up old accounts? Use the delete_user tool for secure removal, or use profile updating tools to keep attributes synchronized.
Target your users better than ever. You can instantly add or remove tags on contacts using dedicated tools like add_tag and remove_tag, making segmentation effortless.
Go beyond simple notes. Your agent provides the deep context of conversation history, letting you understand why a user needs help, not just what they asked for.
See it in action
Handling an account upgrade request
A CSM finds out a key client is ready to upgrade. Instead of emailing the marketing team and manually updating their profile, the agent uses create_update_user to sync the new attributes and then uses add_tag to move them into the 'Premium Tier' segment.
Onboarding a cold lead
A Marketing Automation Lead gets a new contact email. They don't have time to manually enter data. The agent uses create_update_lead immediately, initializing their profile so the sales team can start engaging them right away.
Investigating a support complaint
A Product Manager needs to know why users are complaining about a feature. They ask the agent to list_conversations and then use get_conversation on the relevant chat ID, retrieving the full transcript in seconds for investigation.
Compliance cleanup after churn
The support team needs to remove data from an ex-employee. Rather than logging into the main portal, they simply ask the agent to delete_user and confirm removal of all associated records, ensuring compliance.
The honest tradeoffs
Manual Profile Updates
When a user changes their job title or company, you're forced to log into the Customerly portal and manually click through menus to update every field.
Instead, prompt your agent to use create_update_user with the new attributes. It handles the sync automatically.
Lost Conversation Context
Support agents have to search multiple tabs and conversations just to piece together what a user discussed six months ago.
Ask your agent to list_conversations, then use get_conversation on the chat ID. You instantly retrieve the full history.
Poor Lead Segmentation
Marketing sends bulk emails because they forgot to tag a group of users who expressed interest in a specific product feature.
Use add_tag or remove_tag through your agent. You segment the audience programmatically before running any campaign.
When It Fits, When It Doesn't
Use this MCP if your core pain point is managing the entire customer lifecycle—from an initial, untagged lead to a fully supported user account. If you need to read conversation history, update user attributes, or move contacts between stages, this is it. Don't use this just because you want to send simple welcome emails; for that, you might only need a dedicated messaging tool. However, if your goal involves linking chat transcripts directly to the user profile and ensuring data compliance through deletion, this MCP handles those core operations better than any point solution.
Questions you might have
How do I get the full transcript using Customerly MCP? +
You use the get_conversation tool by providing the specific conversation ID. This retrieves the entire chat history, allowing you to understand the context of past interactions immediately.
Can Customerly MCP manage leads and users together? +
Yes. The agent handles the transition from a potential client to an active user by using create_update_lead for new contacts, and then create_update_user when they become verified accounts.
What if I need to remove old data? Does Customerly MCP handle that? +
The delete_user tool allows you to securely wipe user records. This is critical for compliance and keeping your database clean of obsolete information.
How do I segment users using the Customerly MCP? +
You use the add_tag or remove_tag tools, telling the agent which tag to apply or delete on a specific contact ID. This keeps your marketing groups accurate.
We've already built the connector for Customerly. Just plug in your AI agents and start using Vinkius.
No hosting. No infrastructure. No complex setup.
All 8 tools are live and waiting.
You're up and running in seconds.
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Built, hosted, and secured by Vinkius. You just connect and go.