Customerly MCP Server with 8 Tools Ready for AI Agents

Name: Customerly
Availability: InStock
Author: Vinkius

GDPR Free for Subscribers

Combine live chat, email marketing, and customer surveys in one platform that helps SaaS companies grow and retain users. Unlock 8 tools ready out of the box. Connect this App Connector to instantly empower AI agents like Claude Code, Cursor, or any MCP-compatible client with advanced capabilities.

Built for AI Agents by Vinkius

Ask AI about this App Connector

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius delivers Streamable HTTP and SSE to any MCP client

AI Agent→Vinkius

High Security·Kill Switch·Plug and Play

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

What is the Customerly MCP Server?

The Customerly MCP Server gives AI agents like Claude, ChatGPT, and Cursor direct access to Customerly via 8 tools. Combine live chat, email marketing, and customer surveys in one platform that helps SaaS companies grow and retain users. Powered by the Vinkius - no API keys, no infrastructure, connect in under 2 minutes.

Built-in capabilities (8)

add_tagcreate_update_leadcreate_update_userdelete_userget_conversationlist_conversationslist_usersremove_tag

Tools for your AI Agents to operate Customerly

Ask your AI agent "List all active users in my Customerly account." and get the answer without opening a single dashboard. With 8 tools connected to real Customerly data, your agents reason over live information, cross-reference it with other MCP servers, and deliver insights you would spend hours assembling manually.

Works with Claude, ChatGPT, Cursor, and any MCP-compatible client. Powered by the Vinkius - your credentials never touch the AI model, every request is auditable. Connect in under two minutes.

Why teams choose Vinkius

One subscription gives you access to thousands of MCP servers - and you can deploy your own to the Vinkius Edge. Your AI agents only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure and security, zero maintenance.

Build your own MCP Server with our secure development framework →

The Customerly App Connector works with every AI agent you already use

…and any MCP-compatible client

Use all 8 Customerly tools with your AI agents right now

Empower your AI agents to connect to Customerly and securely perform advanced actions on Vinkius infrastructure. Beyond a simple connection, you gain an advanced AI Gateway that provides complete visibility into agent activity, ensuring maximum governance and optimized token usage.

add_tag

Provide tag name and contact identification. Add a tag to a contact

create_update_lead

Create or update a lead

create_update_user

Provide email and optionally user_id, name, and attributes. Create or update a user

delete_user

Delete a user

get_conversation

Get details of a specific conversation

list_conversations

List all conversations

list_users

List all users

remove_tag

Remove a tag from a contact

What the Customerly MCP Server unlocks

Connect your Customerly account to any AI agent and take full control of your customer success and support workflows through natural conversation.

What you can do

User & Lead Orchestration — Create and manage customer profiles programmatically, including synchronizing custom attributes and managing lifecycle status
Conversation Intelligence — Access complete chat histories and retrieve detailed interaction metadata to provide high-fidelity context for support
Engagement Tracking — Monitor active chat sessions and customer interactions in real-time to optimize your team's response strategy
Audience Segmentation — Programmatically add or remove tags for users and leads to maintain a structured and personalized communication ecosystem
Record Management — Securely delete user records or update contact identification to ensure your database remains perfectly coordinated and compliant

How it works

1. Subscribe to this server
2. Retrieve your API Access Token from the Customerly dashboard (Settings > API)
3. Start managing your customer relationships from Claude, Cursor, or any MCP client

No more manual ticket searching or digging through user tables in the portal. Your AI acts as your dedicated success engineer and support coordinator.

Who is this for?

Customer Success Teams — instantly retrieve user profiles and summary interaction histories using natural language commands
Marketing Automation Leads — automate the tagging and segmentation of new leads without leaving your workspace
Product Managers — track user engagement and sync backend metadata through simple AI queries