How to Use the Customerly MCP in Claude

Q: Can Claude Desktop read my Customerly live chat history?

Yes. Your agent calls getconversation to pull exact chat transcripts. You can ask it to summarize a specific support thread or find out what a user complained about last week.

Give Claude Desktop direct access to your Customerly data to read chats, update users, and tag leads without opening another tab.

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…and any MCP-compatible client

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Connect Customerly MCP to Claude Desktop

Create your Vinkius account to connect Customerly to Claude Desktop and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Customerly with Claude Desktop

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Search Customerly chats inside Claude Desktop

You don't need to dig through your marketing dashboard to find out why a user churned. Claude can pull the raw chat logs right into your conversation using `list_conversations`. Give it an email, and it grabs the exact thread history you need. Once the agent has the data, it summarizes the feedback or drafts a personalized follow-up. It reads the full context via `get_conversation` and hands you a concise breakdown of the support ticket, saving you twenty minutes of reading.

Manage leads and user tags automatically

Marketing campaigns rely on accurate segmentation. You can tell your AI client to sync your recent signups and apply specific product tags using `add_tag`. It handles the busywork while you focus on the actual campaign strategy. If someone upgrades their plan, Claude hits `create_update_user` to adjust their attributes instantly. Need to clean up old records? It executes `delete_user` or fires `remove_tag` to keep your SaaS lists perfectly organized.

Connect the Customerly MCP Server in seconds

Vinkius manages the MCP connection so you skip the API boilerplate. You grab your endpoint token and drop the URL right into Claude's web interface under Custom Connectors. If you prefer the local app, add the server details to your `claude_desktop_config.json`. The tools show up immediately under the hammer icon, ready to query your live user lists via `list_users`.

Setup guide

Set up Customerly MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Customerly MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Customerly MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under customerly-mcp.

json

{
  "mcpServers": {
    "customerly-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

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.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Connect Customerly now

Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Customerly MCP in Claude Desktop

Open your Claude settings and navigate to Developer -> Edit Config. Paste the Vinkius MCP Server URL and your endpoint token into `claude_desktop_config.json`. Restart the app, and your tools are ready to go.

Yes. Your agent calls `get_conversation` to pull exact chat transcripts. You can ask it to summarize a specific support thread or find out what a user complained about last week.

Go to Settings, click Integrations, and add a custom connector. Paste your Vinkius URL. Since Vinkius handles the auth, you just need your single endpoint token.

It works across all Claude tiers, including Free, Pro, Team, and Enterprise. Your team can query user records and update leads directly from their own chat windows.

Vinkius runs every request through a zero-trust V8 Isolate Sandbox. When your agent pulls email addresses or chat logs via `list_users`, the environment spins up ephemerally and dies immediately after the data passes through. Nothing gets stored.

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