Customerly MCP Server for AutoGenGive AutoGen instant access to 8 tools to Add Tag, Create Update Lead, Create Update User, and more
Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add Customerly as an MCP tool provider through Vinkius and every agent in the group can access live data and take action.
Ask AI about this App Connector for AutoGen
The Customerly app connector for AutoGen is a standout in the Marketing category — giving your AI agent 8 tools to work with, ready to go from day one.
Vinkius delivers Streamable HTTP and SSE to any MCP client
import asyncio
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench
async def main():
# Your Vinkius token. get it at cloud.vinkius.com
async with McpWorkbench(
server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
transport="streamable_http",
) as workbench:
tools = await workbench.list_tools()
agent = AssistantAgent(
name="customerly_agent",
tools=tools,
system_message=(
"You help users with Customerly. "
"8 tools available."
),
)
print(f"Agent ready with {len(tools)} tools")
asyncio.run(main())
* 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
About Customerly MCP Server
Connect your Customerly account to any AI agent and take full control of your customer success and support workflows through natural conversation.
AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Customerly tools. Connect 8 tools through Vinkius and assign role-based access. a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.
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
The Customerly MCP Server exposes 8 tools through the Vinkius. Connect it to AutoGen in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
All 8 Customerly tools available for AutoGen
When AutoGen connects to Customerly through Vinkius, your AI agent gets direct access to every tool listed below — spanning customerly, customer-success-api, live-chat-automation, and more. Every call is secured with network, filesystem, subprocess, and code evaluation entitlements inside a sandboxed runtime. Beyond a simple connection, you get a full AI Gateway with real-time visibility into agent activity, enterprise governance, and optimized token usage.
Provide tag name and contact identification. Add a tag to a contact
Create or update a lead
Provide email and optionally user_id, name, and attributes. Create or update a user
Delete a user
Get details of a specific conversation
List all conversations
List all users
Remove a tag from a contact
Connect Customerly to AutoGen via MCP
Follow these steps to wire Customerly into AutoGen. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.
Install AutoGen
pip install "autogen-ext[mcp]"Replace the token
[YOUR_TOKEN_HERE] with your Vinkius tokenIntegrate into workflow
Explore tools
Why Use AutoGen with the Customerly MCP Server
AutoGen provides unique advantages when paired with Customerly through the Model Context Protocol.
Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Customerly tools to solve complex tasks
Role-based architecture lets you assign Customerly tool access to specific agents. a data analyst queries while a reviewer validates
Human-in-the-loop support: agents can pause for human approval before executing sensitive Customerly tool calls
Code execution sandbox: AutoGen agents can write and run code that processes Customerly tool responses in an isolated environment
Customerly + AutoGen Use Cases
Practical scenarios where AutoGen combined with the Customerly MCP Server delivers measurable value.
Collaborative analysis: one agent queries Customerly while another validates results and a third generates the final report
Automated review pipelines: a researcher agent fetches data from Customerly, a critic agent evaluates quality, and a writer produces the output
Interactive planning: agents negotiate task allocation using Customerly data to make informed decisions about resource distribution
Code generation with live data: an AutoGen coder agent writes scripts that process Customerly responses in a sandboxed execution environment
Example Prompts for Customerly in AutoGen
Ready-to-use prompts you can give your AutoGen agent to start working with Customerly immediately.
"List all active users in my Customerly account."
"Create a new lead for 'Jane Smith' at 'jane@example.com'."
"Show me the transcript for conversation ID 'conv_456'."
Troubleshooting Customerly MCP Server with AutoGen
Common issues when connecting Customerly to AutoGen through the Vinkius, and how to resolve them.
McpWorkbench not found
pip install "autogen-ext[mcp]"Customerly + AutoGen FAQ
Common questions about integrating Customerly MCP Server with AutoGen.