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`.

INSTANT PLUG AND PLAY

Customerly MCP Server for Claude CodeGive Claude Code instant access to 8 tools to Add Tag, Create Update Lead, Create Update User, and more

Name: Customerly
Availability: InStock
Author: Vinkius

Built by Vinkius GDPR 8 Tools CLI

Claude Code is Anthropic's agentic CLI for terminal-first development. Add Customerly as an MCP server in one command and Claude Code will discover every tool at runtime. ideal for automation pipelines, CI/CD integration, and headless workflows via Vinkius.

Use with Your AI Agent

Ask AI about this App Connector for Claude Code

Open in ChatGPT Open in Claude Open in Perplexity

The Customerly app connector for Claude Code 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

RecommendedModern Approach — Zero Configuration

Vinkius Desktop App

The modern way to manage MCP Servers — no config files, no terminal commands. Install Customerly and 3,400+ MCP Servers from a single visual interface.

Download Free Open SourceNo signup required

Classic Setup·bash

# Your Vinkius token. get it at cloud.vinkius.com
claude mcp add customerly --transport http "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"

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

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.

Claude Code registers Customerly as an MCP server in a single terminal command. Once connected, Claude Code discovers all 8 tools at runtime and can call them headlessly. ideal for CI/CD pipelines, cron jobs, and automated workflows where Customerly data drives decisions without human intervention.

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 Claude Code 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 Claude Code

When Claude Code 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.

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

Connect Customerly to Claude Code via MCP

Follow these steps to wire Customerly into Claude Code. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.

Install Claude Code

Run npm install -g @anthropic-ai/claude-code if not already installed

Add the MCP Server

Run the command above in your terminal

Verify the connection

Run claude mcp to list connected servers, or type /mcp inside a session

Start using Customerly

Ask Claude: "Using Customerly, show me...". 8 tools are ready

Why Use Claude Code with the Customerly MCP Server

Claude Code provides unique advantages when paired with Customerly through the Model Context Protocol.

Single-command setup: `claude mcp add` registers the server instantly. no config files to edit or applications to restart

Terminal-native workflow means MCP tools integrate seamlessly into shell scripts, CI/CD pipelines, and automated DevOps tasks

Claude Code runs headlessly, enabling unattended batch processing using Customerly tools in cron jobs or deployment scripts

Built by the same team that created the MCP protocol, ensuring first-class compatibility and the fastest adoption of new protocol features

Customerly + Claude Code Use Cases

Practical scenarios where Claude Code combined with the Customerly MCP Server delivers measurable value.

CI/CD integration: embed Customerly tool calls in your deployment pipeline to validate configurations or fetch secrets before shipping

Headless batch processing: schedule Claude Code to query Customerly nightly and generate reports without human intervention

Shell scripting: pipe Customerly outputs into other CLI tools for data transformation, filtering, and aggregation

Infrastructure monitoring: run Claude Code in a cron job to query Customerly status endpoints and alert on anomalies

Example Prompts for Customerly in Claude Code

Ready-to-use prompts you can give your Claude Code 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 Claude Code

Common issues when connecting Customerly to Claude Code through the Vinkius, and how to resolve them.

Command not found: claude

Ensure Claude Code is installed globally: npm install -g @anthropic-ai/claude-code

Connection timeout

Check your internet connection and verify the Edge URL is reachable

Customerly + Claude Code FAQ

Common questions about integrating Customerly MCP Server with Claude Code.

How do I add an MCP server to Claude Code?

Run claude mcp add --transport http "" in your terminal. Claude Code registers the server and discovers all tools immediately.

Can Claude Code run MCP tools in headless mode?

Yes. Claude Code supports non-interactive execution, making it ideal for scripts, cron jobs, and CI/CD pipelines that need MCP tool access.

How do I list all connected MCP servers?

Run claude mcp in your terminal to see all registered servers and their status, or type /mcp inside an active Claude Code session.