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 CrewAIGive CrewAI 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 Framework

Connect your CrewAI agents to Customerly through Vinkius, pass the Edge URL in the `mcps` parameter and every Customerly tool is auto-discovered at runtime. No credentials to manage, no infrastructure to maintain.

Use with Your AI Agent

Ask AI about this App Connector for CrewAI

Open in ChatGPT Open in Claude Open in Perplexity

The Customerly app connector for CrewAI 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

python

from crewai import Agent, Task, Crew

agent = Agent(
    role="Customerly Specialist",
    goal="Help users interact with Customerly effectively",
    backstory=(
        "You are an expert at leveraging Customerly tools "
        "for automation and data analysis."
    ),
    # Your Vinkius token. get it at cloud.vinkius.com
    mcps=["https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"],
)

task = Task(
    description=(
        "Explore all available tools in Customerly "
        "and summarize their capabilities."
    ),
    agent=agent,
    expected_output=(
        "A detailed summary of 8 available tools "
        "and what they can do."
    ),
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)

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* 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.

When paired with CrewAI, Customerly becomes a first-class tool in your multi-agent workflows. Each agent in the crew can call Customerly tools autonomously, one agent queries data, another analyzes results, a third compiles reports, all orchestrated through Vinkius with zero configuration overhead.

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 CrewAI 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 CrewAI

When CrewAI 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 CrewAI via MCP

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

Install CrewAI

Run pip install crewai

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token from cloud.vinkius.com

Customize the agent

Adjust the role, goal, and backstory to fit your use case

Run the crew

Run python crew.py. CrewAI auto-discovers 8 tools from Customerly

Why Use CrewAI with the Customerly MCP Server

CrewAI Multi-Agent Orchestration Framework provides unique advantages when paired with Customerly through the Model Context Protocol.

Multi-agent collaboration lets you decompose complex workflows into specialized roles, one agent researches, another analyzes, a third generates reports, each with access to MCP tools

CrewAI's native MCP integration requires zero adapter code: pass Vinkius Edge URL directly in the `mcps` parameter and agents auto-discover every available tool at runtime

Built-in task delegation and shared memory mean agents can pass context between steps without manual state management, enabling multi-hop reasoning across tool calls

Sequential and hierarchical crew patterns map naturally to real-world workflows: enumerate subdomains → analyze DNS history → check WHOIS records → compile findings into actionable reports

Customerly + CrewAI Use Cases

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

Automated multi-step research: a reconnaissance agent queries Customerly for raw data, then a second analyst agent cross-references findings and flags anomalies. all without human handoff

Scheduled intelligence reports: set up a crew that periodically queries Customerly, analyzes trends over time, and generates executive briefings in markdown or PDF format

Multi-source enrichment pipelines: chain Customerly tools with other MCP servers in the same crew, letting agents correlate data across multiple providers in a single workflow

Compliance and audit automation: a compliance agent queries Customerly against predefined policy rules, generates deviation reports, and routes findings to the appropriate team

Example Prompts for Customerly in CrewAI

Ready-to-use prompts you can give your CrewAI 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 CrewAI

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

MCP tools not discovered

Ensure the Edge URL is correct. CrewAI connects lazily when the crew starts. check console output.

Agent not using tools

Make the task description specific. Instead of "do something", say "Use the available tools to list contacts".

Timeout errors

CrewAI has a 10s connection timeout by default. Ensure your network can reach the Edge URL.

Rate limiting or 429 errors

Vinkius enforces per-token rate limits. Check your subscription tier and request quota in the dashboard. Upgrade if you need higher throughput.

Customerly + CrewAI FAQ

Common questions about integrating Customerly MCP Server with CrewAI.

How does CrewAI discover and connect to MCP tools?

CrewAI connects to MCP servers lazily. when the crew starts, each agent resolves its MCP URLs and fetches the tool catalog via the standard tools/list method. This means tools are always fresh and reflect the server's current capabilities. No tool schemas need to be hardcoded.

Can different agents in the same crew use different MCP servers?

Yes. Each agent has its own mcps list, so you can assign specific servers to specific roles. For example, a reconnaissance agent might use a domain intelligence server while an analysis agent uses a vulnerability database server.

What happens when an MCP tool call fails during a crew run?

CrewAI wraps tool failures as context for the agent. The LLM receives the error message and can decide to retry with different parameters, fall back to a different tool, or mark the task as partially complete. This resilience is critical for production workflows.

Can CrewAI agents call multiple MCP tools in parallel?

CrewAI agents execute tool calls sequentially within a single reasoning step. However, you can run multiple agents in parallel using process=Process.parallel, each calling different MCP tools concurrently. This is ideal for workflows where separate data sources need to be queried simultaneously.

Can I run CrewAI crews on a schedule (cron)?

Yes. CrewAI crews are standard Python scripts, so you can invoke them via cron, Airflow, Celery, or any task scheduler. The crew.kickoff() method runs synchronously by default, making it straightforward to integrate into existing pipelines.