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Customerly MCP Server for VS Code CopilotGive VS Code Copilot instant access to 8 tools to Add Tag, Create Update Lead, Create Update User, and more

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GitHub Copilot in VS Code is the most widely adopted AI coding assistant, embedded directly into the world's most popular code editor. With MCP support in Agent mode, Copilot can access external data and APIs to generate context-aware code grounded in real-time information.

Use with Your AI Agent

Ask AI about this App Connector for VS Code Copilot

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The Customerly app connector for VS Code Copilot 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

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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.

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Download Free Open SourceNo signup required
Classic Setup·json
{
  "mcpServers": {
    "customerly": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}
Customerly
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.

GitHub Copilot Agent mode brings Customerly data directly into your VS Code workflow. With a project-scoped config, the entire team shares access to 8 tools. Copilot queries live data, generates typed code, and writes tests from actual API responses, all without leaving the editor.

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 VS Code Copilot 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 VS Code Copilot

When VS Code Copilot 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 VS Code Copilot via MCP

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

01

Create MCP config

Create a .vscode/mcp.json file in your project root
02

Add the server config

Paste the JSON configuration above
03

Enable Agent mode

Open GitHub Copilot Chat and switch to Agent mode using the dropdown
04

Start using Customerly

Ask Copilot: "Using Customerly, help me...". 8 tools available

Why Use VS Code Copilot with the Customerly MCP Server

GitHub Copilot for Visual Studio Code provides unique advantages when paired with Customerly through the Model Context Protocol.

01

VS Code is used by over 70% of developers. adding MCP tools to Copilot means your team can leverage external data without leaving their primary editor

02

Project-scoped MCP configs (`.vscode/mcp.json`) let you commit server configurations to your repository, ensuring the entire team shares the same tool access

03

Copilot's Agent mode integrates MCP tools seamlessly with file editing, terminal commands, and workspace search in a single agentic loop

04

GitHub's enterprise compliance and audit features extend to MCP tool usage, providing visibility into how AI interacts with external services

Customerly + VS Code Copilot Use Cases

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

01

Live API integration: Copilot can query an MCP server, inspect the response schema, and generate typed API client code in the same step

02

DevSecOps workflows: security teams can give developers access to domain intelligence tools directly in their editor for real-time vulnerability assessment during code review

03

Data pipeline development: Copilot fetches sample data via MCP and generates transformation scripts, validators, and test fixtures from actual API responses

04

Documentation generation: Copilot queries available tools and auto-generates README sections, API reference docs, and usage examples

Example Prompts for Customerly in VS Code Copilot

Ready-to-use prompts you can give your VS Code Copilot agent to start working with Customerly immediately.

01

"List all active users in my Customerly account."

02

"Create a new lead for 'Jane Smith' at 'jane@example.com'."

03

"Show me the transcript for conversation ID 'conv_456'."

Troubleshooting Customerly MCP Server with VS Code Copilot

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

01

MCP tools not available

Ensure you are in Agent mode in Copilot Chat. MCP tools only appear in Agent mode.

Customerly + VS Code Copilot FAQ

Common questions about integrating Customerly MCP Server with VS Code Copilot.

01

Which VS Code version supports MCP?

MCP support requires VS Code 1.99 or later with the GitHub Copilot extension. Ensure both are updated to the latest version. Older versions of Copilot may not expose the Agent mode toggle.
02

How do I switch to Agent mode?

Open the Copilot Chat panel and look for two mode options: "Ask" and "Agent". Click "Agent" to enable autonomous tool calling. In Ask mode, Copilot provides conversational answers but cannot invoke MCP tools.
03

Can I restrict which MCP tools Copilot can access?

Yes. VS Code shows a tool consent dialog before any MCP tool is invoked for the first time. You can also configure tool access policies at the organization level through GitHub Copilot settings.
04

Does MCP work in VS Code Remote or Codespaces?

Yes. MCP servers configured via .vscode/mcp.json work in Remote SSH, WSL, and GitHub Codespaces environments. The MCP connection is established from the remote host, so ensure the server URL is accessible from that environment.