How to Use the Customers.ai MCP in Claude

Q: Can I tag Customers.ai contacts from Claude Desktop?

Yes. Use the addtagtocontact tool to label your leads. The update hits your Customers.ai dashboard instantly.

Turn anonymous site traffic into actionable leads directly inside your Claude Desktop interface.

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…and any MCP-compatible client

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Connect Customers.ai MCP to Claude Desktop

Create your Vinkius account to connect Customers.ai 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 Customers.ai with Claude Desktop

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Identify visitors in Claude Desktop

Run `list_xray_leads` to see exactly who is browsing your site right now. This MCP Server pulls visitor names and contact profiles into your chat window without you opening a browser tab. Stop guessing who your leads are. You get the raw data from Customers.ai immediately, letting you decide which visitor to target next.

Manage contact data via Claude Desktop

Use `search_contacts` to find specific people in your database. Once you locate a record, `get_contact` provides the current profile details so you can see their history. It’s faster than switching contexts. You pull the information you need, verify their status, and proceed with your outreach plan while staying inside your workflow.

Automate outreach from Claude Desktop

Send personalized messages using `send_text_message` or `send_rich_message` to any contact found in your list. You trigger these actions as soon as you identify a high-intent lead. Updating records is just as quick. Call `add_tag_to_contact` or `update_contact_attributes` to keep your CRM clean and segmented based on recent engagement.

Setup guide

Set up Customers.ai 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 Customers.ai 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 Customers.ai 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 customersai-mcp.

json

{
  "mcpServers": {
    "customersai-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 Customers.ai. 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 Customers.ai 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 Customers.ai MCP in Claude Desktop

Add the server to your configuration file. Once connected, your AI client pulls leads from Customers.ai directly into your chat.

Yes. Use the `add_tag_to_contact` tool to label your leads. The update hits your Customers.ai dashboard instantly.

Only when you request it. You control every tool call, ensuring your lead information stays under your command.

Vinkius handles your connection through a secure token. Your Customers.ai credentials are never exposed to the AI model.

This MCP server processes visitor identity strings locally during your active session. Vinkius does not store your lead names, ensuring your private contact list remains yours.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

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