3,400+ MCP servers ready to use
Vinkius

Bring Customerly
to Claude Code

Learn how to connect Customerly to Claude Code and start using 8 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.

Add TagCreate Update LeadCreate Update UserDelete UserGet ConversationList ConversationsList UsersRemove Tag
Use with Your AI Agent
Ask AI about this MCP Server
ChatGPT Claude Perplexity

What is the 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.

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

How it works

1. Subscribe to this server
2. Retrieve your API Access Token from the Customerly dashboard (Settings > API)
3. Start managing your customer relationships from Claude, Cursor, or any MCP client

No more manual ticket searching or digging through user tables in the portal. Your AI acts as your dedicated success engineer and support coordinator.

Who is this for?

  • Customer Success Teams — instantly retrieve user profiles and summary interaction histories using natural language commands
  • Marketing Automation Leads — automate the tagging and segmentation of new leads without leaving your workspace
  • Product Managers — track user engagement and sync backend metadata through simple AI queries

Built-in capabilities (8)

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

Why Claude Code?

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.

  • —

    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

See it in action

Customerly in Claude Code

AI Agent→Vinkius
High Security·Kill Switch·Plug and Play
Why Vinkius

Customerly and 3,400+ other MCP servers. One platform. One governance layer.

Teams that connect Customerly to Claude Code through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.

3,400+MCP Servers ready
<40msCold start
60%Token savings
Raw MCP
Vinkius
Server catalogFind and host yourself3,400+ managed
InfrastructureSelf-hostedSandboxed V8 isolates
Credential handlingPlaintext in configVault + runtime injection
Data loss preventionNoneConfigurable DLP policies
Kill switchNoneGlobal instant shutdown
Financial circuit breakersNonePer-server limits + alerts
Audit trailNoneEd25519 signed logs
SIEM log streamingNoneSplunk, Datadog, Webhook
HoneytokensNoneCanary alerts on leak
Custom domainsNot applicableDNS challenge verified
GDPR complianceManual effortAutomated purge + export
Use with Your AI Agent View step-by-step setup guide for Claude Code →
Enterprise Security

Why teams choose Vinkius for Customerly in Claude Code

The Customerly 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. All 8 tools execute in hardened sandboxes optimized for native MCP execution.

Your AI agents in Claude Code only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.

Use with Your AI Agent View full Customerly details →
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

The Vinkius Advantage

How Vinkius secures Customerly for Claude Code

Every tool call from Claude Code to the Customerly MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.

< 40msCold start
Ed25519Signed audit chain
60%Token savings
FAQ

Frequently asked questions

01

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.

02

Can I read full chat histories?

Yes! The get_conversation tool retrieves the detailed message log and interaction metadata for any specific conversation ID.

03

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.

04

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.

05

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.

06

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.

07

Command not found: claude

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

08

Connection timeout

Check your internet connection and verify the Edge URL is reachable