Bring Customerly
to Mastra AI
Learn how to connect Customerly to Mastra AI and start using 8 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
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)
Provide tag name and contact identification. Add a tag to a contact
Create or update a lead
Provide email and optionally user_id, name, and attributes. Create or update a user
Delete a user
Get details of a specific conversation
List all conversations
List all users
Remove a tag from a contact
Why Mastra AI?
Mastra's agent abstraction provides a clean separation between LLM logic and Customerly tool infrastructure. Connect 8 tools through Vinkius and use Mastra's built-in workflow engine to chain tool calls with conditional logic, retries, and parallel execution. deployable to any Node.js host in one command.
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Mastra's agent abstraction provides a clean separation between LLM logic and tool infrastructure. add Customerly without touching business code
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Built-in workflow engine chains MCP tool calls with conditional logic, retries, and parallel execution for complex automation
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TypeScript-native: full type inference for every Customerly tool response with IDE autocomplete and compile-time checks
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One-command deployment to any Node.js host. Vercel, Railway, Fly.io, or your own infrastructure
Customerly in Mastra AI
Customerly and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Customerly to Mastra AI 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.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 3,400+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for Customerly in Mastra AI
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 Mastra AI 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.
* 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
How Vinkius secures
Customerly for Mastra AI
Every tool call from Mastra AI to the Customerly MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
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.
How does Mastra AI connect to MCP servers?
Create an MCPClient with the server URL and pass it to your agent. Mastra discovers all tools and makes them available with full TypeScript types.
Can Mastra agents use tools from multiple servers?
Yes. Pass multiple MCP clients to the agent constructor. Mastra merges all tool schemas and the agent can call any tool from any server.
Does Mastra support workflow orchestration?
Yes. Mastra has a built-in workflow engine that lets you chain MCP tool calls with branching logic, error handling, and parallel execution.
createMCPClient not exported
Install: npm install @mastra/mcp