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Connect Customerly to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Run your support and marketing workflows through your AI agent.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 8 capabilities

We ship only the actions that matter.

Capability set01 / 02

01-04

4 capabilities in this set.

Part of 8 available through Customerly.

  1. 01

    Add tag

    This capability applies a new tag to a contact to help with segmentation.

  2. 02

    Create update user

    This capability creates or modifies a user profile. You provide an email and can include a user ID, name, or custom attributes.

  3. 03

    Delete user

    This capability removes a user from your Customerly database.

  4. 04

    Get conversation

    This capability retrieves the specific details and history of a single conversation.

Capability set02 / 02

05-08

4 capabilities in this set.

Part of 8 available through Customerly.

  1. 05

    List conversations

    This capability pulls a list of all existing conversations from your account.

  2. 06

    List users

    This capability fetches your entire user directory.

  3. 07

    Remove tag

    This capability strips a specific tag from a contact's profile.

  4. 08

    Create update lead

    This capability manages lead records by creating new ones or updating existing lead information.

Real work

What teams actually run

01

Rapid Support Context

A support agent asks the AI for a user's recent chat history to understand a problem before responding.

02

Automated Lead Tagging

A marketer tells the agent to tag a new lead based on their specific interests or signup source.

03

Database Cleanup

A team uses the agent to delete old user records or update contact information to maintain compliance.

04

Engagement Tracking

A product manager queries the agent to see how users are interacting with specific features via chat metadata.

Automate a task

Put Customerly to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Customerly works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put Customerly to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

932ms average. Fast in production.

Customerly is checked daily against the live service.

Daily averagePeak 1094ms
Oct 3Today
Fastest day
705ms
Slowest day
1094ms
14-day trend
Slowing+21%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 8 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Customerly, so you can see the experience inside your AI.

It does not authenticate your account with Customerly. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Customerly Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_5LQSuqk03P7AWIEhnSZ2YUG4yMPFxH5aED9ESaAd/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Customerly capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "customerly-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_5LQSuqk03P7AWIEhnSZ2YUG4yMPFxH5aED9ESaAd/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Customerly in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Customerly owners hand off.

This MCP is built for teams that live in Customerly and want to use AI to handle repetitive data tasks.

  • 01

    Customer Success Teams

    They use the agent to pull user profiles and interaction histories instantly.

  • 02

    Marketing Automation Leads

    They hand off lead tagging and segmentation tasks to the agent.

  • 03

    Product Managers

    They use the agent to track engagement and sync backend metadata.

FAQ

Questions Customerly owners ask.

  • 01

    How do I connect my Customerly account?

    You need to grab your API Access Token from the Customerly dashboard under Settings and then connect the MCP through Vinkius to your AI client.

  • 02

    Which AI clients can I use with this MCP?

    You can use this MCP with any compatible client, including Claude, Cursor, Windsurf, and VS Code.

  • 03

    Can I manage leads as well as users?

    Yes, the MCP includes specific capabilities to create and update leads in addition to managing user profiles.

  • 04

    Can the AI see my chat transcripts?

    Yes, the MCP provides capabilities to list conversations and retrieve specific conversation details and histories.

  • 05

    Is it possible to automate user segmentation?

    Yes, you can use the agent to add or remove tags for users and leads to maintain your segmentation.

  • 06

    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.

  • 07

    Can I read full chat histories?

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

  • 08

    How do I add tags to a user?

    Use the add_tag capability and provide the tag name along with either the user's email or their unique user_id.

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