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Vinkius

Customerly Connector for AI agents.

8 live capabilities

Manage your live chat history and customer profiles in one place.

Live agent request Customerly / Connector

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AI Agent

Why people use Customerly

Customerly for Customer Success and Live Chat

With this Connector, you just ask your agent to summarize the last three conversations for a specific user. It pulls the data instantly, gives you the context, and lets you get back to work. You move from digging through logs to solving problems in one step.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • Visual Studio Code
  • Windsurf

What Vinkius changes

You get a way to talk to your Customerly data without leaving your AI workspace.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

  1. Real-world use case 01

    Resolving a frustrated customer

    A support agent needs to know why a user is reaching out.

  2. Real-world use case 02

    Segmenting survey participants

    A marketing lead wants to group all users who finished a survey.

  3. Real-world use case 03

    Auditing active users

    A product manager wants to see all active users.

Complete set · 8capabilities

The complete Customerly capability set.

These are the exact actions your AI can choose when you ask it to work with Customerly.

Capability set01 / 02

01—04

4 capabilities in this set.

Part of 8 available through Customerly.

  1. 01 Capability

    Create update user

    Create or update a user profile. Use this to sync names, emails, and custom attributes across your platform.

  2. 02 Capability

    Delete user

    Delete a user from your records. This is useful for maintaining a clean database and staying compliant with privacy rules.

  3. 03 Capability

    Get conversation

    Get the details of a specific conversation. This lets you see the full history of a user's interaction with your support team.

  4. 04 Capability

    List conversations

    List all conversations in your account. Use this to get a broad view of all recent support interactions.

Capability set02 / 02

05—08

4 capabilities in this set.

Part of 8 available through Customerly.

  1. 05 Capability

    List users

    List all users in your system. This lets your agent see every profile registered in your database.

  2. 06 Capability

    Remove tag

    Remove a tag from a contact. Use this to update segments when a user's status changes.

  3. 07 Capability

    Create update lead

    Create or update a lead in your system. This helps you keep your marketing database current without manual entry.

  4. 08 Capability

    Add tag

    Add a tag to a contact. You can use this to group users into categories like VIPs or high-intent leads.

Set up in minutes

One URL. Then ask Customerly to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Customerly from the conversation.

Choose your client

Live preview
Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP
https://edge.vinkius.com/vk_preview_5LQSuqk03P7AWIEhnSZ2YUG4yMPFxH5aED9ESaAd/mcp
  1. Step 01

    Open Connectors

    In Claude Web or Claude Desktop, open Settings and choose Connectors.

  2. Step 02

    Add the URL

    Choose Add custom connector, name it Customerly, and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable Customerly for the conversation.

Where the request belongs

Work Customerly can move forward.

Built around the request

This is for the customer success lead who's tired of copy-pasting data from chat logs into a spreadsheet, or the marketing manager who needs to segment leads without clicking through dozens of filters.

01

Customer Success Manager

They use this to quickly pull up a user's entire chat history to resolve complaints in seconds.

02

Marketing Automation Lead

They use this to tag and segment new leads automatically based on specific interaction triggers.

03

Product Manager

They use this to query user engagement data and sync backend attributes via simple chat commands.

Build the capability set

Add more capabilities.

Each Connector adds new actions and data without changing how you work.

Browse Connectors
Planhat logo
01 10 capabilities

Planhat

Manage customer success via Planhat. list companies, track end users, and monitor tasks directly from any AI agent.

View Connector
Crisp logo
02 6 capabilities

Crisp

Chat with website visitors in real time, manage support conversations, and build a knowledge base that reduces ticket volume.

View Connector
MeiQia logo
03 10 capabilities

MeiQia

Leading live chat and customer CRM platform. manage conversations, messages, and customers via AI.

View Connector
Refiner logo
04 8 capabilities

Refiner

Survey your SaaS users with in-app micro-surveys that capture NPS, feature feedback, and churn signals at the perfect moment.

View Connector
Customer.io logo
05 18 capabilities

Customer.io

Automate customer engagement via Customer.io. track events, manage profiles, and trigger multi-channel campaigns directly from any AI agent.

View Connector
Nutshell CRM logo
06 10 capabilities

Nutshell CRM

Manage sales and relationships via Nutshell CRM. track leads, contacts, and accounts directly from your AI agent.

View Connector

Bring your own AI

Change the model, client or framework. Keep Customerly connected.

  • Claude
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Before you connect

Questions about Customerly.

The practical details behind the request, access and result.

Can I use Customerly MCP to see my chat history?

Yes, you can. Your agent can pull up specific conversation details or list all recent interactions to give you a full history of how customers are reaching out.

How does Customerly MCP help with lead management?

It allows your agent to create new leads and update existing ones. This means you can manage your marketing database using natural language instead of manual entry.

Can my agent update user profiles using Customerly?

Yes, your agent can create or update user profiles. You can ask it to sync names, emails, or any custom attributes you've set up in your account.

Is Customerly MCP good for marketing segmentation?

It's great for it. You can use your agent to add or remove tags from contacts, which helps you keep your audience segments organized and accurate.

Can I delete users through the Customerly MCP?

Yes, you can. If you need to remove a user record to keep your database clean or stay compliant with privacy rules, your agent can do that for you.

How do I connect Customerly to my AI client?

First, get your API token from your Customerly dashboard. Then, subscribe to this Connector and provide the token. You'll then be able to use it in Claude, Cursor, or any other supported client.

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

One connection away

Give your agent a direct line to Customerly.

Connect Customerly once. Keep it beside 5,900+ managed Connectors when the next task needs more.

Explore every Connector No credit card required · Free tier available