# Customerly MCP

> Customerly MCP connects your agent to live chat, email marketing, and customer survey data. It lets you manage a user's entire lifecycle—from an initial lead to a fully active user—all through natural conversation.

## Overview
- **Category:** marketing
- **Price:** Free
- **Tags:** customerly, customer-success-api, live-chat-automation, lead-management, user-segmentation, conversation-tracking, crm-sync, support-ops, mcp

## Description

This MCP gives your AI client full control over complex customer success workflows. Instead of jumping between separate dashboards for chats, emails, and profiles, your agent handles it all in one go. You can programmatically create or update customer records, track every interaction, and keep user data perfectly organized. Need to segment a group? Your agent adds tags instantly. Want to see what someone talked about two weeks ago? It retrieves the full conversation history for context. This centralized view means your support team doesn't waste time digging through tables. You just ask your AI client to perform the action, and it does it. By connecting via Vinkius, you get access to this power from any MCP-compatible client.

## Tools

### add_tag
Adds a specific tag to an existing contact record.

### create_update_lead
Creates or updates the information for a potential customer lead.

### create_update_user
Creates or updates a confirmed user account using their email and optional identifying details.

### delete_user
Removes a specific user record from the system for compliance purposes.

### get_conversation
Retrieves the full transcript and details of one specific chat conversation.

### list_conversations
Lists all available conversations in your account so you know what history exists.

### list_users
Provides a directory of every user currently registered with the platform.

### remove_tag
Deletes an existing tag from a contact record.

## Prompt Examples

**Prompt:** 
```
List all active users in my Customerly account.
```

**Response:** 
```
I've retrieved your user directory. You currently have 5 registered users, including 'John Doe' (ID: usr_123) and 'Sarah Smith'. Would you like the interaction history for any of them?
```

**Prompt:** 
```
Create a new lead for 'Jane Smith' at 'jane@example.com'.
```

**Response:** 
```
Lead registered! Jane Smith has been added to Customerly. I've initialized her profile and she is now available for chat sessions and tagging.
```

**Prompt:** 
```
Show me the transcript for conversation ID 'conv_456'.
```

**Response:** 
```
Fetching transcript... Conversation conv_456 features a discussion about 'Pricing Plans' from 2 hours ago. Agent Sarah provided the link to the Pro plan. Would you like to add an internal note?
```

## Capabilities

### Manage User Profiles
The agent can create new customer profiles or update existing ones with specific attributes.

### Track Conversation History
You retrieve complete chat histories and interaction metadata to understand a customer's journey.

### Handle Leads and Users
The agent can manage the transition of contacts, moving them from raw leads into active user accounts.

### Segment Audiences
You add or remove tags on users and leads to keep your communication groups structured for targeted campaigns.

### Audit Records
The agent securely deletes user records or updates contact identification, keeping your database compliant.

## Use Cases

### Handling an account upgrade request
A CSM finds out a key client is ready to upgrade. Instead of emailing the marketing team and manually updating their profile, the agent uses create_update_user to sync the new attributes and then uses add_tag to move them into the 'Premium Tier' segment.

### Onboarding a cold lead
A Marketing Automation Lead gets a new contact email. They don't have time to manually enter data. The agent uses create_update_lead immediately, initializing their profile so the sales team can start engaging them right away.

### Investigating a support complaint
A Product Manager needs to know why users are complaining about a feature. They ask the agent to list_conversations and then use get_conversation on the relevant chat ID, retrieving the full transcript in seconds for investigation.

### Compliance cleanup after churn
The support team needs to remove data from an ex-employee. Rather than logging into the main portal, they simply ask the agent to delete_user and confirm removal of all associated records, ensuring compliance.

## Benefits

- Stop searching through dashboards for context. Your agent can pull a user's entire interaction history using natural language commands, giving you immediate support context.
- Never lose track of an opportunity. You can programmatically create or update lead records and sync them into full user profiles as the customer moves down the funnel.
- Maintain perfect data hygiene. Need to clean up old accounts? Use the delete_user tool for secure removal, or use profile updating tools to keep attributes synchronized.
- Target your users better than ever. You can instantly add or remove tags on contacts using dedicated tools like add_tag and remove_tag, making segmentation effortless.
- Go beyond simple notes. Your agent provides the deep context of conversation history, letting you understand *why* a user needs help, not just *what* they asked for.

## How It Works

The bottom line is that you use conversational prompts instead of manual clicks or API calls to run complex customer data operations.

1. Subscribe to this MCP and grab your API Access Token from the Customerly dashboard.
2. Connect your preferred AI client (Claude, Cursor, etc.) using the token.
3. Use natural language commands within your agent to manage leads, users, and conversations.

## Frequently Asked Questions

**How do I get the full transcript using Customerly MCP?**
You use the get_conversation tool by providing the specific conversation ID. This retrieves the entire chat history, allowing you to understand the context of past interactions immediately.

**Can Customerly MCP manage leads and users together?**
Yes. The agent handles the transition from a potential client to an active user by using create_update_lead for new contacts, and then create_update_user when they become verified accounts.

**What if I need to remove old data? Does Customerly MCP handle that?**
The delete_user tool allows you to securely wipe user records. This is critical for compliance and keeping your database clean of obsolete information.

**How do I segment users using the Customerly MCP?**
You use the add_tag or remove_tag tools, telling the agent which tag to apply or delete on a specific contact ID. This keeps your marketing groups accurate.