MCP For Claude Marketplace
Customerly

Customerly MCP Connector for Claude

A+

Combine live chat, email marketing, and customer surveys in one platform that helps SaaS companies grow and retain users.

8 tools Official Updated Oct 1, 2026 Official Vinkius Partner
More Details Connect to Claude

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
customerlycustomer-success-apilive-chat-automationlead-managementuser-segmentationconversation-trackingcrm-syncsupport-opsmcp

8 tools expose this connector's capabilities to your AI agent.

add_tag

Provide tag name and contact identification. Add a tag to a contact

create_update_user

Provide email and optionally user_id, name, and attributes. Create or update a user

delete_user

Delete a user

get_conversation

Must provide a conversation ID. Get details of a specific conversation

list_conversations

List all conversations

list_users

List all users

remove_tag

Remove a tag from a contact

create_update_lead

Create or update a lead

See how to talk to your AI agent using Customerly.

List all active users in my Customerly account.

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?

Create a new lead for 'Jane Smith' at 'jane@example.com'.

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

Show me the transcript for conversation ID 'conv_456'.

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?

Log in to your Customerly dashboard, navigate to **Settings** > **API**, and generate or copy your Access Token.

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