The Customer.io MCP Server

Updated

How it works

Our Model Context Protocol (MCP) Server helps you interact with Customer.io through your favorite AI tools—Claude, Cursor, and so on.

Where you might be able to use our APIs to do some things, the MCP server is a layer of tools that includes features that aren’t possible with our APIs today.

 Make sure you trust your AI tools

Our MCP server works with your AI provider of choice and it includes tools that return information about people in your workspace. While our LLM subprocessors don’t store this data, the AI providers you use might. Make sure that you use AI tools that are approved by your organization to ensure the safety of your—and your customers’—data.

Enable MCP support for your account

You must be an account admin to enable MCP support for your account.

We’re still actively working on MCP features, so MCP support isn’t generally available. To get access to this feature, you’ll need to:

  1. Contact us and request access to our MCP server.

  2. Make sure that Customer.io MCP is enabled for your account. Go to > Account Settings and then click Privacy & Data to turn the setting on or off.

    The Privacy & Data Settings page showing the Customer.io MCP setting enabled
    The Privacy & Data Settings page showing the Customer.io MCP setting enabled

Set up your MCP server

Before you can use the MCP server, you’ll need to Enable MCP support for your account. If you haven’t done that yet, you won’t see MCP support in your personal settings.

  1. Go to > Personal Settings.

  2. Enable MCP support for your tool of choice.

    • If you use Cursor, click Add to Cursor.
      The MCP section of the personal settings page showing a button to enable MCP support for Cursor
      The MCP section of the personal settings page showing a button to enable MCP support for Cursor
    • If you use a browser-based tool like Claude, add the following URL to your tool: https://mcp.customer.io/mcp.
    • If you use an IDE like Windsurf, add the following JSON to your MCP JSON file:
     {
   "mcpServers": {
     "CustomerIO": {
       "url": "https://mcp.customer.io/mcp"
     }
   }
 }

  3. Then, in your tool, you’ll likely need to authenticate with Customer.io. When you do, you’ll see a list of your workspaces. Pick the workspaces you want to use with the MCP server.

    The list of workspaces you can select from when you authenticate with Customer.io
    The list of workspaces you can select from when you authenticate with Customer.io

Find your workspace

When you use our MCP server, you’ll often need to tell it which workspace you want to work in. Otherwise, the MCP server may ask you to select a workspace. You can select your workspace by name or by ID. You can even use the MCP server to list your available workspaces.

You’ll find the name of your workspace in the upper-left corner of our interface. You’ll find the ID of your workspace in the URL when you’re on the Dashboard page.

The workspace name in the upper-left and the ID in the URL
The workspace name in the upper-left and the ID in the URL

See MCP sessions

We log MCP sessions so you can control and revoke your own MCP sessions.

  1. Go to > Personal Settings.
  2. Under Connected clients, click View sessions.

From here you can see active sessions for a client. Click Revoke to end a session and require the client to re-authenticate with Customer.io

A cursor session shown in Customer.io
A cursor session shown in Customer.io
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