This is a beta feature While we’re confident in our MCP server, we’re actively working on it and expanding its capabilities. Try it out and [send us your feedback](mailto:product@customer.io)! # The Customer.io MCP Server BetaWhile we’re confident in our MCP server, we’re actively working on it and expanding its capabilities. Try it out and [send us your feedback](mailto:product@customer.io)! ## How it works[](#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. **The MCP server is especially helpful if you want to integrate your mobile or web app with Customer.io**, helping you add code and test your integration.  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. ## What can the MCP server help with?[](#what-can-the-mcp-server-help-with) The table below shows the tools that are currently available to our MCP server, and the actions that each tool can perform. For example, the `create` tool has a `create_segment` action that you can use to create a segment. It doesn’t have a `create_campaign` action—so you can’t prompt it to generate a campaign. As we expand the capabilities of our MCP server, we won’t just add more tools, but more actions to the existing tools; this helps us limit the number of tools we provide, so we don’t overwhelm you or your LLM with a lengthy toolchain. We’re actively working on our MCP server and related tools. If you have a specific MCP feature or use case in mind, [let us know](mailto:product@customer.io)! Tool Name Description `create` Create new resources like segments. Note that this tool only creates things for which there are corresponding actions (today, that means segments). **Action:** `create_segment` `get` Get detailed information about single resources like user profiles, segments, campaigns, newsletters, etc. **Available actions:** `get_profile`, `get_newsletter`, `get_campaign`, `get_campaign_action`, `get_segment`, `get_template`, `get_newsletter_recommended_send_time`, `get_campaign_recommended_send_time` `integration` This tool helps you test and troubleshoot your integrations with Customer.io, including in-app messages and push notifications.\* **Available actions:** `sources_list`, `sources_search`, `source_get`, `source_add`, `test_inapp`, `test_push`, `troubleshoot` `list` List workspace resources and metadata, like profile attributes, segments, events etc. **Available actions:** `list_attributes`, `list_segments`, `list_events`, `list_campaigns`, `list_newsletters` `list_workspaces` Lists the workspaces the user has access to. Always call this first to get a workspace\_id for workspace-scoped actions. `metrics` Metrics-related actions such as fetching deliverability and engagement metrics. **Available actions:** `fetch`, `workspace` `search` Search across documentation and workspace data for specific content and patterns. **Available actions:** `search_docs`, `search_workspace` \* Summary of tool's description. See the tool in your environment for the full description. ## Enable MCP support for your account[](#enable-mcp-support-for-your-account) You must be an account admin to enable MCP support for your account. This enables the feature for your account, but you and other users still need to [set up your clients to use it](#set-up-your-mcp-client). 1. Go to [**Settings** > **Privacy, Data, & AI**](https://fly.customer.io/settings/privacy/). 2. Click to enable **Customer.io AI**. 3. Click to enable **Customer.io MCP**. [![The Privacy & Data Settings page showing the Customer.io MCP setting enabled](https://docs.customer.io/images/privacy-page-mcp-2.png)](#4b2a53357c771b595969720f9eae4338-lightbox) You must enable both **Customer.io AI** and **Customer.io MCP** for team members to integrate with LLMs.  Enabling *Customer.io AI* also enables a set of AI features in your account across all team members These features include the ability to translate messages with AI, analyze email content, build segments from written descriptions, and more. [Learn more about our AI features](/ai/cio-with-llms/#our-current-ai-tools). ## Set up your MCP client[](#set-up-your-mcp-client) Before you can use the MCP server, you’ll need to [Enable MCP support for your account](#enable-mcp-support-for-your-account). If you haven’t done that yet, you won’t see MCP support in your personal settings. ### ChatGPT[](#chatgpt) You can integrate ChatGPT with Customer.io in your personal settings so you can engage your workspace through ChatGPT conversations. #### Prerequisites to integrating[](#prerequisites-to-integrating) To integrate with ChatGPT, you must: 1. Have a **ChatGPT Pro, Plus, or Enterprise plan** 2. Enable “Developer Mode” #### Enable developer mode[](#enable-developer-mode) To enable Developer Mode, you must be an Admin: 1. Go to [*ChatGPT Settings > Connectors*](https://chatgpt.com/#settings/Connectors). 2. Click *Advanced settings > Developer mode*. You may have to scroll down to find Advanced settings. 3. Toggle on **Developer mode**. #### Connect Customer.io[](#connect-customerio) To integrate with Customer.io, follow these instructions, which can also be found in [*Personal Settings > MCP > ChatGPT*](https://fly.customer.io/settings/personal): 1. Go to [Connectors](https://chatgpt.com/#settings/Connectors) on the ChatGPT web app. You can’t complete this process on the mobile app. 2. If your admin limited the connectors you can use, click the [custom connector](https://help.openai.com/en/articles/11487775-connectors-in-chatgpt#h_d2a53d4230) that represents Customer.io. Then click **Manage** followed by **Connect**. 3. Otherwise, click **Create** then fill in the details: * Name: Customer.io * Description: Access Customer.io workspace data and tools * MCP Server URL: [https://mcp.customer.io/mcp](https://mcp.customer.io/mcp) for our US region or [https://mcp-eu.customer.io/mcp](https://mcp-eu.customer.io/mcp) if your Customer.io account is in the EU * Authentication: OAuth 4. Select each Customer.io workspace you want to give ChatGPT access to then click **Allow access**. Then back in the [connector’s settings](https://chatgpt.com/#settings/Connectors), toggle Customer.io tools on/off as needed. #### Use the Customer.io connector in conversations[](#use-the-customerio-connector-in-conversations) To test it out, open a ChatGPT conversation: 1. Click then choose *Developer Mode*. [![Selecting developer mode from a conversation](https://docs.customer.io/images/chatgpt-developer-mode.png)](#26a215dbd5b555ada4dcea628fafe089-lightbox) 2. Click the Customer.io connector to make it a source. [![Selecting source from a conversation](https://docs.customer.io/images/chatgpt-source.png)](#bf984264996fe901aec7a1895faa1478-lightbox)  Direct ChatGPT to use the Customer.io connector For best results, clearly ask ChatGPT to use the Customer.io connector (and not built-in tools) in your conversation, and specify any steps you want it to follow. #### Troubleshooting[](#troubleshooting) If you run into the error “This MCP server doesn’t implement our specification,” then the connector is missing a required tool or [“Developer Mode”](#enable-developer-mode) hasn’t been enabled on your ChatGPT account. Check with your ChatGPT administrator to update the connector. For more on troubleshooting, check out [OpenAI’s info on connectors](https://help.openai.com/en/articles/11487775-connectors-in-chatgpt#h_896476b93e). ### Claude Desktop and similar tools[](#claude-desktop-and-similar-tools) The instructions below focus on Claude Desktop, but the exact way you’ll set up Customer.io MCP support depends on the tool you use. You’ll need the URL of our MCP server for any tool you use: `https://mcp.customer.io/mcp` for our US region or `https://mcp-eu.customer.io/mcp` if your Customer.io account is in the EU.  Make sure you have the proper permissions to integrate MCP support is not available on Claude’s free plan. **You need a paid Claude plan** to use MCP connectors like Customer.io’s. #### Use a pre-built connector[](#use-a-pre-built-connector) Claude Desktop has pre-built Customer.io connectors that you can enable without requiring custom setup. There are two connectors available: **Customer.io** (for US-region accounts) and **Customer.io EU** (for EU-region accounts). Make sure you pick the connector that matches the region your account is in. 1. In Claude Desktop, go to **Settings** > **Connectors**. 2. Find and enable the **Customer.io** connector from the list. If you don’t see it, your organization may need to approve the connector. Contact your IT admin to enable it. [![claude's connectors page showing the Customer.io connector](https://docs.customer.io/images/mcp-claude-setup.png)](#8c15ee1c998c05665cb7aa498470d0f4-lightbox) 3. Click **Connect** and authenticate with Customer.io. 4. 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](https://docs.customer.io/images/mcp-pick-workspaces.png)](#b7109d068223de20f0a6711c0a00b1cf-lightbox) #### Add a custom connector[](#add-a-custom-connector) If you can’t find the pre-built connector or you use a different tool that supports MCP, you can add Customer.io as a custom connector. 1. In Claude Desktop, go to **Settings** > **Connectors** and click **Add custom connector**. 2. Add the MCP server URL: `https://mcp.customer.io/mcp` or `https://mcp-eu.customer.io/mcp` if your Customer.io account is in the EU. If your application requires you to set a `type` or transport method, make sure you set it to `http`. We don’t support the server-sent events (`sse`) transport. 3. Click **Connect**. 4. 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](https://docs.customer.io/images/mcp-pick-workspaces.png)](#b7109d068223de20f0a6711c0a00b1cf-lightbox) ### Cursor and other IDEs (Windsurf, VS Code, etc)[](#cursor-and-other-ides-windsurf-vs-code-etc) Adding MCP support to your integrated development environment (IDE) depends on whether you use Cursor—for which we have a one-click setup—or another tool like Windsurf. [![The MCP section of the personal settings page showing a button to enable MCP support for Cursor](https://docs.customer.io/images/personal-settings-mcp.png)](#b491e817eb10f2111fd14325638a8b83-lightbox) 1. Go to [Settings > **Personal Settings**](https://fly.customer.io/settings/personal/). 2. Click the **Cursor** tab and enable support for your IDE: * If you use *Cursor*, click **Add to Cursor**. * If you use another tool like *Windsurf*, you’ll add some JSON to your MCP file. The example below is for Cursor; the exact JSON for your tool might change but, no matter which tool you use, you’ll need to add our MCP `url`: `https://mcp.customer.io/mcp` for our US region or `https://mcp-eu.customer.io/mcp` if your Customer.io account is in the EU. * If your application requires you to set the `type`, make sure you set it to `http`. We don’t support the server-sent events (`sse`) transport. ```json { "mcpServers": { "CustomerIO": { "type": "http", "url": "https://mcp.customer.io/mcp" } } } ``` 3. When you’ve added MCP support, your IDE will show that you need to login or authenticate with Customer.io. In Cursor, you’ll click **Needs Login** to authenticate with Customer.io. 4. 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](https://docs.customer.io/images/mcp-pick-workspaces.png)](#b7109d068223de20f0a6711c0a00b1cf-lightbox) ## Find your workspace[](#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](https://docs.customer.io/images/workspace-name-and-id.png)](#1d50ed57282137f499ab3fd99d679b8f-lightbox) ## See MCP sessions[](#see-mcp-sessions) We log MCP sessions so you can control and revoke your own MCP sessions. 1. Go to [**Settings** > **Personal Settings**](https://fly.customer.io/settings/personal/). 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](https://docs.customer.io/images/mcp-token-revoke.png)](#cee3c5829ae7b132b314e43f88c41989-lightbox) ## Install and troubleshoot SDK integrations[](#install-and-troubleshoot-sdk-integrations) The `integration` tool is one of the most powerful ways to use our MCP server. It can help you install and troubleshoot any of our SDK-based integrations, including [mobile SDKs](/integrations/sdk/) or any of our web-based integrations like Node.js. You can ask questions like: * *Can you help me integrate with the Customer.io SDK for iOS?* * *My users aren’t receiving push notifications on Android. Can you help me troubleshoot?* The tool will help you update your code and return detailed steps to help you find and troubleshoot issues.