Cursor and other IDEs

Updated

Connect your IDE to Customer.io MCP. We have a one-click setup for Cursor, plus instructions for any IDE that supports MCP (Windsurf, VS Code, and more).

Cursor (one-click setup)

Cursor has a one-click installer in your Customer.io personal settings.

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
  1. Go to Settings > Personal Settings.
  2. Click the Cursor tab and click Add to Cursor.
  3. In Cursor, click Needs Login to authenticate with Customer.io.
  4. Select the workspaces and permissions you want to grant access to and click Allow access. See permission scopes for details on permissions.
    The authorization screen where you select workspaces and set permission scopes for your MCP connection
    The authorization screen where you select workspaces and set permission scopes for your MCP connection

Windsurf, VS Code, and other MCP-capable IDEs

For any IDE that supports MCP, you can add Customer.io as a custom MCP server by editing your tool’s MCP configuration.

You’ll need our MCP server URL:

  • US region: https://mcp.customer.io/mcp
  • EU region: https://mcp-eu.customer.io/mcp

If your application requires you to set a type or transport method, set it to http. We don’t support the server-sent events (sse) transport type.

Add an entry like this to your MCP config (the example uses the US URL—swap for the EU URL if your account is in the EU):

{
  "mcpServers": {
    "CustomerIO": {
      "type": "http",
      "url": "https://mcp.customer.io/mcp"
    }
  }
}

After you save the config, your IDE will prompt you to authenticate with Customer.io. Select the workspaces and permissions you want to grant access to and click Allow access. See permission scopes for details on permissions.

The authorization screen where you select workspaces and set permission scopes for your MCP connection
The authorization screen where you select workspaces and set permission scopes for your MCP connection

Find your workspace

When you use Customer.io MCP, you’ll need to tell your AI tool which workspace to work in. You can select a workspace by name or by ID.

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

Manage your MCP sessions

To see active sessions or revoke a connection, go to Settings > Personal Settings and click View sessions under Connected clients. Revoking a session ends it immediately and forces the client to re-authenticate.

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