Customer.io

Claude setup

You can integrate Claude with Customer.io in your personal settings so you can engage your workspace through Claude conversations.

Install the plugin to add skills and commands

The Customer.io plugin for Claude adds the Customer.io connector along with skills that point Claude to the right Customer.io guidance for each task, plus four slash commands for common workflows. It works in Claude chat, Cowork, and Claude Code on Pro, Max, Team, and Enterprise plans. If you’re on Claude’s Free plan, or you only want the connector, follow the steps on this page.

Use the built-in connector

Customer.io is in Claude’s Connectors directory. A connector you add in claude.ai or the Claude desktop app is available in your chats on the web, desktop, and mobile, in Cowork, and in Claude Code when you sign in with the same Claude account.

  1. In Claude, go to Customize > Connectors and click Discover.

  2. Find and click Customer.io.

    Claude's Customize > Connectors page with Customer.io in the Discover search results

  3. Click Connect to Claude. If Claude asks for a server URL, enter our MCP server URL: https://mcp.customer.io/mcp.

    On a Team or Enterprise plan, an Owner of your Claude organization adds the connector for everyone. Until then, you see Request instead of Connect to Claude. If you’re an Owner, click Connect for your team to add it for everyone and connect your account.

  4. Sign in to Customer.io.

  5. Select the workspaces and permissions you want to grant access to, then 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

In a chat, click + in the message box and select Connectors to check that Customer.io is turned on for that conversation.

Set up a custom MCP connection

If you can’t use the directory connector, you can add Customer.io as a custom connector. On Claude’s Free plan, you can add one custom connector. On Team and Enterprise plans, only an Owner of your Claude organization can add a custom connector, in Organization settings > Connectors. Members then connect to it from Customize > Connectors.

You’ll need our MCP server URL: https://mcp.customer.io/mcp. You can use this URL for both US and EU accounts. When you sign in, Customer.io connects you to your account’s region.

If your tools don’t follow the redirect that sends EU requests to the EU region, use https://mcp-eu.customer.io/mcp instead.

If your tool asks for a transport type, choose Streamable HTTP, or set type to http in a configuration file. We don’t support the server-sent events (sse) transport type.

  1. In claude.ai or the Claude desktop app, go to Customize > Connectors and click Add custom connector.

  2. Enter the MCP server URL above and click Add.

  3. Click Connect and sign in to 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

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

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
Updated October 28, 2026