Customerly MCP server

Customer Support · remote · Pending first check · Docs checked 2026-11-02

Customerly has an official hosted MCP server at https://mcp.customerly.io/mcp. It uses OAuth for Claude on the web and in Claude Desktop (no client id or secret). Claude Code uses an API key as a bearer token over HTTP. Agents can use: contacts and companies, inbox conversations and replies, help center articles.

Works in: ClaudeClaude Code
Sources: Claude · Claude Code, checked 2026-11-02
Access: Read + write
Credits: Credits not confirmed
Plan: Not confirmed
Setup: Needs admin or IT
An admin or IT has to act first, for example by approving or enabling the integration. Don't plan on connecting it alone. Source: docs.customerly.io, checked 2026-11-02
Useful for: Customer success, Marketing

Customerly MCP endpoint and transport

https://mcp.customerly.io/mcp

Transport: HTTP
Docs: Official Customerly MCP docs

Connect Customerly without code

Customerly's docs confirm it works in Claude. You don't need a terminal or a config file. Check Customerly's docs first: some vendors give you a personal URL or an API key to use in place of the plain endpoint.

Claude (web and desktop app)

If Customerly shows up when you browse connectors in Claude, connect it from there instead. That skips steps 2 to 4.

In Claude, open Customize → Connectors.
Click + Add, then Add custom connector.
Name it “Customerly”, paste the server URL https://mcp.customerly.io/mcp, and click Continue.
Review the sign-in settings Claude detected and click Add.
Click Connect and sign in to Customerly. Then ask Claude something like “What can the Customerly connector do?”

On Team and Enterprise plans, an Owner adds the connector first under Organization settings → Connectors → Add → Custom → Web. Each person then connects it from Customize → Connectors. Free plans can add one custom connector.

Steps from the Claude Help Center: support.claude.com, checked 2026-10-16

From Customerly's docs: In Claude on the web or in Claude Desktop, add https://mcp.customerly.io/mcp. Leave the OAuth client id and secret empty. You need Administrator access to the workspace. Set each resource to no access, read only, or full access. Claude Code can connect with an API key as a bearer token.Source: docs.customerly.io, checked 2026-11-02

Developer setup (Claude Code, Cursor)

Add this to .mcp.json (Claude Code, project root) or ~/.cursor/mcp.json (Cursor). Remove the // comment line if your client requires strict JSON.

{
  "mcpServers": {
    "customerly": {
      "url": "https://mcp.customerly.io/mcp"
      // headless alternative: "headers": { "Authorization": "Bearer YOUR_CUSTOMERLY_API_KEY" }
    }
  }
}

Add the endpoint to your client config (above), or as a custom connector in Claude.
Complete the OAuth sign-in. In Claude Code, run /mcp and pick the server.
Test it with a prompt like: “List the tools the Customerly MCP server exposes.”

Customerly MCP authentication

OAuth for Claude on the web and in Claude Desktop (no client id or secret). Claude Code uses an API key as a bearer token.

What it can change

Read + write Some Customerly MCP tools change data, not just read it.

Things it can do in your Customerly account:

creates, edits, and deletes help center articles
replies to conversations
creates, edits, and deletes contacts and companies when full access is granted

Source: docs.customerly.io, checked 2026-11-02

Review each change before you approve it, especially anything that sends messages or edits records other people rely on.

Cost and credits

Not confirmed Customerly's docs don't say whether MCP calls use credits or paid usage.

Plan required

Not confirmed Customerly's docs don't name a minimum plan for the MCP server.

Admin and governance

Controls Customerly itself provides. Settings inside Claude or ChatGPT aren't counted here.

An admin must approve or enable the connectionYesSource: docs.customerly.io, checked 2026-11-02
Scopes or permissions can limit what it reachesYesSource: docs.customerly.io, checked 2026-11-02
Individual tools can be turned offNot confirmed
MCP activity shows in an audit logNot confirmed

What the Customerly MCP server can do

contacts and companies
inbox conversations and replies
help center articles
lists, outbound emails, flows, insights, and surveys

Customerly MCP status

Pending first check Not in the daily check yet. See all endpoint status.

Customerly MCP FAQ

What is the Customerly MCP server URL?

https://mcp.customerly.io/mcp

How does Customerly MCP authenticate?

OAuth for Claude on the web and in Claude Desktop (no client id or secret). Claude Code uses an API key as a bearer token.

Which apps does Customerly MCP work with?

Customerly's docs confirm it works in Claude and Claude Code. Other apps aren't confirmed in the docs yet.

Can I connect Customerly MCP on my own?

Not always. The vendor's setup notes say an admin or IT has to act first, for example by approving or enabling the integration. See the setup notes on this page.

Can I use Customerly in Claude without code?

Yes. Customerly's docs confirm it works in Claude. Add it as a connector in the app settings and sign in. No terminal or config file needed.

Can the Customerly MCP server change my data?

Yes. Some tools change data, for example: creates, edits, and deletes help center articles, replies to conversations, creates, edits, and deletes contacts and companies when full access is granted. Review each change before you approve it.

Is the Customerly MCP server official?

Yes. It's documented on docs.customerly.io, last checked 2026-11-02.

Related MCP servers

Intercom (Customer Support)
Fireflies (Conversation Intelligence)
Gong (Conversation Intelligence)
Granola (Conversation Intelligence)

Build a recipe with Customerly: add your other tools and get a prompt for your assistant.

See all call recording and support tools with official MCP servers.

Something out of date on this page? Report a correction, with a link to the vendor page that shows the right information.