# Customerly MCP server

Page: https://mcpforgtm.com/tools/customerly
Category: Customer Support (Conversations)
Last verified: 2026-11-02

## Server

- Endpoint: https://mcp.customerly.io/mcp
- Transport: HTTP
- Auth: 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.
- Official docs: https://docs.customerly.io/en/articles/63988-connect-customerly-mcp-to-claude
- Status: Pending first check. Not in the daily check yet.

## Works in

- Claude: Yes (source: https://docs.customerly.io/en/articles/63988-connect-customerly-mcp-to-claude, checked 2026-11-02)
- ChatGPT: Not confirmed
- Claude Code: Yes (source: https://docs.customerly.io/en/articles/53574-connect-customerly-to-claude-code-via-mcp, checked 2026-11-02)
- Cursor: Not confirmed
- GitHub Copilot: Not confirmed

Setup notes 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: https://docs.customerly.io/en/articles/63988-connect-customerly-mcp-to-claude, checked 2026-11-02)

## What it can change

Access: Read + write (source: https://docs.customerly.io/en/articles/63988-connect-customerly-mcp-to-claude, checked 2026-11-02)

Write actions (source: https://docs.customerly.io/en/articles/63988-connect-customerly-mcp-to-claude, checked 2026-11-02):

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

## Cost and credits

Credits: Not confirmed

## Plan required

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: https://docs.customerly.io/en/articles/63988-connect-customerly-mcp-to-claude, checked 2026-11-02)

## Watch out

- An admin or IT has to approve or enable it before you can connect.
- It can change data (3 documented write actions). Approve each change.
- Credit use isn't confirmed. Check before large runs.
- The plan it needs isn't confirmed.

## Admin and governance

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

- An admin must approve or enable the connection: Yes (source: https://docs.customerly.io/en/articles/63988-connect-customerly-mcp-to-claude, checked 2026-11-02)
- Scopes or permissions can limit what it reaches: Yes (source: https://docs.customerly.io/en/articles/63988-connect-customerly-mcp-to-claude, checked 2026-11-02)
- Individual tools can be turned off: Not confirmed
- MCP activity shows in an audit log: Not confirmed

## What agents can use

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

## Useful for

Customer success, Marketing

## Related MCP servers

- Intercom (Customer Support): https://mcpforgtm.com/tools/intercom.md
- Fireflies (Conversation Intelligence): https://mcpforgtm.com/tools/fireflies.md
- Gong (Conversation Intelligence): https://mcpforgtm.com/tools/gong.md
- Granola (Conversation Intelligence): https://mcpforgtm.com/tools/granola.md

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"Not confirmed" means the vendor's docs don't settle the question. It doesn't mean no.
Source of these facts: StackMCP, an independent directory of official MCP servers (https://mcpforgtm.com/about).