How to integrate Customerio MCP with Claude Code

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Introduction

Manage your Customerio directly from Claude Code with zero worries about OAuth hassles, API-breaking issues, or reliability and security concerns.

You can do this in two different ways:

  1. Via Rube - Direct and easiest approach
  2. Via Composio SDK - Programmatic approach with more control

Why Rube?

Rube is a universal MCP server with access to 850+ SaaS apps. It ensures just-in-time tool loading so Claude can access the tools it needs, a remote workbench for programmatic tool calling and handling large tool responses out of the LLM context window, ensuring the LLM context window remains clean.

Connect Customerio to Claude Code with Rube

1. Get the MCP URL

Copy and paste the below command in Claude Code to add Rube MCP.

Terminal

2. Authenticate Rube

Run /mcp to view Rube

bash
/mcp
Run /mcp to view Rube in Claude Code
Click on Rube to authenticate
Authentication flow complete

3. Ensure it's connected

Run /mcp again to verify the connection. Now, do whatever you want with Claude Code and Customerio.

Rube connected successfully

Supported Tools & Triggers

Tools
Suppress Customer ProfileTool to suppress a person.
Get IntegrationsTool to retrieve a list of integrations in your workspace.
Get MessagesTool to retrieve a list of messages sent from your workspace.
Get Segment DetailsTool to retrieve details of a specific segment.
Get Segment MembershipTool to retrieve people in a specific segment.
Get SegmentsTool to retrieve a list of segments in your workspace.
Get TriggerTool to retrieve details about a specific trigger.
Get TriggersTool to retrieve a list of triggers for a specific broadcast.
Get Customer.io Workspace WebhooksTool to retrieve a list of webhooks.
List CollectionsTool to list all collections metadata.
List NewslettersTool to list all newsletters.
List SnippetsTool to list all snippets in your workspace.
List Transactional MessagesTool to list all transactional message templates.
Trigger BroadcastTool to manually trigger a broadcast.

What is the Customerio MCP server, and what's possible with it?

The Customerio MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Customer.io account. It provides structured and secure access to your customer engagement workspace, allowing your agent to send targeted communications, manage segments, retrieve messaging analytics, and automate customer data management on your behalf.

  • Targeted message analytics and tracking: Retrieve detailed lists of messages sent, including delivery metrics, to monitor campaign performance and engagement.
  • Segment discovery and membership management: Let your agent fetch all segments, get details for a specific segment, and list all customers in a segment for precise audience targeting.
  • Integration and webhook management: Have your agent list and review all integrations and webhooks in your workspace to streamline system connectivity and reporting.
  • Customer profile suppression: Direct your agent to permanently suppress (delete and block) customer profiles, ensuring compliance and data privacy.
  • Collection metadata retrieval: Retrieve up-to-date details for all collections in your workspace, keeping your AI-powered workflows and automations in sync with your data sources.

Connecting Customerio via Tool Router

Tool Router is the underlying tech that powers Rube. It's a universal gateway that does everything Rube does but with much more programmatic control. You can programmatically generate an MCP URL with the app you need (here Customerio) for even more tool search precision. It's secure and reliable.

How the Tool Router works

The Tool Router follows a three-phase workflow:

  1. Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
  2. Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
  3. Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Prerequisites

Before starting, make sure you have:
  • Claude Pro, Max, or API billing enabled Anthropic account
  • Composio API Key
  • A Customerio account
  • Basic knowledge of Python or TypeScript

Install Claude Code

bash
# macOS, Linux, WSL
curl -fsSL https://claude.ai/install.sh | bash

# Windows PowerShell
irm https://claude.ai/install.ps1 | iex

# Windows CMD
curl -fsSL https://claude.ai/install.cmd -o install.cmd && install.cmd && del install.cmd

To install Claude Code, use one of the following methods based on your operating system:

Set up Claude Code

bash
cd your-project-folder
claude

Open a terminal, go to your project folder, and start Claude Code:

  • Claude Code will open in your terminal
  • Follow the prompts to sign in with your Anthropic account
  • Complete the authentication flow
  • Once authenticated, you can start using Claude Code
Claude Code initial setup showing sign-in prompt
Claude Code terminal after successful login

Set up environment variables

bash
COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here

Create a .env file in your project root with the following variables:

  • COMPOSIO_API_KEY authenticates with Composio (get it from Composio dashboard)
  • USER_ID identifies the user for session management (use any unique identifier)

Install Composio library

pip install composio-core python-dotenv

Install the Composio Python library to create MCP sessions.

  • composio-core provides the core Composio functionality
  • python-dotenv loads environment variables from your .env file

Generate Composio MCP URL

import os
from composio import Composio
from dotenv import load_dotenv

load_dotenv()

COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
USER_ID = os.getenv("USER_ID")

composio_client = Composio(api_key=COMPOSIO_API_KEY)

composio_session = composio_client.create(
    user_id=USER_ID,
    toolkits=["customerio"],
)

COMPOSIO_MCP_URL = composio_session.mcp.url

print(f"MCP URL: {COMPOSIO_MCP_URL}")
print(f"\nUse this command to add to Claude Code:")
print(f'claude mcp add --transport http customerio-composio "{COMPOSIO_MCP_URL}" --headers "X-API-Key:{COMPOSIO_API_KEY}"')

Create a script to generate a Composio MCP URL for Customerio. This URL will be used to connect Claude Code to Customerio.

What's happening:
  • We import the Composio client and load environment variables
  • Create a Composio instance with your API key
  • Call create() to create a Tool Router session for Customerio
  • The returned mcp.url is the MCP server URL that Claude Code will use
  • The script prints this URL so you can copy it

Run the script and copy the MCP URL

python generate_mcp_url.py

Run your Python script to generate the MCP URL.

  • The script connects to Composio and creates a Tool Router session
  • It prints the MCP URL and the exact command you need to run
  • Copy the entire claude mcp add command from the output

Add Customerio MCP to Claude Code

bash
claude mcp add --transport http customerio-composio "YOUR_MCP_URL_HERE" --headers "X-API-Key:YOUR_COMPOSIO_API_KEY"

# Then restart Claude Code
exit
claude

In your terminal, add the MCP server using the command from the previous step. The command format is:

  • claude mcp add registers a new MCP server with Claude Code
  • --transport http specifies that this is an HTTP-based MCP server
  • The server name (customerio-composio) is how you'll reference it
  • The URL points to your Composio Tool Router session
  • --headers includes your Composio API key for authentication

After running the command, close the current Claude Code session and start a new one for the changes to take effect.

Verify the installation

bash
claude mcp list

Check that your Customerio MCP server is properly configured.

  • This command lists all MCP servers registered with Claude Code
  • You should see your customerio-composio entry in the list
  • This confirms that Claude Code can now access Customerio tools

If everything is wired up, you should see your customerio-composio entry listed:

Claude Code MCP list showing the toolkit MCP server

Authenticate Customerio

The first time you try to use Customerio tools, you'll be prompted to authenticate.

  • Claude Code will detect that you need to authenticate with Customerio
  • It will show you an authentication link
  • Open the link in your browser (or copy/paste it)
  • Complete the Customerio authorization flow
  • Return to the terminal and start using Customerio through Claude Code

Once authenticated, you can ask Claude Code to perform Customerio operations in natural language. For example:

  • "List all segments in my workspace"
  • "Get delivery metrics for last week's emails"
  • "Show all people in VIP customer segment"

Complete Code

Here's the complete code to get you started with Customerio and Claude Code:

import os
from composio import Composio
from dotenv import load_dotenv

load_dotenv()

COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
USER_ID = os.getenv("USER_ID")

composio_client = Composio(api_key=COMPOSIO_API_KEY)

composio_session = composio_client.create(
    user_id=USER_ID,
    toolkits=["customerio"],
)

COMPOSIO_MCP_URL = composio_session.mcp.url

print(f"MCP URL: {COMPOSIO_MCP_URL}")
print(f"\nUse this command to add to Claude Code:")
print(f'claude mcp add --transport http customerio-composio "{COMPOSIO_MCP_URL}" --headers "X-API-Key:{COMPOSIO_API_KEY}"')

Conclusion

You've successfully integrated Customerio with Claude Code using Composio's MCP server. Now you can interact with Customerio directly from your terminal using natural language commands.

Key features of this setup:

  • Terminal-native experience without switching contexts
  • Natural language commands for Customerio operations
  • Secure authentication through Composio's managed MCP
  • Tool Router for dynamic tool discovery and execution

Next steps:

  • Try asking Claude Code to perform various Customerio operations
  • Add more toolkits to your Tool Router session for multi-app workflows
  • Integrate this setup into your development workflow for increased productivity

You can extend this by adding more toolkits, implementing custom workflows, or building automation scripts that leverage Claude Code's capabilities.

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FAQ

What are the differences in Tool Router MCP and Customerio MCP?

With a standalone Customerio MCP server, the agents and LLMs can only access a fixed set of Customerio tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Customerio and many other apps based on the task at hand, all through a single MCP endpoint.

Can I use Tool Router MCP with Claude Code?

Yes, you can. Claude Code fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Customerio tools.

Can I manage the permissions and scopes for Customerio while using Tool Router?

Yes, absolutely. You can configure which Customerio scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

How safe is my data with Composio Tool Router?

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Customerio data and credentials are handled as safely as possible.

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