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How to connect Customerio to Claude

Connect Claude Web, Desktop and Cowork to Customerio MCP. List all segments in your workspace, get delivery metrics for last week's emails, and more using natural language, with authentication handled for you.

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Customer.io is a customer engagement platform for targeted messaging across email, SMS, and push. Easily automate, segment, and track communications with your audience.

23 Tools

Introduction

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Customerio account to Claude via Composio Connect, enabling it to list all segments in your workspace, get delivery metrics for last week's emails, show all people in VIP customer segment, and more such actions on your behalf without compromising your account security.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

Also integrate Customerio with

ChatGPT WorkAntigravityOpenAI Agents SDKClaude Agent SDKClaude CodeCodexOpenClawHermesGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAIPydantic AIAutoGen

Connecting Customerio to Claude Web, Desktop, and Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

3. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Web, Desktop, and Cowork

4. Connect your Customerio account

Back in Claude, ask it to connect to Customerio or give it any Customerio-related task.

For example, ask Claude to:

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

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Claude, and your Customerio account is ready to use.

What is the Customerio Claude Connector, 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.

Troubleshooting

1. Why does Claude not use the Composio connector for Customerio?

The connector can show as connected, but Claude must use it in each Customerio conversation.

  • Click + at the lower left of the chat, or type /.
  • Hover Connectors.
  • Turn on Composio.
  • Ask Claude to connect to Customerio again.

2. Why does Claude show an MCP server error before Customerio connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for Customerio.

  • Check that the connector URL is https://connect.composio.dev/mcp.
  • Connectors run from Anthropic's cloud, so your device network is usually not the problem.
  • Add the connector again from Customize > Connectors, then ask Claude to connect Customerio.
  • If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the Customerio authorization link not work?

The Composio connector is one server. Your Customerio account connects separately when Claude asks for it.

  • If the browser does not open, or the link expires, ask Claude to retry the Customerio connection.
  • Composio creates a fresh Customerio authorization link.
  • Open that link in your browser and finish the Customerio sign-in.

4. Why do Customerio actions fail after they worked before?

The Customerio connection can expire or lose permission.

  • Ask Claude to inspect the Customerio connection.
  • If the connection is unhealthy, disconnect it when Claude prompts you.
  • Reconnect the Customerio account and retry the action.
  • If Claude shows a permission prompt, approve it before Claude changes data in Customerio.
  • If the action still fails with a permission error, check that the connected account has that permission in Customerio itself.

5. How do I switch to a different Customerio account?

Claude can manage the Customerio connection for you.

  • Ask Claude to disconnect or delete the current Customerio account.
  • Ask Claude to connect Customerio again.
  • Open the new Composio authorization link for Customerio.
  • Sign in with the other Customerio account in the browser.
  • After the account connects, ask Claude to retry the Customerio task.

6. Why is my Customerio connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your Customerio connection works in Claude Web, Desktop, and Cowork.

  • In Claude Desktop, open Customize > Connectors.
  • Next to Composio, click ⋮ and click Clear cache.
  • If Customerio tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
  • On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect Customerio.
TOOLS

Supported Tools

Every Customerio action and event your agent gets out of the box.

Add Person to Group

Tool to add people to a group in Customer.

Create Profile Alias

Tool to create an alias to merge multiple profiles in Customer.

Suppress Customer Profile

Suppress a customer profile to permanently delete it and prevent re-adding with the same identifier.

Get Integrations

Tool to retrieve a list of integrations in your workspace.

Get Messages

Tool to retrieve a list of messages sent from your workspace.

Get Segment Details

Tool to retrieve details of a specific segment.

Get Segment Membership

Tool to retrieve people in a specific segment.

Get Segments

Tool to retrieve a list of segments in your workspace.

Get Trigger

Retrieves details about a specific API-triggered broadcast, including trigger ID, campaign ID, creation timestamp, recipient filter criteria, and personalization data.

Get Broadcast Triggers

Retrieve all API trigger instances for a specific broadcast/campaign.

Get Customer.io Workspace Webhooks

Retrieves all reporting webhook configurations from the Customer.

Identify Person

Tool to identify a person and assign traits to them in Customer.

List Collections

Tool to list all Collections metadata.

List IP Addresses

Tool to retrieve the list of IP addresses used by Customer.

List Newsletters

Tool to list all newsletters.

List Snippets

Tool to list all snippets in your workspace.

List Transactional Messages

Lists all transactional message templates in your Customer.

Send Batch CDP Calls

Send multiple CDP calls (identify, track, page, screen, group, alias) in a single batch request.

Track Event

Tool to send an event associated with a person in Customer.

Track Page View

Tool to track page view events for website visitors in Customer.

Track Screen View

Track mobile screen views in Customer.

Trigger Broadcast

Manually trigger a Customer.

Unsubscribe from Delivery

Tool to handle custom unsubscribe requests for email deliveries in Customer.

FRAMEWORKS

How to build Customerio MCP Agent with another framework

ChatGPT Work logo

ChatGPT Work

Use Customerio MCP with ChatGPT Work

Antigravity logo

Antigravity

Use Customerio MCP with Antigravity

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Customerio MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Customerio MCP with Claude Agent SDK

Claude Code logo

Claude Code

Use Customerio MCP with Claude Code

Codex logo

Codex

Use Customerio MCP with Codex

OpenClaw logo

OpenClaw

Use Customerio MCP with OpenClaw

Hermes logo

Hermes

Use Customerio MCP with Hermes

Google ADK logo

Google ADK

Use Customerio MCP with Google ADK

LangChain logo

LangChain

Use Customerio MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Customerio MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Customerio MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Customerio MCP with LlamaIndex

CrewAI logo

CrewAI

Use Customerio MCP with CrewAI

Pydantic AI logo

Pydantic AI

Use Customerio MCP with Pydantic AI

AutoGen logo

AutoGen

Use Customerio MCP with AutoGen

FAQ

Frequently asked questions

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.

Yes, you can. Claude Cowork 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.

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.

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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