How to connect Customerio to Claude Cowork

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Claude Cowork logo
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Introduction

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Customerio account to Cowork 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.

Also integrate Customerio with

Connecting Customerio to Claude 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 Cowork

4. Connect your Customerio account

Back in Cowork, ask the agent to connect to Customerio or give it any Customerio-related task.

For example, ask Cowork 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 Cowork, and your Customerio account is ready to use.

What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Customerio through MCP without you sharing account credentials directly with the agent.

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.

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.

Available tools and triggers

After setup, the supported Customerio tools and triggers listed on this page are available to Cowork through Composio Connect.

You can now ask Cowork to handle Customerio workflows in natural language, from quick summaries and drafting tasks to more complex multi-step work across connected apps.

How to build Customerio MCP Agent with another framework

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 Cowork?

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.

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.

Used by agents from

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HubSpot
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Context
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HubSpot
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Never worry about agent reliability

We handle tool reliability, observability, and security so you never have to second-guess an agent action.