# How to connect Customerio to Claude Cowork

```json
{
  "title": "How to connect Customerio to Claude Cowork",
  "toolkit": "Customerio",
  "toolkit_slug": "customerio",
  "framework": "Claude Cowork",
  "framework_slug": "claude-cowork",
  "url": "https://composio.dev/toolkits/customerio/framework/claude-cowork",
  "markdown_url": "https://composio.dev/toolkits/customerio/framework/claude-cowork.md",
  "updated_at": "2026-05-12T10:08:00.753Z"
}
```

## 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

- [ChatGPT](https://composio.dev/toolkits/customerio/framework/chatgpt)
- [OpenAI Agents SDK](https://composio.dev/toolkits/customerio/framework/open-ai-agents-sdk)
- [Claude Agent SDK](https://composio.dev/toolkits/customerio/framework/claude-agents-sdk)
- [Claude Code](https://composio.dev/toolkits/customerio/framework/claude-code)
- [Codex](https://composio.dev/toolkits/customerio/framework/codex)
- [OpenClaw](https://composio.dev/toolkits/customerio/framework/openclaw)
- [Hermes](https://composio.dev/toolkits/customerio/framework/hermes-agent)
- [CLI](https://composio.dev/toolkits/customerio/framework/cli)
- [Google ADK](https://composio.dev/toolkits/customerio/framework/google-adk)
- [LangChain](https://composio.dev/toolkits/customerio/framework/langchain)
- [Vercel AI SDK](https://composio.dev/toolkits/customerio/framework/ai-sdk)
- [Mastra AI](https://composio.dev/toolkits/customerio/framework/mastra-ai)
- [LlamaIndex](https://composio.dev/toolkits/customerio/framework/llama-index)
- [CrewAI](https://composio.dev/toolkits/customerio/framework/crew-ai)

## Connect Customerio to Claude Cowork

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

```bash
https://connect.composio.dev/mcp
```

## 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

| Tool slug | Name | Description |
|---|---|---|
| `CUSTOMERIO_ADD_PERSON_TO_GROUP` | Add Person to Group | Tool to add people to a group in Customer.io. Groups represent objects like companies, accounts, or projects that people belong to. Use when you need to establish relationships between people and organizational entities. |
| `CUSTOMERIO_CREATE_ALIAS` | Create Profile Alias | Tool to create an alias to merge multiple profiles in Customer.io. Use when you need to support multiple identifiers for a single person. The alias operation moves all data from the previous_id profile to the user_id profile, consolidating them into a single canonical profile. |
| `CUSTOMERIO_CUSTOMER_IO_SUPPRESS_PERSON` | Suppress Customer Profile | Suppress a customer profile to permanently delete it and prevent re-adding with the same identifier. IMPORTANT: This action requires Track API credentials (Basic Auth with siteId:apiKey), not App API credentials. Suppression also deletes the customer profile - you don't need to call a separate delete endpoint. Use this for GDPR/CCPA compliance requests. The operation is irreversible and prevents any future attempts to re-add a person with the same identifier (email or ID). |
| `CUSTOMERIO_GET_INTEGRATIONS` | Get Integrations | Tool to retrieve a list of integrations in your workspace. Use when you need to discover configured integrations. |
| `CUSTOMERIO_GET_MESSAGES` | Get Messages | Tool to retrieve a list of messages sent from your workspace. Use when you need paginated delivery metrics for messages, e.g., list email messages delivered between two timestamps. |
| `CUSTOMERIO_GET_SEGMENT_DETAILS` | Get Segment Details | Tool to retrieve details of a specific segment. Use after identifying the segment ID from list segments. |
| `CUSTOMERIO_GET_SEGMENT_MEMBERSHIP` | Get Segment Membership | Tool to retrieve people in a specific segment. Use when you need to page through segment membership after identifying segment ID. |
| `CUSTOMERIO_GET_SEGMENTS` | Get Segments | Tool to retrieve a list of segments in your workspace. Use when you need to fetch all segments after configuring segment rules. |
| `CUSTOMERIO_GET_TRIGGER` | Get Trigger | Retrieves details about a specific API-triggered broadcast, including trigger ID, campaign ID, creation timestamp, recipient filter criteria, and personalization data. Use this after triggering a broadcast to verify its configuration and check the data used for message personalization. |
| `CUSTOMERIO_GET_TRIGGERS` | Get Broadcast Triggers | Retrieve all API trigger instances for a specific broadcast/campaign. Returns trigger metadata including IDs, creation timestamps, and processing status. Use after triggering a broadcast to list all its trigger executions. |
| `CUSTOMERIO_GET_WEBHOOKS` | Get Customer.io Workspace Webhooks | Retrieves all reporting webhook configurations from the Customer.io workspace. Reporting webhooks send event notifications (message sent, opened, clicked, etc.) to your specified endpoints. Use this to list all configured webhooks and their settings including subscribed events, endpoints, and status. Returns an empty list if no webhooks are configured. |
| `CUSTOMERIO_IDENTIFY_PERSON` | Identify Person | Tool to identify a person and assign traits to them in Customer.io. Creates a new person profile if it doesn't exist, or updates an existing one. Use when adding new users, updating user profiles, or tracking anonymous visitors. Either user_id or anonymous_id must be provided. |
| `CUSTOMERIO_LIST_COLLECTIONS` | List Collections | Tool to list all Collections metadata. Use when you need to retrieve current details of each Collection in your workspace. |
| `CUSTOMERIO_LIST_IP_ADDRESSES` | List IP Addresses | Tool to retrieve the list of IP addresses used by Customer.io for sending messages. Use when you need to allowlist or configure firewall rules for Customer.io's sending infrastructure. |
| `CUSTOMERIO_LIST_NEWSLETTERS` | List Newsletters | Tool to list all newsletters. Use when paginating through newsletter metadata. |
| `CUSTOMERIO_LIST_SNIPPETS` | List Snippets | Tool to list all snippets in your workspace. Use when you need to retrieve all reusable content snippets for templating or dynamic content insertion. |
| `CUSTOMERIO_LIST_TRANSACTIONAL_MESSAGES` | List Transactional Messages | Lists all transactional message templates in your Customer.io workspace. Returns the ID and name (trigger name) for each template. Use this when you need to discover available transactional message templates or retrieve their IDs for sending messages via the API. |
| `CUSTOMERIO_SEND_BATCH` | Send Batch CDP Calls | Send multiple CDP calls (identify, track, page, screen, group, alias) in a single batch request. Use this to efficiently send multiple events or profile updates in one API call. The batch endpoint supports up to 500KB total with 32KB per individual call. Each call in the batch can be a different type (identify, track, page, screen, group, or alias). Requirements by call type: - identify/track/page/screen: Require userId or anonymousId - group: Requires groupId (and userId or anonymousId) - track: Requires event name - alias: Requires userId and previousId Note: This action uses the CDP API base URL (https://cdp.customer.io/v1) which differs from the Track API base URL used by some other Customer.io actions. |
| `CUSTOMERIO_TRACK_EVENT` | Track Event | Tool to send an event associated with a person in Customer.io. Records actions users take, along with properties that describe the action. Use when you need to track user behavior, conversions, or custom events for segmentation and campaigns. |
| `CUSTOMERIO_TRACK_PAGE` | Track Page View | Tool to track page view events for website visitors in Customer.io. Use when recording user navigation or page impressions on your website. IMPORTANT: This action requires CDP API credentials (Bearer token), not Track API or App API credentials. Either user_id or anonymous_id must be provided to identify the viewer. Include properties like url, title, and path to enrich analytics and segmentation capabilities. |
| `CUSTOMERIO_TRACK_SCREEN` | Track Screen View | Track mobile screen views in Customer.io for analytics and user journey tracking. Records when a user views a screen in your mobile app. Use this when you need to: - Track user navigation patterns in mobile apps - Record screen views for engagement analytics - Trigger workflows based on specific screen visits - Build user journey maps based on screen flow Requirements: - Provide either userId (for known users) or anonymousId (for anonymous users) - Screen name is required to identify which screen was viewed - Optionally include properties for additional context (platform, category, etc.) Note: This endpoint uses the CDP API (cdp.customer.io), not the standard App API. |
| `CUSTOMERIO_TRIGGER_BROADCAST` | Trigger Broadcast | Manually trigger a Customer.io broadcast/campaign to send messages to a defined audience. Use this when you need to: - Send a pre-configured broadcast to specific recipients (by ID or email) - Override the broadcast's default UI-defined audience with custom filtering - Provide personalization data for Liquid template variables - Send individualized content using per_user_data Requirements: - broadcast_id: Must be a valid broadcast ID from Customer.io (find in broadcast's Triggering Details) - Audience: Provide exactly ONE of: recipients, ids, emails, per_user_data, or data_file_url Rate Limits: This endpoint allows one request every 10 seconds per broadcast. |
| `CUSTOMERIO_UNSUBSCRIBE_DELIVERY` | Unsubscribe from Delivery | Tool to handle custom unsubscribe requests for email deliveries in Customer.io. Use when you need to unsubscribe a person from emails and attribute the action to a specific delivery. IMPORTANT: This action requires Track API credentials (Basic Auth with siteId:apiKey), not App API credentials. The unsubscribe action sets the person's unsubscribed attribute to true. |

## Supported Triggers

None listed.

## Creating MCP Server - Stand-alone vs Composio SDK

The Customerio MCP server connects Claude Cowork to your Customerio account through Composio. Once connected, Cowork can use the available Customerio tools and triggers to complete tasks on your behalf.

## Complete Code

None listed.

## How to build Customerio MCP Agent with another framework

- [ChatGPT](https://composio.dev/toolkits/customerio/framework/chatgpt)
- [OpenAI Agents SDK](https://composio.dev/toolkits/customerio/framework/open-ai-agents-sdk)
- [Claude Agent SDK](https://composio.dev/toolkits/customerio/framework/claude-agents-sdk)
- [Claude Code](https://composio.dev/toolkits/customerio/framework/claude-code)
- [Codex](https://composio.dev/toolkits/customerio/framework/codex)
- [OpenClaw](https://composio.dev/toolkits/customerio/framework/openclaw)
- [Hermes](https://composio.dev/toolkits/customerio/framework/hermes-agent)
- [CLI](https://composio.dev/toolkits/customerio/framework/cli)
- [Google ADK](https://composio.dev/toolkits/customerio/framework/google-adk)
- [LangChain](https://composio.dev/toolkits/customerio/framework/langchain)
- [Vercel AI SDK](https://composio.dev/toolkits/customerio/framework/ai-sdk)
- [Mastra AI](https://composio.dev/toolkits/customerio/framework/mastra-ai)
- [LlamaIndex](https://composio.dev/toolkits/customerio/framework/llama-index)
- [CrewAI](https://composio.dev/toolkits/customerio/framework/crew-ai)

## Related Toolkits

- [Reddit](https://composio.dev/toolkits/reddit) - Reddit is a social news platform with thriving user-driven communities (subreddits). It's the go-to place for discussion, content sharing, and viral marketing.
- [Facebook](https://composio.dev/toolkits/facebook) - Facebook is a social media and advertising platform for businesses and creators. It helps you connect, share, and manage content across your public Facebook Pages.
- [Linkedin](https://composio.dev/toolkits/linkedin) - LinkedIn is a professional networking platform for connecting, sharing content, and engaging with business opportunities. It's the go-to place for building your professional brand and unlocking new career connections.
- [Active campaign](https://composio.dev/toolkits/active_campaign) - ActiveCampaign is a marketing automation and CRM platform for managing email campaigns, sales pipelines, and customer segmentation. It helps businesses engage customers and drive growth through smart automation and targeted outreach.
- [ActiveTrail](https://composio.dev/toolkits/active_trail) - ActiveTrail is a user-friendly email marketing and automation platform. It helps you reach subscribers and automate campaigns with ease.
- [Ahrefs](https://composio.dev/toolkits/ahrefs) - Ahrefs is an SEO and marketing platform for site audits, keyword research, and competitor insights. It helps you improve search rankings and drive organic traffic.
- [Amcards](https://composio.dev/toolkits/amcards) - AMCards lets you create and mail personalized greeting cards online. Build stronger customer relationships with easy, automated card campaigns.
- [Beamer](https://composio.dev/toolkits/beamer) - Beamer is a news and changelog platform for in-app announcements and feature updates. It helps companies boost user engagement by sharing news where users are most active.
- [Benchmark email](https://composio.dev/toolkits/benchmark_email) - Benchmark Email is a platform for creating, sending, and tracking email campaigns. It's built to help you engage audiences and analyze results—all in one place.
- [Bigmailer](https://composio.dev/toolkits/bigmailer) - BigMailer is an email marketing platform for managing multiple brands with white-labeling and automation. It helps teams streamline campaigns and simplify integration with Amazon SES.
- [Brandfetch](https://composio.dev/toolkits/brandfetch) - Brandfetch is an API that delivers company logos, colors, and visual branding assets. It helps marketers and developers keep brand visuals consistent everywhere.
- [Brevo](https://composio.dev/toolkits/brevo) - Brevo is an all-in-one email and SMS marketing platform for transactional messaging, automation, and CRM. It helps businesses engage customers and streamline communications through powerful campaign tools.
- [Campayn](https://composio.dev/toolkits/campayn) - Campayn is an email marketing platform for creating, sending, and managing campaigns. It helps businesses engage contacts and grow audiences with easy-to-use tools.
- [Cardly](https://composio.dev/toolkits/cardly) - Cardly is a platform for creating and sending personalized direct mail to customers. It helps businesses break through the digital clutter by getting real engagement via physical mailboxes.
- [ClickSend](https://composio.dev/toolkits/clicksend) - ClickSend is a cloud-based SMS and email marketing platform for businesses. It streamlines communication by enabling quick message delivery and contact management.
- [Crustdata](https://composio.dev/toolkits/crustdata) - CrustData is an AI-powered data intelligence platform for real-time company and people data. It helps B2B sales teams, AI SDRs, and investors react to live business signals.
- [Curated](https://composio.dev/toolkits/curated) - Curated is a platform for collecting, curating, and publishing newsletters. It streamlines content aggregation and distribution for creators and teams.
- [Cutt ly](https://composio.dev/toolkits/cutt_ly) - Cutt.ly is a URL shortening service for managing and analyzing links. Streamline your workflows with quick, trackable, and branded short URLs.
- [Demio](https://composio.dev/toolkits/demio) - Demio is webinar software built for marketers, offering both live and automated sessions with interactive features. It helps teams engage audiences and optimize lead generation through detailed analytics.
- [Doppler marketing automation](https://composio.dev/toolkits/doppler_marketing_automation) - Doppler marketing automation is a platform for creating, sending, and tracking email campaigns. It helps you automate marketing workflows and manage subscriber lists for better engagement.

## Frequently Asked Questions

### 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.

---
[See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)