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Customer.io MCP Server for Claude

Manage Customer.io from Claude — create segments, inspect customer profiles, send broadcasts and campaigns, work with journeys, and access the full Journeys UI and CDP Data Pipelines APIs — with the official Customer.io remote MCP server.

HarnessClaude CodeCodexCursorClaude Desktop
Review first review before installing

Open the source and read safety notes before installing.

Safety notes

  • The server exposes three tool categories: read (GET), write (POST/PUT/PATCH), and delete (DELETE) — approve each independently.
  • By default, the MCP server cannot delete customer profiles or modify live active campaigns — only create new items — reducing accidental audience impact.
  • Write and delete tools can trigger real sends and modify live data; review Claude's proposed actions before confirming.

Privacy notes

  • Customer profiles, segment definitions, journey configurations, and campaign data from your Customer.io workspace are surfaced in Claude's context.
  • Customer.io's MCP server is authenticated via OAuth — no API keys are stored in your MCP config.

Prerequisites

  • A Customer.io account — authenticate via OAuth when prompted on first tool use.
  • EU customers should use `https://mcp-eu.customer.io/mcp` instead of the US endpoint.
  • An MCP client such as Claude Code or Claude Desktop (MCP requires a paid Claude plan).

Schema details

Install type
cli
Troubleshooting
No
Collection metadata
Estimated setup
5 minutes
Difficulty
beginner
Tool listing metadata
Full copyable content
{
  "mcpServers": {
    "customerio": {
      "type": "http",
      "url": "https://mcp.customer.io/mcp"
    }
  }
}

About this resource

Overview

The Customer.io MCP Server is the official Model Context Protocol server from Customer.io. It gives Claude direct access to your Customer.io workspace — segments, customer profiles, campaigns, broadcasts, journeys, and the full Journeys UI and CDP Data Pipelines APIs — through natural language. Authentication is via OAuth with your Customer.io account; no API keys are required.

The server exposes three tool categories — read, write, and delete — so you can approve each category independently. By default, editing or deleting active campaigns and segments is restricted to prevent accidental audience changes.

Key capabilities

  • Customer segments — create and manage segments using customer attributes and behavioral data.
  • Customer profiles — inspect individual profiles, event history, and engagement patterns.
  • Campaigns & broadcasts — create and send targeted broadcasts with personalization data.
  • Journeys — build and manage multi-step messaging journeys.
  • Full API access — the Journeys UI API and CDP Data Pipelines API are exposed via three tool categories: cio_read_api (GET), cio_write_api (POST/PUT/PATCH), and cio_delete_api (DELETE).
  • Delivery metrics — retrieve real-time delivery and engagement metrics.

How it compares

Server Lifecycle messaging Segments Journey builder Campaign management Auth
Customer.io MCP Yes Yes Yes Yes OAuth
Klaviyo MCP Yes Yes Limited Yes API key
Braze MCP Yes Yes Yes Yes API key
Mailchimp MCP Email only Yes Limited Yes OAuth

Customer.io's MCP is notable for exposing the full API surface (read + write + delete) with explicit per-category permission controls, making it suitable for both analyst (read-only) and operator (full access) workflows.

Installation

Claude Code (OAuth)

claude mcp add --transport http customerio https://mcp.customer.io/mcp

Run /mcp in Claude Code to authenticate via OAuth with your Customer.io account.

Claude Desktop

Go to Settings → Connectors and add the Customer.io MCP connection, or manually add the server:

{
  "mcpServers": {
    "customerio": {
      "type": "http",
      "url": "https://mcp.customer.io/mcp"
    }
  }
}

EU region

Use https://mcp-eu.customer.io/mcp instead of the US endpoint.

Requirements

  • A Customer.io account.
  • A paid Claude plan (MCP is not available on Claude's free tier).
  • An MCP client (Claude Code or Claude Desktop).

Security

  • OAuth authentication — no API keys to manage or rotate.
  • Approve read, write, and delete tool categories independently.
  • Default restrictions prevent deleting profiles and editing live active campaigns.

Source Verification Notes

Verified on 2026-06-18:

  • Customer.io's MCP getting-started guide at docs.customer.io/ai/mcp/get-started/ confirms the US and EU endpoints, OAuth auth, three API tool categories, and the default restrictions on editing live data.
  • Customer.io's MCP integration page confirms full Journeys UI API + CDP Data Pipelines API access and the three-tool architecture.
  • Customer.io's Claude setup guide at docs.customer.io/ai/mcp/claude/ documents the HTTP transport and Claude Code installation pattern.
  • Claude Code's MCP documentation describes the --transport http installation pattern used above.

Source citations

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How it compares

Customer.io MCP Server for Claude side by side with 3 alternatives on trust, install, platform support, and disclosed safety notes — all from reviewed registry metadata.

FieldCustomer.io MCP Server for Claude

Manage Customer.io from Claude — create segments, inspect customer profiles, send broadcasts and campaigns, work with journeys, and access the full Journeys UI and CDP Data Pipelines APIs — with the official Customer.io remote MCP server.

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Trust
Install riskReview firstLow riskReview firstReview first
Notes Safety Privacy Safety Privacy Safety Privacy Safety Privacy
Categorymcpmcpmcpmcp
Sourcesource-backedfirst-partysource-backedsource-backed
AuthorCustomer.ioHubSpotAgentTrustAirbyte
Added2026-06-182025-09-182026-06-142026-06-18
Platforms
Claude CodeCodexCursorClaude Desktop
Claude CodeClaude Desktop
Claude CodeClaude Desktop
Claude CodeClaude Desktop
Source repo
Safety notesThe server exposes three tool categories: read (GET), write (POST/PUT/PATCH), and delete (DELETE) — approve each independently. By default, the MCP server cannot delete customer profiles or modify live active campaigns — only create new items — reducing accidental audience impact. Write and delete tools can trigger real sends and modify live data; review Claude's proposed actions before confirming.Scope HubSpot CRM permissions and test writes against non-critical objects before enabling contact, company, or deal updates.Email tools can send outbound mail from your `@agenttrust.ai` address. Messaging tools can contact other agents and escalate to humans via HITL flows. Drive tools upload, download, and delete files—confirm destructive operations. Ed25519 signing keys are generated locally; back up `~/.agenttrust` before rotation.The server is hosted and managed by Airbyte — credentials for connected services are entered via browser OAuth flows or secure forms, never in the AI chat. Depending on the connector, the MCP can create and update records (not just read) — review Claude's proposed actions before confirming writes. Access is scoped by the permissions granted during OAuth; use least-privilege scopes for each connected service.
Privacy notesCustomer profiles, segment definitions, journey configurations, and campaign data from your Customer.io workspace are surfaced in Claude's context. Customer.io's MCP server is authenticated via OAuth — no API keys are stored in your MCP config.Contacts, companies, deals, tickets, communication history, and CRM metadata may be exposed through tool calls.Email bodies, attachments, messages, and uploaded files are processed by AgentTrust. Signing keys and API keys are stored locally with 0600 permissions but still require host protection. Outbound email from address is enforced server-side to your agent's `@agenttrust.ai` identity.Data retrieved from connected services (contacts, deals, invoices, messages) is surfaced in Claude's context. All credential flows are browser-based and never transmitted through the AI chat interface.
Prerequisites
  • A Customer.io account — authenticate via OAuth when prompted on first tool use.
  • EU customers should use `https://mcp-eu.customer.io/mcp` instead of the US endpoint.
  • An MCP client such as Claude Code or Claude Desktop (MCP requires a paid Claude plan).
  • HubSpot account (sign up at https://www.hubspot.com if needed)
  • OAuth authentication support (required for secure access to HubSpot CRM data)
  • HTTP transport support (remote MCP server at https://mcp.hubspot.com/anthropic)
  • Internet connection (remote HubSpot API access required)
  • AgentTrust account with a registered agent and API key (`atk_...`).
  • Node.js for the `@agenttrust/mcp-server` npm package.
  • Claude Desktop, Claude Code, Cursor, or another MCP client with stdio transport.
  • Optional interactive setup via `npx @agenttrust/mcp-server init` for Ed25519 signing keys.
  • An Airbyte account (free to start) and connected data sources.
  • Authenticate via OAuth on first tool use — credentials for third-party services are entered in the browser, not in the chat.
  • An MCP client such as Claude Code or Claude Desktop.
Install
claude mcp add --transport http customerio https://mcp.customer.io/mcp
claude mcp list && claude mcp status hubspot
claude mcp add agenttrust -- npx -y @agenttrust/mcp-server
claude mcp add --transport http airbyte-agent https://mcp.airbyte.ai/mcp
Config
{
  "mcpServers": {
    "customerio": {
      "type": "http",
      "url": "https://mcp.customer.io/mcp"
    }
  }
}
{
  "mcpServers": {
    "hubspot": {
      "url": "https://mcp.hubspot.com/anthropic",
      "type": "http"
    }
  }
}
{
  "mcpServers": {
    "agenttrust": {
      "command": "npx",
      "args": ["-y", "@agenttrust/mcp-server"],
      "env": {
        "AGENTTRUST_API_KEY": "atk_your_key_here",
        "AGENTTRUST_ENDPOINT": "https://agenttrust.ai"
      }
    }
  }
}
{
  "mcpServers": {
    "airbyte-agent": {
      "type": "http",
      "url": "https://mcp.airbyte.ai/mcp"
    }
  }
}
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