Customer Relation

Customerly MCP Server

Use Studio chat to drive this server — credentials stay in your workspace.

Customerly is a customer relationship management platform that offers live chat, email automation, and surveys to enhance customer support and engagement. Use it to streamline communication and improve customer satisfaction.

2 tools
Agent guide included
API Key or One-click sign in
Start Chatting

Opens MCPBundles Studio with this server selected. After sign-in, chat and run tools from the same thread.

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AI Skill
SKILL.md

Domain knowledge for Customerly — workflow patterns, data models, and gotchas for your AI agent.

Customerly

Customerly is a customer relationship management platform that offers live chat, email automation, and surveys to enhance customer support and engagement. Use it to streamline communication and improve customer satisfaction.

Data Model

  • Leads (contacts/prospects), Users (team members).

Gotchas

  • Lead-centric: Most support and engagement data flows through leads.

Tools in this Server (2)

Customerly List Leads

Access a list of leads registered in your Customerly platform. Utilize this tool to identify and prioritize outreach efforts, facilitating sales and m...

Customerly List Users

Fetch a list of users from your Customerly account. Use this endpoint to organize or filter user data for better customer segmentation and targeted co...

Frequently Asked Questions

What is the Customerly MCP server?

Customerly is a customer relationship management platform that offers live chat, email automation, and surveys to enhance customer support and engagement. Use it to streamline communication and improve customer satisfaction. It provides 2 tools that AI agents can use through the Model Context Protocol (MCP).

How do I connect Customerly to my AI agent?

Add the MCPBundles server URL to your MCP client configuration (Claude Desktop, Cursor, VS Code, etc.). The URL format is: https://mcp.mcpbundles.com/bundle/customerly. Authentication is handled automatically.

How many tools does Customerly provide?

Customerly provides 2 tools that can be called by AI agents, along with a SKILL.md that gives your AI agent domain knowledge about when and how to use them.

What authentication does Customerly require?

Customerly uses API Key or One-click sign in. Customerly requires credentials. Connect via MCPBundles and authentication is handled automatically.

Setup Instructions

Connect Customerly to any MCP client in minutes

https://mcp.mcpbundles.com/bundle/customerly

What is MCP?

Model Context Protocol lets AI tools call external capabilities securely through a single URL. This bundle groups tools behind an MCP endpoint that many clients can use.

Use this bundle in 3 steps

  1. Copy the MCP URL above
  2. Open your AI tool and add a new MCP/connector
  3. Paste the URL and follow any auth prompts

Claude Desktop Users

Skip the manual setup! Use the .mcpb file format for one-click installation. Check the Claude Desktop tab for setup instructions.

Pick your tool tab for exact steps

Select ChatGPT, Cursor, Claude Code, or another tab for copy-paste config.

Ready to chat with Customerly?

Same flow: Studio opens on this server after sign-in. Keep chatting to call tools from the conversation.

Customerly MCP Server & Skill — 2 Tools