Customer Relation

Customerly MCP Server

Connect your account, then chat with AI to run tools.

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.

Managed
2 tools
Agent guide included

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

Browse all tools

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

One-click install:

The link prefills the Add custom connector dialog — you still review the values and click Add, then Connect to complete OAuth.

Or add manually

  1. Open claude.ai → Settings → Connectors.
  2. Click the + button and choose Add custom connector.
  3. Set Name to Customerly and paste the MCP URL into Remote MCP server URL.
  4. Click Add. Customerly will appear under Not connected — select it and click Connect to complete OAuth.
Name: Customerly
Remote MCP server URL: https://mcp.mcpbundles.com/bundle/customerly
Authentication: OAuth

Custom connectors at claude.ai require a paid Claude plan (Pro, Max, Team, or Enterprise).

Ready to use Customerly?

Sign in to connect your credentials and start running tools from the chat.