Use Customerly's MCP server to give Claude direct access to your customer data, conversations, and support tools — directly inside your development environment.
What is MCP?
MCP (Model Context Protocol) is an open standard that lets AI assistants like Claude connect to external tools and data sources. By adding Customerly as an MCP server, Claude can query conversations, manage contacts, and interact with your Customerly workspace without you having to copy-paste data back and forth.
Availability
⚠️ Claude Code only — for now
Customerly's MCP server is currently supported exclusively in Claude Code (the CLI). Integration with Claude.ai (the web interface) is not yet available — we're working on enabling OAuth authentication to support it. We'll update this article once it's live.
Prerequisites
Claude Code installed (installation guide →)
A Customerly account with API access
Your Customerly API access token (see below)
Step 1 — Get your API key
Log in to your Customerly dashboard
Go to Settings → Integrations → Public API
Copy your API token
Keep this key safe — it grants full access to your Customerly workspace.
Step 2 — Add the MCP server
Run the following command in your terminal, replacing XXXX with your actual API key:
claude mcp add customerly --transport http https://mcp.customerly.io/mcp --header "Authorization: Bearer XXXX" --scope user
What each flag does:
Flag | Description |
|---|---|
| Uses HTTP as the transport protocol |
| Customerly's MCP server endpoint |
| Authenticates your requests using your API key |
| Registers the server for your user session |
Step 3 — Verify the connection
Start Claude Code and run:
claude
Then ask Claude something like:
What MCP servers are connected?
You should see customerly listed as an active server.
You can also test it directly:
List my recent Customerly conversations
If Claude returns data from your workspace, the connection is working.
Troubleshooting
Unauthorized or 401 error Your API key is invalid or has been revoked. Go back to Settings → API and generate a new key.
Connection refused or timeout Check your internet connection and verify the endpoint URL is exactly https://mcp.customerly.io/mcp.
Server not listed in Claude Make sure you're running the command with the correct Claude Code version. Run claude --version to verify.
Permission issues The --scope user flag registers the server only for your local user. If you're working in a shared environment and need workspace-wide access, contact your Customerly admin.
Security notes
Your API key is stored locally by Claude Code and sent only to
mcp.customerly.ioNever share your API key or commit it to version control
You can revoke and regenerate your API key at any time from Settings → API
What's next
Once connected, Claude can help you:
Summarize open conversations and tickets
Look up contact history and attributes
Draft replies informed by past interactions
Automate repetitive support research tasks
OAuth support for Claude.ai is on our roadmap. We'll notify you when it's available.