Integration · Marketing

Connect Claude & ChatGPT to Customer.io

Ask your AI what messages a customer has received, which segments they are in or how many people are in a segment, and it reads the answer from Customer.io. It can also send transactional emails and SMS from your templates and trigger API-triggered broadcasts, with your approval if you want it.

Connect Customer.io free

Free plan, no credit card. Takes about a minute.

Try asking

“What emails has [email protected] received this month?”
The AI finds the person by email and lists the messages sent to them in that period, with delivery metrics.
“Is Anna opted in to product updates?”
It reads her subscription preferences and shows which topics she is opted into.
“How many people are in the Trial ending segment?”
It finds the segment and counts its members.

What your AI can do

People and segments

Find people by email or attributes, read their attributes, activity, segments and subscription preferences, and list or count segment members.

Messages and campaigns

List sent messages with delivery metrics, per person or across the workspace, and read campaigns, newsletters and broadcasts.

Transactional sends

Send transactional emails and SMS from your templates or your own content, and trigger API-triggered broadcasts.

“Send the password reset email to [email protected] again.”
It picks the transactional template and sends it to that person. The email is delivered immediately.
“What did customer 4821 do in the app yesterday?”
It lists the person's recent activity, such as events and attribute changes.
“Trigger the Maintenance notice broadcast.”
It finds the API-triggered broadcast and triggers it. Messages go out to the real people in its audience.

24 tools for Customer.io

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

count_segment_membersGet the number of people in a segment by `segment_id`.
find_person_by_emailFind people in your workspace by `email`; returns their IDs for other calls.
get_api_broadcastGet one API-triggered broadcast by `broadcast_id`.
get_campaignGet one campaign by `campaign_id`, with its trigger, actions and state.
get_messageGet one sent message by `message_id`, with recipient, status and delivery metrics.
get_newsletterGet one newsletter by `newsletter_id`, with its content IDs and send status.
get_person_attributesGet all attributes of a person by `customer_id` (set `id_type` to email or cio_id if you pass those instead of the ID).
get_person_subscription_preferencesGet a person's subscription preferences (which topics they are opted into) by `customer_id`.
get_segmentGet one segment by `segment_id`.
get_transactional_messageGet one transactional message template by `transactional_id`.
list_api_broadcastsList API-triggered broadcasts with their IDs. Read-only.
list_campaignsList campaigns with their IDs, state and triggers. Read-only.
list_messagesList sent messages across the workspace, filtered by `type` (email, sms, push), `campaign_id`, `newsletter_id`, `metric` or time range.
list_newslettersList newsletters (one-off sends) with their IDs and status. Read-only.
list_person_activitiesList a person's recent activity, such as events they performed and attribute changes, by `customer_id`; filter by `type` or event `name`.
list_person_messagesList messages sent to a person by `customer_id`, with delivery metrics, optionally between `start_ts` and `end_ts` (Unix time).
list_person_segmentsList the segments a person belongs to, by `customer_id`.
list_segment_membersList the people in a segment by `segment_id`, with `limit` and `offset` paging.
list_segmentsList all segments with their IDs and types.
list_transactional_messagesList your transactional message templates with their IDs, for use as `transactional_message_id` when sending.
search_peopleChanges dataSearch people with a `filter` on attributes or segments, e.g. {"and":[{"attribute":{"field":"plan","operator":"eq","value":"pro"}}]}. Use `start` for the next page.
send_transactional_emailVisible to othersSend a transactional email to one person: `to`, `identifiers` {id or email}, and either `transactional_message_id` with `message_data`, or your own `from`, `subject` and `body`. The email is delivered immediately.
send_transactional_smsVisible to othersSend a transactional SMS: `transactional_message_id`, `to` (phone number), `identifiers` {id or email} and optional `message_data`. Delivered immediately.
trigger_broadcastVisible to othersTrigger an API-triggered broadcast by `broadcast_id`, sending it to its audience. Optionally pass `body` with `data` for message personalization, or `emails`/`ids` to override the recipients. Messages go out to real people.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Customer.io from the app list.
2
Paste your key
Paste a Customer.io App API key. In Customer.io, go to Account Settings › API Credentials, create a new App API key, name it and choose the workspace. Copy the key right away, because it is shown only once.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
Click your name, then Settings › Connectors › Add custom connector. Paste your link as the Remote MCP server URL. Switch it on from the + menu in a chat.

Questions

What can the AI do in Customer.io?

It can find and search people, read their attributes, activity, segments, messages and subscription preferences, and read segments, campaigns, newsletters, broadcasts, transactional templates and sent messages. It can send transactional emails and SMS and trigger API-triggered broadcasts.

Does the AI see my Customer.io API key?

No. Your Customer.io App API key is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start with lookups only. Transactional emails and SMS are delivered immediately and a triggered broadcast reaches real people, so these can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan, and you do not need a credit card to start. Paid plans bill per completed task. You also need your own Customer.io account.

Can the AI edit my campaigns?

No. Campaigns, newsletters and segments are read-only here. The AI can send transactional messages and trigger API-triggered broadcasts, and read the rest so you can ask about it. You build and change campaigns in Customer.io as usual.