Integration · Customer support

Connect Claude & ChatGPT to Customerly

Ask your AI what a customer wrote, who works at a company, or to reply to a conversation. It can search and update contacts and companies, add notes and tags, work with segments, and read and write knowledge base articles in Customerly. Support questions get answered without switching between inboxes and profiles.

Connect Customerly free

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

Try asking

“How many conversations are in each inbox?”
The AI lists your inboxes with their conversation counts.
“Show me the messages in conversation 4812 and reply that the refund is on its way.”
It reads the messages in the conversation and posts your reply in it.
“Find the contact [email protected] and show which company she belongs to.”
It searches contacts by keyword and lists the companies linked to that contact.

What your AI can do

Contacts and companies

Search, create and update contacts and companies, add notes and tags, merge duplicates, and read events and activity timelines.

Conversations

List inboxes, read and reply to conversations, start new ones, change status and attributes, and send WhatsApp template messages.

Segments and knowledge base

Manage segments of contacts, companies and conversations, and read, create and update knowledge base collections, articles and documents.

“Add a note to Anna's contact: asked for a demo in March.”
It adds the note to the contact, so your team sees it next time.
“Tag these five contacts as beta.”
It applies the tag to all five contacts in one call.
“Which knowledge base articles are in the Billing collection?”
It finds the collection and lists its articles with their status.

27 tools for Customerly

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

add_contact_noteChanges dataAdd an internal note to a contact by `polymorphic_contact_id` with the `note` text. Not visible to the contact.
create_companyChanges dataCreate a company with `name`, optional `custom_company_id` and `attributes`.
create_contactChanges dataCreate a contact with `role` (user or lead), plus optional `email`, `whatsapp_number`, `tags` and `attributes`. Search first to avoid duplicates.
delete_contactDeletesPermanently delete a contact by `polymorphic_contact_id`. This cannot be undone.
get_companyGet one company by `polymorphic_company_id`, including its attributes.
get_contactGet one contact by `polymorphic_contact_id` (numeric ID, or cuid:/clid: prefixed custom ID), including email, tags and attributes.
get_contact_timelineGet the activity timeline of a contact by `polymorphic_contact_id`.
get_conversationGet one conversation by its ID (`message_id` holds the conversation ID).
get_help_articleGet one help-center article by its ID (`product_id` holds the article ID).
link_contact_to_companyVisible to othersLink a contact (`polymorphic_contact_id`) to a company by `company_id`, optionally with `company_name` and `attributes`.
list_company_contactsList the contacts of a company by `polymorphic_company_id`.
list_contact_companiesList the companies a contact belongs to by `polymorphic_contact_id`.
list_contact_eventsList the tracked events of a contact by `polymorphic_contact_id`.
list_contact_segmentsList the saved contact segments, for use as `contact_segment_id` when searching contacts.
list_conversation_messagesList the messages in a conversation by `conversation_id`, paged with `limit` and `cursor`.
list_conversationsList conversations, newest first. Filter by `status` (opened, snoozed, closed), `keyword`, `tag`, `team_id`, `account_id` or AI status.
list_help_articlesList help-center articles, optionally filtered by `collection_id` or `status`.
list_help_collectionsList help-center collections (article categories).
list_inboxesList the conversation inboxes.
list_tagsList the tags used in the project.
reply_to_conversationChanges dataReply in a conversation by `conversation_id` with `content`. With `sender_type` account (and the teammate's `account_id`) the contact receives the reply; set `is_note` true to post an internal note instead.
search_companiesSearch companies by `keyword`, paged with `limit` and `cursor`.
search_contactsSearch contacts by name, email or WhatsApp number with `keyword` (at least 3 characters). Filter by `role` (user or lead) or `contact_segment_id`.
set_conversation_statusChanges dataOpen, snooze or close a conversation by `conversation_id` with `status`; for snoozed also pass `snooze_time` in seconds.
start_conversationChanges dataStart a new conversation with a contact by `polymorphic_contact_id`, sending `content` by `channel` (in_app or email). Set `sender_type` to account and pass the teammate's `account_id`. The contact receives the message.
tag_contactsChanges dataAdd or remove a `tag` on one or more contacts: pass `action` (add or remove) and `contact_ids`.
update_contact_attributesVisible to othersUpdate custom attributes on a contact by `polymorphic_contact_id`. Only the attributes you pass change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Customerly from the app list.
2
Paste your key
Paste your Customerly access token. In Customerly, click the settings icon at the bottom of the left sidebar to open Project Settings, then open Installation. Under Public API, copy 'Your Access Token for Customerly'.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Customerly?

It can search and read contacts, companies, conversations, messages, inboxes, segments, tags, knowledge base collections and articles, documents and WhatsApp templates. It can create and update contacts and companies, add notes and tags, merge contacts, start and reply to conversations, change conversation status, and create or update segments, articles and documents. It can also delete records if you switch those tools on.

Does the AI see my Customerly access token?

No. You paste your Customerly access token into PipMCP once. It is encrypted at rest, never shown to the AI and never shown again after you save it. The AI only gets the results of the tools you have switched on.

Can I control what the AI is allowed to do?

Yes. Switch on only the tools you want, for example lookups without replies. Deleting contacts, companies, segments or articles is permanent and can require your approval before it runs, and so can other risky actions. 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 are billed per completed task. You also need your own Customerly account.

Can the AI reply to my customers?

Yes, if you switch those tools on. It can reply in an existing conversation, start a new conversation, and send WhatsApp template messages. These reach your customers, so you can keep them off or require your approval before they run.