Customer.io MCP: segments, messages and broadcasts in your AI app

Connect Customer.io to Claude, ChatGPT or Cursor

1. 1Click Connect Customer.io free and sign in with your Customer.io account.
2. 2Once connected, your AI app can reach every Customer.io tool. Switch off the broadcast trigger if sends should stay with your team, and the suppress tool too: it permanently deletes a customer's profile and keeps them from being re-added.
3. 3Add ContextGate to your AI app as a connector or MCP server. The steps for each app are on the Works with page.
4. 4Ask your AI app to list the emails Customer.io delivered between two dates last week, then open Activity to see the call.

Customer.io questions Claude or ChatGPT can answer

• List segments, see a segment's details and page through the people in it.
• Pull delivery metrics for messages sent from your workspace over a date range.
• Review newsletters, transactional message templates and reusable snippets.
• Check the triggers on a broadcast, or trigger one with your own audience and personalization data.

Hold sends and deletions

• Switch off broadcast triggering and profile suppression; your AI app won't see them, and calls to them are refused.
• Segment members are real customers, and a workspace policy can hide their personal data in results.
• Activity records every Customer.io call, including any broadcast an AI app triggered.

What you get with Customer.io and ContextGate

• Your AI apps can use Customer.ioClaude, Cursor, ChatGPT and other AI apps reach Customer.io through the one ContextGate connection you add to them.
• You choose which tools they can useSwitch off any Customer.io tool you don't want used. It's hidden from your AI apps and refused if called.
• Every call is checked and recordedYour policies check each call (for example, personal data is hidden and secrets are blocked), and Activity keeps a record of it.

ContextGate sees only the tool calls that go through it, not your AI app's built-in tools or your chats.

Customer.io tools

Examples of what your AI apps can do in Customer.io. You'll see the exact list of tools after you connect it.

• Suppress Customer ProfileTool to suppress a person. use when you need to permanently delete a customer's profile and prevent them from being re-added.
• Get IntegrationsTool to retrieve a list of integrations in your workspace. use when you need to discover configured integrations.
• Get MessagesTool to retrieve a list of messages sent from your workspace. use when you need paginated delivery metrics for messages, e.g., list email messages delivered between two timestamps.
• Get Segment DetailsTool to retrieve details of a specific segment. use after identifying the segment id from list segments.
• Get Segment MembershipTool to retrieve people in a specific segment. use when you need to page through segment membership after identifying segment id.
• Get SegmentsTool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.
• Get TriggerTool to retrieve details about a specific trigger. use after triggering a broadcast to confirm its status and metadata.
• Get TriggersTool to retrieve a list of triggers for a specific broadcast. use after identifying broadcast id to inspect associated triggers.
• Get Customer.io Workspace WebhooksTool to retrieve a list of webhooks. use after setting up reporting webhooks to fetch current webhook configurations in your workspace.
• List CollectionsTool to list all collections metadata. use when you need to retrieve current details of each collection in your workspace.
• List NewslettersTool to list all newsletters. use when paginating through newsletter metadata.
• List SnippetsTool to list all snippets in your workspace. use when you need to retrieve all reusable content snippets for templating or dynamic content insertion.
• List Transactional MessagesTool to list all transactional message templates. use when you need to fetch available transactional messages.
• Trigger BroadcastTool to manually trigger a broadcast. use when you need to override the default audience and provide personalization data after confirming the broadcast id.