App

Customerly integrations

Connect Customerly to any other app, or use it from your AI client over MCP. Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

Connects with an API keycustomerly.io

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want to automate with Customerly?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

Set it up in your client
Claude Code

Run this in the directory you want to work in.

claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai

Start Claude Code there, approve the server, and sign in in the browser page it opens.

Claude Code guide (opens in a new tab)
Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

Setup guide (opens in a new tab)
Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide (opens in a new tab)
Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide (opens in a new tab)
Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

Setup guide (opens in a new tab)
Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

Setup guide (opens in a new tab)

Pair it

Connect Customerly with another app

What your agent can do with Customerly

Triggers and actions 8 actions

  • Action
    Add conversation

    Open a new conversation from a user to a teammate.

  • Action
    Add User Tag

    Attach a tag to an existing user or lead.

  • Action
    Convert lead to user

    Promotes an existing Customerly lead to a user (creates a user if no contact matches the identifiers).

  • Action
    Create/Update Lead

    Creates or updates a lead.

  • Action
    Create/Update User

    Creates or updates a new user.

  • Action
    Get Contact

    Get a single contact (lead or user) by Customerly contact ID, returning its email, role, custom_contact_id, whatsapp_number, attributes and tags.

  • Action
    Get Conversation

    Returns a single Customerly conversation by its conversation ID, including contact, status, channel and last message.

  • Action
    Unsubscribe contacts

    Unsubscribe contacts (bulk) via API.

Reviews

What our customers say

Questions

Customerly, answered

Is there a Customerly MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Customerly. Add that address to any AI client that takes a remote MCP server, sign in once in your browser, and your client can build, test and run automations that use Customerly. Nothing to install.

What can your agent do in Customerly?

Any of Customerly's 8 actions, including Create/Update Lead, Create/Update User, Add conversation and Add User Tag. Your agent maps the data both ways and tests every scenario before it ships.

Which apps can Customerly connect to?

Any app in the catalog; the list on this page pairs Customerly with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.