--- title: "Customerly integrations and MCP server - APIANT.ai" description: "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..." canonical: "https://apiant.ai/connections/customerly" --- # 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 key [customerly.io](https://customerly.io/) **8** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with Customerly? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. 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)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Popular ## Customerly with the apps people pair it with most - [ **HubSpot to Customerly** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-customerly) - [ **Salesforce to Customerly** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-customerly) - [ **Slack to Customerly** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-customerly) - [ **Google Sheets to Customerly** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-customerly) - [ **Gmail to Customerly** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-customerly) - [ **Google Calendar to Customerly** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-customerly) - [ **Google Drive to Customerly** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-customerly) - [ **Mailchimp to Customerly** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-customerly) Pair it ## Connect Customerly with another app - [ **HubSpot to Customerly**](https://apiant.ai/connect/hubspot-to-customerly) - [ **Salesforce to Customerly**](https://apiant.ai/connect/salesforce-to-customerly) - [ **Slack to Customerly**](https://apiant.ai/connect/slack-to-customerly) - [ **Google Sheets to Customerly**](https://apiant.ai/connect/google-sheets-to-customerly) - [ **Gmail to Customerly**](https://apiant.ai/connect/gmail-to-customerly) - [ **Google Calendar to Customerly**](https://apiant.ai/connect/google-calendar-to-customerly) - [ **Google Drive to Customerly**](https://apiant.ai/connect/google-drive-to-customerly) - [ **Mailchimp to Customerly**](https://apiant.ai/connect/mailchimp-to-customerly) - [ **Stripe to Customerly**](https://apiant.ai/connect/stripe-to-customerly) - [ **Shopify to Customerly**](https://apiant.ai/connect/shopify-to-customerly) - [ **QuickBooks Online to Customerly**](https://apiant.ai/connect/quickbooks-online-to-customerly) - [ **Pipedrive to Customerly**](https://apiant.ai/connect/pipedrive-to-customerly) - [ **ActiveCampaign to Customerly**](https://apiant.ai/connect/activecampaign-to-customerly) - [ **Notion to Customerly**](https://apiant.ai/connect/notion-to-customerly) - [ **Airtable to Customerly**](https://apiant.ai/connect/airtable-to-customerly) - [ **Trello to Customerly**](https://apiant.ai/connect/trello-to-customerly) - [ **Asana to Customerly**](https://apiant.ai/connect/asana-to-customerly) - [ **JIRA to Customerly**](https://apiant.ai/connect/jira-to-customerly) - [ **ClickUp to Customerly**](https://apiant.ai/connect/clickup-to-customerly) - [ **Zoom to Customerly**](https://apiant.ai/connect/zoom-to-customerly) - [ **Discord to Customerly**](https://apiant.ai/connect/discord-to-customerly) - [ **Twilio to Customerly**](https://apiant.ai/connect/twilio-to-customerly) - [ **SendGrid to Customerly**](https://apiant.ai/connect/sendgrid-to-customerly) - [ **Outlook to Customerly**](https://apiant.ai/connect/outlook-to-customerly) - [ **Intercom to Customerly**](https://apiant.ai/connect/intercom-to-customerly) - [ **Freshdesk to Customerly**](https://apiant.ai/connect/freshdesk-to-customerly) - [ **Klaviyo to Customerly**](https://apiant.ai/connect/klaviyo-to-customerly) - [ **Brevo to Customerly**](https://apiant.ai/connect/brevo-to-customerly) - [ **Typeform to Customerly**](https://apiant.ai/connect/typeform-to-customerly) - [ **JotForm to Customerly**](https://apiant.ai/connect/jotform-to-customerly) - [ **Calendly to Customerly**](https://apiant.ai/connect/calendly-to-customerly) - [ **PandaDoc to Customerly**](https://apiant.ai/connect/pandadoc-to-customerly) - [ **Webflow to Customerly**](https://apiant.ai/connect/webflow-to-customerly) - [ **Wix to Customerly**](https://apiant.ai/connect/wix-to-customerly) - [ **Instagram to Customerly**](https://apiant.ai/connect/instagram-to-customerly) - [ **OpenAI to Customerly**](https://apiant.ai/connect/openai-to-customerly) - [ **OneDrive to Customerly**](https://apiant.ai/connect/onedrive-to-customerly) - [ **Google Docs to Customerly**](https://apiant.ai/connect/google-docs-to-customerly) - [ **Ontraport to Customerly**](https://apiant.ai/connect/ontraport-to-customerly) - [ **Freshworks CRM to Customerly**](https://apiant.ai/connect/freshworks-crm-to-customerly) - [ **GoHighLevel to Customerly**](https://apiant.ai/connect/gohighlevel-to-customerly) - [ **Capsule CRM to Customerly**](https://apiant.ai/connect/capsule-crm-to-customerly) - [ **Copper to Customerly**](https://apiant.ai/connect/copper-to-customerly) - [ **Streak to Customerly**](https://apiant.ai/connect/streak-to-customerly) - [ **NetHunt CRM to Customerly**](https://apiant.ai/connect/nethunt-crm-to-customerly) - [ **MINDBODY to Customerly**](https://apiant.ai/connect/mindbody-to-customerly) - [ **PostgreSQL to Customerly**](https://apiant.ai/connect/postgresql-to-customerly) - [ **MySQL to Customerly**](https://apiant.ai/connect/mysql-to-customerly) - [ **Vercel to Customerly**](https://apiant.ai/connect/vercel-to-customerly) - [ **PagerDuty to Customerly**](https://apiant.ai/connect/pagerduty-to-customerly) - [ **Gravity Forms to Customerly**](https://apiant.ai/connect/gravity-forms-to-customerly) - [ **HubSpot Enterprise to Customerly**](https://apiant.ai/connect/hubspot-enterprise-to-customerly) - [ **Google Forms to Customerly**](https://apiant.ai/connect/google-forms-to-customerly) - [ **Facebook Lead Ads to Customerly**](https://apiant.ai/connect/facebook-lead-ads-to-customerly) - [ **monday.com to Customerly**](https://apiant.ai/connect/monday-com-to-customerly) - [ **Google Ads to Customerly**](https://apiant.ai/connect/google-ads-to-customerly) - [ **Google Tasks to Customerly**](https://apiant.ai/connect/google-tasks-to-customerly) - [ **Telegram to Customerly**](https://apiant.ai/connect/telegram-to-customerly) - [ **MailerLite to Customerly**](https://apiant.ai/connect/mailerlite-to-customerly) - [ **Google Contacts to Customerly**](https://apiant.ai/connect/google-contacts-to-customerly) 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 and sign in once in your browser. Your client can then run Customerly actions on demand, or have APIANT 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. ### ### Can I use Customerly directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Customerly two ways. Ask it to do something in Customerly once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running on its own. A one-off action uses your plan's tasks the same way an automation step does. ### ### Do I need to write code against the Customerly API? No. APIANT connects to the Customerly API for you, with your Customerly API key. Describe what you want in plain language and your agent builds it on the Customerly triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Customerly API documentation and adds it. ### ### 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.