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Customer.io MCP connector

Updated 

Customer.io is a customer engagement platform for managing broadcasts, campaigns, and customer data. The Customer.io MCP connector allows AI agents to create and update customer profiles, track customer and anonymous events, and manage segment membership. It also supports retrieving broadcast and campaign details, monitoring campaign metrics, and listing active campaigns across a workspace.

Authentication type

  • API Key - Requires a static API key to be configured before the agent can connect to the service.

Uses

Use the Customer.io MCP connector to perform the following actions:

  • Sync customer profiles automatically between business systems and Customer.io
  • Track customer behavior events to trigger personalized messaging campaigns
  • Monitor broadcast and campaign performance with real-time metrics
  • Segment customers dynamically based on behavior and attributes
  • Remove inactive customers from marketing segments automatically
  • Retrieve campaign details to audit messaging workflows
  • Delete outdated customer records to maintain data accuracy
  • Track anonymous visitor events before customer identification occurs

Example prompts

Use the following example prompts to invoke Customer.io MCP connector tools from your AI assistant or Boomi Connect workflow:

  • Show me the performance metrics for our latest email campaign in Customer.io.
  • Add all customers who purchased last week to our VIP segment in Customer.io.
  • Update John Smith's customer profile in Customer.io with his new email address.
  • List all active campaigns running in Customer.io right now.
  • Track that a customer completed checkout in Customer.io.
  • Remove customers who haven't logged in for 90 days from our engagement segment.
  • Get the details of broadcast number 4521 in Customer.io.
  • Delete the duplicate customer record for jane.doe@example.com in Customer.io.
  • Track an anonymous event for a website visitor before they sign up.
  • Pull up the details for our welcome campaign in Customer.io.

Customer.io MCP connector tools

The Customer.io MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.

ToolDescription
customerio_customeriogetbroadcast_invokeRetrieve details of a specific broadcast by its ID.
upsertCustomerCreate or update a customer
deleteCustomerDelete a customer
trackEventTrack a customer event
trackAnonymousEventTrack an anonymous event
getAllCampaignsList all campaigns
getCampaignGet a campaign
getCampaignMetricsGet campaign metrics
addCustomersToSegmentAdd customers to segment
removeCustomersFromSegmentRemove customers from segment
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