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Customer.io MCP connector

Customer.io is a messaging platform for managing automated campaigns and customer engagement across email, push, and other channels. The Customer.io MCP connector allows AI agents to create and update customer profiles, track events for both identified and anonymous users, and manage broadcast and campaign execution. It also supports retrieving campaign metrics, getting broadcast details, and adding or removing customers from segments.

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:

  • Send targeted broadcasts to customer segments and track delivery performance
  • Create and update customer profiles with real-time data from multiple sources
  • Monitor campaign engagement metrics and optimize message performance
  • Trigger automated customer event tracking to build behavioral profiles
  • Segment customers dynamically and add or remove them from campaigns
  • Build personalized customer journeys based on tracked actions and attributes
  • Automate customer lifecycle management without manual data entry

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 details of broadcast ID 12345 in Customer.io.
  • Create a new customer in Customer.io with email john@example.com and name John Smith.
  • List all campaigns currently running in Customer.io.
  • What are the engagement metrics for campaign ID 789 in Customer.io?
  • Add these 50 customers to the VIP segment in Customer.io.
  • Track a purchase event for customer ID 456 in Customer.io.
  • Remove inactive customers from the newsletter segment in Customer.io.
  • Get a summary of campaign performance for Q4 from Customer.io.
  • Track an anonymous user event for a website visitor in Customer.io.
  • Delete the customer record for email test@old-account.com from 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_invokeRetrieves details about a specific broadcast message sent to customers.
upsertCustomerCreates a new customer or updates an existing customer's information.
deleteCustomerRemoves a customer and their associated data from the system.
trackEventRecords a customer action or behavior for segmentation and personalization.
trackAnonymousEventRecords an action from an unidentified visitor for tracking purposes.
getAllCampaignsLists all marketing campaigns in the account.
getCampaignRetrieves detailed information about a specific campaign.
getCampaignMetricsObtains performance data and statistics for a specific campaign.
addCustomersToSegmentAdds one or more customers to a defined audience segment.
removeCustomersFromSegmentRemoves one or more customers from a defined audience segment.
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