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CRM & sales

Customer.io MCP

Customer.io MCP for your AgentCalls voice agent: people, campaigns and broadcasts during the call.

Connect Customer.io MCP to your AgentCalls voice agent and it can work with your Customer.io people, campaigns and broadcasts while it talks to a caller. Your agent can look up a contact, check which campaigns or broadcasts a customer is part of, and help with workspace setup questions. Connect Customer.io MCP with your own credentials from the tool's settings, and your agent works inside your Customer.io workspace for every call.

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What your agent can do with Customer.io MCP

  • Look up a person in Customer.io by email or ID during a call
  • Check which campaigns or broadcasts a contact is enrolled in
  • Answer questions about your workspace setup and configuration
  • Pull up a contact's details so the agent can confirm them with the caller

Customer.io MCP exposes 8 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks about a subscription update

  1. Caller

    Hi, I signed up last week but I'm not getting your onboarding emails. Can you check?

  2. Agent

    Sure. Can I have the email address you signed up with?

  3. Caller

    It's dana.reyes@brightlane.co.

  4. Agent

    Thanks, Dana. I found your profile. You're not enrolled in the onboarding campaign yet. I've asked the team to add you, and you should get the first email within the hour.

Lookup before a sales follow-up

  1. Caller

    This is Marcus Lee from Harbor Dental. I'm calling about the spring offer.

  2. Agent

    Hello Marcus. I can see your contact record. You received the spring promotion broadcast on March 3 and you're in the clinic newsletter campaign. Would you like someone from our team to call you back about the offer?

  3. Caller

    Yes, please, sometime after 2 pm on Thursday.

  4. Agent

    Got it. I've noted Thursday after 2 pm for a callback. Is 555-0142 still the best number?

Outbound reminder about a trial ending

  1. Agent

    Hi, this is calling from AgentCalls on behalf of Northwind Fitness. Am I speaking with Priya Shah?

  2. Caller

    Yes, that's me.

  3. Agent

    Your free trial ends on Friday, the 14th. I can see you're enrolled in our trial-ending campaign, so I wanted to check whether you'd like help choosing a plan.

  4. Caller

    Actually yes, what are the options?

How to connect Customer.io MCP

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Customer.io MCP

    From Integrations in the dashboard, choose Customer.io MCP and enter the connection details from your Customer.io MCP account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Customer.io MCP actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does it work during the call or only after?

Both. Your agent can look up people, campaigns and broadcasts while the call is live, and it can log notes or requests that your team sees afterward in your workspace.

What do I need to connect Customer.io MCP?

You need a Customer.io account. Enter your own credentials from the Customer.io settings in the AgentCalls dashboard, then choose which actions your agent can use.

Which plan includes this integration?

Integrations are included from the Growth plan. Customer.io MCP is available on Growth and higher.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Customer.io MCP.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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