Integration · Customer support

Connect Claude & ChatGPT to Customerly

Ask your AI what a customer wrote, who works at a company, or to reply to a conversation. It can search and update contacts and companies, add notes and tags, work with segments, and read and write knowledge base articles in Customerly. Support questions get answered without switching between inboxes and profiles.

Connect Customerly free

Free plan, no credit card. Takes about a minute.

Try asking

“How many conversations are in each inbox?”
The AI lists your inboxes with their conversation counts.
“Show me the messages in conversation 4812 and reply that the refund is on its way.”
It reads the messages in the conversation and posts your reply in it.
“Find the contact [email protected] and show which company she belongs to.”
It searches contacts by keyword and lists the companies linked to that contact.

What your AI can do

Contacts and companies

Search, create and update contacts and companies, add notes and tags, merge duplicates, and read events and activity timelines.

Conversations

List inboxes, read and reply to conversations, start new ones, change status and attributes, and send WhatsApp template messages.

Segments and knowledge base

Manage segments of contacts, companies and conversations, and read, create and update knowledge base collections, articles and documents.

“Add a note to Anna's contact: asked for a demo in March.”
It adds the note to the contact, so your team sees it next time.
“Tag these five contacts as beta.”
It applies the tag to all five contacts in one call.
“Which knowledge base articles are in the Billing collection?”
It finds the collection and lists its articles with their status.

70 tools for Customerly

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_contact_noteChanges dataAdd an internal note to a contact by `polymorphic_contact_id` with the `note` text. Not visible to the contact.
create_companyChanges dataCreate a company with `name`, optional `custom_company_id` and `attributes`.
create_contactChanges dataCreate a contact with `role` (user or lead), plus optional `email`, `whatsapp_number`, `tags` and `attributes`. Search first to avoid duplicates.
create_contact_2Changes dataCreate a new contact. Search contacts first to avoid duplicates. API summary: Filter contacts with a predicate.
create_contact_postChanges dataCreate a new contact. Search contacts first to avoid duplicates. API summary: Filter companies with a predicate.
create_contact_post_officialcustomerly_apipublic_v2_companies_coVisible to othersCreate a new contact. Required: companies. Search contacts first to avoid duplicates. Has effects visible outside this system. API summary: Batch create or update companies (upsert).
create_contact_post_officialcustomerly_apipublic_v2_contacts_conVisible to othersCreate a new contact. Required: contacts. Search contacts first to avoid duplicates. Has effects visible outside this system. API summary: Batch create or update contacts (upsert).
create_or_update_a_documentVisible to othersUpdate an existing document. Has effects visible outside this system. API summary: Create or update a document.
create_startChanges dataCreate a new start. Required: polymorphic contact id or whatsapp template id. API summary: Start a new WhatsApp conversation with a template message.
delete_a_companies_segmentDeletesPermanently delete a company by segment id. Destructive action; may require approval. API summary: Delete a companies segment.
delete_a_contacts_segmentDeletesPermanently delete a contact by segment id. Destructive action; may require approval. API summary: Delete a contacts segment.
delete_a_documentDeletesPermanently delete a document by polymorphic document id. Destructive action; may require approval.
delete_categoryDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: Delete a knowledge base collection.
delete_companyDeletesPermanently delete a company by polymorphic company id. Destructive action; may require approval. API summary: Delete a company permanently.
delete_contactDeletesPermanently delete a contact by `polymorphic_contact_id`. This cannot be undone.
delete_contact_companyDeletesPermanently delete a company by polymorphic company id. Destructive action; may require approval. API summary: Remove a contact from a company.
delete_documentDeletesPermanently delete a document by polymorphic folder id. Destructive action; may require approval. API summary: Delete a document folder.
delete_messageDeletesPermanently delete a message by segment id. Destructive action; may require approval. API summary: Delete a conversation segment.
delete_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete a knowledge base article.
get_a_single_companies_segmentGet one company by segment id. API summary: Get a single companies segment.
get_a_single_contacts_segmentGet one contact by segment id. API summary: Get a single contacts segment.
get_all_documents_with_paginationList documents. Optional filters: polymorphic folder id. Results are paginated. API summary: Get all documents with pagination.
get_all_segments_for_a_contact_with_paginationList contacts for a contact. Results are paginated. API summary: Get all segments for a contact with pagination.
get_categoryGet one category by category id. API summary: Retrieve detailed information about a specific knowledge base collection.
get_companyGet one company by `polymorphic_company_id`, including its attributes.
get_contactGet one contact by `polymorphic_contact_id` (numeric ID, or cuid:/clid: prefixed custom ID), including email, tags and attributes.
get_contact_timelineGet the activity timeline of a contact by `polymorphic_contact_id`.
get_conversationGet one conversation by its ID (`message_id` holds the conversation ID).
get_conversation_count_for_the_applied_filtersSearch messages by account id, ai status, chatflow id, created at end time, created at start time or escalated at end time. Use this to find existing messages before creating a new message. API summary: Get conversation count for the applied filters.
get_documentGet one document by polymorphic folder id. API summary: Get a document folder by ID or custom folder ID.
get_document_get_officialcustomerly_apipublic_v2_documents_documGet one document by polymorphic document id. API summary: Get a document by id or custom document id.
get_help_articleGet one help-center article by its ID (`product_id` holds the article ID).
get_messageGet one message by segment id. API summary: Get a single conversation segment.
link_contact_to_companyVisible to othersLink a contact (`polymorphic_contact_id`) to a company by `company_id`, optionally with `company_name` and `attributes`.
list_all_messagesList messages. Optional filters: order or types. Results are paginated. API summary: List all messages.
list_companiesList companies for a company. Results are paginated. API summary: Get all segments for a company with pagination.
list_companies_segments_with_paginationList companies. Results are paginated. API summary: List companies segments with pagination.
list_company_contactsList the contacts of a company by `polymorphic_company_id`.
list_contact_companiesList the companies a contact belongs to by `polymorphic_contact_id`.
list_contact_eventsList the tracked events of a contact by `polymorphic_contact_id`.
list_contact_segmentsList the saved contact segments, for use as `contact_segment_id` when searching contacts.
list_conversation_messagesList the messages in a conversation by `conversation_id`, paged with `limit` and `cursor`.
list_conversation_segments_with_paginationList messages. Results are paginated. API summary: List conversation segments with pagination.
list_conversationsList conversations, newest first. Filter by `status` (opened, snoozed, closed), `keyword`, `tag`, `team_id`, `account_id` or AI status.
list_documentsList documents. API summary: Get all document folders.
list_help_articlesList help-center articles, optionally filtered by `collection_id` or `status`.
list_help_collectionsList help-center collections (article categories).
list_inboxesList the conversation inboxes.
list_messagesList messages for a message. API summary: List the topics of a conversation.
list_tagsList the tags used in the project.
list_writersList writers. API summary: Retrieve the list of available writers for knowledge base articles.
merge_two_contacts_into_oneVisible to othersMerge a contact (polymorphic contact id). Has effects visible outside this system. API summary: Merge two contacts into one.
reply_to_conversationChanges dataReply in a conversation by `conversation_id` with `content`. With `sender_type` account (and the teammate's `account_id`) the contact receives the reply; set `is_note` true to post an internal note instead.
search_companiesSearch companies by `keyword`, paged with `limit` and `cursor`.
search_contactsSearch contacts by name, email or WhatsApp number with `keyword` (at least 3 characters). Filter by `role` (user or lead) or `contact_segment_id`.
search_templatesSearch templates by keyword. Use this to find existing templates before creating a new template. Results are paginated. API summary: List the WhatsApp templates available to your project.
send_templateVisible to othersSend a template (conversation id). Has effects visible outside this system. API summary: Send a WhatsApp template message to an existing conversation.
set_conversation_statusChanges dataOpen, snooze or close a conversation by `conversation_id` with `status`; for snoozed also pass `snooze_time` in seconds.
start_conversationChanges dataStart a new conversation with a contact by `polymorphic_contact_id`, sending `content` by `channel` (in_app or email). Set `sender_type` to account and pass the teammate's `account_id`. The contact receives the message.
submit_contactVisible to othersCount a contact. Has effects visible outside this system. API summary: Count the companies matching a predicate.
submit_contact_countVisible to othersCount a contact. Has effects visible outside this system. API summary: Count the contacts matching a predicate.
tag_contactsChanges dataAdd or remove a `tag` on one or more contacts: pass `action` (add or remove) and `contact_ids`.
update_categoriesVisible to othersUpdate an existing category. Has effects visible outside this system. API summary: Create or update a knowledge base collection.
update_companiesVisible to othersUpdate an existing company. Has effects visible outside this system. API summary: Create or update a companies segment.
update_contact_attributesVisible to othersUpdate custom attributes on a contact by `polymorphic_contact_id`. Only the attributes you pass change.
update_contactsVisible to othersUpdate an existing contact. Has effects visible outside this system. API summary: Create or update a contacts segment.
update_conversation_attributesVisible to othersUpdate an existing message identified by conversation id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update conversation attributes.
update_documentsVisible to othersUpdate an existing document. Has effects visible outside this system. API summary: Create or update a document folder.
update_messagesVisible to othersUpdate an existing message. Has effects visible outside this system. API summary: Create or update a conversation segment.
update_productsVisible to othersUpdate an existing product. Has effects visible outside this system. API summary: Create or update a knowledge base article.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Customerly from the app list.
2
Paste your key
Paste your Customerly access token. In Customerly, click the settings icon at the bottom of the left sidebar to open Project Settings, then open Installation. Under Public API, copy 'Your Access Token for Customerly'.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Customerly?

It can search and read contacts, companies, conversations, messages, inboxes, segments, tags, knowledge base collections and articles, documents and WhatsApp templates. It can create and update contacts and companies, add notes and tags, merge contacts, start and reply to conversations, change conversation status, and create or update segments, articles and documents. It can also delete records if you switch those tools on.

Does the AI see my Customerly access token?

No. You paste your Customerly access token into HeyMyApps once. It is encrypted at rest, never shown to the AI and never shown again after you save it. The AI only gets the results of the tools you have switched on.

Can I control what the AI is allowed to do?

Yes. Switch on only the tools you want, for example lookups without replies. Deleting contacts, companies, segments or articles is permanent and can require your approval before it runs, and so can other risky actions. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan, and you do not need a credit card to start. Paid plans are billed per completed task. You also need your own Customerly account.

Can the AI reply to my customers?

Yes, if you switch those tools on. It can reply in an existing conversation, start a new conversation, and send WhatsApp template messages. These reach your customers, so you can keep them off or require your approval before they run.