How to integrate Customerio MCP with Hermes

Hermes is a 24/7 autonomous agent that lives on your computer or server — it remembers what it learns and evolves as your usage grows. This guide explains the easiest and most robust way to connect your Customerio account to Hermes. You can do this through either Composio Connect CLI or Composio Connect MCP. For personal use we recommend the CLI, but you won't go wrong with MCP either.

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Api Key

Customer.io is a customer engagement platform for targeted messaging across email, SMS, and push. Easily automate, segment, and track communications with your audience.

23 Tools

Introduction

Hermes is a 24/7 autonomous agent that lives on your computer or server — it remembers what it learns and evolves as your usage grows.

This guide explains the easiest and most robust way to connect your Customerio account to Hermes. You can do this through either Composio Connect CLI or Composio Connect MCP. For personal use we recommend the CLI, but you won't go wrong with MCP either.

Also integrate Customerio with

What is Composio Connect?

Composio Connect is a consumer offering that lets anyone plug 1,000+ applications directly into their agent harness — including Hermes. It can:

  • Search and load tools from relevant toolkits on-demand, reducing context usage.
  • Chain multiple tools to accomplish complex workflows via a remote workbench, without excessive back-and-forth with the LLM.
  • Manage app authentication end-to-end with zero manual overhead.

Integrating Customerio with Hermes

Using Composio Connect CLI

1. Install the Composio CLI

Run the install script directly, or paste https://composio.dev/hermes into your Hermes chat box to have it installed for you.

bash
curl -fsSL https://composio.dev/install | bash
Hermes authenticating with Composio

2. Authenticate

Once the CLI is installed, ask Hermes to authenticate with Composio.

3. Connect to Customerio

Ask your agent to connect to Customerio, or simply request any Customerio-related task. Hermes will prompt you to authenticate and authorize access.

4. Done. You're all set with a new Customerio connection.


Using Composio Connect MCP

1. Get your MCP URL and API Key

Go to dashboard.composio.dev and copy your Connect MCP URL and API key.

Copy MCP URL and API key from Composio dashboard

2. Open the Hermes config file

bash
nano ~/.hermes/config.yaml

3. Add the Composio Connect MCP server

bash
mcp_servers:
  composio:
    url: "https://connect.composio.dev/mcp"
    headers:
      x-consumer-api-key: "YOUR_COMPOSIO_API_KEY"
    connect_timeout: 60
    timeout: 180

Save with Ctrl + O, Enter, then exit with Ctrl + X.

4. Restart your Hermes agent

Once restarted, ask your agent to connect to Customerio or request any Customerio-related task. It will prompt you to authenticate and authorize access.

5. Done!

What is the Customerio MCP server, and what's possible with it?

The Customerio MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Customer.io account. It provides structured and secure access to your customer engagement workspace, allowing your agent to send targeted communications, manage segments, retrieve messaging analytics, and automate customer data management on your behalf.

  • Targeted message analytics and tracking: Retrieve detailed lists of messages sent, including delivery metrics, to monitor campaign performance and engagement.
  • Segment discovery and membership management: Let your agent fetch all segments, get details for a specific segment, and list all customers in a segment for precise audience targeting.
  • Integration and webhook management: Have your agent list and review all integrations and webhooks in your workspace to streamline system connectivity and reporting.
  • Customer profile suppression: Direct your agent to permanently suppress (delete and block) customer profiles, ensuring compliance and data privacy.
  • Collection metadata retrieval: Retrieve up-to-date details for all collections in your workspace, keeping your AI-powered workflows and automations in sync with your data sources.

Way Forward

With Customerio connected, Hermes can now act on your behalf whenever it detects a relevant task or you ask it to.

From here, you can extend Hermes further:

  • Connect more apps: Calendar, Slack, Notion, Linear, and hundreds of others are available through the same Composio Connect setup. Each new integration compounds what Hermes can do for you.
  • Build workflows across tools: Once multiple apps are connected, Hermes can chain actions together — turn an email into a calendar invite, a Slack message into a Linear ticket, or a meeting note into a follow-up draft.
  • Let it learn your patterns: The more you use Hermes, the better it gets at anticipating how you'd handle recurring tasks. Give it feedback on drafts and decisions, and it will adapt.

If you run into trouble or want to share what you've built, join the community or check out the Docs for deeper configuration options.

TOOLS

Supported Tools

Every Customerio action and event your agent gets out of the box.

Add Person to Group

Tool to add people to a group in Customer.

Create Profile Alias

Tool to create an alias to merge multiple profiles in Customer.

Suppress Customer Profile

Suppress a customer profile to permanently delete it and prevent re-adding with the same identifier.

Get Integrations

Tool to retrieve a list of integrations in your workspace.

Get Messages

Tool to retrieve a list of messages sent from your workspace.

Get Segment Details

Tool to retrieve details of a specific segment.

Get Segment Membership

Tool to retrieve people in a specific segment.

Get Segments

Tool to retrieve a list of segments in your workspace.

Get Trigger

Retrieves details about a specific API-triggered broadcast, including trigger ID, campaign ID, creation timestamp, recipient filter criteria, and personalization data.

Get Broadcast Triggers

Retrieve all API trigger instances for a specific broadcast/campaign.

Get Customer.io Workspace Webhooks

Retrieves all reporting webhook configurations from the Customer.

Identify Person

Tool to identify a person and assign traits to them in Customer.

List Collections

Tool to list all Collections metadata.

List IP Addresses

Tool to retrieve the list of IP addresses used by Customer.

List Newsletters

Tool to list all newsletters.

List Snippets

Tool to list all snippets in your workspace.

List Transactional Messages

Lists all transactional message templates in your Customer.

Send Batch CDP Calls

Send multiple CDP calls (identify, track, page, screen, group, alias) in a single batch request.

Track Event

Tool to send an event associated with a person in Customer.

Track Page View

Tool to track page view events for website visitors in Customer.

Track Screen View

Track mobile screen views in Customer.

Trigger Broadcast

Manually trigger a Customer.

Unsubscribe from Delivery

Tool to handle custom unsubscribe requests for email deliveries in Customer.

FAQ

Frequently asked questions

With a standalone Customerio MCP server, the agents and LLMs can only access a fixed set of Customerio tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Customerio and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Hermes fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Customerio tools.

Yes, absolutely. You can configure which Customerio scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Customerio data and credentials are handled as safely as possible.

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