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At a glance

Credentials

Set these per environment. See Connect an integration.

Setup

  1. Create a Customer.io account: Sign up at https://customer.io/ - the free trial includes a full workspace suitable for development and testing.
  2. Create an App API key: In Customer.io go to Settings > Account Settings > API Credentials, open the App API Keys tab, and create a key. Scope it to the workspace and permissions your agents need (read access plus transactional send if you use the email tool).
  3. Set the environment variable: Copy the key into CUSTOMERIO_APP_API_KEY. It is sent as a Bearer token in the Authorization header on every request.
  4. Optional: set up a transactional message: To send templated transactional email, create a Transactional message in Customer.io and use its ID or trigger name as transactional_message_id.
  • Customer.io has US and EU regions. This connector targets the US host api.customer.io; if your workspace is in the EU data center, replace the host with api-eu.customer.io in the tool URLs.
  • These tools use the App API (Bearer App API key). The separate Track API (track.customer.io) for identifying people and sending events uses HTTP Basic auth with a site ID and Track API key and is not covered by this connector.
  • App API rate limits: most endpoints allow 10 requests per second; transactional sends allow 100 requests per second.
Provider API reference: https://docs.customer.io/integrations/api/app/

Tools

Example prompts

  • List my Customer.io campaigns and summarize the recent metrics for the active ones.
  • Search Customer.io for a person by email and show their identifiers.
  • Send a transactional email via Customer.io to the recipient I specify.