EricGrill/Customer.io Automation

Customer.io Automation

Automate customer engagement operations -- trigger targeted broadcasts, retrieve delivery metrics, manage audience segments, list newsletters and transactional templates, and inspect trigger execution history -- all orchestrated through the Composio MCP integration.

Toolkit docs: composio.dev/toolkits/customerio

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Setup

1. Connect your Customer.io account through the Composio MCP server at https://rube.app/mcp
2. The agent will prompt you with an authentication link if no active connection exists
3. Once connected, all CUSTOMERIO_* tools become available for execution

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Core Workflows

1. Trigger a Broadcast

Manually fire a pre-configured broadcast to a specific audience with personalization data.

Tool: CUSTOMERIO_TRIGGER_BROADCAST

| Parameter | Type | Required | Description | |-----------|------|----------|-------------| | broadcast_id | integer | Yes | Broadcast ID from Customer.io Triggering Details | | ids | array | No | List of customer IDs to target | | emails | array | No | List of email addresses to target | | recipients | object | No | Complex filter with and/or/not/segment operators | | per_user_data | array | No | Per-user personalization with id/email + data | | data | object | No | Global key-value data for Liquid template personalization | | data_file_url | string | No | URL to JSON file with per-line user data | | email_add_duplicates | boolean | No | Allow duplicate recipients (default: false) | | email_ignore_missing | boolean | No | Skip people without emails (default: false) | | id_ignore_missing | boolean | No | Skip people without customer IDs (default: false) |

Important: Provide exactly ONE audience option: recipients, ids, emails, per_user_data, or data_file_url. Rate limit: 1 request per 10 seconds per broadcast.

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2. Retrieve Message Delivery Metrics

Fetch paginated delivery metrics for messages with filtering by campaign, type, and time window.

Tool: CUSTOMERIO_GET_MESSAGES

| Parameter | Type | Required | Description | |-----------|------|----------|-------------| | type | string | No | Message type: email, webhook, twilio, slack, push, in_app | | metric | string | No | Metric: attempted, sent, delivered, opened, clicked, converted | | campaign_id | integer | No | Filter by campaign ID | | newsletter_id | integer | No | Filter by newsletter ID | | action_id | integer | No | Filter by action ID | | start_ts | integer | No | Start of time window (Unix timestamp) | | end_ts | integer | No | End of time window (Unix timestamp) | | limit | integer | No | Results per page, 1-1000 (default: 50) | | start | string | No | Pagination token from previous response next value | | drafts | boolean | No | Return draft messages instead of active/sent |

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3. List Audience Segments

Retrieve all segments defined in your workspace for audience analysis and broadcast targeting.

Tool: CUSTOMERIO_GET_SEGMENTS

No parameters required -- returns all segments with IDs and metadata.

Use segment IDs when targeting broadcasts via the recipients.segment.id filter.

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4. List Newsletters

Paginate through all newsletter metadata for tracking and analysis.

Tool: CUSTOMERIO_LIST_NEWSLETTERS

| Parameter | Type | Required | Description | |-----------|------|----------|-------------| | limit | integer | No | Max per page, 1-100 | | sort | string | No | asc (chronological) or desc (reverse) | | start | string | No | Pagination cursor from previous response next value |

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5. Discover Transactional Message Templates

List all transactional message templates to find IDs for sending via the API.

Tool: CUSTOMERIO_LIST_TRANSACTIONAL_MESSAGES

No parameters required -- returns template IDs and trigger names.

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6. Inspect Broadcast Trigger History

Review all trigger executions for a broadcast and inspect individual trigger details.

Tools: CUSTOMERIO_GET_TRIGGERS and CUSTOMERIO_GET_TRIGGER

List all triggers for a broadcast:

| Parameter | Type | Required | Description | |-----------|------|----------|-------------| | broadcast_id | integer | Yes | The broadcast/campaign ID |

Get a specific trigger:

| Parameter | Type | Required | Description | |-----------|------|----------|-------------| | broadcast_id | integer | Yes | The campaign/broadcast ID | | trigger_id | string | Yes | Trigger identifier (e.g., 456 or 5-37) |

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Known Pitfalls

| Pitfall | Details | |---------|---------| | Mutually exclusive audience params | CUSTOMERIO_TRIGGER_BROADCAST requires exactly ONE of recipients, ids, emails, per_user_data, or data_file_url -- providing multiple causes errors | | Rate limiting on broadcasts | Broadcasts are limited to 1 trigger request per 10 seconds per broadcast ID | | Unix timestamp format | start_ts and end_ts in CUSTOMERIO_GET_MESSAGES must be Unix timestamps, not ISO strings | | Pagination tokens | Messages and newsletters use cursor-based pagination via the start parameter -- use the next value from previous responses | | Segment ID resolution | To target a segment in a broadcast, first fetch segment IDs via CUSTOMERIO_GET_SEGMENTS, then reference by ID in recipients.segment.id |

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Quick Reference

| Tool Slug | Purpose | |-----------|---------| | CUSTOMERIO_TRIGGER_BROADCAST | Trigger a broadcast to a defined audience | | CUSTOMERIO_GET_MESSAGES | Retrieve message delivery metrics with filters | | CUSTOMERIO_GET_SEGMENTS | List all audience segments | | CUSTOMERIO_GET_SEGMENT_DETAILS | Get details for a specific segment | | CUSTOMERIO_LIST_NEWSLETTERS | Paginate through newsletters | | CUSTOMERIO_LIST_TRANSACTIONAL_MESSAGES | List transactional message templates | | CUSTOMERIO_GET_TRIGGERS | List all trigger executions for a broadcast | | CUSTOMERIO_GET_TRIGGER | Inspect a specific trigger execution |

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