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Customer.io

Arcade toolkit · docs.arcade.dev

The Customer.io toolkit lets LLMs interact with a Customer.io workspace via the Tracking and App APIs. It covers the full lifecycle of contacts, messaging, and analytics — from identifying people and recording events through sending transactional emails and triggering broadcasts.

Capabilities

  • Contact management: Create, update, look up, search, and delete person profiles; resolve by email or ID; handle multi-match edge cases.
  • Activity & message history: Retrieve a person's timeline of activities (filterable by type/name) and full message/delivery history.
  • Segments: List workspace segments, check which segments a person belongs to, and enumerate segment members.
  • Campaigns, newsletters & broadcasts: List campaigns, newsletters, and broadcasts; read aggregate delivery metrics for campaigns and newsletters; trigger API broadcasts to segments or explicit recipient lists.
  • Transactional messaging: List transactional message templates and send transactional emails to a single recipient by template ID.
  • Event tracking: Record named custom events on a person's timeline to drive lifecycle journeys.

Secrets

This toolkit uses no OAuth flow. All credentials are supplied as secrets.

  • CUSTOMERIO_SITE_ID — The Site ID for your Customer.io workspace, used to authenticate Tracking API calls. Find it in the Customer.io dashboard under Settings → API Credentials → Tracking API. Customer.io API Credentials docs

  • CUSTOMERIO_TRACKING_API_KEY — The Tracking API Key paired with the Site ID above. Retrieved from the same Settings → API Credentials → Tracking API page. This key authenticates event, identify, and delete calls sent to the Tracking API endpoint.

  • CUSTOMERIO_APP_API_KEY — A Bearer token for the Customer.io App API (used for reading campaigns, newsletters, segments, sending transactional email, triggering broadcasts, etc.). Generate one in Settings → API Credentials → App API Keys. Scope the key to the minimum permissions your use case requires. Customer.io App API auth docs

  • CUSTOMERIO_REGION — Specifies the data region for your workspace (US or EU). This determines which API base URLs are used. You can confirm your region in Settings → Workspace Settings. Provide the appropriate string so requests are routed to the correct regional endpoint.

See the Arcade secrets guide for how to configure secrets, and manage them at https://api.arcade.dev/dashboard/auth/secrets.

Tools18

  • Customerio_DeletePerson

    Delete a person record to honor a data-removal request. Deleting a person who does not exist is accepted as a no-op.

  • Customerio_GetCampaignMetrics

    Read a campaign's aggregate delivery metrics over a period.

  • Customerio_GetNewsletterMetrics

    Read a newsletter's aggregate delivery metrics over a period.

  • Customerio_GetPerson

    Look up a person's profile by email or id. Resolves the person by whichever identifier is supplied; an email shared by several people reports every match in the result.

  • Customerio_IdentifyPerson

    Create or update a person and their attributes. Existing attributes not named in this call are preserved; named attributes are added or overwritten.

  • Customerio_ListBroadcasts

    List the workspace's broadcasts to discover ids that can be triggered.

  • Customerio_ListCampaigns

    List the campaigns in the workspace.

  • Customerio_ListNewsletters

    List the newsletters in the workspace.

  • Customerio_ListPersonActivities

    List a person's recent activities, most recent first, resolved by email or id. Optionally filter by activity type and/or name; filtering by name requires an activity type. When an email matches several people, the first match's activities are returned.

  • Customerio_ListPersonMessages

    List a person's message and delivery history, most recent first, resolved by email or id. When an email matches several people, the first match's messages are returned.

  • Customerio_ListPersonSegments

    List the segments a person belongs to, resolved by email or id. When an email matches several people, the first match's segments are returned.

  • Customerio_ListSegmentMembers

    List the ids of the people in a segment and the segment's total size.

  • Customerio_ListSegments

    List the segments defined in the workspace.

  • Customerio_ListTransactionalMessages

    List the transactional message templates in the workspace.

  • Customerio_RecordEvent

    Record a named custom event on a person's timeline to drive lifecycle journeys.

  • Customerio_SearchPeople

    Find people by segment membership and/or an attribute, to build an audience without a known id. Supply at least one of a segment or an attribute name; both combine with AND.

  • Customerio_SendTransactionalEmail

    Send a transactional email to one recipient by its template id.

  • Customerio_TriggerBroadcast

    Trigger an API broadcast to a segment or an explicit recipient list.