CustomerOS MCP Server

A local Model Context Protocol server for managing CustomerOS — tickets, accounts, team members, and notes — backed by Supabase.

Built for use with Claude Code but works with any MCP client.

Tools

Tool	Description
list_accounts	List all accounts with status
get_account	Find account by name (fuzzy search)
list_team	List team members with roles
list_tickets	List tickets, optionally filtered by status
get_my_tickets	List your open tickets
get_ticket	Get full ticket details by ID
list_notes	List client notes for an account
list_templates	List ticket templates with defaults
create_ticket	Create a new ticket with template, account, assignee
update_ticket	Update ticket status, assignee, deadline, description

Setup

1. Install

git clone https://github.com/throxy-labs/customeros-mcp.git
cd customeros-mcp
bun install   # or npm install
bun run build # or npm run build

2. Environment Variables

Contact bergen@throxy.com for access credentials.

Set these in your shell or .env:

CUSTOMEROS_SUPABASE_URL=<provided>
CUSTOMEROS_SUPABASE_ANON_KEY=<provided>
CUSTOMEROS_BERGEN_EMPLOYEE_ID=<your-employee-uuid>  # optional, for get_my_tickets

3. Configure MCP Client

Claude Code — add to your .mcp.json or Claude Code settings:

{
  "mcpServers": {
    "customeros": {
      "command": "node",
      "args": ["/path/to/customeros-mcp/dist/index.js"],
      "env": {
        "CUSTOMEROS_SUPABASE_URL": "https://your-project.supabase.co",
        "CUSTOMEROS_SUPABASE_ANON_KEY": "your-anon-key",
        "CUSTOMEROS_BERGEN_EMPLOYEE_ID": "your-employee-uuid"
      }
    }
  }
}

Usage Examples

Once connected, your MCP client can call tools like:

list_tickets(status: "todo")
create_ticket(template: "email", account: "Acme", title: "March Campaign", assignee: "bergen")
update_ticket(ticket: "TK-320", status: "backlog")
get_ticket(id: "TK-492")

Ticket descriptions support markdown (## headers, - lists, bold) and are automatically converted to HTML for the CustomerOS UI.

Supabase Schema

Expects these tables in your Supabase project:

• accounts — id, name, status
• team_members — id, name, role, team
• tickets — id, identifier, title, description, status, template, account_id, account_name, employee_id, employee_name, deadline, custom_fields, created_at
• client_notes — id, content, author_name, account_id, created_at
• ticket_templates — slug, label, description, default_employee_name, default_deadline_days, fields, sort_order

License

MIT