segment-automation
How to Install
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General Claude Code install: copy SKILL.md to ~/.claude/skills/
Segment Automation via Rube MCP
Automate Segment customer data platform operations through Composio's Segment toolkit via Rube MCP.
Prerequisites
- Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
- Active Segment connection via
RUBE_MANAGE_CONNECTIONSwith toolkitsegment - Always call
RUBE_SEARCH_TOOLSfirst to get current tool schemas
Setup
Get Rube MCP: Add https://rube.app/mcp as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.
- Verify Rube MCP is available by confirming
RUBE_SEARCH_TOOLSresponds - Call
RUBE_MANAGE_CONNECTIONSwith toolkitsegment - If connection is not ACTIVE, follow the returned auth link to complete Segment authentication
- Confirm connection status shows ACTIVE before running any workflows
Core Workflows
1. Track Events
When to use: User wants to send event data to Segment for downstream destinations
Tool sequence:
1. SEGMENT_TRACK - Send a single track event [Required]
Key parameters:
- userId: User identifier (required if no anonymousId)
- anonymousId: Anonymous identifier (required if no userId)
- event: Event name (e.g., 'Order Completed', 'Button Clicked')
- properties: Object with event-specific properties
- timestamp: ISO 8601 timestamp (optional; defaults to server time)
- context: Object with contextual metadata (IP, user agent, etc.)
Pitfalls:
- At least one of userId or anonymousId is required
- event name is required and should follow consistent naming conventions
- Properties are freeform objects; ensure consistent schema across events
- Timestamp must be ISO 8601 format (e.g., '2024-01-15T10:30:00Z')
- Events are processed asynchronously; successful API response means accepted, not delivered
2. Identify Users
When to use: User wants to associate traits with a user profile in Segment
Tool sequence:
1. SEGMENT_IDENTIFY - Set user traits and identity [Required]
Key parameters:
- userId: User identifier (required if no anonymousId)
- anonymousId: Anonymous identifier
- traits: Object with user properties (email, name, plan, etc.)
- timestamp: ISO 8601 timestamp
- context: Contextual metadata
Pitfalls:
- At least one of userId or anonymousId is required
- Traits are merged with existing traits, not replaced
- To remove a trait, set it to null
- Identify calls should be made before track calls for new users
- Avoid sending PII in traits unless destinations are configured for it
3. Batch Operations
When to use: User wants to send multiple events, identifies, or other calls in a single request
Tool sequence:
1. SEGMENT_BATCH - Send multiple Segment calls in one request [Required]
Key parameters:
- batch: Array of message objects, each with:
- type: Message type ('track', 'identify', 'group', 'page', 'alias')
- userId / anonymousId: User identifier
- Additional fields based on type (event, properties, traits, etc.)
Pitfalls:
- Each message in the batch must have a valid type field
- Maximum batch size limit applies; check schema for current limit
- All messages in a batch are processed independently; one failure does not affect others
- Each message must independently satisfy its type's requirements (e.g., track needs event name)
- Batch is the most efficient way to send multiple calls; prefer over individual calls
4. Group Users
When to use: User wants to associate a user with a company, team, or organization
Tool sequence:
1. SEGMENT_GROUP - Associate user with a group [Required]
Key parameters:
- userId: User identifier (required if no anonymousId)
- anonymousId: Anonymous identifier
- groupId: Group/organization identifier (required)
- traits: Object with group properties (name, industry, size, plan)
- timestamp: ISO 8601 timestamp
Pitfalls:
- groupId is required; it identifies the company or organization
- Group traits are merged with existing traits for that group
- A user can belong to multiple groups
- Group traits update the group profile, not the user profile
5. Track Page Views
When to use: User wants to record page view events in Segment
Tool sequence:
1. SEGMENT_PAGE - Send a page view event [Required]
Key parameters:
- userId: User identifier (required if no anonymousId)
- anonymousId: Anonymous identifier
- name: Page name (e.g., 'Home', 'Pricing', 'Dashboard')
- category: Page category (e.g., 'Docs', 'Marketing')
- properties: Object with page-specific properties (url, title, referrer)
Pitfalls:
- At least one of userId or anonymousId is required
- name and category are optional but recommended for proper analytics
- Standard properties include url, title, referrer, path, search
- Page calls are often automated; manual use is for server-side page tracking
6. Alias Users and Manage Sources
When to use: User wants to merge anonymous and identified users, or manage source configuration
Tool sequence:
1. SEGMENT_ALIAS - Link two user identities together [Optional]
2. SEGMENT_LIST_SCHEMA_SETTINGS_IN_SOURCE - View source schema settings [Optional]
3. SEGMENT_UPDATE_SOURCE - Update source configuration [Optional]
Key parameters:
- For ALIAS:
- userId: New user identifier (the identified ID)
- previousId: Old user identifier (the anonymous ID)
- For source operations:
- sourceId: Source identifier
Pitfalls:
- ALIAS is a one-way operation; cannot be undone
- previousId is the anonymous/old ID, userId is the new/identified ID
- Not all destinations support alias calls; check destination documentation
- ALIAS should be called once when a user first identifies (e.g., signs up)
- Source updates may affect data collection; review changes carefully
Common Patterns
User Lifecycle
Standard Segment user lifecycle:
1. Anonymous user visits -> PAGE call with anonymousId
2. User interacts -> TRACK call with anonymousId
3. User signs up -> ALIAS (anonymousId -> userId), then IDENTIFY with traits
4. User takes action -> TRACK call with userId
5. User joins org -> GROUP call linking userId to groupId
Batch Optimization
For bulk data ingestion:
1. Collect events in memory (array of message objects)
2. Each message includes type, userId/anonymousId, and type-specific fields
3. Call SEGMENT_BATCH with the collected messages
4. Check response for any individual message errors
Naming Conventions
Segment recommends consistent event naming: - Events: Use "Object Action" format (e.g., 'Order Completed', 'Article Viewed') - Properties: Use snake_case (e.g., 'order_total', 'product_name') - Traits: Use snake_case (e.g., 'first_name', 'plan_type')
Known Pitfalls
Identity Resolution:
- Always include userId or anonymousId on every call
- Use ALIAS only once per user identity merge
- Identify before tracking to ensure proper user association
Data Quality: - Event names should be consistent across all sources - Properties should follow a defined schema for downstream compatibility - Avoid sending sensitive PII unless destinations are configured for it
Rate Limits: - Use BATCH for bulk operations to stay within rate limits - Individual calls are rate-limited per source - Batch calls are more efficient and less likely to be throttled
Response Parsing:
- Successful responses indicate acceptance, not delivery to destinations
- Response data may be nested under data key
- Check for error fields in batch responses for individual message failures
Timestamps: - Must be ISO 8601 format with timezone (e.g., '2024-01-15T10:30:00Z') - Omitting timestamp uses server receive time - Historical data imports should include explicit timestamps
Quick Reference
| Task | Tool Slug | Key Params |
|---|---|---|
| Track event | SEGMENT_TRACK | userId, event, properties |
| Identify user | SEGMENT_IDENTIFY | userId, traits |
| Batch calls | SEGMENT_BATCH | batch (array of messages) |
| Group user | SEGMENT_GROUP | userId, groupId, traits |
| Page view | SEGMENT_PAGE | userId, name, properties |
| Alias identity | SEGMENT_ALIAS | userId, previousId |
| Source schema | SEGMENT_LIST_SCHEMA_SETTINGS_IN_SOURCE | sourceId |
| Update source | SEGMENT_UPDATE_SOURCE | sourceId |
| Warehouses | SEGMENT_LIST_CONNECTED_WAREHOUSES_FROM_SOURCE | sourceId |
When to Use
This skill is applicable to execute the workflow or actions described in the overview.
Limitations
- Use this skill only when the task clearly matches the scope described above.
- Do not treat the output as a substitute for environment-specific validation, testing, or expert review.
- Stop and ask for clarification if required inputs, permissions, safety boundaries, or success criteria are missing.
Details
| Category | Data → Data Processing |
| Source | community |
| Stars | N/A |
| Risk Level | Critical |