# ChurnZero MCP for AI Agents AI Agent Connect > ChurnZero MCP lets you connect your customer success data to your AI agent. You can track churn scores, monitor account health, and audit customer communications without leaving your chat interface. It gives your agent the context it needs to identify at-risk accounts and manage success playbooks in real-time. ## Overview - **Category:** customer-support - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_jX387SiIUuauUYdv9RzRFDqmb9cXgaX28S948eWO/ai-agent-connect - **Tags:** customer-success, churn-prediction, health-scores, account-management, customer-retention, saas-analytics ## Description Imagine you're trying to figure out why a major account is cooling off. Usually, that means jumping into a dashboard, filtering by health score, and digging through a history of messages. With this Connector, you just ask your agent. You can pull up the latest health metrics, see which success playbooks are active, and check out recent alerts to see if a key contact just left. It turns your AI into a customer success analyst that knows your accounts inside and out. Instead of hunting for data, you get a direct line to your retention strategy. You'll find this works great when you're looking for patterns across hundreds of accounts or need to quickly verify if a specific customer has finished their onboarding. It's one of the many ways Vinkius makes it easy to plug your actual business data into the tools you already use every day. You stop copy-pasting status updates and start making decisions based on real-time activity. ## Tools ### get_account_success_details Get specific health metrics and success data for a single customer account. This helps you see the exact status of a client on demand. ### list_churnzero_accounts Pull a list of all customer accounts currently managed in your ChurnZero instance. It gives you a full overview of your portfolio. ### list_churnzero_alerts See all active customer success alerts that require immediate attention. Use this to find high-priority issues instantly. ### list_churnzero_contacts Retrieve a list of all customer contacts associated with your accounts. This is useful for mapping out key stakeholders. ### list_customer_journeys View the active success journeys and playbooks for your customers. It shows you exactly where clients are in their lifecycle. ### list_customer_messages Review all messages and automated communications sent to your customers. This is great for auditing outreach history. ### list_success_playbooks List all active customer success playbooks currently in use. Use this to ensure your team is following the correct guides. ### track_account_event Log a specific customer event or activity to update health scores. This keeps your data accurate without manual entry. ## Prompt Examples **Prompt:** ``` Which accounts have the highest risk of churning right now? ``` **Response:** ``` I've checked your active alerts. You have 3 accounts flagged for 'Low Usage' and 2 for 'Key Contact Left'. The most urgent is **Global Tech** with a health score of 32. Would you like me to pull their recent message history? ``` **Prompt:** ``` What's the current status of the ACME onboarding? ``` **Response:** ``` The **ACME** account is currently on the 'New User Onboarding' journey. * **Health Score:** 85 * **Progress:** Completed 3 of 5 required milestones I can list the specific playbooks they are following if you'd like. ``` **Prompt:** ``` Log that the training for 'Startup Inc' is done. ``` **Response:** ``` I've logged the **'Feature Training Completed'** event for **Startup Inc**. This will be reflected in their health score during the next update cycle. ``` ## Capabilities ### Pull health scores Get the current churn risk and health metrics for any account. ### Find at-risk accounts List all active success alerts to see who needs help now. ### Audit customer messages Review all communications sent to specific customers. ### Track user activity Log custom events to keep health scoring accurate. ### View success journeys See which playbooks and journeys are currently active. ### Look up contact history Retrieve details for customer contacts and their interaction history. ## Use Cases ### High-risk account triage An agent identifies 3 accounts with low health scores and lists their recent alerts to help a CSM prioritize their morning. ### Playbook auditing A Success Ops lead asks the agent to list all active playbooks to check if the new onboarding flow is being used. ### Pre-renewal check A salesperson asks for the latest account success details and message history before jumping on a call with a renewing client. ### Event logging A support rep tells the agent to track a Training Completed event so the customer's health score updates automatically. ## Benefits - Stop manual dashboard hopping by using list_churnzero_accounts to see your entire portfolio in one chat. - Identify at-risk customers faster by pulling active alerts with list_churnzero_alerts directly into your workflow. - Keep your health scores accurate by logging new activities using track_account_event without manual data entry. - Audit your team's communication history by reviewing logs with list_customer_messages to ensure brand consistency. - Monitor customer progress in real-time by checking active journeys with list_customer_journeys during live calls. - Get instant context on specific accounts by pulling deep metrics with get_account_success_details on demand. ## How It Works The bottom line is you get a direct bridge between your customer success data and your AI agent. 1. Subscribe to the ChurnZero MCP on Vinkius. 2. Add your ChurnZero App Key and instance App URL to your configuration. 3. Ask your AI client questions about account health or churn risk. ## Frequently Asked Questions **Can I use ChurnZero MCP to see my customer health scores?** Yes, you can pull health metrics and scores for any account directly into your chat. It helps you see at a glance which customers are thriving and which need attention. **How does ChurnZero MCP help with churn prediction?** It lets your agent pull active alerts and health data so you can identify at-risk accounts before they leave. You can spot red flags faster than by manual searching. **Can I check my team's messages with ChurnZero MCP?** Yes, you can review all messages and automated communications sent to customers. This is perfect for auditing your team's outreach and maintaining a consistent voice. **Can ChurnZero MCP track customer activities?** You can log custom events and activities through the agent, which helps keep your health scoring accurate without having to manually update the dashboard. **Does ChurnZero MCP show my success playbooks?** Yes, it lists all active playbooks and customer journeys so you can see what's currently running for your clients and ensure your team is following the right steps. **Is ChurnZero MCP good for Sales teams?** Sales teams can use it to quickly look up account status and recent interaction history before jumping on a call, giving them the context they need to be successful. **Can I see the health score for a specific account?** Yes! Use the `get_account_success_details` tool with the unique account External ID. The agent will return the churn score, health metrics, and current status from ChurnZero. **How do I check which success playbooks are currently active?** Use the `list_success_playbooks` tool. Your agent will fetch all configured playbooks, allowing you to identify which automation flows are currently running. **Where do I find my ChurnZero App Key?** Log in to ChurnZero, go to the **Admin** section, and look for **Application Keys**. You can generate a new App Key there for API access.