# Custify MCP for AI Agents AI Agent Connect

> Custify MCP lets you manage customer success data through your AI agent. It pulls health scores, tracks user events, and manages person records so you can spot churn risks without digging through dashboards. Connect your account to see who's active, who's at risk, and what they're doing in one place.

## Overview
- **Category:** productivity
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_L8wx73rPEkLtax25I1V9gVda6rKOAQXzqAD5vv1K/ai-agent-connect
- **Tags:** customer-success, health-score, churn-prevention, event-tracking, crm-software, custify

## Description

Connect your Custify account to your AI agent to handle customer success tasks without switching tabs. Instead of hunting for account health or manually updating records, you can just ask your agent to find at-risk customers or pull engagement history. You can see who's using your product, which segments are growing, and where people are getting stuck. It makes it easy to keep your CRM clean because you can create new records and update profiles with simple text commands. Whether you're trying to spot a churn signal early or just need to know how many people are in a specific segment, this Connector puts that data right in your chat window. It's a great way to keep your success team moving fast while staying on top of every account. You'll find it's much easier to manage high-volume accounts when your agent can pull the details you actually need in real-time. This is one of the many tools available in the Vinkius catalog designed to bridge the gap between your data and your daily workflow. You can move from identifying a problem to taking action without ever leaving your conversation. When your agent has direct access to your customer success data, you stop worrying about whether you have the right info and start focusing on the actual conversations that matter. It turns your data into a conversational resource that anyone on the team can use to get answers quickly.

## Tools

### get_person_details
Pull specific profile information for a single user. This helps you understand a customer's history at a glance.

### list_companies
Get a full list of all organizations managed in your account. Use this to see your total customer footprint.

### list_health_scores
Retrieve the current health metrics for your customers. It's the fastest way to identify accounts at risk of churning.

### list_people
Pull a list of all product users. Use this to see who's active across your platform.

### list_user_segments
See how your users are grouped into different categories. This helps you understand your user distribution.

### create_person
Add a new person record to your CRM directly. This keeps your data clean without manual entry.

### get_company_details
Fetch specific details for a company. Use this to see the full context of a company account.

### track_user_event
Record a custom action or event for a user. This feeds your success analytics and updates health scores.

## Prompt Examples

**Prompt:** 
```
Who are my top 5 at-risk customers?
```

**Response:** 
```
I've analyzed your account health scores. Here are the 5 companies currently showing the highest risk of churn:

| Company | Health Score | Risk Level |
| :--- | :--- | :--- |
| **Acme Corp** | 42/100 | High |
| **Global Logistics** | 48/100 | High |
| **Tech Giant** | 55/100 | Medium |
| **Nova Retail** | 58/100 | Medium |
| **Skyline Inc** | 60/100 | Low

Would you like me to pull the engagement history for Acme Corp?
```

**Prompt:** 
```
Add a new person for Acme Corp: Jane Doe, jane@acme.com
```

**Response:** 
```
I've successfully added the new record to your CRM:

*   **Name:** Jane Doe
*   **Email:** jane@acme.com
*   **Organization:** Acme Corp

The profile is now active and associated with your managed accounts.
```

**Prompt:** 
```
What did John Doe do in the last 24 hours?
```

**Response:** 
```
I've retrieved the recent activity for **John Doe**:

*   **Feature X Usage:** 2 hours ago
*   **Button Clicked:** 4 hours ago
*   **Login Event:** 6 hours ago

His health score remains stable at 92/100.
```

## Capabilities

### Get company health scores
See which accounts are at risk of churning instantly.

### Find specific user details
Pull profile information for any user in your database.

### Create new person records
Add new contacts to your CRM using simple text commands.

### Track custom user events
Log specific user actions to update your success analytics.

### List all customer companies
View a complete list of organizations managed in your account.

### View user segments
See how your users are grouped into different categories.

## Use Cases

### Identifying Churn Risk
A CSM asks the agent to use `list_health_scores` to see which accounts need immediate attention today.

### New User Onboarding
A product manager uses `create_person` to add a new enterprise lead directly into the CRM during a live demo.

### Segment Analysis
An operations lead asks the agent to use `list_user_segments` to see how many people are using the new pro feature.

### Event Logging
A developer asks the agent to use `track_user_event` to log a specific button click to see if it impacts health scores.

## Benefits

- Stop hunting through dashboards by using `list_health_scores` to see at-risk accounts instantly.
- Keep your records accurate by using `create_person` to add new users without leaving your chat.
- Spot churn signals faster by pulling engagement history with `get_company_details`.
- Monitor feature adoption in real-time by using `track_user_event` to log specific actions.
- Understand your audience better by pulling group data with `list_user_segments`.
- Save time on manual data entry by using `get_person_details` to quickly grab user info.

## How It Works

The bottom line is you get a direct line to your customer success data through any AI client you already use.

1. Subscribe to the Custify MCP on Vinkius
2. Enter your Custify API Key from your account settings
3. Ask your agent to check account health or list users

## Frequently Asked Questions

**How does Custify MCP help with churn?**
It gives your AI agent direct access to health scores. You can ask about any account to see if they are at risk, allowing you to prioritize your outreach.

**Can I add new users to my CRM using the Custify MCP?**
Yes, you can create new person records directly through your AI client. This keeps your data consistent without manual entry.

**Does the Custify MCP work with Claude or Cursor?**
It works with any MCP-compatible client, including Claude, Cursor, and Windsurf, as long as you have your API key connected.

**How do I see user segments in Custify?**
You can ask your agent to list your user segments. It will pull the current distributions so you can see how your audience is grouped.

**Can I track custom events with this Connector?**
Yes, you can use your agent to log specific user actions. This helps update your success analytics and influences health scores automatically.

**Is it easy to connect Custify to my AI agent?**
It's very straightforward. You just need to subscribe to the Connector and enter your Custify API key from your account settings.

**Can I check the health score of a company via AI?**
Yes! Use the `get_company_details` tool and provide the Company ID. Your agent will retrieve the current health score, risk status, and account metadata.

**How do I track a custom user event using the agent?**
Use the `track_user_event` action. Provide the User ID and the Event Name. You can also pass a JSON object with additional attributes for the action.

**Is it possible to see my defined customer segments via AI?**
Absolutely. Use the `list_user_segments` query. The agent will retrieve the complete list of segments configured in your Custify account.