# Custify MCP for AI Agents AI Agent Connect > Custify helps you manage your customer success operations by giving your AI agent direct access to the Custify platform. You can track account health, monitor churn risks, and manage success tasks or CRM notes through natural conversation. It's built for B2B teams who need to keep their customers happy and healthy without manual data entry or constant tab switching. ## Overview - **Category:** productivity - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_7d7Mwghw15m8yaUYZomXwVHrIl5ehOmM1upP12IY/ai-agent-connect - **Tags:** customer-success, health-score, churn-prevention, event-tracking, crm-software, custify ## Description Custify connects your customer success platform directly into your AI workflow. Managing a growing B2B customer base usually means jumping between tabs to check who's happy and who's about to leave. You're constantly hunting for the latest health score or digging through old CRM notes to see what a client actually needs. Custify changes that by letting your AI agent do the heavy lifting. Instead of manually pulling reports, you can just ask your agent to tell you which accounts are at risk of churning or what the latest tasks are for a specific company. It pulls in the real-time data you need to keep your customers satisfied, so you can spend less time on data entry and more time on actual relationship building. It's one of the many specialized connectors available in the Vinkius catalog, making it easy to plug into your existing workflow. You get a clear picture of your KPIs and customer sentiment without the friction of switching apps. This means you can act on a low health score the moment it appears or summarize a complex account history in seconds. It's about getting the right information at the right moment so you can act before a customer decides to walk away. You get a unified view of your company metrics and customer profiles, making it much easier to keep your retention goals on track. ## Tools ### get_company_details Get detailed settings and metrics for a specific company. Use this to see high-level organizational health. ### create_person Create a new person record ### get_person_details Get details for a specific person ### list_companies List all companies in Custify. Use this to see your entire B2B portfolio at a glance. ### list_health_scores List customer health scores ### list_user_segments List user segments ### track_user_event Track a custom event ### list_people List all people associated with accounts. Use this to find the right contacts for your outreach. ## Prompt Examples **Prompt:** ``` Which of my customers are at the highest risk of churning right now? ``` **Response:** ``` I've analyzed your portfolio and found 4 customers with high churn probabilities: - **Alpha Corp** (88%) - **Beta Inc** (82%) - **Gamma Ltd** (75%) - **Delta Co** (70%) Would you like to see their current health scores? ``` **Prompt:** ``` What are the outstanding tasks for the Acme Corp account? ``` **Response:** ``` There are 3 open success tasks for Acme Corp: - **Schedule Q3 Review** (Overdue) - **Update Technical Lead** - **Send Training Docs** Would you like me to assign these to anyone? ``` **Prompt:** ``` Give me a summary of the notes for the Global Logistics account. ``` **Response:** ``` Here are the recent internal notes for Global Logistics: - Oct 12: Client requested a demo of the new API. - Oct 05: Issue with seat provisioning resolved. - Sept 28: CSM noted they are unhappy with the current pricing structure. ``` ## Capabilities ### Check customer health scores Get real-time health metrics and activity levels for any specific customer profile. ### Identify high-risk churn accounts Find customers with high churn probabilities to prioritize your retention efforts. ### View company-level success metrics Access high-level organizational data and success metrics for B2B accounts. ### Pull internal CRM notes Retrieve internal communications and historical notes for specific customer accounts. ### Track open success tasks View all pending and completed customer success tasks in one place. ### List account-associated contacts Get a list of all people associated with specific company accounts. ### Search for specific customer profiles Locate customers quickly using names or email addresses. ## Use Cases ### Identifying Churn Risks A CSM notices a drop in engagement and asks the agent to list customers with low health scores to prioritize outreach using `list_customers`. ### Pre-call Account Prep An AE wants to know the history of a big account and asks the agent to pull the latest CRM notes and success tasks using `list_customer_notes`. ### KPI Auditing for Success Ops A Success Ops lead asks the agent to list all account KPIs to ensure they match the current quarterly goals using `list_customer_kpis`. ### Quick Contact Discovery A new account manager wants to see all people associated with a new company and asks the agent to list those contacts using `list_people`. ## Benefits - Stop manual data hunting by using `get_customer_details` to see health scores and activity metrics instantly. - Proactively save accounts by using `list_customers` to identify high-risk churn probabilities across your entire portfolio. - Keep your team aligned on next steps by pulling open tasks with `list_customer_success_tasks` during meetings. - Stay informed on client history by pulling internal notes with `list_customer_notes` without digging through a CRM. - Monitor big-picture performance by accessing company-level metrics with `get_company_details` and `list_companies`. - Find the right contact information quickly using `list_people` and `search_customers_by_keyword` to simplify outreach. ## How It Works The bottom line is Custify gives you a direct line to your customer success data without leaving your chat interface. 1. Connect the Custify MCP to your AI client. 2. Provide your API key from the Custify settings page. 3. Ask your agent to pull customer data or update success tasks. ## Frequently Asked Questions **How does the Custify MCP help with churn?** It identifies accounts with high churn probabilities and low health scores so you can intervene before they leave. **Can I see my customer health scores?** Yes, the Connector lets your agent pull real-time health scores and activity metrics for any specific customer. **Can it manage my success tasks?** It can list all open and completed customer success tasks, helping you stay on top of your workload. **Does it work with my CRM notes?** Yes, it can retrieve internal CRM notes for specific customers so you have the full context of your interactions. **How do I use Custify MCP for B2B SaaS?** It connects your Custify data to your AI client, allowing you to query company metrics and customer profiles via natural language. **Can I search for customers quickly?** You can ask your agent to search for customers by name or email to pull up their full profile instantly. **How do I get a Custify API Key?** Log in to your Custify account, navigate to **Settings > API**, and you will find your API Key there. Ensure you have the necessary permissions to manage customer data. **Can the agent update health scores?** This integration currently focuses on listing and retrieving data. Health scores are typically calculated automatically by Custify based on usage and interaction data. **Does Custify support B2B company tracking?** Yes, Custify allows you to track both individual customers and company-level entities, which is fully supported by this integration. **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.