# Freshsuccess MCP for AI Agents AI Agent Connect

> Freshsuccess lets you manage customer success data through your AI agent. It handles health scores, account oversight, and custom metric logging for Freshdesk users. Use it to spot churn risks, track product usage, and keep your CSM tasks organized without leaving your chat interface.

## Overview
- **Category:** business-operations
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_vMHDbV94jnwMMaim3c0AZ8kyccCFtUZUOBrkR7qx/ai-agent-connect
- **Tags:** churn-prevention, customer-health-score, retention-management, account-management, customer-analytics

## Description

This Connector connects your Freshsuccess account to your AI agent so you can handle customer retention tasks through plain conversation. Instead of jumping between tabs to check who is about to churn or which accounts are underperforming, you can just ask your agent for a status update. It pulls in real-time health scores, lists pending tasks for your team, and lets you push custom usage data into specific accounts to keep your records accurate. You can see who is actually using the product and who is not, helping you prioritize where to spend your time. It is part of the Vinkius catalog, making it easy to plug into your existing workflow. You will be able to update user profiles or log new metrics on the fly, ensuring your records stay current without manual data entry. It turns your AI into a proactive partner that knows your customer base inside out.

## Tools

### get_account_health
Get account metadata. This lets you see the current health status of a specific customer account.

### upsert_cs_user
This ensures your user profiles stay synchronized and up to date.

### check_api_status
Verify API connection. This lets you check if your connection to the Freshsuccess API is active.

### get_user_health
Get user metadata. Use this to see how individual users are engaging with your product.

### list_cs_accounts
List customer accounts. This pulls a full list of your accounts so you can see your whole book of business.

### list_cs_alerts
List active alerts. This helps you find usage drops or health warnings that need immediate attention.

### list_custom_metrics
List defined metrics. See which custom metrics are currently set up in your Freshsuccess account.

### list_cs_tasks
List pending tasks. This shows all pending CSM tasks to keep your team's workload organized.

### list_cs_users
List account users. Get a list of all users associated with a specific customer account.

### post_metric_value
Record custom metric. Post specific usage values to accounts or users to influence health scores.

### upsert_cs_account
Create/Update account. This ensures your account records stay synchronized and up to date.

## Prompt Examples

**Prompt:** 
```
Which customers have the lowest health scores right now?
```

**Response:** 
```
I've analyzed your accounts and found the following customers with the lowest health scores:

| Customer | Health Score | Status |
| :--- | :--- | :--- |
| Acme Corp | 42 | **Critical** |
| Globex | 58 | **Warning** |
| Stark Ind. | 30 | **Critical** |

Would you like me to list the active alerts for any of these accounts?
```

**Prompt:** 
```
Give me a list of all pending CSM tasks for today.
```

**Response:** 
```
Here are the pending tasks for the CSM team:

* **Acme Corp**: Follow up on usage drop (Due: Today)
* **Globex**: Schedule Q3 renewal review (Due: Tomorrow)
* **Stark Ind.**: Resolve high-priority support ticket (Due: Today)

I can help you prioritize these or update any of them for you.
```

**Prompt:** 
```
Update the API usage metric to 200 for user user_987.
```

**Response:** 
```
Done! I've recorded the value **200** for the **api_calls** metric for user **user_987**. This update will be reflected in their engagement score and account health metrics.
```

## Capabilities

### Check account health scores
Get real-time health scores and metadata for specific customer accounts.

### List all active customer accounts
Pull a full list of your customer accounts to see your entire book of business.

### Track specific user engagement
Access detailed profiles to see how individual users are interacting with your product.

### Identify high-priority alerts
Find active alerts like usage drops or health warnings to prioritize your daily work.

### Log custom product metrics
Record specific usage values to influence your health scoring and analytics.

### Update customer records
Create or update account and user profiles to keep your data synchronized.

## Use Cases

### Spotting Churn Risks
A CSM asks the agent to find all accounts with a health score below 50. The agent uses list_cs_alerts and get_account_health to provide a prioritized list of who to call today.

### Automated Metric Logging
A CS Ops person asks the agent to log a specific usage value for a new user. The agent uses post_metric_value to update the records without the person leaving the chat.

### Renewal Meeting Prep
An AE asks for a summary of a specific account's health and active alerts before a meeting. The agent pulls the data instantly to give a clear overview.

### Team Task Sync
A manager asks what tasks are pending for the team to see if anyone is overloaded. The agent uses list_cs_tasks to show the current workload.

## Benefits

- Stop manual dashboard hopping by using list_cs_accounts to see your whole book of business in one chat.
- Identify churn risks faster by pulling list_cs_alerts to see exactly which customers need immediate attention.
- Keep your data clean by using upsert_cs_account and upsert_cs_user to sync records without manual entry.
- Track actual product adoption by using post_metric_value to feed real-time usage data into your health scores.
- Stay on top of your workload by pulling list_cs_tasks to see what needs to get done today.
- Get instant health status for any account by asking your agent to run get_account_health on the fly.

## How It Works

The bottom line is you get a direct line to your Freshsuccess data without leaving your AI chat.

1. Subscribe to the Freshsuccess MCP on Vinkius.
2. Enter your Freshsuccess Region Domain and API Key in the configuration.
3. Ask your AI client to list accounts, check health scores, or log metrics.

## Frequently Asked Questions

**Can Freshsuccess MCP help me stop customers from leaving?**
Yes, it helps by pulling active alerts and health scores directly into your chat. You can quickly identify which customers are at risk of churning and prioritize your outreach.

**How do I see my account health scores with Freshsuccess MCP?**
You can simply ask your AI agent to show you the health scores for specific accounts or ask for a list of the lowest-scoring accounts to see who needs help.

**Can I use Freshsuccess MCP to update user data?**
Yes, you can use the AI to create or update user profiles. This keeps your records accurate without you having to manually click through the dashboard.

**Does Freshsuccess MCP work with Claude or Cursor?**
Yes, it works with any MCP-compatible client, including Claude, Cursor, and Windsurf, allowing you to manage your customer success data from your favorite tool.

**How do I get my Freshsuccess data into my AI agent?**
You can connect it by subscribing to the Connector on Vinkius and providing your Region Domain and API Key from your Freshsuccess settings.

**Can it log custom product metrics for me?**
Yes, you can ask your agent to record specific values for custom metrics. This is a great way to keep your health scoring accurate based on real product usage.

**How do I get an API Key for Freshsuccess?**
Log in to your Freshsuccess account, navigate to Settings > Third-party integrations > API, and generate or copy your active token.

**What is my 'Region Domain'?**
Your domain depends on where your account is hosted (e.g. 'api-us.freshsuccess.com' for US Data Center, 'api-eu.freshsuccess.com' for Europe).

**Can I update an account's metadata using the agent?**
Yes! Use the 'upsert_cs_account' tool. Provide the unique Account ID and the new name to instantly update the record in Freshsuccess.

**Is it possible to log custom product metrics?**
Absolutely. You can use the 'post_metric_value' tool to send raw numeric data for specific accounts or users to influence their health scores.