# Gainsight CS MCP for AI Agents AI Agent Connect > Gainsight CS lets you connect your Gainsight NXT instance to your AI client to manage customer health, log activities, and track retention tasks. Instead of jumping between tabs, you can ask your agent to pull company profiles, update timelines, or check pending calls to action directly from your chat interface. It bridges the gap between your success data and your daily workflow. ## Overview - **Category:** customer-support - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_Ehs1leTYJyLCSx9AA8I4spgNQYuehYX6fBmwaEwX/ai-agent-connect - **Tags:** customer-success, churn-reduction, health-scores, timeline-tracking, revenue-retention, cta-management ## Description Gainsight CS lets you connect your Gainsight NXT instance to your AI client to manage customer health, log activities, and track retention tasks. Managing a customer's lifecycle usually means jumping between different tabs to see if they're actually happy or just quiet. You have to hunt for health scores, dig through old meeting notes, and manually check if the team has completed the necessary steps to prevent churn. This Connector changes that by putting all that data right where you're already working. You can ask your agent to pull up a specific company's status, see who the main contacts are, or check out the latest activities on their timeline. If you need to log a quick call or a new note, you just tell the agent to do it. It handles the heavy lifting of fetching metadata and updating records so you don't have to leave your primary workspace. By connecting this through the Vinkius catalog, you're basically giving your agent a direct line into your customer success data. It makes it way easier to spot risks early and keep your retention playbook moving without the constant context switching. You can quickly verify your own identity within the account or pull a list of all the companies you manage to get a high-level overview of your portfolio. It's about getting the right information at the right time without the friction of a traditional dashboard. ## Tools ### verify_api_connection verify_api_connection checks if your connection to the Gainsight API is active. This ensures your AI client has the correct permissions to fetch data. ### get_company_health get_company_health retrieves the current health score and metadata for a specific company. Use this to quickly check if a client is at risk of churning. ### get_my_identity get_my_identity shows your current profile and identity within the Gainsight account. This confirms you are working in the correct account context. ### log_timeline_activity log_timeline_activity adds a new call, meeting, or note to a customer's activity timeline. Use this to keep records updated immediately after a client interaction. ### get_cta_metadata get_cta_metadata pulls specific details about a Call to Action from your cockpit. It helps you see exactly what needs to be done for a specific account. ### get_person_details get_person_details fetches profile information for a specific customer or partner. This helps you get context on key stakeholders quickly. ### get_task_metadata get_task_metadata provides details on a specific task within your retention playbook. Use this to see the status of individual retention steps. ### list_calls_to_action list_calls_to_action shows all current Calls to Action across your customer companies. It gives you a bird's eye view of your retention tasks. ### list_customer_companies list_customer_companies pulls a list of all customer companies managed in your Gainsight instance. This is useful for getting a high-level overview of your portfolio. ### list_crm_people list_crm_people lists all people and contacts currently in your Gainsight system. Use this to find stakeholders without navigating deep menus. ### list_cockpit_tasks list_cockpit_tasks shows all tasks currently listed in your customer success cockpit. This helps you stay on top of your daily to-do list. ### list_timeline_events list_timeline_events lists the history of activities on a customer's timeline. Use this to see the full history of interactions with a specific client. ## Prompt Examples **Prompt:** ``` What's the health status of Acme Corp? ``` **Response:** ``` Checking the health for Acme Corp... They currently have a score of **85**, which puts them in the **Green** zone. Their last activity was a meeting three days ago. Would you like to see their pending tasks? ``` **Prompt:** ``` Log a note for Globex saying we talked about the Q4 renewal. ``` **Response:** ``` I've added that note to the Globex timeline. It's now visible to the rest of the team. ``` **Prompt:** ``` Show me all pending CTAs for Stark Industries. ``` **Response:** ``` Fetching the cockpit for Stark Industries... I found the following pending Calls to Action: * **Risk:** Low Adoption * **Expansion:** Add Seats * **Retention:** Q4 Renewal Review ``` ## Capabilities ### Pull company health scores Get real-time health metrics for any customer company in your portfolio. ### Log meeting notes and calls Add new activities to customer timelines directly from your chat. ### Check pending customer tasks See all active Calls to Action and tasks in your retention playbook. ### View customer and partner profiles Access detailed information for stakeholders and partners managed in Gainsight. ### Verify your own account access Confirm your identity and profile details within the account context. ### List all managed customer companies Retrieve a full list of customer companies to oversee your entire book of business. ## Use Cases ### Identifying churn risk A CSM asks their agent to pull the health scores for their top 10 customers to see who needs an immediate outreach call. ### Post-meeting logging An AE finishes a renewal call and asks the agent to log a note about the Q4 discussion using log_timeline_activity. ### Onboarding audit A manager asks to list all pending CTAs for a new client to ensure the team is following the correct retention playbook. ### Portfolio overview An Ops lead asks for a list of all managed customer companies to prepare a monthly churn reduction report. ## Benefits - Stop jumping between tabs by pulling company health scores directly into your chat window. - Keep your records current by using log_timeline_activity to save notes immediately after a call. - Spot at-risk customers faster by using get_company_health to see real-time health scores. - Stay on top of your retention playbook by checking list_calls_to_action for pending tasks. - Get a full view of your contacts without leaving your workspace using list_crm_people. - Maintain a clear daily to-do list by checking list_cockpit_tasks for your most urgent items. ## How It Works The bottom line is you get a direct way to query and update customer success data without leaving your chat window. 1. Subscribe to the Gainsight CS MCP on Vinkius and grab your domain and access key from your Gainsight API settings. 2. Add those credentials to your AI client's MCP configuration. 3. Ask your agent to pull health scores or log activities to see the results in your chat window. ## Frequently Asked Questions **Can I use Gainsight CS to see if my customers are happy?** Yes, you can use Gainsight CS to pull health scores and activity history. It lets your agent show you exactly how a customer is doing without you having to open the main dashboard. **How does Gainsight CS help with churn?** Gainsight CS helps you stay on top of your retention playbook. You can ask your agent to find pending tasks or check for specific risk flags in the health scores to catch issues early. **Can I log notes to Gainsight CS from my chat?** You can. By using Gainsight CS, your agent can take notes from your conversation and put them directly into the customer's timeline so the whole team stays updated. **Is Gainsight CS good for CS Ops?** It's great for CS Ops because it allows for quick retrieval of company metadata and CTA details. It saves time on manual data gathering for reports or audits. **Does Gainsight CS work with Claude?** Yes, Gainsight CS works with any MCP-compatible client like Claude, Cursor, or Windsurf. It connects your Gainsight NXT data to these tools. **Can I see who is assigned to a company using Gainsight CS?** You can. The Connector lets your agent pull company profiles which include the current CSM assignment and other key metadata. **How do I get an Access Key for Gainsight?** Log in to your Gainsight NXT instance, navigate to Administration > Connectors 2.0 > Gainsight API, and generate a new Access Key. **What is the 'Domain' required for setup?** Your domain is the base URL of your cloud instance (e.g., 'acme.gainsightcloud.com'). Do not include 'https://' or any path prefixes. **Can I log activity directly to the customer timeline?** Yes! Use the 'log_timeline_activity' tool. Provide the subject, note, and the associated Company ID to instantly add an entry to their timeline. **Are health scores accessible via the agent?** Yes, when you use 'get_company_health', the agent retrieves the current health score metadata along with the assigned CSM and other attributes.