# Upzelo MCP for AI Agents AI Agent Connect > Upzelo is an Connector that connects your churn management platform to your AI agent to stop subscription cancellations in real time. It lets you trigger personalized retention offers and manage customer lifecycles through natural conversation. Instead of digging through dashboards, you can use your agent to identify at-risk users and launch win-back sequences instantly to keep your revenue steady. ## Overview - **Category:** sales-automation - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_PfGuRdlq3PT9dhNKMu3pUt6D8MP7pYW1v23t7ryC/ai-agent-connect - **Tags:** churn-reduction, subscription-management, customer-retention, win-back-campaigns, lifecycle-marketing ## Description Connecting your Upzelo account to your AI agent changes how you handle the exit part of the customer journey. Usually, stopping a cancellation involves jumping between tabs, checking subscription history, and manually launching a sequence. This Connector lets you do all of that inside your primary workspace. You can ask your agent to pull up a specific customer profile, see why they are leaving, and start a retention flow without ever leaving your chat window. It makes the transition from about to cancel to staying with us much faster. Because Vinkius hosts this tool, you can plug it into your existing setup and start using it alongside your other apps. Whether you are checking if a win-back offer actually worked or syncing internal IDs to keep your data clean, the agent handles the heavy lifting. You get a direct line to your churn data, allowing you to focus on the strategy of keeping customers happy rather than the manual labor of clicking through buttons. ## Tools ### save_customer Create or update a customer record in your system. This helps you keep your data organized for better segmentation and targeting. ### get_flow_session Check the current status of a specific flow session. Use this to see if a customer is actually interacting with your offer. ### get_flow Retrieve the specific details and configuration of a retention flow. This helps you understand the logic behind your sequences. ### get_subscription Pull the details for a specific subscription. You can quickly see the current status and plan type of any user. ### list_customers Get a full list of all customers currently tracked in your Upzelo account. This is great for bulk auditing your user base. ### list_flows See all the available retention flows you have set up. Use this to browse your different win-back strategies. ### list_subscriptions View all active and past subscriptions across your entire customer base. This helps you monitor your total active revenue. ### start_flow Initialize a specific retention sequence for a customer. This is the main action for stopping a cancellation in its tracks. ### update_subscription Change subscription attributes like plan type or trial status on the fly. It allows for immediate updates during customer chats. ### get_customer Fetch the full profile and history for a specific customer record. Use this to get the context you need before reaching out. ## Prompt Examples **Prompt:** ``` List all customers who are on the Professional plan. ``` **Response:** ``` I've pulled the list of customers on the Professional plan for you. | Customer Name | Status | Last Active | | :--- | :--- | :--- | | Global Tech | Active | 2 hours ago | | Sarah Smith | Active | 5 hours ago | | Miller Co | Active | 1 day ago | Would you like me to check the retention status for any of these? ``` **Prompt:** ``` Start the Basic Retention flow for customer cust_1029. ``` **Response:** ``` I've initialized the **Basic Retention** flow for customer **cust_1029**. * **Session ID:** sess_99023 * **Status:** Active I'll keep an eye on this session and let you know once the customer interacts with the offer. ``` **Prompt:** ``` Show me the status of subscription sub_12903. ``` **Response:** ``` Here are the details for subscription **sub_12903**: * **Status:** Active * **Plan:** Professional Plan * **Next Renewal:** Dec 15th * **Trial Remaining:** 4 days Do you need me to update any of these attributes or start a retention flow? ``` ## Capabilities ### Trigger win-back flows Start specific retention sequences for customers who are at risk of leaving. ### Sync customer IDs Link your internal system identifiers to Upzelo records for better data harmony. ### Check flow results See the real-time status and outcomes of active retention sessions. ### Manage subscription details Update trial info or status changes directly through your AI client. ### Search customer records Find specific users quickly to check their health or segmentation. ## Use Cases ### High-value churn intervention A CSM notices a VIP is about to cancel. They ask the agent to get_customer and then start_flow for a high-priority win-back sequence. ### Data synchronization A Product Ops person needs to ensure internal IDs match. They ask the agent to use save_customer to link the records across systems. ### Campaign auditing A Growth Lead wants to know if a new offer is working. They use list_flows and get_flow_session to check the success rate of the 'Basic Retention' sequence. ### Subscription updates A support agent needs to extend a trial. They use update_subscription to change the trial end date immediately during a conversation. ## Benefits - Stop churn faster by using start_flow to trigger retention offers the moment a user tries to cancel. - Keep your data clean by using save_customer to sync internal IDs without manual entry. - Get instant visibility into your retention efforts with get_flow_session to see if offers are being seen. - Manage subscription lifecycles easily by using update_subscription to adjust plans or trial details. - Simplify customer lookups by using list_customers and get_customer to find and segment your audience quickly. ## How It Works The bottom line is you get a conversational interface for your entire churn management strategy. 1. Subscribe to the Upzelo MCP on Vinkius 2. Provide your App ID and API Key from your developer settings 3. Start asking your AI client to manage retention flows and customer data ## Frequently Asked Questions **How does Upzelo MCP help with churn?** It allows your AI agent to interact directly with your churn management data. You can trigger win-back offers and manage subscription statuses through a chat interface instead of manually clicking through a dashboard. **Can I trigger win-back offers automatically?** Yes, you can ask your agent to start specific retention flows for any customer. This helps you respond to cancellation attempts in real time. **Does Upzelo MCP sync with my internal IDs?** Yes, it allows you to link your internal system identifiers to Upzelo customer records. This ensures your data remains consistent across different platforms. **How do I see if a retention flow worked?** You can ask your agent to check the real-time status of any active flow session. It will tell you if the customer has engaged with the offer or completed the sequence. **Can I update a customer's subscription plan?** You can update subscription attributes like plan types and trial details directly through your agent. This is useful for making quick adjustments during a support conversation. **What roles benefit most from Upzelo MCP?** It is most useful for Customer Success Managers handling high-priority churn, Product Ops teams syncing data, and Growth Leads monitoring retention campaign performance. **Can I manually start a retention flow for a customer via AI?** Yes! Use the `start_flow` tool and provide the Flow ID, Customer ID, and Subscription ID. This will initialize the retention experience for that user immediately. **How do I see if a customer successfully stayed after a flow?** Run the `get_flow_session` query with the specific Session ID. It will return the outcome and status of the retention attempt. **Is it possible to update a subscription's status via AI?** Absolutely. Use the `update_subscription` tool by providing the Subscription ID and the new status to synchronize data between your systems and Upzelo.