Can I see the health score for a specific client?

Yes! Use the `get_client_success_details` tool with the client ID. The agent will return the success score, health status, and other key metrics for that account.

How do I check the active onboarding cycles for my accounts?

Use the `list_client_success_cycles` tool. Your agent will fetch all onboarding and success cycles, allowing you to monitor progress and identify any blocked steps.

Where do I find my ClientSuccess API Key?

Log in to your ClientSuccess account and navigate to **Global Settings > API**. You can generate and copy your personal API key from that section.

ClientSuccess MCP Server for AutoGen 8 tools — connect in under 2 minutes

Name: ClientSuccess
Availability: InStock
Author: Vinkius

microsoft.github.io/autogen/docs/tools/mcp-tools

Built by Vinkius GDPR 8 Tools Framework

Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add ClientSuccess as an MCP tool provider through Vinkius and every agent in the group can access live data and take action.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

import asyncio
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    async with McpWorkbench(
        server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
        transport="streamable_http",
    ) as workbench:
        tools = await workbench.list_tools()
        agent = AssistantAgent(
            name="clientsuccess_agent",
            tools=tools,
            system_message=(
                "You help users with ClientSuccess. "
                "8 tools available."
            ),
        )
        print(f"Agent ready with {len(tools)} tools")

asyncio.run(main())

Fully ManagedVinkius Servers

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Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About ClientSuccess MCP Server

Connect your ClientSuccess account to any AI agent and take full control of your customer success operations through natural conversation. Streamline how you manage account health and revenue retention natively.

AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use ClientSuccess tools. Connect 8 tools through Vinkius and assign role-based access. a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.

What you can do

Client Oversight — List and retrieve details for all clients, including health scores and status natively
Subscription Intelligence — Access and monitor all subscriptions and contracts associated with specific clients flawlessly
Success Cycle Tracking — Monitor onboarding and success cycles to ensure customer goals are met securely
Interaction Auditing — List and review internal notes and tasks for any specific client flawlessly
Contact Logistics — Access all contacts associated with your clients to maintain relationships securely
integrated Visibility — Retrieve detailed client metadata and profile information directly within your workspace flawlessly

The ClientSuccess MCP Server exposes 8 tools through the Vinkius. Connect it to AutoGen in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect ClientSuccess to AutoGen via MCP

Follow these steps to integrate the ClientSuccess MCP Server with AutoGen.

Install AutoGen

Run pip install "autogen-ext[mcp]"

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Integrate into workflow

Use the agent in your AutoGen multi-agent orchestration

Explore tools

The workbench discovers 8 tools from ClientSuccess automatically

Why Use AutoGen with the ClientSuccess MCP Server

AutoGen provides unique advantages when paired with ClientSuccess through the Model Context Protocol.

Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use ClientSuccess tools to solve complex tasks

Role-based architecture lets you assign ClientSuccess tool access to specific agents. a data analyst queries while a reviewer validates

Human-in-the-loop support: agents can pause for human approval before executing sensitive ClientSuccess tool calls

Code execution sandbox: AutoGen agents can write and run code that processes ClientSuccess tool responses in an isolated environment

ClientSuccess + AutoGen Use Cases

Practical scenarios where AutoGen combined with the ClientSuccess MCP Server delivers measurable value.

Collaborative analysis: one agent queries ClientSuccess while another validates results and a third generates the final report

Automated review pipelines: a researcher agent fetches data from ClientSuccess, a critic agent evaluates quality, and a writer produces the output

Interactive planning: agents negotiate task allocation using ClientSuccess data to make informed decisions about resource distribution

Code generation with live data: an AutoGen coder agent writes scripts that process ClientSuccess responses in a sandboxed execution environment

ClientSuccess MCP Tools for AutoGen (8)

These 8 tools become available when you connect ClientSuccess to AutoGen via MCP:

get_client_success_details

Get detailed information for a specific client

get_my_success_profile

Retrieve information about the authenticated success manager

list_client_subscriptions

List all subscriptions and contracts for a specific client

list_client_success_contacts

List all contacts associated with a specific client

list_client_success_cycles

List all onboarding or success cycles for a client

list_client_success_notes

List all internal notes for a specific client

list_client_success_tasks

List all tasks and to-dos for a specific client

list_success_clients

List all clients in ClientSuccess

Example Prompts for ClientSuccess in AutoGen

Ready-to-use prompts you can give your AutoGen agent to start working with ClientSuccess immediately.

"List all my clients with a 'Risk' health status."

"Show me the subscriptions for 'Acme Corp'."

"What are the pending tasks for the 'Global Tech' account?"

Troubleshooting ClientSuccess MCP Server with AutoGen

Common issues when connecting ClientSuccess to AutoGen through the Vinkius, and how to resolve them.

McpWorkbench not found

Install: pip install "autogen-ext[mcp]"

ClientSuccess + AutoGen FAQ

Common questions about integrating ClientSuccess MCP Server with AutoGen.

How does AutoGen connect to MCP servers?

Create an MCP tool adapter and assign it to one or more agents in the group chat. AutoGen agents can then call ClientSuccess tools during their conversation turns.

Can different agents have different MCP tool access?

Yes. AutoGen's role-based architecture lets you assign specific MCP tools to specific agents, so a querying agent has different capabilities than a reviewing agent.