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 Claude Desktop 8 tools — connect in under 2 minutes

Name: ClientSuccess
Availability: InStock
Author: Vinkius

modelcontextprotocol.io/quickstart/user

Built by Vinkius GDPR 8 Tools IDE

Claude Desktop is Anthropic's native application for interacting with Claude AI models on macOS and Windows. It was the first consumer application to ship with built-in MCP support, making it the reference implementation for the Model Context Protocol standard.

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.

RecommendedModern Approach — Zero Configuration

Vinkius Desktop App

The modern way to manage MCP Servers — no config files, no terminal commands. Install ClientSuccess and 2,500+ MCP Servers from a single visual interface.

Download Free Open SourceNo signup required

Classic Setup·json

{
  "mcpServers": {
    "clientsuccess": {
      // Your Vinkius token. get it at cloud.vinkius.com
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

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.

Claude Desktop is the definitive way to connect ClientSuccess to your AI workflow. Add Vinkius Edge URL to your config, restart the app, and Claude immediately exposes all 8 tools in the chat interface. ask a question, Claude calls the right tool, and you see the answer. Zero code, zero context switching.

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 Claude Desktop 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 Claude Desktop via MCP

Follow these steps to integrate the ClientSuccess MCP Server with Claude Desktop.

Open Claude Desktop Settings

Go to Settings → Developer → Edit Config to open claude_desktop_config.json

Add the MCP Server

Paste the configuration above into the mcpServers section

Restart Claude Desktop

Close and reopen Claude Desktop to load the new server

Start using ClientSuccess

Look for the 🔌 icon in the chat. your 8 tools are now available

Why Use Claude Desktop with the ClientSuccess MCP Server

Claude Desktop by Anthropic provides unique advantages when paired with ClientSuccess through the Model Context Protocol.

Claude Desktop is the reference MCP client. it was designed alongside the protocol itself, ensuring the most complete and stable MCP implementation available

Zero-code configuration: add a server URL to a JSON file and Claude instantly discovers and exposes all available tools in the chat interface

Claude's extended thinking capability lets it reason through multi-step tool usage, chaining multiple API calls to answer complex questions

Enterprise-grade security with local config storage. your tokens never leave your machine, and connections go directly to Vinkius Edge network

ClientSuccess + Claude Desktop Use Cases

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

Interactive data exploration: ask Claude to query DNS records, look up WHOIS data, and cross-reference results in a single conversation

Ad-hoc security audits: type a domain name and let Claude enumerate subdomains, check DNS history, and flag configuration anomalies. all through natural language

Executive briefings: generate comprehensive domain intelligence reports by asking Claude to compile findings into a formatted summary

Learning and training: new team members can explore API capabilities conversationally without needing to read documentation

ClientSuccess MCP Tools for Claude Desktop (8)

These 8 tools become available when you connect ClientSuccess to Claude Desktop 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 Claude Desktop

Ready-to-use prompts you can give your Claude Desktop 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 Claude Desktop

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

Server not appearing after restart

Ensure the JSON is valid (no trailing commas). Check the file path: ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\\Claude\\ (Windows).

Authentication error

Verify your Vinkius token is correct. Go to cloud.vinkius.com to regenerate it if needed.

Tools not showing in chat

Click the 🔌 icon at the bottom of the chat input. If it shows 0 tools, the server may still be connecting. wait a few seconds.

ClientSuccess + Claude Desktop FAQ

Common questions about integrating ClientSuccess MCP Server with Claude Desktop.

How does Claude Desktop discover MCP tools?

When Claude Desktop starts, it reads the claude_desktop_config.json file and connects to each configured MCP server. It calls the tools/list endpoint to fetch the schema for every available tool, then surfaces them as clickable options in the chat interface via the 🔌 icon.

What happens if the MCP server is temporarily unavailable?

Claude Desktop handles disconnections gracefully. if the server is unreachable at startup, the tools simply won't appear. Once the server becomes available again, restarting Claude Desktop will re-establish the connection. There is no timeout penalty or error loop.

Can I connect multiple MCP servers simultaneously?

Yes. You can add as many servers as you need in the mcpServers section of the config file. Each server appears as a separate tool provider, and Claude can use tools from multiple servers in a single conversation turn.

Is there a limit on the number of tools per server?

Claude Desktop can handle hundreds of tools per server. However, for optimal LLM performance, Vinkius servers are designed to expose focused, well-documented tool sets rather than overwhelming the model with too many options.

Does Claude Desktop support Streamable HTTP transport?

Yes. Claude Desktop supports both SSE (Server-Sent Events) and the newer Streamable HTTP transport that Vinkius uses. Simply provide the server URL. Claude auto-negotiates the transport protocol.