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 VS Code Copilot 8 tools — connect in under 2 minutes

Name: ClientSuccess
Availability: InStock
Author: Vinkius

code.visualstudio.com/docs/copilot/chat/mcp-servers

Built by Vinkius GDPR 8 Tools IDE

GitHub Copilot in VS Code is the most widely adopted AI coding assistant, embedded directly into the world's most popular code editor. With MCP support in Agent mode, Copilot can access external data and APIs to generate context-aware code grounded in real-time information.

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Classic Setup·json

{
  "mcpServers": {
    "clientsuccess": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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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.

GitHub Copilot Agent mode brings ClientSuccess data directly into your VS Code workflow. With a project-scoped config, the entire team shares access to 8 tools. Copilot queries live data, generates typed code, and writes tests from actual API responses, all without leaving the editor.

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 VS Code Copilot 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 VS Code Copilot via MCP

Follow these steps to integrate the ClientSuccess MCP Server with VS Code Copilot.

Create MCP config

Create a .vscode/mcp.json file in your project root

Add the server config

Paste the JSON configuration above

Enable Agent mode

Open GitHub Copilot Chat and switch to Agent mode using the dropdown

Start using ClientSuccess

Ask Copilot: "Using ClientSuccess, help me...". 8 tools available

Why Use VS Code Copilot with the ClientSuccess MCP Server

GitHub Copilot for Visual Studio Code provides unique advantages when paired with ClientSuccess through the Model Context Protocol.

VS Code is used by over 70% of developers. adding MCP tools to Copilot means your team can leverage external data without leaving their primary editor

Project-scoped MCP configs (`.vscode/mcp.json`) let you commit server configurations to your repository, ensuring the entire team shares the same tool access

Copilot's Agent mode integrates MCP tools seamlessly with file editing, terminal commands, and workspace search in a single agentic loop

GitHub's enterprise compliance and audit features extend to MCP tool usage, providing visibility into how AI interacts with external services

ClientSuccess + VS Code Copilot Use Cases

Practical scenarios where VS Code Copilot combined with the ClientSuccess MCP Server delivers measurable value.

Live API integration: Copilot can query an MCP server, inspect the response schema, and generate typed API client code in the same step

DevSecOps workflows: security teams can give developers access to domain intelligence tools directly in their editor for real-time vulnerability assessment during code review

Data pipeline development: Copilot fetches sample data via MCP and generates transformation scripts, validators, and test fixtures from actual API responses

Documentation generation: Copilot queries available tools and auto-generates README sections, API reference docs, and usage examples

ClientSuccess MCP Tools for VS Code Copilot (8)

These 8 tools become available when you connect ClientSuccess to VS Code Copilot 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 VS Code Copilot

Ready-to-use prompts you can give your VS Code Copilot 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 VS Code Copilot

Common issues when connecting ClientSuccess to VS Code Copilot through the Vinkius, and how to resolve them.

MCP tools not available

Ensure you are in Agent mode in Copilot Chat. MCP tools only appear in Agent mode.

ClientSuccess + VS Code Copilot FAQ

Common questions about integrating ClientSuccess MCP Server with VS Code Copilot.

Which VS Code version supports MCP?

MCP support requires VS Code 1.99 or later with the GitHub Copilot extension. Ensure both are updated to the latest version. Older versions of Copilot may not expose the Agent mode toggle.

How do I switch to Agent mode?

Open the Copilot Chat panel and look for two mode options: "Ask" and "Agent". Click "Agent" to enable autonomous tool calling. In Ask mode, Copilot provides conversational answers but cannot invoke MCP tools.

Can I restrict which MCP tools Copilot can access?

Yes. VS Code shows a tool consent dialog before any MCP tool is invoked for the first time. You can also configure tool access policies at the organization level through GitHub Copilot settings.

Does MCP work in VS Code Remote or Codespaces?

Yes. MCP servers configured via .vscode/mcp.json work in Remote SSH, WSL, and GitHub Codespaces environments. The MCP connection is established from the remote host, so ensure the server URL is accessible from that environment.