How to Use the Custify MCP in Claude Code

Q: How do I install the Custify MCP Server in Claude Code?

Run claude mcp add --transport http custify -- in your terminal. This registers the server in your local /.claude.json configuration file.

Q: Does Claude Code support creating customer profiles in Custify?

Yes. The agent uses createcustomerprofile to register profiles from the command line. It passes the required parameters and outputs the new customer ID.

Pipe Custify customer health scores and success tasks directly into your terminal with Claude Code.

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Create your Vinkius account to connect Custify to Claude Code and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Custify with Claude Code

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Query Custify KPIs via this terminal MCP Server

The `list_customer_kpis` tool retrieves metric definitions and performance thresholds directly from your command line. Claude Code runs this tool to pull raw metrics, allowing you to pipe the output into standard bash utilities like grep or jq. You can quickly check which accounts are falling below their thresholds without leaving your shell. It makes monitoring account health as fast as checking system logs.

Audit company domains and contact associations

The `list_companies` tool resolves company IDs, active domains, and association metrics. Claude Code uses this to export clean lists of your accounts directly to your terminal. If you need to verify contact details, the agent runs `list_people` to match those companies with their registered team members. It gives you a fast way to audit your customer database from a headless environment.

Manage customer success tasks during incident response

The `list_customer_success_tasks` tool exposes priorities, assignees, and task statuses. When an outage occurs, Claude Code runs this tool to see which success tasks are currently active for affected accounts. By matching these tasks with `get_customer_details`, your agent helps you prioritize which customers to update first. You get critical business context right inside your SSH session.

Setup guide

Set up Custify MCP in Claude Code

Prerequisites

Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
Active Vinkius subscription with a valid endpoint token

1

Run the add command

Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.
2

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see custify-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest Custify transactions." It will automatically discover and invoke the available Custify tools.

Terminal

claude mcp add --transport http custify-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Get your connection token →

Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the Custify MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "custify-mcp": {
      "type": "url",
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Custify. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Custify MCP in Claude Code

Run `claude mcp add --transport http custify -- ` in your terminal. This registers the server in your local `~/.claude.json` configuration file.

Yes. You ask the terminal agent to find a user, and it executes `search_customers_by_keyword`. The matching names and emails print straight to your shell output.

Yes. The agent uses `create_customer_profile` to register profiles from the command line. It passes the required parameters and outputs the new customer ID.

Ask the agent to pull notes for a specific customer ID. It runs `list_customer_notes` and displays the communication history and author metadata in your terminal window.

Your credentials are encrypted and stored locally or injected securely. The actual customer records, notes, and health scores pass through secure, ephemeral V8 isolates that leave zero footprint.

Use it with your favorite AI tools

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