How to Use the Custify MCP in Claude

Q: Can I see customer notes in Claude Desktop for Custify?

You can use listcustomernotes to pull internal CRM text for any profile. It displays the note content and author metadata directly in your thread.

Connect Custify to Claude Desktop to pull customer health scores and task updates directly into your chat workflow.

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Connect Custify MCP to Claude Desktop

Create your Vinkius account to connect Custify to Claude Desktop 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 Desktop

Ask AI about this MCP

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Monitor customer health in Claude Desktop

Stop jumping between your browser and chat. Use `get_customer_details` to pull real-time health scores and segment data into your conversation. You get the exact behavioral analytics you need to troubleshoot churn risks without leaving your Claude Desktop window.

Manage tasks using this MCP Server

Your agent can now list active items using `list_customer_success_tasks`. See exactly what is prioritized and who owns each ticket. This keeps your team aligned on success workflows. You see every status change and priority shift inside your Claude chat history.

Search company data in your chat

Find specific accounts instantly by running `search_customers_by_keyword`. This tool maps names and email addresses to internal CRM profiles. It clears up any confusion about account ownership. You get the right details for the right company every time you ask.

Setup guide

Set up Custify MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Custify MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Custify MCP configuration

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

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under custify-mcp.

json

{
  "mcpServers": {
    "custify-mcp": {
      "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.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

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Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Custify MCP in Claude Desktop

Open your Claude Desktop config file and add the server settings under the mcpServers key. Once you save and restart, the tools will populate in your chat interface.

Yes. You can use the listing tools to pull metrics for any company in your database. It handles your organization's account-level data without friction.

You can use `list_customer_notes` to pull internal CRM text for any profile. It displays the note content and author metadata directly in your thread.

Your customer names and email addresses are processed only when you trigger a tool. All data remains within the secure Vinkius sandbox during your session.

Your sensitive CRM notes and health metrics are never stored by the interface. We use ephemeral connections to ensure your client data stays isolated and protected.

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