How do I get a Custify API Key?

Log in to your Custify account, navigate to **Settings > API**, and you will find your API Key there. Ensure you have the necessary permissions to manage customer data.

Can the agent update health scores?

This integration currently focuses on listing and retrieving data. Health scores are typically calculated automatically by Custify based on usage and interaction data.

Does Custify support B2B company tracking?

Yes, Custify allows you to track both individual customers and company-level entities, which is fully supported by this integration.

Custify MCP Server for Claude Desktop 10 tools — connect in under 2 minutes

Name: Custify
Availability: InStock
Author: Vinkius

modelcontextprotocol.io/quickstart/user

Built by Vinkius GDPR 10 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.

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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 Custify and 2,500+ MCP Servers from a single visual interface.

Download Free Open SourceNo signup required

Classic Setup·json

{
  "mcpServers": {
    "custify": {
      // 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

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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 Custify MCP Server

Integrate Custify, the comprehensive customer success platform, directly into your AI workflow. Monitor customer health, track churn risks, and manage your success tasks and notes using natural language.

Claude Desktop is the definitive way to connect Custify to your AI workflow. Add Vinkius Edge URL to your config, restart the app, and Claude immediately exposes all 10 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

Customer Oversight — List and retrieve detailed profiles, health scores, and churn probabilities for all customers.
Company Monitoring — Access company-level metrics and success data to manage B2B relationships effectively.
Success Task Management — List and track open tasks and internal CRM notes for your accounts.
KPI Discovery — Explore key performance indicators and metrics defined in your Custify account.

The Custify MCP Server exposes 10 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 Custify to Claude Desktop via MCP

Follow these steps to integrate the Custify 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 Custify

Look for the 🔌 icon in the chat. your 10 tools are now available

Why Use Claude Desktop with the Custify MCP Server

Claude Desktop by Anthropic provides unique advantages when paired with Custify 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

Custify + Claude Desktop Use Cases

Practical scenarios where Claude Desktop combined with the Custify 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

Custify MCP Tools for Claude Desktop (10)

These 10 tools become available when you connect Custify to Claude Desktop via MCP:

create_customer_profile

Resolves the newly generated customer ID and validation status. Mutates the customer database state. Create a new customer profile in Custify

get_company_details

Resolves organizational attributes and health metrics. Touches the core company repository. Get detailed settings and metrics for a specific company

get_customer_details

Resolves health scores, recent activity, and segment membership. Interacts with the behavioral analytics boundary. Get full profile and health metrics for a specific customer

list_companies

Resolves company IDs, domain information, and association metrics. Touches the account-level organization boundary. List all companies in Custify

list_customer_kpis

Resolves metric definitions and threshold values. Interacts with the performance monitoring boundary. List key performance indicators defined in the account

list_customer_notes

Resolves note content and authorship metadata. Touches the internal communications boundary. List internal CRM notes for a specific customer

list_customer_success_tasks

Resolves task priority, status, and assigned owners. Interacts with the workflow automation boundary. List open and completed customer success tasks

list_customers

Resolves properties such as customer ID, name, email, and lifecycle stage. Interacts with the customer success management boundary. List all customers in Custify

list_people

Resolves contact details and account associations. Touches the relationship management boundary. List all people associated with accounts

search_customers_by_keyword

Resolves matching customer profiles based on name or email. Touches the search and indexing boundary. Search for customers by name or email

Example Prompts for Custify in Claude Desktop

Ready-to-use prompts you can give your Claude Desktop agent to start working with Custify immediately.

"List all customers with a health score below 50."

"Show me the success tasks for company 'Alpha Corp'."

"Search for customer 'john.doe@example.com'."

Troubleshooting Custify MCP Server with Claude Desktop

Common issues when connecting Custify 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.

Custify + Claude Desktop FAQ

Common questions about integrating Custify 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.