Gainsight CS MCP. Manage health scores and timelines via chat.
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Gainsight CS MCP Server connects your Gainsight Customer Success instance to your AI agent. It lets you manage customer health scores, track activity timelines, and oversee account tasks right from your chat interface.
Use tools like `list_customer_companies` to see account lists, `get_company_health` to check scores, and `log_timeline_activity` to record meetings without leaving your workspace.
What your AI agents can do
Get company health
Retrieves the health score and metadata for a specified customer company.
Get cta metadata
Gets detailed information about a specific Call to Action (CTA).
Get my identity
Retrieves your current user profile and identity context.
Use get_company_health to retrieve the current health score and metadata for any company in your Gainsight instance.
Log new events—like calls or meetings—to the customer activity timeline using log_timeline_activity.
List all companies (list_customer_companies) or all people/contacts (list_crm_people) managed within Gainsight.
List pending Calls to Action (list_calls_to_action) and general cockpit tasks (list_cockpit_tasks) to track retention playbooks.
Get specific profile information for a person or a company using get_person_details or get_company_health.
List past interactions on the customer timeline using list_timeline_events.
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Gainsight CS MCP Server: 12 Tools for Customer Success
Use these 12 tools to query and update all critical customer data—from health scores to activity logs—directly through your AI agent.
019d75a2get company health
Retrieves the health score and metadata for a specified customer company.
019d75a2get cta metadata
Gets detailed information about a specific Call to Action (CTA).
019d75a2get my identity
Retrieves your current user profile and identity context.
019d75a2get person details
Retrieves detailed profile metadata for a specific person or contact.
019d75a2get task metadata
Gets details about a specific task or follow-up item.
019d75a2list calls to action
Lists all pending Calls to Action (CTAs) from the Gainsight cockpit.
019d75a2list cockpit tasks
Lists all current tasks managed in the Gainsight cockpit.
019d75a2list crm people
Retrieves a list of all people and contacts managed in Gainsight.
019d75a2list customer companies
Lists all companies tracked within the Gainsight platform.
019d75a2list timeline events
Retrieves a list of past activities logged on a customer timeline.
019d75a2log timeline activity
Adds a new, structured activity (like a call or note) to a customer's timeline.
019d75a2verify api connection
Checks the active connection status and credentials for the Gainsight API.
Choose How to Get Started
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What you can do with this MCP connector
The Gainsight CS MCP Server lets your AI agent talk directly to your Gainsight Customer Success data. You manage everything—health scores, timelines, and account tasks—right from your chat interface, instead of jumping around in the Gainsight dashboard. You'll use this server to automate customer retention and engagement operations.
How Gainsight CS MCP Works
- 1 Subscribe to the Gainsight CS MCP Server on Vinkius and enter your Gainsight Domain and Access Key.
- 2 Your AI agent uses natural language to call a specific tool, like
get_company_health. - 3 The MCP Server executes the tool against the Gainsight NXT API and returns the structured data to your AI agent for a conversation.
The bottom line is, you interact with your customer success data using plain conversation, and the server handles the API calls to Gainsight.
Who Is Gainsight CS MCP For?
This is for Customer Success Managers (CSMs) who need to stay informed without leaving their chat window. It helps CS Ops automate data retrieval, and Account Executives who need a quick history check before a meeting. It eliminates the need to jump between Gainsight, CRM, and notes apps.
Checks a client's health score or logs a quick meeting note instantly, without clicking through the dashboard.
Automates the retrieval of CTA metadata or verifies company mappings using simple AI commands, saving time on routine data checks.
Gets a real-time overview of customer interaction history before renewal or expansion discussions, ensuring context is never missed.
What Changes When You Connect
- Check a client's health score instantly. Instead of navigating to a profile page, use
get_company_healthto pull the current score and metadata in a single query. - Update records without leaving your chat. You can log a new call or meeting note to the customer timeline using
log_timeline_activityinstantly. - See all open work items. Use
list_calls_to_actionandlist_cockpit_taskstogether to get a full picture of what needs attention for retention. - Get quick context on people. Use
list_crm_peopleto get a list of all contacts, thenget_person_detailsto pull the deep profile information for one person. - Know the full history. List all past activities with
list_timeline_eventsto build context before a call, or uselist_customer_companiesto see all accounts. - Maintain a secure, consistent context.
verify_api_connectionensures your agent is talking to the right data source every time.
Real-World Use Cases
A CSM needs to check risk before a check-in call.
A CSM asks the agent, "What's the health score for Acme Corp?" The agent runs get_company_health. The result shows a low score, and the CSM immediately uses list_timeline_events to review the last five interactions to figure out why the score dipped.
CS Ops needs to log a follow-up after a discovery call.
Instead of opening Gainsight and manually logging a note, the CS Ops analyst tells the agent: "Log a 'Call' activity for Acme Corp (ID: 12345) saying 'Discussed Q4 renewal'". The agent uses log_timeline_activity, and the record is added instantly, visible to the whole team.
An AE needs to prepare for a large account renewal.
The AE asks the agent to list the account's contacts using list_crm_people. The agent returns the list, and the AE then asks for the details on the main contact, running get_person_details. This gives the AE all necessary history before the negotiation starts.
The team needs to manage pending tasks across accounts.
The agent runs list_calls_to_action and list_cockpit_tasks. The results show three critical CTAs across different accounts. The team can then immediately prioritize which tasks need action, keeping the retention playbook active.
The Tradeoffs
Manually checking all accounts.
A user opens Gainsight, clicks the 'Companies' tab, scrolls through 50 accounts, and copies 10 health scores into a spreadsheet for review. This takes 15 minutes of clicking and copying.
→
Ask your agent to run list_customer_companies and then loop through the results, calling get_company_health for each one. Get the entire data set in seconds.
Missing context on contacts.
A CSM knows the person's name but doesn't know their role or who they report to. They have to search the CRM, click on the record, and read the sidebar.
→
Use list_crm_people to get a list of contacts, then pass the ID to get_person_details to pull all relevant profile information in one step.
Forgetting to log interactions.
The team meets with a client, and the discussion happens, but nobody remembers to go back and log the details in Gainsight. The record is incomplete.
→
After the meeting, simply tell the agent: "Log a call activity for Acme Corp, mentioning the Q4 renewal discussion.". Use log_timeline_activity to record it immediately.
When It Fits, When It Doesn't
Use this if your primary job is managing customer risk and retention. You need to know the health score, the full activity timeline, and the pending tasks for multiple accounts quickly. The server is built for cross-functional visibility.
Don't use this if your goal is just to build a simple data warehouse dump of every company name. If you just need a list, list_customer_companies is enough. But if you need to check the status of those companies, you must use get_company_health. This server connects actions (logging) to reads (checking).
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Gainsight CS. 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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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 12 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Sifting through Gainsight dashboards shouldn't take 15 minutes.
Today, checking a client's status is a click-heavy process. You open Gainsight, click the 'Companies' tab, find the client, and then click into their profile to find the health score. If you need five clients' scores, you repeat that whole process five times. It's tedious, and you lose context while you're clicking.
With the Gainsight CS MCP Server, you ask your agent: "Show me the health scores for my top 5 accounts." The agent uses `list_customer_companies` and `get_company_health` behind the scenes. You get the full data set—the company name and its current score—in one chat response.
Log Gainsight Activity with `log_timeline_activity`
Manually logging an interaction means opening the correct customer record, finding the timeline section, and then writing the details and selecting the activity type. This process is slow, especially when you're juggling multiple accounts and calls.
Now, you just tell your agent: "Log a 'Meeting' activity for Acme Corp, noting we discussed Q4 renewal." The agent uses `log_timeline_activity`, and the record appears instantly on the timeline. That's the difference.
Common Questions About Gainsight CS MCP
How do I check the health score for a company using `get_company_health`? +
You simply ask your agent to run get_company_health and provide the company ID or name. The server returns the current health score and any associated metadata, letting you know if the client is at risk.
Can I log a meeting activity using `log_timeline_activity`? +
Yes. You instruct your agent to run log_timeline_activity and provide the required details—the activity type, the date, and the notes. The record is added to the customer's timeline immediately.
Which tool do I use to see all my contacts in Gainsight? +
Use list_crm_people. This tool retrieves a list of all people and contacts managed in Gainsight, giving you a quick inventory of who is in the system.
How do I find out what tasks I need to complete? +
Run list_calls_to_action or list_cockpit_tasks. These tools show all pending items and tasks from the Gainsight cockpit, so you know exactly where to focus your effort.
What is the difference between `list_customer_companies` and `list_crm_people`? +
Use list_customer_companies when you need a list of company accounts. Use list_crm_people when you need a list of individual people or contacts associated with those accounts.
How do I manage my identity and ensure I'm in the right account using `get_my_identity`? +
The get_my_identity tool retrieves your current user profile details. This lets your agent verify that the account context it's operating in is correct before running critical reports or logging data.
What is the purpose of `get_cta_metadata`? +
This tool fetches specific details for Calls to Action (CTAs). You can use the metadata to understand the status and specific requirements associated with a particular retention task.
Can I see a list of all pending tasks using `list_cockpit_tasks`? +
Yes, list_cockpit_tasks retrieves a comprehensive list of all tasks from your Gainsight cockpit. This shows you exactly what needs your attention to keep your customer success playbook moving.
How do I get an Access Key for Gainsight? +
Log in to your Gainsight NXT instance, navigate to Administration > Connectors 2.0 > Gainsight API, and generate a new Access Key.
What is the 'Domain' required for setup? +
Your domain is the base URL of your cloud instance (e.g., 'acme.gainsightcloud.com'). Do not include 'https://' or any path prefixes.
Can I log activity directly to the customer timeline? +
Yes! Use the 'log_timeline_activity' tool. Provide the subject, note, and the associated Company ID to instantly add an entry to their timeline.
Are health scores accessible via the agent? +
Yes, when you use 'get_company_health', the agent retrieves the current health score metadata along with the assigned CSM and other attributes.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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