How to Use the Gainsight CS MCP in Claude

Q: Can I log a meeting note to the Gainsight CS timeline from Claude Desktop?

Yes, that's what the logtimelineactivity tool is for. You can tell your agent to log an activity with your notes, and it will appear on the customer's timeline instantly.

Q: What's the best way to prepare for a call using Gainsight CS and Claude Desktop?

Start by asking your agent to listcallstoaction for the account. Then, use getctametadata on any important items to get the full details before you dial.

Q: Does this MCP toolset let me see my assigned tasks?

It does. The listcockpittasks tool shows you all the tasks currently assigned to you in the Gainsight cockpit, right inside your AI client.

Keep an eye on customer health and manage your timeline right from the Claude Desktop app. No more switching tabs.

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Connect Gainsight CS MCP to Claude Desktop

Create your Vinkius account to connect Gainsight CS 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 Gainsight CS with Claude Desktop

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Check Customer Health Instantly

The `get_company_health` tool gives you an immediate health score for any customer. Just ask Claude for the account's status and you'll get the current score and color without having to log into the Gainsight platform. Once you have the score, you can dig deeper. Use the `list_timeline_events` tool to see the latest activities and notes. You get the full context—the what and the why—right in your chat conversation.

Manage Your Cockpit in Claude Desktop

Start your day by getting a handle on your priorities. Ask Claude to `list_cockpit_tasks` and `list_calls_to_action` to see everything on your plate. It's a fast way to prep for your morning without getting lost in the UI. Seeing your tasks is one thing, but acting on them is another. After checking a CTA's details with `get_cta_metadata`, you can use `log_timeline_activity` to add a note about a call you just finished. This MCP server lets you update records on the fly.

Pull Customer Details on Demand

You're about to jump on a call and need a quick refresher. Instead of searching through Gainsight, just ask your agent to `get_person_details` for your main contact or `list_customer_companies` to find the right account. This is especially useful when you need to find the right person in a large organization. The `list_crm_people` tool lets you search for contacts by name or email. This server turns your Gainsight data into something you can query conversationally.

Setup guide

Set up Gainsight CS 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 Gainsight CS 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 Gainsight CS 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 gainsight-cs-mcp.

json

{
  "mcpServers": {
    "gainsight-cs-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 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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Common questions about Gainsight CS MCP in Claude Desktop

Just ask Claude to get the health score for a specific company using the `get_company_health` tool. You can follow up by asking it to `list_timeline_events` to see all recent activity for that account.

Yes, that's what the `log_timeline_activity` tool is for. You can tell your agent to log an activity with your notes, and it will appear on the customer's timeline instantly.

Start by asking your agent to `list_calls_to_action` for the account. Then, use `get_cta_metadata` on any important items to get the full details before you dial.

It does. The `list_cockpit_tasks` tool shows you all the tasks currently assigned to you in the Gainsight cockpit, right inside your AI client.

Yes. The server only queries for the data it needs, like company names, person details, and timeline events, and passes it to your client. Vinkius handles authentication with a single token, and the connection is encrypted end-to-end.

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