How to Use the Upzelo MCP in Claude Code

Q: What kind of data can Claude Code process from Upzelo?

You access customer records, subscription details (listsubscriptions), and flow metadata. The MCP Server provides all necessary account-level sales automation information to your script.

Q: How do I monitor Upzelo flow sessions with Claude Code?

Use getflowsession in your scheduled job. You can write a script that checks the status of critical flows and sends an alert if the session fails or stalls.

Run Upzelo sales logic in headless pipelines with Claude Code.

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Connect Upzelo MCP to Claude Code

Create your Vinkius account to connect Upzelo 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 Upzelo with Claude Code

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Batch Updating Customer Records

The `save_customer` tool writes and updates customer data. You can schedule a script that uses `list_customers`, processes the resulting list in batches, and then calls `save_customer` for each entry. This is perfect for nightly deduplication or bulk tagging. Since this runs headless, it's reliable for CI/CD jobs where you need guaranteed execution without any graphical interface.

Monitoring Subscription Changes

For scheduled reporting, use `list_subscriptions` to get all active subscriptions. Your cron job can then process this output, checking for specific flags or dates, and piping the result to a logging tool. It's pure automation. This mechanism allows you to run complex audit routines that would be impossible to manage manually via a dashboard.

Triggering Retention Campaigns

The `start_flow` tool initializes a customer retention flow. A pipeline can first use `get_customer` to confirm the necessary ID, and then execute `start_flow`. This creates an automated trigger mechanism for win-back campaigns. You set up the logic once in your shell script; the MCP Server handles the connection to Upzelo's core service.

Setup guide

Set up Upzelo 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 upzelo-mcp with a green status indicator.
3

Start using tools

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

Terminal

claude mcp add --transport http upzelo-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 Upzelo 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": {
    "upzelo-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 Upzelo. 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 Upzelo MCP in Claude Code

You execute them via a single command line call. The script connects using your defined transport (like HTTP) and pipes the output directly to other tools or logs, making it perfect for shell scripting.

You access customer records, subscription details (`list_subscriptions`), and flow metadata. The MCP Server provides all necessary account-level sales automation information to your script.

Absolutely. You can schedule a job that runs every night, calls `list_customers`, formats the data into JSON, and pipes it directly to an archival storage system.

Use `get_flow_session` in your scheduled job. You can write a script that checks the status of critical flows and sends an alert if the session fails or stalls.

The server touches customer account details. Since this operates headless in a controlled pipeline environment, you maintain granular control over how the raw customer and subscription data is processed and logged.

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