How to Use the Upzelo MCP in Claude

Q: Can I check a flow status with Upzelo and Claude Desktop?

Yep. The tool getflowsession lets you check exactly where any retention campaign stands. It gives you real-time status updates on the customer journey.

Q: Does the MCP Server support updating records in Upzelo with Claude Desktop?

Absolutely. You can use savecustomer or updatesubscription to make changes directly from your chat session, handling segmentation and targeting instantly.

Q: What if I need to see all available flows in Upzelo using Claude Desktop?

You just run the listflows tool. This pulls a complete list of every retention flow you have set up, so you know exactly what's running.

Stop churn before it happens. Personalize retention offers with Claude Desktop.

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Connect Upzelo MCP to Claude Desktop

Create your Vinkius account to connect Upzelo 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 Upzelo with Claude Desktop

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Check Customer Details and History

Need to know what a client's buying? You can run `list_customers` to see the whole roster in Upzelo. Then, use `get_customer` on specific IDs to pull deep details about any account. This data is perfect for figuring out which retention message makes sense before you even draft it.

Manage and Update Subscriptions

The agent handles all your billing needs. Use `list_subscriptions` to view what plans people are on, or run `get_subscription` for deep attributes on a single account. It's also quick enough that you can call `update_subscription`, letting you change plan details right from the chat interface.

Automate Retention Flows

Don't wait for the cancellation notice. The MCP Server lets your agent run `start_flow` when a customer hits a specific trigger point. You can also check where things stand by calling `get_flow_session`. This is how you intercept churn and win back customers with targeted offers.

Setup guide

Set up Upzelo 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 Upzelo 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 Upzelo 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 upzelo-mcp.

json

{
  "mcpServers": {
    "upzelo-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 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 Desktop

You connect the Upzelo MCP Server via your settings or by using the local stdio transport if you're on the desktop app. Once connected, your agent can call tools like `list_customers` directly in the chat.

Yep. The tool `get_flow_session` lets you check exactly where any retention campaign stands. It gives you real-time status updates on the customer journey.

Absolutely. You can use `save_customer` or `update_subscription` to make changes directly from your chat session, handling segmentation and targeting instantly.

You just run the `list_flows` tool. This pulls a complete list of every retention flow you have set up, so you know exactly what's running.

This server manages critical customer and subscription data. Specifically, it handles individual customer records and full list of subscriptions.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

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