How to Use the Upzelo MCP in Cline

Q: What specific Upzelo tools can I use with Cline?

You have access to all the listed tools: listcustomers, savecustomer, and getsubscription. This lets you build highly specific logic, like updating a customer segment based on their subscription tier.

Q: Can I automate flow checks with Upzelo and Cline?

Yes. You can write a script that calls listflows to get all retention campaigns, then loops through them calling getflowsession. This creates an automated report on the entire status of your sales automation.

Write retention logic into code with Cline.

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Connect Upzelo MCP to Cline

Create your Vinkius account to connect Upzelo to Cline 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 Cline

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Automating Customer Reporting

The `list_customers` tool retrieves every customer record from Upzelo. You can write a script that calls this list, then iterates through the results to calculate metrics—like how many customers are in a specific segment defined by `save_customer`. The result is structured data you can use immediately. Cline takes this API data and lets you build it into functional components or test files. You're not just querying; you're building an asset based on the data.

Checking Flow Session Status

When developing a monitoring dashboard, you need to confirm if retention flows are active. The `get_flow_session` tool provides this status check. You can write a function that takes a flow ID and returns a boolean indicating success or failure of the current campaign run. This is ideal for writing health checks into your application's startup routines, ensuring critical sales paths are operational.

Targeted Subscription Data Retrieval

If you need to check a single customer's subscription details for a feature parity review, the `get_subscription` tool pulls that data. You can wrap this in a typed function, making it safe and easy to call from any part of your codebase. This means you write clean, type-hinted code that interacts directly with Upzelo's account structure, eliminating manual API mapping errors.

Setup guide

Set up Upzelo MCP in Cline

Prerequisites

VS Code with Cline extension installed
Active Vinkius subscription with a valid endpoint token

1

Open Cline MCP settings

Click the Cline icon in the VS Code sidebar to open the Cline panel. Then click the MCP Servers icon (server stack) at the top-right corner of the panel.
2

Add a remote server

Click "Remote Servers" at the top, then click "Add Remote MCP". In the Name field, type upzelo-mcp. In the URL field, paste your Vinkius endpoint: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp. Get your token from cloud.vinkius.com.
3

Enable the server

After saving, the server appears in the Cline MCP panel. Toggle the switch to enable it. The status indicator turns green when the connection is live.
4

Start using tools

Return to the Cline chat and ask: "Check my latest Upzelo refund status." Cline will discover the available tools and request your approval before invoking each one — giving you full control over every action.

Cline MCP Settings

{
  "mcpServers": {
    "upzelo-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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Common questions about Upzelo MCP in Cline

Cline allows you to treat the MCP Server as an external dependency. You write your code normally, and when it hits a function requiring customer data, Cline executes the necessary API calls for you. It handles the connection details automatically.

You have access to all the listed tools: `list_customers`, `save_customer`, and `get_subscription`. This lets you build highly specific logic, like updating a customer segment based on their subscription tier.

The MCP Server touches customer records and subscription details. Since you're writing the code in your environment, you control how this sensitive account information is handled within your application logic.

Yes. You can write a script that calls `list_flows` to get all retention campaigns, then loops through them calling `get_flow_session`. This creates an automated report on the entire status of your sales automation.

You can write unit tests that simulate user actions. For instance, you'll write a test that calls `save_customer` to create a new segment and verifies the data written back by the MCP Server.

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