Upzelo MCP Server for ClineGive Cline instant access to 10 tools to Get Customer, Get Flow, Get Flow Session, and more
Cline is an autonomous AI coding agent inside VS Code that plans, executes, and iterates on tasks. Wire Upzelo through Vinkius and Cline gains direct access to every tool. from data retrieval to workflow automation. without leaving the terminal.
Ask AI about this App Connector for Cline
The Upzelo app connector for Cline is a standout in the Sales Automation category — giving your AI agent 10 tools to work with, ready to go from day one.
Vinkius delivers Streamable HTTP and SSE to any MCP client
Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install Upzelo and 3,400+ MCP Servers from a single visual interface.
{
"mcpServers": {
"upzelo": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
About Upzelo MCP Server
Connect your Upzelo churn management account to any AI agent and simplify how you retain customers and manage subscription lifecycles through natural conversation.
Cline operates autonomously inside VS Code. it reads your codebase, plans a strategy, and executes multi-step tasks including Upzelo tool calls without waiting for prompts between steps. Connect 10 tools through Vinkius and Cline can fetch data, generate code, and commit changes in a single autonomous run.
What you can do
- Customer Management — List and search customer records, and update profile data for better segmentation and targeting.
- Retention Flows — List available flows and manually trigger retention sequences for customers at risk of cancelling.
- Subscription Tracking — Query all tracked subscriptions and update statuses or trial details programmatically.
- Flow Monitoring — Check the real-time status and outcomes of active flow sessions to verify retention success.
- External ID Sync — Link your internal system identifiers to Upzelo customer records for seamless integration.
The Upzelo MCP Server exposes 10 tools through the Vinkius. Connect it to Cline in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
All 10 Upzelo tools available for Cline
When Cline connects to Upzelo through Vinkius, your AI agent gets direct access to every tool listed below — spanning churn-reduction, subscription-management, customer-retention, and more. Every call is secured with network, filesystem, subprocess, and code evaluation entitlements inside a sandboxed runtime. Beyond a simple connection, you get a full AI Gateway with real-time visibility into agent activity, enterprise governance, and optimized token usage.
Get details for a specific customer
Get details for a specific flow
Check the status of a flow session
Get details for a specific subscription
List all customers in Upzelo
List all retention flows
List all subscriptions
Used for segmentation and targeting. Create or update a customer record
Initialize a flow for a customer
Update subscription attributes
Connect Upzelo to Cline via MCP
Follow these steps to wire Upzelo into Cline. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.
Open Cline MCP Settings
Add remote server
Enable the server
Start using Upzelo
Why Use Cline with the Upzelo MCP Server
Cline provides unique advantages when paired with Upzelo through the Model Context Protocol.
Cline operates autonomously. it reads your codebase, plans a strategy, and executes multi-step tasks including MCP tool calls without step-by-step prompts
Runs inside VS Code, so you get MCP tool access alongside your existing extensions, terminal, and version control in a single window
Cline can create, edit, and delete files based on MCP tool responses, enabling end-to-end automation from data retrieval to code generation
Transparent execution: every tool call and file change is shown in Cline's activity log for full visibility and approval before committing
Upzelo + Cline Use Cases
Practical scenarios where Cline combined with the Upzelo MCP Server delivers measurable value.
Autonomous feature building: tell Cline to fetch data from Upzelo and scaffold a complete module with types, handlers, and tests
Codebase refactoring: use Upzelo tools to validate live data while Cline restructures your code to match updated schemas
Automated testing: Cline fetches real responses from Upzelo and generates snapshot tests or mocks based on actual payloads
Incident response: query Upzelo for real-time status and let Cline generate hotfix patches based on the findings
Example Prompts for Upzelo in Cline
Ready-to-use prompts you can give your Cline agent to start working with Upzelo immediately.
"List all customers currently tracked in Upzelo."
"Trigger the 'Basic Retention' flow (ID: fl_8823) for customer 'cust_1029'."
"Show me the details for subscription 'sub_12903'."
Troubleshooting Upzelo MCP Server with Cline
Common issues when connecting Upzelo to Cline through the Vinkius, and how to resolve them.
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Upzelo + Cline FAQ
Common questions about integrating Upzelo MCP Server with Cline.