Bring Customer Success
to Claude Code
Learn how to connect Custify to Claude Code and start using 8 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the Custify MCP Server?
Connect your Custify customer success account to any AI agent and simplify how you manage your product users, track account health, and monitor churn risk through natural conversation.
What you can do
- User & Company Oversight — List all managed people and organizations and retrieve detailed metadata and health scores.
- Health Monitoring — Query health score metrics and values to identify at-risk customers and churn signals instantly.
- Event Tracking — Record custom user actions and events programmatically to feed your success analytics.
- Segment Analysis — List and query defined customer segments to understand your user distribution.
- CRM Control — Create new person records and update profile data directly via AI commands.
- Engagement Insights — Fetch engagement history and metadata for individual accounts directly from the agent.
How it works
1. Subscribe to this server
2. Enter your Custify API Key (found in your account settings)
3. Start managing your customer success lifecycle from Claude, Cursor, or any MCP client
Who is this for?
- Customer Success Managers (CSMs) — quickly check account health and track recent user events via simple AI queries.
- Success Operations — monitor segment distributions and verify company metadata directly from the workspace.
- Product Teams — track custom feature adoption events and monitor user profile quality via the AI assistant.
Built-in capabilities (8)
Create a new person record
Get details for a specific company
Get details for a specific person
List customer companies
List customer health scores
List product users (people)
List user segments
Track a custom event
Why Claude Code?
Claude Code registers Custify as an MCP server in a single terminal command. Once connected, Claude Code discovers all 8 tools at runtime and can call them headlessly. ideal for CI/CD pipelines, cron jobs, and automated workflows where Custify data drives decisions without human intervention.
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Single-command setup:
claude mcp addregisters the server instantly. no config files to edit or applications to restart - —
Terminal-native workflow means MCP tools integrate seamlessly into shell scripts, CI/CD pipelines, and automated DevOps tasks
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Claude Code runs headlessly, enabling unattended batch processing using Custify tools in cron jobs or deployment scripts
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Built by the same team that created the MCP protocol, ensuring first-class compatibility and the fastest adoption of new protocol features
Custify in Claude Code
Custify and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Custify to Claude Code through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 3,400+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for Custify in Claude Code
The Custify 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. All 8 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in Claude Code only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.
* 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
How Vinkius secures
Custify for Claude Code
Every tool call from Claude Code to the Custify MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
Can I check the health score of a company via AI?
Yes! Use the get_company_details tool and provide the Company ID. Your agent will retrieve the current health score, risk status, and account metadata.
How do I track a custom user event using the agent?
Use the track_user_event action. Provide the User ID and the Event Name. You can also pass a JSON object with additional attributes for the action.
Is it possible to see my defined customer segments via AI?
Absolutely. Use the list_user_segments query. The agent will retrieve the complete list of segments configured in your Custify account.
How do I add an MCP server to Claude Code?
Run claude mcp add --transport http "" in your terminal. Claude Code registers the server and discovers all tools immediately.
Can Claude Code run MCP tools in headless mode?
Yes. Claude Code supports non-interactive execution, making it ideal for scripts, cron jobs, and CI/CD pipelines that need MCP tool access.
How do I list all connected MCP servers?
Run claude mcp in your terminal to see all registered servers and their status, or type /mcp inside an active Claude Code session.
Command not found: claude
Ensure Claude Code is installed globally: npm install -g @anthropic-ai/claude-code
Connection timeout
Check your internet connection and verify the Edge URL is reachable