Bring Churn Reduction
to Claude Code
Learn how to connect Upzelo to Claude Code and start using 10 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the 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.
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.
How it works
1. Subscribe to this server
2. Enter your Upzelo App ID and API Key (found in your developer settings)
3. Start managing your retention strategy from Claude, Cursor, or any MCP client
Who is this for?
- Customer Success Managers — quickly trigger retention flows and check customer health via simple AI commands.
- Product Operations — monitor subscription statuses and sync customer data directly from the workspace.
- Business Growth Teams — get instant insights into flow performance and active retention sessions.
Built-in capabilities (10)
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
Why Claude Code?
Claude Code registers Upzelo as an MCP server in a single terminal command. Once connected, Claude Code discovers all 10 tools at runtime and can call them headlessly. ideal for CI/CD pipelines, cron jobs, and automated workflows where Upzelo 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 Upzelo 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
Upzelo in Claude Code
Upzelo and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Upzelo 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 Upzelo in Claude Code
The Upzelo 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 10 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
Upzelo for Claude Code
Every tool call from Claude Code to the Upzelo MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
Can I manually start a retention flow for a customer via AI?
Yes! Use the start_flow tool and provide the Flow ID, Customer ID, and Subscription ID. This will initialize the retention experience for that user immediately.
How do I see if a customer successfully stayed after a flow?
Run the get_flow_session query with the specific Session ID. It will return the outcome and status of the retention attempt.
Is it possible to update a subscription's status via AI?
Absolutely. Use the update_subscription tool by providing the Subscription ID and the new status to synchronize data between your systems and Upzelo.
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
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