Bring Customer Success
to VS Code Copilot
Learn how to connect Custify to VS Code Copilot 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 VS Code Copilot?
GitHub Copilot Agent mode brings Custify data directly into your VS Code workflow. With a project-scoped config, the entire team shares access to 8 tools. Copilot queries live data, generates typed code, and writes tests from actual API responses, all without leaving the editor.
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VS Code is used by over 70% of developers. adding MCP tools to Copilot means your team can leverage external data without leaving their primary editor
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Project-scoped MCP configs (
.vscode/mcp.json) let you commit server configurations to your repository, ensuring the entire team shares the same tool access - —
Copilot's Agent mode integrates MCP tools seamlessly with file editing, terminal commands, and workspace search in a single agentic loop
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GitHub's enterprise compliance and audit features extend to MCP tool usage, providing visibility into how AI interacts with external services
Custify in VS Code Copilot
Custify and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Custify to VS Code Copilot 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 VS Code Copilot
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 VS Code Copilot 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 VS Code Copilot
Every tool call from VS Code Copilot 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.
Which VS Code version supports MCP?
MCP support requires VS Code 1.99 or later with the GitHub Copilot extension. Ensure both are updated to the latest version. Older versions of Copilot may not expose the Agent mode toggle.
How do I switch to Agent mode?
Open the Copilot Chat panel and look for two mode options: "Ask" and "Agent". Click "Agent" to enable autonomous tool calling. In Ask mode, Copilot provides conversational answers but cannot invoke MCP tools.
Can I restrict which MCP tools Copilot can access?
Yes. VS Code shows a tool consent dialog before any MCP tool is invoked for the first time. You can also configure tool access policies at the organization level through GitHub Copilot settings.
Does MCP work in VS Code Remote or Codespaces?
Yes. MCP servers configured via .vscode/mcp.json work in Remote SSH, WSL, and GitHub Codespaces environments. The MCP connection is established from the remote host, so ensure the server URL is accessible from that environment.
MCP tools not available
Ensure you are in Agent mode in Copilot Chat. MCP tools only appear in Agent mode.