How do I connect Upzelo to my AI client?

You subscribe to the MCP on Vinkius and enter your Upzelo App ID and API Key. Once connected, you can use it in any MCP-compatible client like Claude or Cursor.

Can I trigger retention flows through the AI?

Yes. You can tell your AI agent to start a specific flow for a customer using the start_flow capability.

What information can I get about a subscription?

You can retrieve specific details like the current status, the plan type, and upcoming renewal dates.

Does this MCP help with customer segmentation?

Yes. You can use the save_customer capability to update profile data, which helps with better targeting and segmentation.

Where do I find my Upzelo API credentials?

Your App ID and API Key are located within your Upzelo developer settings.

Can I manually start a retention flow for a customer via AI?

Yes! Use the start_flow capability 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 capability by providing the Subscription ID and the new status to synchronize data between your systems and Upzelo.

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Connect Upzelo to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Stop subscription churn by managing lifecycles through your AI agent.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 10 capabilities

We ship only the actions that matter.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 10 available through Upzelo.

01
Get customer
Retrieves specific profile details for a single customer.
02
Get flow session
Checks the current status of an active retention flow session.
03
Get flow
Fetches the configuration and details of a specific retention flow.
04
Get subscription
Pull data for a specific subscription record.

Capability set02 / 03

05-07

3 capabilities in this set.

Part of 10 available through Upzelo.

05
List customers
Returns a list of all customers currently tracked in Upzelo.
06
List flows
Shows all available retention flows you can trigger.
07
List subscriptions
Provides a list of all tracked subscriptions.

Capability set03 / 03

08-10

3 capabilities in this set.

Part of 10 available through Upzelo.

08
Start flow
Begins a specific retention sequence for a chosen customer.
09
Update subscription
Modifies attributes of an existing subscription.
10
Save customer
Creates or updates customer records to improve segmentation and targeting.

Real work

What teams actually run

Preventing Cancellations

When a user attempts to cancel, your agent triggers a personalized retention flow immediately.

Subscription Auditing

You can quickly query the status of any subscription to verify plan details or renewal dates.

Customer Data Cleanup

Use the agent to update customer profiles to ensure your segmentation remains accurate.

Retention Monitoring

Check the success or failure of active retention sessions without opening the Upzelo dashboard.

Automate a task

Put Upzelo to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Upzelo works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

Building your own app? The connector is yours to use.

You don't need a client to put Upzelo to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

875ms average. Fast in production.

Upzelo is checked daily against the live service.

Daily averagePeak 1001ms

Oct 3Today

Fastest day: 627ms
Slowest day: 1001ms
14-day trend: Slowing+12%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 10 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Upzelo, so you can see the experience inside your AI.

It does not authenticate your account with Upzelo. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Upzelo Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_PfGuRdlq3PT9dhNKMu3pUt6D8MP7pYW1v23t7ryC/mcp

Claude Desktop

Follow the steps below to connect in seconds.

1In Claude Desktop, open Settings → Connectors.
2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
3Click Add and start a new chat — Upzelo capabilities are ready to use.

Configuration · claude_desktop_config.jsonCopy

{
  "mcpServers": {
    "upzelo-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_PfGuRdlq3PT9dhNKMu3pUt6D8MP7pYW1v23t7ryC/mcp"
    }
  }
}

Claude
ChatGPT
Cursor
VS Code
Windsurf
Claude Code
JetBrains
Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Upzelo in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Upzelo owners hand off.

This MCP is built for teams managing recurring revenue and customer lifecycles.

01
Customer Success Managers
They use the agent to trigger flows and check customer health.
02
Product Operations
They monitor subscription statuses and sync data from their workspace.
03
Business Growth Teams
They get instant insights into how retention flows are performing.

FAQ

Questions Upzelo owners ask.

01
How do I connect Upzelo to my AI client?
You subscribe to the MCP on Vinkius and enter your Upzelo App ID and API Key. Once connected, you can use it in any MCP-compatible client like Claude or Cursor.
02
Can I trigger retention flows through the AI?
Yes. You can tell your AI agent to start a specific flow for a customer using the start_flow capability.
03
What information can I get about a subscription?
You can retrieve specific details like the current status, the plan type, and upcoming renewal dates.
04
Does this MCP help with customer segmentation?
Yes. You can use the save_customer capability to update profile data, which helps with better targeting and segmentation.
05
Where do I find my Upzelo API credentials?
Your App ID and API Key are located within your Upzelo developer settings.
06
Can I manually start a retention flow for a customer via AI?
Yes! Use the start_flow capability and provide the Flow ID, Customer ID, and Subscription ID. This will initialize the retention experience for that user immediately.
07
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.
08
Is it possible to update a subscription's status via AI?
Absolutely. Use the update_subscription capability by providing the Subscription ID and the new status to synchronize data between your systems and Upzelo.

Explore

More in Sales Automation

Connect Upzelo to Claude, Cursor, ChatGPT & more

Your AI does the work. We keep it safe and sound.

Each Connector runs inside its own sealed environment.

One switch stops every agent. Instantly.

Spending limits that pause instead of surprise.

We ship only the actions that matter.

01-04

Get customer

Get flow session

Get flow

Get subscription

05-07

List customers

List flows

List subscriptions

08-10

Start flow

Update subscription

Save customer

What teams actually run

Preventing Cancellations

Subscription Auditing

Customer Data Cleanup

Retention Monitoring

Building your own app? The connector is yours to use.

Upzelo Connector

Claude Desktop

Customer Success Managers

Product Operations

Business Growth Teams

How do I connect Upzelo to my AI client?

Can I trigger retention flows through the AI?

What information can I get about a subscription?

Does this MCP help with customer segmentation?

Where do I find my Upzelo API credentials?

Can I manually start a retention flow for a customer via AI?

How do I see if a customer successfully stayed after a flow?

Is it possible to update a subscription's status via AI?

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