• URGENT
  • WATCH
  • STABLE
  • HUMAN

How to identify at-risk clients with your AI

Connect ClientSuccess to your AI client once. From then on, your agent handles the heavy lifting of scanning your book of business for red flags.

Ask AI about this page

Short answer

How can I find clients at risk of churning?

Your AI scans your client list to find accounts with low health scores or declining engagement metadata. You get a prioritized list of names that need a human touch right now.

Where your data lands.

Risk assessment outcomes.

The AI organizes its findings into these specific categories.

URGENT

Immediate intervention needed

The AI flags accounts where health scores have plummeted. These are your highest priority for outreach.

WATCH

Declining engagement trends

The AI identifies clients whose metadata shows a slow drop in usage. These are potential risks in the making.

STABLE

Healthy account status

The AI confirms which clients are performing well. You can ignore these and focus on the red flags.

HUMAN

Manual review required

The AI hands off complex cases where metadata is inconclusive. You decide if these accounts actually need a call.

The workflow

What your AI does when the data arrives.

Your agent acts as a tireless analyst, constantly checking for changes in client health.

  1. Scan the roster

    The AI pulls a full list of every client in your system to establish a baseline.

    list_clients

  2. Deep dive into health

    It looks at specific health scores and engagement metrics for each account.

    get_client_details

  3. Identify red flags

    The AI compares current scores against historical metadata to find sudden drops.

    get_client_details

  4. Summarize risks

    Your agent presents a clean list of at-risk accounts and why they are failing.

    list_clients

Try it

Copy these to start.

Use these prompts to kick off the analysis.

Starting points

These are opening lines. Swap out the specific client names or metrics to match your actual setup.

ClientSuccess Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_vBMSVi2ipPydQSDENhkKaiRtNDPzzYXexmsy2Pc2/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — ClientSuccess capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "clientsuccess-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_vBMSVi2ipPydQSDENhkKaiRtNDPzzYXexmsy2Pc2/mcp"
    }
  }
}
Copy into chat04

  • List all my clients with a health score below 50.

  • Find any clients in the Enterprise tier that have seen a drop in engagement this month.

  • Get the details for the Acme Corp account and tell me why their health score is low.

  • Which clients in my list have the lowest engagement metadata right now?

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect ClientSuccess once, then ask.

One link connects your data. Your credentials stay encrypted, and you can start asking questions immediately.

Connect ClientSuccess to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change a client's health score?

    No. The AI can only read health scores and metadata. You must update scores manually in ClientSuccess.

  • 02

    Will the AI automatically email my clients?

    No. The AI identifies who needs help, but you are responsible for sending the actual emails or making calls.

  • 03

    Does the AI see all my client data?

    The AI only sees the data it can access through the provided tools: client lists and specific client details.

  • 04

    Can I ask for a summary of a specific account?

    Yes. Once the AI has the client details, it can summarize their status for you.

  • 05

    How does it know which clients are at risk?

    It looks for specific patterns in the health scores and metadata provided by the tools.

  • More questions about ClientSuccess? The Connector page answers them. See everything the ClientSuccess Connector can do

Connect ClientSuccess to Claude, Cursor, ChatGPT & more