Custify MCP Server
Equip your AI agent to manage customer success, monitor health scores, and track churn probability directly via the Custify API.
Vinkius AI Gateway soporta streamable HTTP y SSE.
Funciona con todos los agentes de IA que ya usas
…y cualquier cliente compatible con MCP
Custify MCP Server: mira tu AI Agent en acción
Capacidades integradas (10)
create_customer_profile
Resolves the newly generated customer ID and validation status. Mutates the customer database state. Create a new customer profile in Custify
get_company_details
Resolves organizational attributes and health metrics. Touches the core company repository. Get detailed settings and metrics for a specific company
get_customer_details
Resolves health scores, recent activity, and segment membership. Interacts with the behavioral analytics boundary. Get full profile and health metrics for a specific customer
list_companies
Resolves company IDs, domain information, and association metrics. Touches the account-level organization boundary. List all companies in Custify
list_customer_kpis
Resolves metric definitions and threshold values. Interacts with the performance monitoring boundary. List key performance indicators defined in the account
list_customer_notes
Resolves note content and authorship metadata. Touches the internal communications boundary. List internal CRM notes for a specific customer
list_customer_success_tasks
Resolves task priority, status, and assigned owners. Interacts with the workflow automation boundary. List open and completed customer success tasks
list_customers
Resolves properties such as customer ID, name, email, and lifecycle stage. Interacts with the customer success management boundary. List all customers in Custify
list_people
Resolves contact details and account associations. Touches the relationship management boundary. List all people associated with accounts
search_customers_by_keyword
Resolves matching customer profiles based on name or email. Touches the search and indexing boundary. Search for customers by name or email
Lo que este conector desbloquea
Integrate Custify, the comprehensive customer success platform, directly into your AI workflow. Monitor customer health, track churn risks, and manage your success tasks and notes using natural language.
What you can do
- Customer Oversight — List and retrieve detailed profiles, health scores, and churn probabilities for all customers.
- Company Monitoring — Access company-level metrics and success data to manage B2B relationships effectively.
- Success Task Management — List and track open tasks and internal CRM notes for your accounts.
- KPI Discovery — Explore key performance indicators and metrics defined in your Custify account.
How it works
1. Connect the Custify integration to your AI assistant.
2. Authorize using your Custify API Key (found in Settings > API).
3. Optimize your customer success operations through intuitive conversation.
Who is this for?
- Customer Success Managers — Quickly check account health and churn risk on the go.
- Account Executives — Retrieve company metrics and recent notes during client reviews.
- Success Operations — Audit tasks and KPIs across all customer segments via chat.
Preguntas frecuentes
Dale a tus agentes de IA el poder de Custify
Accede a Custify y a más de 2.000 servidores MCP — listos para que tus agentes los usen, ahora mismo. Sin código pegamento. Sin integraciones personalizadas. Solo conecta el Vinkius AI Gateway y deja que tus agentes trabajen.
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