UpzeloをChatGPT、Claude、Geminiに接続

• 01 / 03サブスクリプションを監査する
• 02 / 03離脱防止フローの実行方法
• 03 / 03顧客プロフィールの更新方法

最速日

627ms

最遅日

1001ms

14日間の傾向

遅延傾向+12%

Upzelo Connector

準備完了です。MCPクライアントを選択し、セットアップ手順に従ってください。

コネクタリンクhttps://edge.vinkius.com/vk_preview_PfGuRdlq3PT9dhNKMu3pUt6D8MP7pYW1v23t7ryC/mcpコピー

Claude Desktop

以下の手順で数秒で接続できます。

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 — Upzelo capabilities are ready to use.

設定 · claude_desktop_config.jsonコピー

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

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

各クライアントの手順ガイドはこちらです。 接続方法

Claude向けのガイド付きセットアップ？ UpzeloをClaudeや他のAIに設定する

このConnectorが対応するすべてのAIクライアントを見る ↑

• 01

  カスタマーサクセスマネージャー

  AIへの簡単な指示だけで、リテンションフローの実行や顧客の健全性チェックを迅速に行えます。

• 02

  プロダクトオペレーション

  ワークスペースから直接、サブスクリプションの状態監視や顧客データの同期が可能です。

• 03

  ビジネスグロースチーム

  フローのパフォーマンスや実行中のリテンションセッションに関するインサイトを即座に得られます。

• 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.

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