# ChurnZero MCP for AI Agents MCP > ChurnZero connects your entire customer success data into any AI client. Stop logging into dashboards to check on accounts. Instead, ask questions about account health scores, recent activity, or active alerts using natural conversation. This MCP lets you review contact history, monitor playbooks, and track custom events for every customer in real time. ## Overview - **Category:** customer-support - **Price:** Free - **Tags:** customer-success, churn-prediction, health-scores, account-management, customer-retention, saas-analytics ## Description Managing customer success data used to mean jumping between dozens of tabs: the alert log here, the messaging system there, the health score dashboard somewhere else. It’s a massive waste of time just trying to get a full picture of an account's status. This MCP changes that. You connect your ChurnZero account and give your AI client direct access to all your customer success data. You can ask simple questions—like, 'Which accounts are at risk due to low usage?'—and the agent pulls that information directly into the chat window. It doesn't matter if you're using Claude, Cursor, or any other MCP-compatible client; accessing your account records and history is done via natural conversation. You can review everything from active playbooks and customer journeys to specific communications sent out. The entire ChurnZero catalog of data becomes conversational intelligence. This level of unified visibility means you spend less time collecting metrics and more time actually helping customers retain their business. ## Tools ### get_account_success_details Fetches detailed information, including health scores, for one specific customer account. ### list_churnzero_accounts Retrieves a list of all active customer accounts in the system. ### list_churnzero_alerts Lists any immediate or critical success alerts across your entire client base. ### list_churnzero_contacts Provides a list of all customer contacts and their associated interaction history. ### list_customer_journeys Displays currently active customer success journeys or playbooks for review. ### list_customer_messages Lists all recorded communications and messages sent to customers. ### list_success_playbooks Provides an overview of the success playbooks that are currently in use. ### track_account_event Logs a new, custom event or activity against a specific customer account record. ## Prompt Examples **Prompt:** ``` Hey, show me all accounts that have had no communication in two months and are flagged as 'Medium Risk'. ``` **Response:** ``` **Summary: 4 Accounts Require Immediate Outreach** We found four accounts matching your criteria. These need attention because their health score is borderline and they haven't engaged recently. * **Global Tech:** Last contact date was 62 days ago. Current Score: 55/100 (Medium Risk). * **Startup Inc.:** No communication in 78 days. Current Score: 42/100 (Medium Risk). * **MediCorp:** Last message was 51 days ago. Journey status is 'Stalled'. Would you like me to list the specific contacts for these accounts so you can draft an outreach email? ``` **Prompt:** ``` What are all the active playbooks running right now, and which accounts need a manual alert? ``` **Response:** ``` *Active Playbook Summary* We currently have 3 critical playbooks running for your client base: 1. **Onboarding Success:** (25 Accounts) — Running smoothly. 2. **Feature Adoption:** (8 Accounts) — Requires monitoring. 3. **Renewals Prep:** (14 Accounts) — High priority. We also found **6 active alerts**, specifically 4 'Low Usage' triggers and 2 'Key Contact Left' notifications. I can pull a list of the affected accounts for you. ``` **Prompt:** ``` Give me a high-level report on ACME Corp: their status, contacts, and recent activities. ``` **Response:** ``` **Account Profile: ACME Corporation** * **Health Score:** 89/100 (High) * **Last Activity:** Feature Training Completed (Today) * **Active Journey:** Enterprise Growth Path **Key Contacts:** * Jane Doe (CEO): Last Message: 2 days ago. * John Smith (IT Director): No recent activity logged. Overall, the account is in great shape. The team just needs to ensure John Smith's contact details are up to date. ``` ## Capabilities ### Review immediate success alerts Check for any critical or low-level warnings across the entire client base that require attention right now. ### Get detailed account status Retrieve deep information, including current health scores and historical metrics, for any specific customer account. ### View customer contact information Access and list all known contacts associated with a specific account, including their interaction history. ### Monitor active success journeys See which custom playbooks or success paths are currently running for customers to ensure nothing falls through the cracks. ### Review communication logs and messages List and audit all automated communications, emails, and direct messages sent out to a customer. ## Use Cases ### Investigating a sudden dip in account score A CSM asks their agent, 'Why did ACME Corp’s health score drop last week?' The agent checks `list_churnzero_alerts` and cross-references the results with recent messages from `list_customer_messages`, revealing that key contacts haven't been reached. ### Preparing for a quarterly business review (QBR) An executive asks, 'Give me a summary of Global Tech’s journey.' The agent pulls data by listing `list_customer_journeys` and fetching all relevant details using `get_account_success_details`, providing an instant status report. ### Handling an unexpected employee departure A manager asks, 'What happened when the main contact left?' The agent uses `list_churnzero_contacts` to pull the full interaction history and reviews all related communications for continuity planning. ### Validating training completion status A success ops specialist needs proof of client adoption. They use `track_account_event` to log 'Advanced Module Completed' for a specific account, immediately updating their health profile via the agent chat. ## Benefits - Review immediate issues using `list_churnzero_alerts` and instantly identify accounts needing attention. You don't have to sift through dashboards just to find red flags. - Get a full picture of any account by combining data from `get_account_success_details` with contact history, all in one conversational query. - Audit past interactions easily. Use `list_customer_messages` and `list_success_playbooks` together to understand exactly what was communicated or promised weeks ago. - Maintain accurate records by using `track_account_event`. Instead of remembering a milestone, you log it directly through your agent for better health scoring. - See the bigger picture with `list_churnzero_accounts` and quickly narrow down results to only 'high-risk' customers without running complex reports. ## How It Works The bottom line is you get a single source of truth for account health, right inside your conversation window. 1. Subscribe to this MCP on Vinkius and provide your ChurnZero App Key and instance App URL. 2. Connect the service in your preferred AI client, giving your agent permission to read customer success data. 3. Start asking questions in chat: 'Show me all accounts with a health score below 50.' The agent executes the query and presents the results. ## Frequently Asked Questions **How can ChurnZero MCP help me track account health without opening dashboards?** You can ask your agent questions like, 'Which accounts are at high risk?' or 'Show me the score for Acme Corp.' The MCP pulls live data from your ChurnZero platform and gives you a direct answer in chat. This saves huge amounts of time compared to manual dashboard checks. **Does the ChurnZero MCP let me see all customer interactions?** Yes, it lets you audit everything. You can review both automated messages (`list_customer_messages`) and track specific actions or milestones using `track_account_event`. It gives a complete history for any client. **What if I need to find old contacts' details? Can ChurnZero MCP do that?** Absolutely. The MCP allows you to list all customer contacts and view their entire interaction history. You can quickly verify who spoke to whom and when, even months later. **Is the ChurnZero MCP good for operations teams needing compliance records?** It's excellent for operations. You can audit playbook performance (`list_success_playbooks`) and check communication logs to prove that necessary steps were taken, all from a single conversational query. **How do I use the ChurnZero MCP to prioritize my work?** You can ask the agent to list active success alerts or filter accounts based on low scores. This instantly provides your team with a prioritized, actionable list of customers that need immediate attention. **Does connecting ChurnZero MCP require coding knowledge?** No. You just talk to your agent. The complexity is handled by the MCP. You ask questions in plain English—like a coworker—and it handles pulling the right data from all the different parts of your system.