ClientSuccess Connector for AI agents.
6 live capabilities
Manage customer success metrics and retention data from your chat interface.
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Why people use ClientSuccess
ClientSuccess for Tracking Customer Retention and Health
This Connector changes that. You can just ask your agent for a summary of a client's health, and it pulls the data from ClientSuccess automatically. You get a clear picture of the account without ever leaving your chat window.
What Vinkius changes
You get a searchable, actionable database of your customer success metrics inside your favorite AI chat window.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Identifying at-risk accounts
A CSM asks the agent to list clients with 'Risk' status and then uses get_client_success_details to see why.
- Real-world use case 02
Preparing for a renewal
A sales rep asks for the subscriptions for a specific company and then uses list_client_success_notes to review recent issues.
- Real-world use case 03
Onboarding audit
A manager uses list_client_success_cycles to see which new customers haven't finished their setup steps.
Complete set · 6capabilities
The complete ClientSuccess capability set.
These are the exact actions your AI can choose when you ask it to work with ClientSuccess.
01—03
3 capabilities in this set.
Part of 6 available through ClientSuccess.
- 01 Capability
Create client
Create a new client
- 02 Capability
Get client details
Get details for a specific client
- 03 Capability
List clients
List ClientSuccess clients
04—06
3 capabilities in this set.
Part of 6 available through ClientSuccess.
- 04 Capability
List contacts
Optionally filter by client ID. List client contacts
- 05 Capability
List contracts
List client contracts
- 06 Capability
List segments
List client segments
Set up in minutes
One URL. Then ask ClientSuccess to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use ClientSuccess from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_vBMSVi2ipPydQSDENhkKaiRtNDPzzYXexmsy2Pc2/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it ClientSuccess, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable ClientSuccess for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_vBMSVi2ipPydQSDENhkKaiRtNDPzzYXexmsy2Pc2/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the ClientSuccess URL.
- Step 03
Save and start
Save the connection and enable ClientSuccess in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"clientsuccess": {
"url": "https://edge.vinkius.com/vk_preview_vBMSVi2ipPydQSDENhkKaiRtNDPzzYXexmsy2Pc2/mcp"
}
}
} - Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using ClientSuccess
Open Agent mode in chat and ask: "Using ClientSuccess, help me...". 6 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"clientsuccess": {
"url": "https://edge.vinkius.com/vk_preview_vBMSVi2ipPydQSDENhkKaiRtNDPzzYXexmsy2Pc2/mcp"
}
}
} - Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using ClientSuccess
Ask Copilot: "Using ClientSuccess, help me...". 6 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"clientsuccess": {
"url": "https://edge.vinkius.com/vk_preview_vBMSVi2ipPydQSDENhkKaiRtNDPzzYXexmsy2Pc2/mcp"
}
}
} - Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using ClientSuccess
Open Cascade and ask: "Using ClientSuccess, help me...". 6 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"clientsuccess": {
"url": "https://edge.vinkius.com/vk_preview_vBMSVi2ipPydQSDENhkKaiRtNDPzzYXexmsy2Pc2/mcp"
}
}
} - Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using ClientSuccess
Ask Cline: "Using ClientSuccess, help me...". 6 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add clientsuccess --transport http "https://edge.vinkius.com/vk_preview_vBMSVi2ipPydQSDENhkKaiRtNDPzzYXexmsy2Pc2/mcp" - Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using ClientSuccess
Ask Claude: "Using ClientSuccess, show me...". 6 tools are ready
Where the request belongs
Work ClientSuccess can move forward.
This is for Customer Success Managers who are tired of tab-switching and Success Ops leads who need to audit portfolio health across dozens of accounts quickly.
Customer Success Manager
Checks client health and notes during calls to give accurate updates without looking up data manually.
Success Ops Lead
Audits subscription data and team tasks to identify bottlenecks in the onboarding cycle.
Sales Rep
Quickly looks up client profiles and interaction history before a renewal conversation.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsClientSuccess
Reduce churn and grow accounts with health scoring, engagement tracking, and success playbooks built for customer success teams.
ChurnZero
Manage customer success and health via ChurnZero. track churn scores, monitor segments, and analyze account activity directly from any AI agent.
Planhat
Manage customer success via Planhat. list companies, track end users, and monitor tasks directly from any AI agent.
Gainsight CS
Manage customer success, track health scores, and oversee the timeline via AI agents with Gainsight CS.
Freshsuccess
Manage customer success, track health scores, and oversee account usage via AI agents with Freshsuccess.
Custify
Predict and prevent customer churn with health scores, lifecycle tracking, and automated playbooks for your CS team.
Bring your own AI
Change the model, client or framework. Keep ClientSuccess connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about ClientSuccess.
The practical details behind the request, access and result.
Can the ClientSuccess MCP help me reduce churn?
Yes. It lets your agent quickly identify clients with low health scores so you can intervene before they cancel.
How do I see my client's subscription details with ClientSuccess?
You can ask your agent to pull the specific contract and plan info for any client in your account instantly.
Can I use ClientSuccess to track onboarding progress?
Yes, the Connector allows you to view and monitor all success cycles to see where new customers are in their journey.
Does the ClientSuccess MCP show internal team notes?
It does. Your agent can pull all internal notes for a specific client so you have the full history at your fingertips.
Can I find contact info for my clients using ClientSuccess?
You can use the Connector to list all contacts associated with a specific client, making it easy to reach the right people.
Is it possible to see all my pending tasks for a client?
Yes, you can ask your agent to list all to-dos and tasks for any specific account in your ClientSuccess dashboard.
Can I see the health score for a specific client?
Yes! Use the get_client_success_details capability with the client ID. The agent will return the success score, health status, and other key metrics for that account.
How do I check the active onboarding cycles for my accounts?
Use the list_client_success_cycles capability. Your agent will fetch all onboarding and success cycles, allowing you to monitor progress and identify any blocked steps.
Where do I find my ClientSuccess API Key?
Log in to your ClientSuccess account and navigate to Global Settings > API. You can generate and copy your personal API key from that section.
Can I check a client's health score via AI?
Yes! Use the get_client_details capability and provide the Client ID. Your agent will retrieve the current health score, success status, and metadata.
How do I list all the contracts associated with my clients?
Run the list_contracts query. The agent will retrieve a history of active and previous service contracts recorded in your ClientSuccess account.
Is it possible to see the available customer segments via AI?
Absolutely. Use the list_segments query. The agent will retrieve the complete list of customer segments used to categorize your client base.
One connection away
Give your agent a direct line to ClientSuccess.
Connect ClientSuccess once. Keep it beside 5,900+ managed Connectors when the next task needs more.
Explore every Connector No credit card required · Free tier available