Skip to content
Vinkius

ClientSuccess Connector for AI agents.

6 live capabilities

Manage customer success metrics and retention data from your chat interface.

Live agent request ClientSuccess / Connector

Waiting for input…

AI Agent

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.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • Visual Studio Code
  • Windsurf

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

  1. 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.

  2. 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.

  3. 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.

Capability set01 / 02

01—03

3 capabilities in this set.

Part of 6 available through ClientSuccess.

  1. 01 Capability

    Create client

    Create a new client

  2. 02 Capability

    Get client details

    Get details for a specific client

  3. 03 Capability

    List clients

    List ClientSuccess clients

Capability set02 / 02

04—06

3 capabilities in this set.

Part of 6 available through ClientSuccess.

  1. 04 Capability

    List contacts

    Optionally filter by client ID. List client contacts

  2. 05 Capability

    List contracts

    List client contracts

  3. 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 preview
Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP
https://edge.vinkius.com/vk_preview_vBMSVi2ipPydQSDENhkKaiRtNDPzzYXexmsy2Pc2/mcp
  1. Step 01

    Open Connectors

    In Claude Web or Claude Desktop, open Settings and choose Connectors.

  2. Step 02

    Add the URL

    Choose Add custom connector, name it ClientSuccess, and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable ClientSuccess for the conversation.

Where the request belongs

Work ClientSuccess can move forward.

Built around the request

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.

01

Customer Success Manager

Checks client health and notes during calls to give accurate updates without looking up data manually.

02

Success Ops Lead

Audits subscription data and team tasks to identify bottlenecks in the onboarding cycle.

03

Sales Rep

Quickly looks up client profiles and interaction history before a renewal conversation.

Bring your own AI

Change the model, client or framework. Keep ClientSuccess connected.

  • 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