# ClientSuccess MCP > ClientSuccess MCP connects your customer success platform to any AI client. Manage account health scores, track service contract statuses, and grow relationships by getting instant insights into every managed client directly from a simple conversation. ## Overview - **Category:** customer-support - **Price:** Free - **Tags:** customer-success, churn-reduction, health-scoring, account-management, saas-retention, engagement-tracking ## Description This MCP lets you move beyond dashboards. Instead of clicking through multiple tabs just to figure out if an account is at risk, your agent pulls all the necessary data for you—account health scores, contract details, and contact profiles—into natural conversation. You can list every managed client, then ask the system to find their detailed metadata or check a specific person's profile. It also monitors service contracts, making sure renewals are on track before they become an emergency. If you work with complex data sets, Vinkius makes it easy for your AI agent to handle this ClientSuccess information, giving you a single source of truth without needing to write any code or build custom workflows. ## Tools ### create_client Adds a brand new client record into the system. ### get_client_details Fetches all specific data points and metadata for one particular client ID. ### list_clients Retrieves a comprehensive list of every active client in the account. ### list_contacts Lists all contacts associated with a specific client ID, allowing for targeted outreach. ### list_contracts Pulls up a list of service contracts, showing both active and past agreements. ### list_segments Returns all predefined customer segments used for classifying accounts. ## Prompt Examples **Prompt:** ``` List all active clients in my ClientSuccess account. ``` **Response:** ``` I've retrieved your client directory. You have 35 active organizations including 'Acme Corp', 'Tech Giant', and 'Global Logistics'. Which one would you like to see the health score for? ``` **Prompt:** ``` Show me the details and health score for client 'Acme Corp' (ID: 10293). ``` **Response:** ``` Fetching data... Acme Corp currently has a Health Score of 85/100 (Stable). They have 2 active contracts and their primary contact is Sarah Smith. Shall I retrieve their contract details? ``` **Prompt:** ``` List all my customer segments. ``` **Response:** ``` Retrieving segments... You have 5 segments configured: 'Enterprise', 'Mid-Market', 'SMB', 'Strategic Accounts', and 'Beta Testers'. Which segment would you like to explore? ``` ## Capabilities ### View and list client records Retrieve comprehensive lists of all managed clients within the platform. ### Get specific account details Fetch deep metadata, including current health scores and success status, for a single named client. ### Manage contacts and relationships List or create individual client contact profiles, optionally filtering by the primary associated client ID. ### Check contract history and status Retrieve lists of both active and historic service contracts for monitoring purposes. ### Analyze customer groupings Query the system to list existing customer segments, helping understand client distribution. ## Use Cases ### The urgent renewal check A CSM needs to know which enterprise accounts are up for renewal in the next 90 days. Instead of running a complex report, they prompt their agent: 'List all contracts that expire between X and Y date.' The agent uses `list_contracts` and gives them an immediate list, letting them prioritize outreach. ### Onboarding new client data A success ops analyst needs to create a record for a recently acquired company. They simply prompt: 'Create a new client for Zenith Tech.' The agent uses the `create_client` tool, logs the initial metadata, and sends confirmation. ### Diagnosing an account risk A manager needs to understand why a key client's health score dropped. They prompt: 'Show me all details for Acme Corp.' The agent runs `get_client_details`, pulling the score, listing recent contacts, and showing related contracts in one response. ### Understanding market gaps A product team lead wants to know if they are over-indexing on SMB clients. They ask their agent: 'What segments do I have?' The agent uses `list_segments` and provides the full breakdown, helping guide product strategy. ## Benefits - Stop jumping between dashboards. You can now get a full picture of an account—its health score, its contacts, and its contracts—all from one chat prompt using the `get_client_details` tool. - Cut down on manual reporting by asking the agent to list all clients and filter them based on certain criteria defined in your workflow. The `list_clients` tool handles the heavy lifting. - Know who you're talking to before a call. Use `list_contacts` to pull up the primary contact details for any client, regardless of how many contacts are linked to that account. - Never miss a renewal date again. Check contract status immediately with the `list_contracts` tool, giving your team visibility into upcoming renewals and agreements. - Understand your customer base better by using `list_segments`. This helps you group clients so your agent can pull focused data for specific categories. ## How It Works The bottom line is that your AI client handles the API calls; you just talk to it. 1. Subscribe to this MCP and provide your ClientSuccess API Key in your Vinkius account settings. 2. Instruct your AI client to perform a task, like 'Show me all clients with low health scores' or 'What are my open contracts for Acme Corp'. 3. Your agent executes the necessary tools, retrieves the data, and presents you with an immediate, actionable summary. ## Frequently Asked Questions **How do I use the ClientSuccess MCP to check a contract status?** You prompt your agent and ask it to list contracts, specifying the client's name or ID. The `list_contracts` tool fetches both active and historic records so you can verify agreement details instantly. **Can I use ClientSuccess MCP to create a new client record?** Yes. If you acquire a new company, just ask the agent to 'create a new client' using `create_client`. It handles making sure the basic profile is set up correctly. **What if I only need contact information for one client?** You can use the `list_contacts` tool. You just have to provide the specific client ID or name, and it returns all associated contacts for that single account. **Does ClientSuccess MCP help me understand my customer types?** It does. By using the `list_segments` tool, you can ask your agent to list every segment configured in the platform and get a full breakdown of how your clients are categorized. **Can I use ClientSuccess MCP with other platforms?** The MCP is designed to connect to any compatible AI client, so you can manage this data flow from Claude, Cursor, Windsurf, or any agent that supports the Vinkius catalog.