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Vinkius

Custify Connector for AI agents.

8 live capabilities

Track churn risks and monitor customer health scores in real time.

Live agent request Custify / Connector

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AI Agent

Why people use Custify

Stop Guessing Customer Health with the Custify

Custify lets your AI agent do that work for you. Instead of digging through menus, you can just ask your agent to surface the highest-risk accounts or summarize the latest notes. You get a clear, actionable view of your portfolio in seconds, letting you focus on the actual conversations that keep customers around.

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

What Vinkius changes

Custify gives you a direct line to your customer success data without leaving your chat interface.

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 Churn Risks

    A CSM notices a drop in engagement and asks the agent to list customers with low health scores to prioritize outreach using `list_customers`.

  2. Real-world use case 02

    Pre-call Account Prep

    An AE wants to know the history of a big account and asks the agent to pull the latest CRM notes and success tasks using `list_customer_notes`.

  3. Real-world use case 03

    KPI Auditing for Success Ops

    A Success Ops lead asks the agent to list all account KPIs to ensure they match the current quarterly goals using `list_customer_kpis`.

Complete set · 8capabilities

The complete Custify capability set.

These are the exact actions your AI can choose when you ask it to work with Custify.

Capability set01 / 02

01—04

4 capabilities in this set.

Part of 8 available through Custify.

  1. 01 Capability

    Get company details

    Get detailed settings and metrics for a specific company. Use this to see high-level organizational health.

  2. 02 Capability

    Create person

    Create a new person record

  3. 03 Capability

    Get person details

    Get details for a specific person

  4. 04 Capability

    List companies

    List all companies in Custify. Use this to see your entire B2B portfolio at a glance.

Capability set02 / 02

05—08

4 capabilities in this set.

Part of 8 available through Custify.

  1. 05 Capability

    List health scores

    List customer health scores

  2. 06 Capability

    List user segments

    List user segments

  3. 07 Capability

    Track user event

    Track a custom event

  4. 08 Capability

    List people

    List all people associated with accounts. Use this to find the right contacts for your outreach.

Set up in minutes

One URL. Then ask Custify to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Custify 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_7d7Mwghw15m8yaUYZomXwVHrIl5ehOmM1upP12IY/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 Custify, and paste the URL above.

  3. Step 03

    Turn it on in chat

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

Where the request belongs

Work Custify can move forward.

Built around the request

For Customer Success Managers who are drowning in accounts and Success Ops who need to audit KPIs across the board.

01

Customer Success Manager

Checks health scores and churn risks during morning standups to prioritize their daily outreach.

02

Account Executive

Pulls company metrics and recent notes before a client review to stay informed on account history.

03

Success Operations Lead

Audits KPIs and tasks across all segments to ensure the team is hitting retention targets.

Build the capability set

Add more capabilities.

Each Connector adds new actions and data without changing how you work.

Browse Connectors
Custify logo
01 8 capabilities

Custify

Predict and prevent customer churn with health scores, lifecycle tracking, and automated playbooks for your CS team.

View Connector
Skalin logo
02 12 capabilities

Skalin

Manage accounts, contacts, and customer health on Skalin with AI agents.

View Connector
Cloze logo
03 9 capabilities

Cloze

Smart CRM that automatically tracks your interactions and provides AI-powered insights.

View Connector
Agendor logo
04 6 capabilities

Agendor

CRM for sales teams. manage leads, organizations, and pipelines via AI.

View Connector
ChurnZero logo
05 8 capabilities

ChurnZero

Manage customer success and health via ChurnZero. track churn scores, monitor segments, and analyze account activity directly from any AI agent.

View Connector
Freshsuccess logo
06 11 capabilities

Freshsuccess

Manage customer success, track health scores, and oversee account usage via AI agents with Freshsuccess.

View Connector

Bring your own AI

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

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Before you connect

Questions about Custify.

The practical details behind the request, access and result.

How does the Custify MCP help with churn?

It identifies accounts with high churn probabilities and low health scores so you can intervene before they leave.

Can I see my customer health scores?

Yes, the Connector lets your agent pull real-time health scores and activity metrics for any specific customer.

Can it manage my success tasks?

It can list all open and completed customer success tasks, helping you stay on top of your workload.

Does it work with my CRM notes?

Yes, it can retrieve internal CRM notes for specific customers so you have the full context of your interactions.

How do I use Custify MCP for B2B SaaS?

It connects your Custify data to your AI client, allowing you to query company metrics and customer profiles via natural language.

Can I search for customers quickly?

You can ask your agent to search for customers by name or email to pull up their full profile instantly.

How do I get a Custify API Key?

Log in to your Custify account, navigate to Settings > API, and you will find your API Key there. Ensure you have the necessary permissions to manage customer data.

Can the agent update health scores?

This integration currently focuses on listing and retrieving data. Health scores are typically calculated automatically by Custify based on usage and interaction data.

Does Custify support B2B company tracking?

Yes, Custify allows you to track both individual customers and company-level entities, which is fully supported by this integration.

Can I check the health score of a company via AI?

Yes! Use the get_company_details capability and provide the Company ID. Your agent will retrieve the current health score, risk status, and account metadata.

How do I track a custom user event using the agent?

Use the track_user_event action. Provide the User ID and the Event Name. You can also pass a JSON object with additional attributes for the action.

Is it possible to see my defined customer segments via AI?

Absolutely. Use the list_user_segments query. The agent will retrieve the complete list of segments configured in your Custify account.

One connection away

Give your agent a direct line to Custify.

Connect Custify once. Keep it beside 5,900+ managed Connectors when the next task needs more.

Explore every Connector No credit card required · Free tier available