Custify Connector for AI agents.
8 live capabilities
Manage customer success health scores and churn risk in your chat window.
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Why people use Custify
Custify for Customer Success Health Tracking
This Connector changes that by letting you ask your agent for the status of any company. You get the health score, the user list, and the engagement history in one response.
What Vinkius changes
You get a direct line to your customer success data through any AI client you already use.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Identifying Churn Risk
A CSM asks the agent to use `list_health_scores` to see which accounts need immediate attention today.
- Real-world use case 02
New User Onboarding
A product manager uses `create_person` to add a new enterprise lead directly into the CRM during a live demo.
- Real-world use case 03
Segment Analysis
An operations lead asks the agent to use `list_user_segments` to see how many people are using the new pro feature.
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.
01—04
4 capabilities in this set.
Part of 8 available through Custify.
- 01 Capability
Get person details
Pull specific profile information for a single user. This helps you understand a customer's history at a glance.
- 02 Capability
List companies
Get a full list of all organizations managed in your account. Use this to see your total customer footprint.
- 03 Capability
List health scores
Retrieve the current health metrics for your customers. It's the fastest way to identify accounts at risk of churning.
- 04 Capability
List people
Pull a list of all product users. Use this to see who's active across your platform.
05—08
4 capabilities in this set.
Part of 8 available through Custify.
- 05 Capability
List user segments
See how your users are grouped into different categories. This helps you understand your user distribution.
- 06 Capability
Create person
Add a new person record to your CRM directly. This keeps your data clean without manual entry.
- 07 Capability
Get company details
Fetch specific details for a company. Use this to see the full context of a company account.
- 08 Capability
Track user event
Record a custom action or event for a user. This feeds your success analytics and updates health scores.
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 previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_L8wx73rPEkLtax25I1V9gVda6rKOAQXzqAD5vv1K/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 Custify, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Custify for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_L8wx73rPEkLtax25I1V9gVda6rKOAQXzqAD5vv1K/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 Custify URL.
- Step 03
Save and start
Save the connection and enable Custify in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"custify-alternative": {
"url": "https://edge.vinkius.com/vk_preview_L8wx73rPEkLtax25I1V9gVda6rKOAQXzqAD5vv1K/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 Custify
Open Agent mode in chat and ask: "Using Custify, help me...". 8 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"custify-alternative": {
"url": "https://edge.vinkius.com/vk_preview_L8wx73rPEkLtax25I1V9gVda6rKOAQXzqAD5vv1K/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 Custify
Ask Copilot: "Using Custify, help me...". 8 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"custify-alternative": {
"url": "https://edge.vinkius.com/vk_preview_L8wx73rPEkLtax25I1V9gVda6rKOAQXzqAD5vv1K/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 Custify
Open Cascade and ask: "Using Custify, help me...". 8 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"custify-alternative": {
"url": "https://edge.vinkius.com/vk_preview_L8wx73rPEkLtax25I1V9gVda6rKOAQXzqAD5vv1K/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 Custify
Ask Cline: "Using Custify, help me...". 8 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add custify-alternative --transport http "https://edge.vinkius.com/vk_preview_L8wx73rPEkLtax25I1V9gVda6rKOAQXzqAD5vv1K/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 Custify
Ask Claude: "Using Custify, show me...". 8 tools are ready
Where the request belongs
Work Custify can move forward.
The customer success manager who's tired of clicking through three different dashboards just to see if a high-value account is actually happy or about to leave.
Customer Success Manager
Checks account health scores and pulls engagement history during weekly check-ins to prioritize outreach.
Success Operations
Audits user segments and company metadata to ensure CRM data stays clean and organized.
Product Manager
Tracks custom feature adoption events to see how users are interacting with new updates.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
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Bring your own AI
Change the model, client or framework. Keep Custify 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 Custify.
The practical details behind the request, access and result.
How does Custify MCP help with churn?
It gives your AI agent direct access to health scores. You can ask about any account to see if they are at risk, allowing you to prioritize your outreach.
Can I add new users to my CRM using the Custify MCP?
Yes, you can create new person records directly through your AI client. This keeps your data consistent without manual entry.
Does the Custify MCP work with Claude or Cursor?
It works with any MCP-compatible client, including Claude, Cursor, and Windsurf, as long as you have your API key connected.
How do I see user segments in Custify?
You can ask your agent to list your user segments. It will pull the current distributions so you can see how your audience is grouped.
Can I track custom events with this Connector?
Yes, you can use your agent to log specific user actions. This helps update your success analytics and influences health scores automatically.
Is it easy to connect Custify to my AI agent?
It's very straightforward. You just need to subscribe to the Connector and enter your Custify API key from your account settings.
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