# Custify MCP MCP > Custify predicts and prevents customer churn by giving your AI agent a live feed of account health scores, user activity, and company metadata. Track every touchpoint and monitor risk levels instantly without leaving your chat client. ## Overview - **Category:** productivity - **Price:** Free - **Tags:** customer-success, health-score, churn-prevention, event-tracking, crm-software, custify ## Description Need to know if an account is slipping before the customer complains? This MCP connects directly to your Customer Success platform, letting you manage product users and track account health through natural conversation. Instead of jumping between dashboards and spreadsheets just to see a user's last activity or their overall health score, you talk to your AI client. It gathers all that data for you. You can check who the key contacts are at an organization, list out every segment of users you manage, or query specific metrics to pinpoint exactly where a customer is struggling. It’s about getting immediate context on user activity and company status. When you connect this MCP through Vinkius, your agent doesn't just read data; it lets you build playbooks right in the chat window. You can track custom events or update basic records with simple commands. It makes managing a large book of business feel like talking to an expert CSM on speed dial. ## Tools ### create_person Creates a brand-new person record in your system. ### get_company_details Retrieves detailed data for one specific company account. ### get_person_details Pulls the full profile and metadata for a single user contact. ### list_companies Lists out all the customer companies you manage. ### list_health_scores Provides a list of current health scores across your managed accounts. ### list_people Lists all active product users in your system. ### list_user_segments Retrieves a list of defined customer segments for analysis. ### track_user_event Records custom user actions or events against an account. ## Prompt Examples **Prompt:** ``` List all active companies in my Custify account. ``` **Response:** ``` I've retrieved your companies list. You have 25 managed accounts 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 for person 'john.doe@example.com'. ``` **Response:** ``` Fetching profile... John Doe currently has a Health Score of 92/100 (Healthy). His last recorded event was 'Feature X Usage' 2 hours ago. Would you like to see his full engagement history? ``` **Prompt:** ``` Track a 'Button Clicked' event for user 'user_88231'. ``` **Response:** ``` Event tracked! I've recorded the 'Button Clicked' action for user user_88231 in Custify. This data will be used to update their health score and engagement metrics. ``` ## Capabilities ### Assess Account Health Scores Query specific metrics and values to instantly identify which customers are at risk of churning. ### Get User and Company Details Fetch deep metadata about people or entire organizations managed in your account. ### Track Custom Activity Events Programmatically record specific user actions, like feature usage or button clicks, to feed analytics. ### List Users and Segments Retrieve a roster of all people using the product or query defined groups of users within your base. ### Update Contact Information Create new person records or change profile data directly through AI commands. ## Use Cases ### The QBR prep is a mess. A CSM needs to prepare for Quarterly Business Reviews. Instead of manually logging into the platform, running reports, and cross-referencing spreadsheets, they ask their agent: 'Give me the health score and last three events for Acme Corp.' The agent runs `list_health_scores` and pulls recent data using `track_user_event`, giving them all the talking points instantly. ### We need to onboard a new client. The Success Ops Analyst has a new company. They use the MCP to list all managed companies (`list_companies`) to verify they aren't duplicates, and then use `get_company_details` to pull basic metadata before setting up the account in the CRM. ### Who are my power users? A Product Team member wants to know which user group adopted a new feature. They ask the agent to list all people (`list_people`) and then filter by 'power user' segment using `list_user_segments` for immediate insights. ### Updating contact data is slow. The CSM finds an outdated email address. Instead of logging into the CRM, they just tell their agent to update it. The agent uses the tool to `create_person` and updates the profile data directly. ## Benefits - Stop guessing about risk. You can query `list_health_scores` to instantly see which accounts are dropping below acceptable thresholds. - Get full context on who's doing what. Use the agent to fetch engagement history and metadata, or get specific details using `get_person_details` for a key contact. - Build better reports by recording data. You can use `track_user_event` to log custom actions—like logging 'Feature X Used'—to feed into your analytics. - Keep your CRM clean. Need to add a new account representative? Use the agent to execute `create_person`, updating records without leaving your workspace. - Analyze usage patterns by listing groups of people or companies using `list_user_segments` and `list_companies`. ## How It Works The bottom line is you get immediate insights into customer risk without switching applications or writing code. 1. Subscribe to this MCP and paste your Custify API Key into the Vinkius connection settings. 2. Ask your agent a question, for example: 'Show me the health score for Acme Corp.' 3. The agent uses the tool to pull live data on company status, user activity, and risk scores, delivering the answer in plain text. ## Frequently Asked Questions **How do I check account health with list_health_scores?** You ask your agent to run `list_health_scores`. It pulls a roster of all managed accounts and shows their current risk level, instantly flagging anyone who needs attention. **Can I update records using create_person?** Yes. You can use the agent to execute `create_person` when you need to add a new user contact or update existing profile data without logging into your CRM. **What is list_user_segments for?** `list_user_segments` lets you see how your entire customer base is grouped. This helps you understand if certain groups of people are behaving differently and need targeted playbooks. **How does track_user_event help me?** It records specific user actions, like 'Feature X Used'. You tell your agent to `track_user_event` so that the data feeds back into the health score calculation and improves accuracy. **Do I need get_company_details for every check?** It’s useful when you're unsure about a company's status. Using `get_company_details` gives you a deep dive into one organization, confirming its metadata and current standing. **If I use `get_person_details`, what information do I need besides an email address?** You need a valid unique identifier for the person. While you can search by email, using the dedicated ID ensures accurate data retrieval and prevents ambiguity when querying profiles. **If I use `list_companies` and get hundreds of results, how do I retrieve all the company names?** The MCP handles large datasets through pagination. You must check the response metadata for a 'next page' token or cursor to continue calling the tool until every record has been retrieved. **After running `list_people`, what should I use if I want the specific company details for one person?** Use the primary ID from the person record and pass it to another tool. This allows your agent to cross-reference the individual with their associated organization's full profile data. **Can I check the health score of a company via AI?** Yes! Use the `get_company_details` tool 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.