# Custify MCP for AI Agents MCP

> Custify MCP connects your AI agent directly to customer success data. Monitor account health scores, predict churn risk, and manage all customer tasks and notes from one place. Your agent can list detailed customer profiles, review company-level metrics, and track open tasks using natural conversation.

## Overview
- **Category:** customer-support
- **Price:** Free
- **Tags:** customer-success, churn-prediction, health-scores, b2b-saas, customer-retention, account-management

## Description

This MCP lets you run customer success operations through conversation. Instead of jumping between dashboards to check account health or find old meeting notes, your AI client does it for you. You can ask about a specific customer's current risk level or pull up the list of all outstanding tasks assigned to their team. It pulls together company-level metrics and detailed profiles, letting your agent track everything from performance indicators to recent contacts. Because this MCP is hosted on Vinkius, you connect once using any compatible client—Claude, Cursor, Windsurf, or VS Code—and gain access to the entire catalog of enterprise tools.

## Tools

### create_customer_profile
Creates a new record in the system, assigning it a unique ID and validating its status as a customer.

### get_company_details
Pulls detailed metrics and organizational attributes for any specified company.

### get_customer_details
Retrieves a customer's complete profile, including behavioral analytics data and current health scores.

### list_companies
Lists all companies tracked in Custify, providing domain information and association metrics.

### list_customers
Generates a list of every customer in the system, including their ID, name, email, and lifecycle stage.

### list_customer_kpis
Lists all key performance indicators defined for accounts, along with their specific metric definitions and thresholds.

### list_customer_notes
Retrieves a chronological list of internal notes written about a customer account.

### list_people
Lists all contacts associated with accounts, providing names and contact details for team members.

### list_customer_success_tasks
Shows a list of tasks related to customer success that are either open or completed.

### search_customers_by_keyword
Searches the database for customers using keywords found in their name or email address.

## Prompt Examples

**Prompt:** 
```
List all accounts associated with 'Global Logistics' that have open tasks.
```

**Response:** 
```
**Account Health Report: Global Logistics**

*   **Health Score:** 78 (Stable)
*   **Associated People:** Jane Doe, John Smith
*   **Open Tasks Found:** 2
    1.  Schedule Q3 Kickoff (Owner: JD, Due: Next Week)
    2.  Review API Integration Docs (Owner: JS, Due: Overdue)

Please follow up with John on the integration review.
```

**Prompt:** 
```
Who are my top 5 customers and what is their churn risk?
```

**Response:** 
```
Based on your portfolio list of clients, here are the top five by revenue potential:

| Customer Name | Health Score | Churn Probability |
| :--- | :---: | :---: |
| Apex Corp | 91 | <2% |
| MidWest Tech | 65 | 18% |
| Beta Dynamics | 42 | **35%** |
| Quantum Solutions | 88 | 5% |
| Stellar Group | 70 | 12% |

Beta Dynamics needs immediate attention.
```

**Prompt:** 
```
Search for all records mentioning 'support ticket #123' and list the notes.
```

**Response:** 
```
**Notes Found for Support Ticket #123**

*   **Source:** Internal CRM Notes (Date: 2026-06-10)
*   **Author:** Mark R.
*   **Content:** "Client reported issue on API endpoint `/v2/data`. Escalated to Engineering team. Monitoring closely."
*   **Related Customer:** TechBridge Inc. (Health Score: 55)
```

## Capabilities

### List all customers in Custify
Retrieves a list of every customer, providing core identifiers like name, email, and lifecycle stage.

### Get full profile and health metrics for a specific customer
Pulls a customer's complete record, including behavioral analytics data and current health scores.

### List open and completed customer success tasks
Shows all recorded tasks related to customer success, indicating status, priority, and assigned owner.

### List internal CRM notes for a specific customer
Retrieves the chronological history of private notes written about that account.

### Create a new customer profile in Custify
Registers a completely new client record, validating its ID and setting up the basic customer state.

## Use Cases

### Identifying At-Risk Accounts Before Quarterly Reviews
The Account Executive needs to know which clients are struggling. They ask their agent, 'List all customers with a health score below 50.' The agent immediately returns the list and tells them if they need to schedule an intervention.

### Auditing Team Tasks for Compliance
The Success Operations Analyst needs to check if teams are keeping up. They ask the agent, 'What open success tasks do we have?' The agent uses `list_customer_success_tasks` and flags any overdue items.

### Preparing for a Client Meeting with Full Context
The CSM is preparing for a call. They ask the agent to pull up all relevant background info, which includes running `get_customer_details` and listing recent notes using `list_customer_notes`.

### Onboarding New Partners into the CRM
The team is adding a new client. They instruct their agent to run `create_customer_profile`, which validates the ID, and then immediately use `get_company_details` to populate all relevant metrics.

## Benefits

- Instead of manually running reports, you can ask your agent to 'List all customers with a health score below 50.' and get an immediate list of high-risk accounts.
- You don't have to toggle between tabs. Your agent uses the `list_customer_notes` tool to pull up recent internal CRM notes instantly when reviewing an account.
- The MCP lets your agent access company-level data using `get_company_details`, so you can manage B2B relationships with full context, not just surface metrics.
- When onboarding a new client, use the agent to run `create_customer_profile` and get the necessary ID validation immediately, ensuring clean data from day one.
- You save time by using `list_customers` or `search_customers_by_keyword` rather than navigating complex search filters across different account types.

## How It Works

The bottom line is, you get real-time customer success data delivered through simple conversation, skipping manual platform navigation entirely.

1. Connect the Custify MCP to your AI client and authorize it with your API key.
2. Tell your agent exactly what you need, for example: 'Show me all customers whose health score is below 50.'
3. The MCP runs the necessary checks, pulling in metrics, tasks, and notes directly into a readable report.

## Frequently Asked Questions

**How can Custify MCP help me predict which clients are about to leave?**
This MCP lets your agent monitor customer health scores and churn probability for every client. It identifies accounts that show a high risk of leaving before those issues become visible.

**Do I need to know all the internal IDs to check account status with Custify MCP?**
No. You can use natural language prompts like 'Show me clients in California' or search by email, and the MCP handles mapping those details to the correct records.

**What kind of data can I pull about a company using Custify MCP?**
You can retrieve deep organizational metrics for companies. This includes detailed settings, association metrics, and high-level performance indicators that help you understand their overall business health.

**Can this tool manage my follow-up tasks across different accounts?**
Yes. The MCP lists all open customer success tasks assigned to your team, letting you see the status and owner of every outstanding action item in one view.

**Does Custify MCP integrate with other systems I use for notes?**
The MCP pulls historical internal CRM notes directly from the platform. You get a consolidated record of past interactions, which is crucial context for client reviews.