# Freshsuccess MCP

> Freshsuccess connects your customer success platform to any AI client, letting you manage account health scores and predict churn risk via natural conversation. Use this MCP to automatically pull detailed metrics, check active alerts, update user data, or log custom usage values without ever touching a dashboard. It puts the power of proactive account management right into your agent's command line.

## Overview
- **Category:** business-operations
- **Price:** Free
- **Tags:** churn-prevention, customer-health-score, retention-management, account-management, customer-analytics

## Description

Freshsuccess gives customer success teams a direct connection to their core account data. Instead of jumping between multiple dashboards to figure out if an account is at risk, you ask your AI client directly. Your agent can now pull up detailed profiles, check the current health score for any user or entire account, and even list active alerts flagging potential issues like usage drops. Need to track a specific interaction? You can log custom metrics—like API calls or feature adoption counts—directly into the record. This means your team moves from reacting to problems to proactively managing customer expansion. By connecting this MCP through Vinkius, you centralize all critical account intelligence, letting your agent handle complex data gathering and updates using simple conversation prompts.

## Tools

### check_api_status
Verifies the connection and operational status of your Freshsuccess API key.

### get_account_health
Retrieves detailed metadata, including the current health score, for a specific customer account.

### get_user_health
Pulls individual user profiles and their associated health scores.

### list_cs_accounts
Provides a list of all existing customer accounts in the system.

### list_cs_alerts
Fetches and displays all active alerts, helping you prioritize immediate customer interventions.

### list_custom_metrics
Shows a list of all defined custom metrics available for tracking.

### list_cs_tasks
Retrieves pending tasks and to-dos assigned to the customer success team.

### list_cs_users
Generates a list of all active users associated with an account.

### post_metric_value
Records specific usage values or custom metrics, influencing the overall health score.

### upsert_cs_account
Creates a new customer account record or updates an existing one with provided data.

### upsert_cs_user
Creates a new user profile or modifies the details of an existing user.

## Prompt Examples

**Prompt:** 
```
List all active customer success alerts.
```

**Response:** 
```
Retrieving alerts... I found 3 active alerts, including a 'Drop in Login Frequency' for Acme Corp and a 'Support Ticket Spike' for Globex.
```

**Prompt:** 
```
Show me the health score for account 'acc_123'.
```

**Response:** 
```
Fetching account health... Account 'acc_123' (Example Inc.) currently has a Health Score of 85 (Green). They are assigned to CSM Sarah Jenkins.
```

**Prompt:** 
```
Post a custom metric 'api_calls' with value 150 for user 'user_987'.
```

**Response:** 
```
Metric recorded! I have successfully posted the value 150 for the 'api_calls' metric to user ID user_987. This will factor into their engagement score.
```

## Capabilities

### Check Account Health Score
Get the current health score and key metadata for any specific customer account.

### Identify At-Risk Accounts
Retrieve a list of active customer success alerts, showing exactly where accounts are struggling (e.g., low usage or ticket spikes).

### Audit User Data
Pull up detailed profiles for individual users to see their activity and current health score.

### Log Custom Usage Metrics
Send specific data points, like API call counts or feature usage numbers, directly into the account record.

### Manage Account Status
Create new customer accounts or update existing ones with fresh information.

## Use Cases

### The Renewal Review
An AE needs to know if a major client is ready for an upsell. Instead of asking the CSM, they prompt their agent: 'Show me the health score and custom metrics for Acme Corp.' The agent instantly provides the data via 'get_account_health', allowing the AE to walk into the meeting with hard facts.

### The Ops Audit
A CS Operations Analyst needs to ensure all new API integrations are tracked. They ask their agent to run a sequence: first, 'list_cs_users' to get IDs; then, use 'post_metric_value' for the integration count. The system handles the update automatically.

### The Proactive Intervention
A CSM notices slow usage on a key account. They prompt their agent: 'Check all active alerts for Globex.' The agent runs 'list_cs_alerts' and finds a 'Drop in Login Frequency,' allowing the CSM to call the client immediately.

### The Account Setup
A new enterprise client signs on. Instead of filling out five different forms, the CSM uses their agent to run 'upsert_cs_account' and then 'list_cs_users' for all initial stakeholders, ensuring rapid setup and data consistency.

## Benefits

- Stop digging through dashboards. Instead, ask your agent to 'list all customer accounts' and get a consolidated overview of their status in one go.
- Predict churn before it happens. By using the 'list_cs_alerts' tool, you immediately see which clients are struggling with usage drops or support ticket spikes.
- Keep data clean. When you need to record custom metrics, use 'post_metric_value' directly through your chat prompt, ensuring accurate logging without manual form filling.
- Stay aligned on team tasks. You can pull up pending items using the 'list_cs_tasks' tool so everyone knows what retention effort needs attention today.
- Scale account management. Use 'upsert_cs_user' or 'upsert_cs_account' to maintain perfect data alignment between your CRM and CS platforms automatically.

## How It Works

The bottom line is that you get instant access to your entire customer success database without leaving your chat interface.

1. Subscribe to this MCP through the Vinkius Marketplace and provide your Freshsuccess Region Domain and API Key.
2. Tell your AI client what you need. For example, ask it to 'list all customer accounts' or 'get account health for XYZ'.
3. Your agent executes the request, pulling real-time data like current scores, user lists, or active alerts right into the conversation window.

## Frequently Asked Questions

**Can Freshsuccess MCP list all customer accounts?**
Yes, you can use 'list_cs_accounts' to generate a complete roster of every account in your system. This is useful for auditing or compiling mass reports.

**How do I check the health score using Freshsuccess MCP?**
You simply ask your agent, 'Get the account health.' The tool 'get_account_health' pulls the latest metadata and score directly for you in conversation.

**Does Freshsuccess MCP handle user data updates?**
Yes. You can use 'upsert_cs_user' to create a new profile or modify an existing user's details, keeping your records current.

**What if I need to log usage metrics for a client?**
Use the 'post_metric_value' tool. You provide the metric name and the value, and your agent logs it directly against the specified account or user ID.

**Can Freshsuccess MCP find active alerts?**
Absolutely. The 'list_cs_alerts' tool pulls a list of all currently configured warnings, helping you prioritize which accounts need immediate attention.