# Gainsight CS MCP

> Gainsight CS MCP connects your customer success operations to any AI agent. You manage customer health scores, track engagement activity on a timeline, and oversee critical retention playbooks—all without leaving your chat interface. Get instant profiles for companies and contacts, log meeting notes programmatically, or check pending calls to action simply by talking to your agent.

## Overview
- **Category:** customer-support
- **Price:** Free
- **Tags:** customer-success, churn-reduction, health-scores, timeline-tracking, revenue-retention, cta-management

## Description

This MCP connects the Gainsight Customer Success platform to any AI client, letting you automate core customer engagement tasks right from your conversation window. Instead of navigating multiple tabs just to see if an account is in danger, your agent pulls the company's current health score and tells you exactly where they stand. You can pull up a complete overview of a customer's history—every call, every meeting note logged by the team—without digging through complex dashboards. Need to update something? Just tell your agent to log a new activity or grab detailed contact info for any person at the company. It’s all designed so you don't have to switch tools; everything is available in one conversation. By hosting this MCP on Vinkius, we give you access to Gainsight’s full feature set through an open standard, keeping your entire customer success strategy accessible wherever you work.

## Tools

### verify_api_connection
Checks the connection status to confirm that your agent has access to Gainsight data.

### log_timeline_activity
Adds a new entry, like notes or meeting details, to a customer's historical activity timeline.

### get_cta_metadata
Pulls specific information about pending Calls to Action (CTAs) from the cockpit.

### get_company_health
Retrieves metadata and the current health score for a listed customer company.

### get_my_identity
Provides your own user profile details to ensure the agent is working within the correct account context.

### get_person_details
Fetches detailed information for a specific customer or partner person record.

### get_task_metadata
Retrieves details about general tasks assigned to customers or accounts.

### list_calls_to_action
Lists all available Calls to Action (CTAs) currently tracked in the Gainsight cockpit.

### list_customer_companies
Retrieves a list of all company records managed within your Gainsight instance.

### list_crm_people
Lists multiple people records, allowing you to see contacts across different accounts.

### list_cockpit_tasks
Retrieves a comprehensive list of all active and pending tasks in the customer success cockpit.

### list_timeline_events
Lists previous activities, such as calls or meetings, that have already occurred on a client's timeline.

## Prompt Examples

**Prompt:** 
```
List my top 5 customer companies and their health scores.
```

**Response:** 
```
Retrieving companies... I found your top customers, including 'Acme Corp' (Health: 85/Green) and 'Globex' (Health: 42/Red). Would you like to see the pending CTAs for Globex?
```

**Prompt:** 
```
Log a 'Call' activity for 'Acme Corp' (ID: 12345) saying 'Discussed Q4 renewal'.
```

**Response:** 
```
Activity logged! I have successfully added the 'Discussed Q4 renewal' entry to the Acme Corp timeline. It is now visible to the entire team.
```

**Prompt:** 
```
Show me all pending CTAs in my Gainsight cockpit.
```

**Response:** 
```
Fetching cockpit... I found 4 pending CTAs, including 'Risk: Low Adoption' for Stark Industries and 'Expansion: Add Seats' for Wayne Enterprises.
```

## Capabilities

### Check Company Health Scores
Retrieve detailed profiles for any company, including its current health score and who is assigned to manage it.

### Manage Customer Timeline Activity
Access a customer's full activity history and log new events like calls or meetings directly from your chat session.

### Get Person and Company Details
Pull up detailed profile information for specific contacts, partners, or entire organizations within Gainsight.

### Oversee Retention Playbooks (CTAs)
List and manage pending Calls to Action (CTAs) and associated tasks so you never lose sight of a retention play.

### Review Operational Tasks
View all active or outstanding cockpit tasks, giving you an immediate understanding of the next steps required for client success.

## Use Cases

### Preparing for a Renewal Call
An Account Executive needs to know if the client has been responsive lately. They ask their agent to list_timeline_events and get_company_health, instantly seeing five missed check-ins and a declining health score, allowing them to pivot the conversation immediately.

### Onboarding New Team Members
A new CSM needs to grasp an account's history. They ask their agent to list_customer_companies and then check get_company_health for the top three accounts, giving them a rapid understanding of who's green, yellow, or red.

### Following Up After a Meeting
A CSM just finished a discovery call. Instead of switching to Gainsight and typing notes, they tell their agent to log_timeline_activity with the meeting summary, ensuring it hits the customer record immediately.

### Reviewing Quarterly Objectives
CS Ops needs to ensure all retention tasks are assigned. They ask their agent to list_cockpit_tasks and get_cta_metadata, quickly identifying any critical CTAs that haven't been addressed in weeks.

## Benefits

- Get instant visibility into customer health scores. You can ask your agent to check the status of any company, giving you immediate insight without clicking through a single dashboard tab.
- Keep meticulous records by logging activity directly from your chat client. Use the log_timeline_activity tool to add meeting notes or calls instantly, making sure nothing falls out of sync.
- Never forget a follow-up. The MCP lets you list and manage all pending Calls to Action (CTAs), ensuring every retention playbook step is accounted for.
- Access deep metadata on people and companies. Need to know who the decision maker is? Use get_person_details to pull up full contact profiles instantly.
- Maintain a clear view of workload by listing all outstanding cockpit tasks. This prevents missed deadlines or forgotten next steps in the customer journey.

## How It Works

The bottom line is you talk to your agent, and it talks directly to Gainsight to pull the specific data you need, no logins or dashboards required.

1. Subscribe to this MCP on Vinkius and enter your Gainsight Domain and Access Key credentials.
2. Connect your agent using any compatible AI client like Claude, Cursor, or Windsurf.
3. Ask a direct question, like 'What is the health score for Acme Corp?' and get an immediate answer in conversation.

## Frequently Asked Questions

**How does the Gainsight CS MCP help with logging activity?**
You can use log_timeline_activity to add a new entry—like notes or minutes from a meeting—directly to a client's timeline without leaving your chat interface. This keeps all customer history centralized.

**Can I check the health score of multiple companies using Gainsight CS MCP?**
Yes, you can list_customer_companies first, and then ask your agent to run get_company_health on a group of accounts. This gives you an immediate overview of which clients need attention.

**What if I forget who the key contact is?**
Just use get_person_details. You provide the company name, and your agent retrieves full profile information for all associated contacts, clarifying roles and ownership.

**Does this MCP handle my active tasks?**
Yes, you can list_cockpit_tasks to see what's pending in the retention playbook. You can also use get_cta_metadata to review specific Calls to Action and associated task requirements.

**Is the Gainsight CS MCP secure?**
The MCP uses secure header-based authentication with your Gainsight NXT credentials, ensuring that all data access remains within the established security protocols of the platform.