Skalin MCP. Get account health and contacts in one chat.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
Just plug in your AI agents and start using Vinkius.
Skalin MCP Server connects your AI client directly to Skalin's customer success data. Use it to list accounts, check real-time health scores, retrieve usage metrics, and track every interaction or alert without switching apps.
It gives your agent a single source of truth for account management.
What your AI agents can do
Create cs account
Adds a brand new customer success account record into Skalin.
Log interaction
Creates a new record of an interaction (like a call or email) against a specific account ID.
Get api status
Checks the connectivity and operational status of the Skalin API itself.
List all managed accounts or retrieve detailed metrics and health scores for a specific client.
List contacts, track historical interactions, and assign/update success tasks within an account.
Retrieve active system alerts or check the real-time health score to gauge a client's risk level.
Record new interactions (emails, meetings) or update task status directly from your AI agent chat.
Ask AI about this MCP
Supported MCP Clients
OAuth 2.0 Compatible Gemini Waiting for input…
Skalin MCP Server: 12 Tools for CS Operations
Use these twelve tools in your agent to read or write data across Skalin's entire customer success platform.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Skalin on Vinkius019dd15fcreate cs account
Adds a brand new customer success account record into Skalin.
019dd15flog interaction
Creates a new record of an interaction (like a call or email) against a specific account ID.
019dd15fget api status
Checks the connectivity and operational status of the Skalin API itself.
019dd15fget account health
Retrieves the current health score and status for a specified client account.
019dd15fget account metrics
Fetches detailed usage metrics (e.g., logins, features used) for an account.
019dd15flist cs accounts
Returns a list of all managed customer success accounts in your system.
019dd15flist cs alerts
Lists active, critical alerts that require immediate attention across the client base.
019dd15flist account contacts
Lists all people (contacts) associated with a given account ID.
019dd15flist success managers
Lists all user accounts designated as Customer Success Managers within Skalin.
019dd15flist account interactions
Retrieves the chronological history of all recorded interactions for an account.
019dd15flist cs tasks
Shows a list of all outstanding or pending customer success tasks assigned to the team.
019dd15fupdate cs task
Modifies the status, owner, or details of an existing customer success task.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Skalin, then connect any of our 5,000+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,000+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Skalin. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS INFRASTRUCTURE
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on every call
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EU data residency
Token Compression
~60% cost reduction
Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 12 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Trying to piece together a client's status from five different tabs shouldn't take 20 minutes.
Right now, when you need a full picture of an account, you open the main dashboard. Then you switch over to 'Contacts' to verify the right person is listed. Next, you have to click into 'Activity Log' to see if any critical alerts popped up—and then you might jump to a separate 'Tasks' tab just for due dates. It’s constant context switching and clicking.
With this MCP server, it’s simple. You ask your agent: 'What is the current status of Acme Corp?' The agent runs multiple checks behind the scenes—calling `get_account_health`, checking `list_cs_alerts`, and summarizing contacts via `list_account_contacts`—and hands you a single summary answer. It’s instant, structured data.
The Skalin MCP Server: Run account reports from chat.
Today, generating an accurate record of client interactions means manually opening the correct account, finding the 'Log Activity' button, and pasting in all the details from your meeting notes. It’s tedious, error-prone, and always falls behind reality.
Now, you just tell your agent: 'Log a follow-up call with Jane Doe about Q3 goals.' The agent uses `log_interaction` immediately. You don't leave the chat; you just get confirmation that the data is logged. It keeps everything accurate as soon as it happens.
What you can do with this MCP connector
Skalin MCP Server connects your agent straight into Skalin's customer success data layer. You don't gotta switch apps anymore; you can run complex account management operations—checking health scores or logging tasks—all through a natural conversation with your AI client.
This server gives your agent direct access to the system of record for accounts, contacts, and usage. It exposes twelve tools that let your agent take action right on the platform. You'll start by using list_cs_accounts to grab a comprehensive rundown of every customer success account in your system. If you need details about who runs those accounts or who handles the day-to-day work, run list_success_managers to see all the designated Customer Success Managers.
When it comes to monitoring risk, you've got tools for immediate visibility: use get_account_health to fetch a client’s current health score and status. You can also check system-wide issues by running list_cs_alerts, which shows active, critical alerts demanding attention across your entire client base. For deeper dives into usage, you'll pull detailed metrics (like logins or specific features used) with get_account_metrics.
The server even lets you verify the backend connection itself using get_api_status to confirm Skalin is running smoothly.
Managing an account means more than just checking a score. You can use list_account_contacts against any given account ID to pull every person attached to that client record. If your agent needs to build out the full history, they'll run list_account_interactions, which gives them the chronological log of every recorded communication for that client.
To keep the team organized, you can check outstanding work using list_cs_tasks to see all pending customer success tasks assigned across accounts. If a task needs adjusting—maybe changing the owner or updating the due date—your agent uses update_cs_task; and if a brand new client pops up in the pipeline, they'll add it into the system with create_cs_account.
Recording activity is simple. After you talk to a client, your agent runs log_interaction, creating a brand-new record of that call or email against the correct account ID. Completing the circle means revisiting all these data points: by grouping calls to check basic visibility (list_cs_accounts), pull contacts (list_account_contacts), track history (list_account_interactions), assess risk (get_account_health), and then log a follow-up meeting using log_interaction, your agent maintains a single, consistent source of truth without ever leaving the chat window.
This lets you manage everything from account setup to task closure in one conversational flow.
019dd15f-9e8b-7397-a5ca-4a29c32652f4 
How Skalin MCP Works
- 1 Subscribe to the server and provide your Skalin API Key in the integration settings.
- 2 Your AI client sends a request (e.g., 'Show me accounts with low health scores') to the MCP Server's exposed toolset.
- 3 The server runs the necessary tools (
get_account_health,list_cs_accounts) and returns structured data that your agent uses to formulate an answer.
The bottom line is: Your AI client calls specific functions, which pulls live data from Skalin, giving you immediate, actionable insights into customer accounts.
Who Is Skalin MCP For?
This tool's sweet spot is the Operations Manager who has to stitch together a view of an account that lives across five different dashboards. It’s for anyone tired of context switching—the Account Executive who needs client details, health scores, and task status all in one chat window.
Uses list_cs_accounts to get a roster of clients, then uses get_account_health for the top 10 accounts that need immediate attention.
Checks client details using list_account_contacts, and logs key meetings by calling log_interaction immediately after a call to keep records current.
Runs checks like get_account_metrics and monitors assignments via list_success_managers to ensure the team has optimal coverage for all accounts.
What Changes When You Connect
- Stop bouncing between dashboards. You check client data—like running
get_account_healthor callinglist_cs_alerts—and get all the critical details instantly from your AI agent. - Build a full audit trail without leaving the chat window. Use
log_interactionto record meeting notes and calls immediately, keeping account history current for every team member. - Identify risk proactively. Instead of waiting for complaints, you can ask the server to run
get_account_metricsor check the score viaget_account_healthbefore a renewal date. - Coordinate assignments easily. Run
list_success_managersand view task status usinglist_cs_tasks. You'll know exactly who owns what, eliminating internal finger-pointing. - Keep data clean and accurate. When a client changes their core contact list, you just run
list_account_contactsto verify the latest details, every time.
Real-World Use Cases
The QBR Prep Problem
A CSM needs to prep for a Quarterly Business Review (QBR) with Acme Corp. Instead of pulling data from three different tabs—metrics, contacts, and alerts—they simply ask their agent: 'Give me the status on Acme Corp.' The agent runs get_account_health, pulls recent activity using list_account_interactions, and summarizes all key risks in one response.
The New Client Onboarding
An Account Executive just finished the kickoff call. They don't want to open Skalin, find the account, then manually type up a note. They tell their agent: 'Log this meeting with John Doe for Acme Corp.' The agent uses log_interaction and instantly records the activity against the correct client profile.
The Overdue Task Check
An Ops Analyst needs to see if any accounts are slipping through the cracks. They ask: 'Which accounts have overdue tasks?' The agent runs list_cs_tasks and flags all items marked as past due, letting the analyst know exactly where to focus their time.
The Quick Status Check
A manager needs to quickly check if the API is okay before running a major report. They ask: 'What's the Skalin API status?' The agent calls get_api_status and provides an immediate confirmation, preventing wasted time on failed reports.
The Tradeoffs
Treating it like a simple CRM lookup
Asking the agent for 'all client info' without specifying what kind of data. The agent might just run list_cs_accounts and give you 50 account names, which is useless.
→
Be specific about the data layer. If you need health scores, ask to 'get the account health'. If you need people, ask to 'list all contacts for this client' using list_account_contacts. Always reference a tool name.
Logging everything manually
After a call, opening Skalin and having to navigate to the account record just to click 'New Interaction' and copy-paste details.
→
Use log_interaction directly through your agent. Just tell it: 'Log an interaction for Acme Corp detailing our talk about feature X.' The server handles the API call.
Assuming all data is live
Running a report on tasks and assuming they've been updated, only to find out half are stale because no one ran update_cs_task recently.
→
Always confirm the status first. If you suspect tasks are old, run list_cs_tasks and look for dates or owners that need verification before making assumptions.
When It Fits, When It Doesn't
Use this server if your workflow requires combining operational data from multiple Skalin domains: account metadata (list_cs_accounts), health scores (get_account_health), and historical activity logs (list_account_interactions). It excels when you need a single, conversational interface to query complex relationships. Don't use it if all you need is one piece of information that lives in a different system (e.g., billing data from Stripe). For simple record creation, create_cs_account works fine. But for deep analysis—like correlating low usage metrics (get_account_metrics) with critical alerts (list_cs_alerts)—this server is mandatory.
Common Questions About Skalin MCP
How do I check if my account has critical issues using list_cs_alerts? +
You simply ask your agent to 'list active alerts'. The server calls list_cs_alerts and returns a clean summary of any system warnings or changes that need attention.
Can I get usage data for specific clients using get_account_metrics? +
Yes. You ask the agent to 'show me the usage metrics for Acme Corp'. The server runs get_account_metrics and provides detailed stats like logins or feature adoption rates.
What's the difference between list_account_interactions and list_cs_alerts? +
They track different things. list_account_interactions shows human-generated history (meetings, emails). list_cs_alerts tracks system-level issues or critical account status changes.
How do I update a task using the update_cs_task tool? +
You tell your agent, 'Mark the Q3 review task for Acme Corp as complete.' The server uses update_cs_task to change the status in Skalin's system.
How do I use the `create_cs_account` tool to add a new account? +
You pass the necessary details like the account name and owner ID. The agent sends this data directly to Skalin, creating the record in your system. This handles the entire initial setup process for you.
What information do I provide when using `log_interaction`? +
The tool requires details about the interaction, such as whether it was a meeting or an email. You must also include key notes and the associated account ID to correctly log the activity.
How can I get all people associated with an account using `list_account_contacts`? +
Simply call list_account_contacts for a given account. The output delivers a list of people linked to that client, including their roles and contact information.
What does the `get_api_status` tool check regarding connectivity? +
This tool confirms your server's connection status with Skalin. It reports on API key validity and tells you when the last successful sync occurred, letting you troubleshoot potential outages.
How do I find my Skalin API Key? +
Log in to your Skalin account, navigate to Settings > Integrations, and you will find your unique secret API Bearer Token there.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.