Upzelo Connector for AI agents.
10 live capabilities
Stop subscription cancellations with automated retention offers.
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Why people use Upzelo
Upzelo for Automated Subscription Retention
With this Connector, you can just tell your agent to find the customer and start the retention flow. It handles the lookup and the execution in one go, so you can focus on the conversation rather than the clicks.
What Vinkius changes
You get a conversational interface for your entire churn management strategy.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 6,100+ Connectors
- Real-world use case 01
High-value churn intervention
A CSM notices a VIP is about to cancel.
- Real-world use case 02
Data synchronization
A Product Ops person needs to ensure internal IDs match.
- Real-world use case 03
Campaign auditing
A Growth Lead wants to know if a new offer is working.
Complete set · 10capabilities
The complete Upzelo capability set.
These are the exact actions your AI can choose when you ask it to work with Upzelo.
01—04
4 capabilities in this set.
Part of 10 available through Upzelo.
- 01 Capability
Save customer
Create or update a customer record in your system. This helps you keep your data organized for better segmentation and targeting.
- 02 Capability
Get flow session
Check the current status of a specific flow session. Use this to see if a customer is actually interacting with your offer.
- 03 Capability
Get flow
Retrieve the specific details and configuration of a retention flow. This helps you understand the logic behind your sequences.
- 04 Capability
Get subscription
Pull the details for a specific subscription. You can quickly see the current status and plan type of any user.
05—07
3 capabilities in this set.
Part of 10 available through Upzelo.
- 05 Capability
List customers
Get a full list of all customers currently tracked in your Upzelo account. This is great for bulk auditing your user base.
- 06 Capability
List flows
See all the available retention flows you have set up. Use this to browse your different win-back strategies.
- 07 Capability
List subscriptions
View all active and past subscriptions across your entire customer base. This helps you monitor your total active revenue.
08—10
3 capabilities in this set.
Part of 10 available through Upzelo.
- 08 Capability
Start flow
Initialize a specific retention sequence for a customer. This is the main action for stopping a cancellation in its tracks.
- 09 Capability
Update subscription
Change subscription attributes like plan type or trial status on the fly. It allows for immediate updates during customer chats.
- 10 Capability
Get customer
Fetch the full profile and history for a specific customer record. Use this to get the context you need before reaching out.
Set up in minutes
One URL. Then ask Upzelo to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Upzelo from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_PfGuRdlq3PT9dhNKMu3pUt6D8MP7pYW1v23t7ryC/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Upzelo, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Upzelo for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_PfGuRdlq3PT9dhNKMu3pUt6D8MP7pYW1v23t7ryC/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Upzelo URL.
- Step 03
Save and start
Save the connection and enable Upzelo in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"upzelo": {
"url": "https://edge.vinkius.com/vk_preview_PfGuRdlq3PT9dhNKMu3pUt6D8MP7pYW1v23t7ryC/mcp"
}
}
} - Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Upzelo
Open Agent mode in chat and ask: "Using Upzelo, help me...". 10 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"upzelo": {
"url": "https://edge.vinkius.com/vk_preview_PfGuRdlq3PT9dhNKMu3pUt6D8MP7pYW1v23t7ryC/mcp"
}
}
} - Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Upzelo
Ask Copilot: "Using Upzelo, help me...". 10 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"upzelo": {
"url": "https://edge.vinkius.com/vk_preview_PfGuRdlq3PT9dhNKMu3pUt6D8MP7pYW1v23t7ryC/mcp"
}
}
} - Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Upzelo
Open Cascade and ask: "Using Upzelo, help me...". 10 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"upzelo": {
"url": "https://edge.vinkius.com/vk_preview_PfGuRdlq3PT9dhNKMu3pUt6D8MP7pYW1v23t7ryC/mcp"
}
}
} - Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Upzelo
Ask Cline: "Using Upzelo, help me...". 10 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add upzelo --transport http "https://edge.vinkius.com/vk_preview_PfGuRdlq3PT9dhNKMu3pUt6D8MP7pYW1v23t7ryC/mcp" - Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Upzelo
Ask Claude: "Using Upzelo, show me...". 10 tools are ready
Where the request belongs
Work Upzelo can move forward.
This is for the people responsible for keeping the lights on by preventing churn. It is for the team members who have to act fast when a high-value customer clicks cancel and need to intervene before it is too late.
Customer Success Manager
Triggers retention flows for angry customers during live chats to prevent cancellation.
Product Operations
Syncs customer data between internal databases and Upzelo to keep records accurate.
Growth Team Lead
Monitors win-back campaign performance to see which offers actually work for users.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsChurnkey
Manage customer retention and cancellation flows via Churnkey. track sessions, analyze exit surveys, and automate recovery contacts directly from any AI agent.
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Build customer loyalty programs with points, rewards, and engagement campaigns that keep shoppers coming back.
Chargebee
Manage recurring subscriptions, automate billing cycles, and reduce churn with revenue operations built for SaaS growth.
ChurnZero
Manage customer success and health via ChurnZero. track churn scores, monitor segments, and analyze account activity directly from any AI agent.
ProfitWell
Automate subscription metrics via ProfitWell (Paddle). track churn, MRR, and customer history directly with AI.
Zuora
Manage subscriptions, billing accounts, and unified orders on Zuora. the leading monetization platform for the subscription economy.
Bring your own AI
Change the model, client or framework. Keep Upzelo connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about Upzelo.
The practical details behind the request, access and result.
How does Upzelo MCP help with churn?
It allows your AI agent to interact directly with your churn management data. You can trigger win-back offers and manage subscription statuses through a chat interface instead of manually clicking through a dashboard.
Can I trigger win-back offers automatically?
Yes, you can ask your agent to start specific retention flows for any customer. This helps you respond to cancellation attempts in real time.
Does Upzelo MCP sync with my internal IDs?
Yes, it allows you to link your internal system identifiers to Upzelo customer records. This ensures your data remains consistent across different platforms.
How do I see if a retention flow worked?
You can ask your agent to check the real-time status of any active flow session. It will tell you if the customer has engaged with the offer or completed the sequence.
Can I update a customer's subscription plan?
You can update subscription attributes like plan types and trial details directly through your agent. This is useful for making quick adjustments during a support conversation.
What roles benefit most from Upzelo MCP?
It is most useful for Customer Success Managers handling high-priority churn, Product Ops teams syncing data, and Growth Leads monitoring retention campaign performance.
Can I manually start a retention flow for a customer via AI?
Yes! Use the start_flow capability and provide the Flow ID, Customer ID, and Subscription ID. This will initialize the retention experience for that user immediately.
How do I see if a customer successfully stayed after a flow?
Run the get_flow_session query with the specific Session ID. It will return the outcome and status of the retention attempt.
Is it possible to update a subscription's status via AI?
Absolutely. Use the update_subscription capability by providing the Subscription ID and the new status to synchronize data between your systems and Upzelo.
One connection away
Give your agent a direct line to Upzelo.
Connect Upzelo once. Keep it beside 6,100+ managed Connectors when the next task needs more.
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