MCP For Claude Marketplace
ClientSuccess

ClientSuccess MCP Connector for Claude

F

Manage customer success and retention via ClientSuccess — track client health, monitor subscriptions, and manage success cycles directly from any AI agent.

8 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your ClientSuccess account to any AI agent and take full control of your customer success operations through natural conversation. Streamline how you manage account health and revenue retention natively.

What you can do

  • Client Oversight — List and retrieve details for all clients, including health scores and status natively
  • Subscription Intelligence — Access and monitor all subscriptions and contracts associated with specific clients flawlessly
  • Success Cycle Tracking — Monitor onboarding and success cycles to ensure customer goals are met securely
  • Interaction Auditing — List and review internal notes and tasks for any specific client flawlessly
  • Contact Logistics — Access all contacts associated with your clients to maintain relationships securely
  • integrated Visibility — Retrieve detailed client metadata and profile information directly within your workspace flawlessly

How it works

  1. Subscribe to this server
  2. Enter your ClientSuccess API Key (found in Settings > API)
  3. Start managing your customer success from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Customer Success Managers — monitor account health and review success cycles using natural language
  • Success Operations — audit subscription data and team tasks without opening the dashboard
  • Sales Teams — quickly look up client profiles and interaction history straight from their chat interface
  • Leadership — verify portfolio health and retention metrics across the organization
customer-successretentionhealth-scoressubscription-managementchurn-preventionb2b-saas

8 tools expose this connector's capabilities to your AI agent.

get_client_success_details

Get detailed information for a specific client

get_my_success_profile

Retrieve information about the authenticated success manager

list_success_clients

List all clients in ClientSuccess

list_client_success_contacts

List all contacts associated with a specific client

list_client_success_notes

List all internal notes for a specific client

list_client_subscriptions

List all subscriptions and contracts for a specific client

list_client_success_cycles

List all onboarding or success cycles for a client

list_client_success_tasks

List all tasks and to-dos for a specific client

See how to talk to your AI agent using ClientSuccess.

List all my clients with a 'Risk' health status.

Retrieving clients at risk... I found 3 accounts with low health scores: 'Global Tech', 'Startup Inc', and 'Fast Logistics'. Would you like to see their last interaction notes?

Show me the subscriptions for 'Acme Corp'.

Checking subscriptions for Acme Corp... They have 1 active contract: 'Enterprise SaaS Plan' ($12,000/year) expiring on Dec 31, 2026. It is set to auto-renew.

What are the pending tasks for the 'Global Tech' account?

Retrieving tasks for Global Tech... There are 3 pending items: 'Quarterly Business Review' (Due tomorrow), 'Update Success Plan', and 'Schedule Training Session'.

Yes! Use the `get_client_success_details` tool with the client ID. The agent will return the success score, health status, and other key metrics for that account.

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