MCP For Claude Marketplace
ClientSuccess

ClientSuccess MCP Connector for Claude

A+

Reduce churn and grow accounts with health scoring, engagement tracking, and success playbooks built for customer success teams.

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

Connect your ClientSuccess customer success platform to any AI agent and simplify how you manage your client relationships, track account health, and monitor service contracts through natural conversation.

What you can do

  • Client Oversight — List all managed clients and retrieve detailed metadata, including health scores and success status.
  • Relationship Management — Manage client contacts, query individual profiles, and create new client records programmatically.
  • Contract Monitoring — List active and historic service contracts to ensure your renewals and agreements are on track.
  • Segmentation — Query customer segments to understand your client distribution and categorization.
  • Data Insights — Fetch complete account metadata and health metrics to identify at-risk customers via AI.
  • Operational Efficiency — Track your customer success ecosystem directly from Claude, Cursor, or any MCP client.

How it works

  1. Subscribe to this server
  2. Enter your ClientSuccess API Key (found in your account settings)
  3. Start managing your client relationships from your favorite AI assistant

Who is this for?

  • Customer Success Managers (CSMs) — quickly check client health scores and retrieve contact info via simple AI commands.
  • Success Operations — monitor contract distributions and verify segment metadata directly from the workspace.
  • Product & Leadership Teams — get instant bird's-eye views of client status and account growth via the AI assistant.
customer-successchurn-reductionhealth-scoringaccount-managementsaas-retentionengagement-tracking

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

create_client

Create a new client

get_client_details

Get details for a specific client

list_clients

List ClientSuccess clients

list_contacts

Optionally filter by client ID. List client contacts

list_contracts

List client contracts

list_segments

List client segments

See how to talk to your AI agent using ClientSuccess.

List all active clients in my ClientSuccess account.

I've retrieved your client directory. You have 35 active organizations including 'Acme Corp', 'Tech Giant', and 'Global Logistics'. Which one would you like to see the health score for?

Show me the details and health score for client 'Acme Corp' (ID: 10293).

Fetching data... Acme Corp currently has a Health Score of 85/100 (Stable). They have 2 active contracts and their primary contact is Sarah Smith. Shall I retrieve their contract details?

List all my customer segments.

Retrieving segments... You have 5 segments configured: 'Enterprise', 'Mid-Market', 'SMB', 'Strategic Accounts', and 'Beta Testers'. Which segment would you like to explore?

Yes! Use the `get_client_details` tool and provide the Client ID. Your agent will retrieve the current health score, success status, and metadata.

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