MCP For Claude Marketplace
Custify

Custify MCP Connector for Claude

A+

Equip your AI agent to manage customer success, monitor health scores, and track churn probability directly via the Custify API.

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

Integrate Custify, the comprehensive customer success platform, directly into your AI workflow. Monitor customer health, track churn risks, and manage your success tasks and notes using natural language.

What you can do

  • Customer Oversight — List and retrieve detailed profiles, health scores, and churn probabilities for all customers.
  • Company Monitoring — Access company-level metrics and success data to manage B2B relationships effectively.
  • Success Task Management — List and track open tasks and internal CRM notes for your accounts.
  • KPI Discovery — Explore key performance indicators and metrics defined in your Custify account.

How it works

  1. Connect the Custify integration to your AI assistant.
  2. Authorize using your Custify API Key (found in Settings > API).
  3. Optimize your customer success operations through intuitive conversation.

Who is this for?

  • Customer Success Managers — Quickly check account health and churn risk on the go.
  • Account Executives — Retrieve company metrics and recent notes during client reviews.
  • Success Operations — Audit tasks and KPIs across all customer segments via chat.
customer-successchurn-predictionhealth-scoresb2b-saascustomer-retentionaccount-management

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

create_customer_profile

Resolves the newly generated customer ID and validation status. Mutates the customer database state. Create a new customer profile in Custify

get_company_details

Resolves organizational attributes and health metrics. Touches the core company repository. Get detailed settings and metrics for a specific company

get_customer_details

Resolves health scores, recent activity, and segment membership. Interacts with the behavioral analytics boundary. Get full profile and health metrics for a specific customer

list_companies

Resolves company IDs, domain information, and association metrics. Touches the account-level organization boundary. List all companies in Custify

list_customers

Resolves properties such as customer ID, name, email, and lifecycle stage. Interacts with the customer success management boundary. List all customers in Custify

list_customer_kpis

Resolves metric definitions and threshold values. Interacts with the performance monitoring boundary. List key performance indicators defined in the account

list_customer_notes

Resolves note content and authorship metadata. Touches the internal communications boundary. List internal CRM notes for a specific customer

list_people

Resolves contact details and account associations. Touches the relationship management boundary. List all people associated with accounts

list_customer_success_tasks

Resolves task priority, status, and assigned owners. Interacts with the workflow automation boundary. List open and completed customer success tasks

search_customers_by_keyword

Resolves matching customer profiles based on name or email. Touches the search and indexing boundary. Search for customers by name or email

See how to talk to your AI agent using Custify.

List all customers with a health score below 50.

I've found 8 customers with a health score below 50, including 'Alpha Corp' (Health: 35) and 'Beta Inc' (Health: 42). Both show a high probability of churn. Would you like to see their recent notes?

Show me the success tasks for company 'Alpha Corp'.

For 'Alpha Corp', there are 3 open tasks: 'Schedule Q2 Review', 'Update Technical Contact', and 'Follow up on support ticket #123'. One task is overdue. Should I assign these to a specific team member?

Search for customer 'john.doe@example.com'.

I found John Doe (john.doe@example.com). He is associated with 'Global Logistics' and has a health score of 82. His churn probability is very low (2%). Would you like to see his full activity history?

Log in to your Custify account, navigate to **Settings > API**, and you will find your API Key there. Ensure you have the necessary permissions to manage customer data.

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