Custify

Custify MCP Connector for Claude

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Predict and prevent customer churn with health scores, lifecycle tracking, and automated playbooks for your CS team.

8 tools Official Updated Jun 28, 2026 Official Vinkius Partner

Connect your Custify customer success account to any AI agent and simplify how you manage your product users, track account health, and monitor churn risk through natural conversation.

What you can do

  • User & Company Oversight — List all managed people and organizations and retrieve detailed metadata and health scores.
  • Health Monitoring — Query health score metrics and values to identify at-risk customers and churn signals instantly.
  • Event Tracking — Record custom user actions and events programmatically to feed your success analytics.
  • Segment Analysis — List and query defined customer segments to understand your user distribution.
  • CRM Control — Create new person records and update profile data directly via AI commands.
  • Engagement Insights — Fetch engagement history and metadata for individual accounts directly from the agent.

How it works

  1. Subscribe to this server
  2. Enter your Custify API Key (found in your account settings)
  3. Start managing your customer success lifecycle from Claude, Cursor, or any MCP client

Who is this for?

  • Customer Success Managers (CSMs) — quickly check account health and track recent user events via simple AI queries.
  • Success Operations — monitor segment distributions and verify company metadata directly from the workspace.
  • Product Teams — track custom feature adoption events and monitor user profile quality via the AI assistant.
customer-successhealth-scorechurn-preventionevent-trackingcrm-softwarecustify

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

create_person

Create a new person record

get_company_details

Get details for a specific company

get_person_details

Get details for a specific person

list_companies

List customer companies

list_health_scores

List customer health scores

list_people

List product users (people)

list_user_segments

List user segments

track_user_event

Track a custom event

See how to talk to your AI agent using Custify.

List all active companies in my Custify account.

I've retrieved your companies list. You have 25 managed accounts 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 for person 'john.doe@example.com'.

Fetching profile... John Doe currently has a Health Score of 92/100 (Healthy). His last recorded event was 'Feature X Usage' 2 hours ago. Would you like to see his full engagement history?

Track a 'Button Clicked' event for user 'user_88231'.

Event tracked! I've recorded the 'Button Clicked' action for user user_88231 in Custify. This data will be used to update their health score and engagement metrics.

Yes! Use the `get_company_details` tool and provide the Company ID. Your agent will retrieve the current health score, risk status, and account metadata.

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