MCP For Claude Marketplace
Skalin

Skalin MCP Connector for Claude

A+

Manage accounts, contacts, and customer health on Skalin with AI agents.

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

Connect your Skalin account to any AI agent to automate your customer success and account management operations. Skalin provides a premier platform for monitoring customer health, tracking interactions, and managing tasks, and this integration allows you to retrieve account metadata, monitor health scores, and track alerts through natural conversation.

What you can do

  • Account & CRM Orchestration — List all managed accounts and retrieve detailed profile metadata, including status and owner info programmatically.
  • Customer Health Monitoring — Access real-time health scores and metrics for your accounts to identify churn risks directly from the AI interface.
  • Interaction Lifecycle Management — Create and monitor customer interactions and tasks to ensure your team's workflow is always synchronized.
  • Alert & Notification Control — List and monitor system alerts to stay on top of critical account changes via natural language.
  • Team Coordination — Access and monitor CSM assignments and task progress to ensure optimal customer coverage.

How it works

  1. Subscribe to this server
  2. Enter your Skalin API Key from your integration settings
  3. Start managing your customer success from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Customer Success Managers — quickly retrieve account health and interaction history without switching apps.
  • Account Executives — automate the retrieval of client details and monitor recent alerts via natural conversation.
  • Operations Teams — streamline the retrieval of account metrics and manage team tasks directly within the chat.
customer-successchurn-preventionhealth-scoresaccount-managementcustomer-insightstask-tracking

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

create_cs_account

Add new account

log_interaction

Record meeting or email

get_api_status

Get connectivity info

get_account_health

Check client health

get_account_metrics

Get usage metrics

list_cs_accounts

List customer accounts

list_cs_alerts

). Get active alerts

list_account_contacts

List account people

list_success_managers

List CSM users

list_account_interactions

Get account history

list_cs_tasks

List success tasks

update_cs_task

Modify success task

See how to talk to your AI agent using Skalin.

List all accounts with a health score below 50 in Skalin.

I've retrieved the at-risk accounts. You have 3 accounts with health scores below 50: 'Acme Corp' (35), 'Globex Inc' (42), and 'Initech' (48). Would you like to see recent alerts for any of them?

Show me the customer health scores for all enterprise accounts with churn risk indicators.

34 enterprise accounts analyzed. Healthy (22, 65%): Avg health score 87, strong product adoption, regular engagement. At-risk (8, 24%): Avg score 52. Top concerns: Meridian Corp (score 38, login drop 67%), TechVentures (score 45, support tickets +200%), DataFlow (score 51, feature adoption 12%). Churning (4, 12%): 2 confirmed non-renewal, 2 in negotiation. Net Revenue Retention: 108%. Key risk signals: declining logins (5 accounts), reduced feature usage (3), negative NPS (2). CSM action items: 12 tasks overdue.

Generate a quarterly business review report for the Meridian Corp account.

QBR Report: Meridian Corp (Q1 2025). Health score: 38/100 (Critical). Contract value: $180,000/year (renewal: August 15). Usage: 45 active users of 100 licenses (45% adoption, down from 67%). Feature adoption: 4 of 12 modules active. Support: 23 tickets (vs 8 last quarter, +188%). NPS: 6 (Passive, was 8). Key wins: API integration completed, custom dashboard deployed. Concerns: Champions left the company (2), executive sponsor unresponsive. Recommended actions: Executive alignment meeting, adoption workshop, contract review.

Log in to your Skalin account, navigate to **Settings** > **Integrations**, and you will find your unique secret API Bearer Token there.

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