MCP For Claude Marketplace
Upzelo

Upzelo MCP Connector for Claude

A+

Reduce subscription churn with personalized retention offers that intercept cancellations and win back customers at the exit point.

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

Connect your Upzelo churn management account to any AI agent and simplify how you retain customers and manage subscription lifecycles through natural conversation.

What you can do

  • Customer Management — List and search customer records, and update profile data for better segmentation and targeting.
  • Retention Flows — List available flows and manually trigger retention sequences for customers at risk of cancelling.
  • Subscription Tracking — Query all tracked subscriptions and update statuses or trial details programmatically.
  • Flow Monitoring — Check the real-time status and outcomes of active flow sessions to verify retention success.
  • External ID Sync — Link your internal system identifiers to Upzelo customer records for seamless integration.

How it works

  1. Subscribe to this server
  2. Enter your Upzelo App ID and API Key (found in your developer settings)
  3. Start managing your retention strategy from Claude, Cursor, or any MCP client

Who is this for?

  • Customer Success Managers — quickly trigger retention flows and check customer health via simple AI commands.
  • Product Operations — monitor subscription statuses and sync customer data directly from the workspace.
  • Business Growth Teams — get instant insights into flow performance and active retention sessions.
churn-reductionsubscription-managementcustomer-retentionwin-back-campaignslifecycle-marketing

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

save_customer

Used for segmentation and targeting. Create or update a customer record

get_customer

Get details for a specific customer

get_flow_session

Check the status of a flow session

get_flow

Get details for a specific flow

get_subscription

Get details for a specific subscription

list_customers

List all customers in Upzelo

list_flows

List all retention flows

list_subscriptions

List all subscriptions

start_flow

Initialize a flow for a customer

update_subscription

Update subscription attributes

See how to talk to your AI agent using Upzelo.

List all customers currently tracked in Upzelo.

I've retrieved your customer list. You have 25 active profiles including 'John Miller', 'Sarah Smith', and 'Global Tech'. Would you like to check the retention status for any of them?

Trigger the 'Basic Retention' flow (ID: fl_8823) for customer 'cust_1029'.

Retention flow initialized! I've started the 'Basic Retention' sequence for customer cust_1029. The session ID is sess_99023. I'll monitor for the final outcome.

Show me the details for subscription 'sub_12903'.

Fetching subscription data... Subscription sub_12903 is currently 'Active'. It's on the 'Professional Plan' and the next renewal is scheduled for Dec 15th. Shall I update any attributes?

Yes! Use the `start_flow` tool and provide the Flow ID, Customer ID, and Subscription ID. This will initialize the retention experience for that user immediately.

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