@custify/mcp-server

Connect AI tools to your Custify customer success data via the Model Context Protocol.

Query accounts, health scores, usage data, and more — or create notes, tasks, and trigger playbooks — all from within Claude, Cursor, VS Code, or any MCP-compatible AI tool.

Quick Start

Get up and running in under 2 minutes.

1. Get your API key

Go to Custify Settings > Developer > API Access and create or copy your API key.

2. Install

npx @custify/mcp-server

3. Configure your AI tool

See the Configuration section below for your specific tool.

4. Try it out

Ask your AI assistant:

How many churned accounts do I have?

Related MCP server: Planhat MCP

Configuration

Add the following to your claude_desktop_config.json:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "custify": {
      "command": "npx",
      "args": ["-y", "@custify/mcp-server"],
      "env": {
        "CUSTIFY_API_KEY": "your-api-key-here"
      }
    }
  }
}

Restart Claude Desktop after saving.

1. Open Settings > MCP

2. Click Add new MCP server

3. Use the following configuration:

• Name: custify

• Command: npx -y @custify/mcp-server

• Environment Variables: CUSTIFY_API_KEY=your-api-key-here

Add to your .vscode/mcp.json in your workspace root:

{
  "servers": {
    "custify": {
      "command": "npx",
      "args": ["-y", "@custify/mcp-server"],
      "env": {
        "CUSTIFY_API_KEY": "your-api-key-here"
      }
    }
  }
}

claude mcp add custify -- npx -y @custify/mcp-server \
  --env CUSTIFY_API_KEY=your-api-key-here

ChatGPT requires an HTTP-based MCP server. Deploy with Docker:

docker run -d \
  -p 3000:3000 \
  -e CUSTIFY_API_KEY=your-api-key-here \
  ghcr.io/custifyofficial/custify-mcp:latest

Then configure ChatGPT to connect to your server's URL:

https://your-server.example.com/mcp

The Custify MCP server supports two transports:

• STDIO (default): Run npx @custify/mcp-server with the CUSTIFY_API_KEY environment variable set.

• Streamable HTTP: Set MCP_TRANSPORT=streamable-http and the server will listen on port 3000 (configurable via PORT). The MCP endpoint is /mcp.

Refer to your MCP client's documentation for how to configure an MCP server using either transport.

Available Tools

Account Tools

list_accounts supports tag_ids for simple tag filtering and Custify's full filter system for advanced fields. Use list_tags with category: "company" to resolve account tag names to IDs. Use list_attributes with entity_type: "account" to discover available fields.

Tag filters use this backend format when passed manually through filters:

{
  "fieldName": "tags",
  "fieldType": "Tag",
  "filterType": "is_any_of",
  "filterValue": ["<company_tag_id>"]
}

Supported tag filterType values are is_any_of, is_all_of, is_none_of, is_unknown, and any_value. For ID-based tag filters, filterValue must be a non-empty array of tag IDs.

Filter examples:

Available filter types by field type:

Contact Tools

list_contacts is the contact equivalent of list_accounts. Use tag_ids with people tags for simple tag filtering, or pass advanced Custify filters. Use list_tags with category: "people" to resolve contact tag names to IDs. Use list_attributes with entity_type: "contact" to discover available contact fields.

Contact filter examples:

Health & Usage Tools

Alerts & Segments

Task Tools

list_tasks uses flat, ergonomic parameters. Filters combine with AND. To resolve a tag name like "onboarding follow up" to an ID, call list_tags with category: "task". To resolve an assignee name, call list_task_filter_values (returns user IDs with names).

Filter examples:

Available status filter values:

update_task_status only writes persisted task statuses: open, done, and not_relevant. Use list_tasks first to find the internal task_id, then call update_task_status with the new status.

Available due shortcuts: past_due, today, this_week, this_month, later. For custom ranges, supply both due_after and due_before (ISO dates). The due shortcut and the date-range pair are mutually exclusive — passing only one bound of the range is ignored.

Note & Meeting Tools

list_notes returns notes most recent first (sticky notes first when scoped to a single account or contact). Scope with account_id or contact_id (Custify internal IDs), or omit both to list notes across all accounts. Note text is HTML and includes notes added manually, generated by Playbooks, or imported from integrations (see the source field, e.g. salesforce). Use create_note to add a note.

list_meetings returns meetings imported from Gmail/Outlook calendars, HubSpot, or created via the API — past and upcoming. Scope with account_id (Custify internal company ID), or omit it to list meetings across all accounts. Each meeting includes the organizer, participants (matched to Custify contacts where possible), start/end times, and duration. Both tools paginate with limit (max 50) and offset.

Objective Tools

get_account_objectives accepts account_id (Custify internal company ID) or external_account_id (your company_id). It supports pagination, sorting, and Custify filter objects for fields such as objectiveStatus, importance, risk, and dueAt.

Action Tools

Tag actions accept entity_type: "account" or entity_type: "contact", an array of Custify internal entity_ids, and a tag_id. Use list_tags or the custify://tags resource first to resolve tag names to IDs.

Available Resources

Resources provide read-only context that AI agents can use to understand your Custify workspace:

Examples

Here are real-world examples of what you can ask your AI assistant once connected:

Querying accounts

"How many churned accounts do I have?" Uses list_accounts with a churned filter to count accounts where churned = true.

"Show me all accounts with a health score below 30" Uses list_attributes to find the health score field name, then list_accounts with a Number filter.

"Find all accounts managed by jane@company.com" Uses list_accounts with a User filter on the CSM field.

"Which accounts signed up this quarter?" Uses list_accounts with a Date filter: filterType: "this_quarter" on signed_up_at.

"Show accounts tagged renewal risk" Uses list_tags with category: "company" to resolve the tag ID, then list_accounts with tag_ids.

Querying contacts

"Show contacts tagged champion" Uses list_tags with category: "people" to resolve the tag ID, then list_contacts with tag_ids.

"Find contacts with example.com email addresses" Uses list_contacts with a String filter on email.

Account deep-dives

"Give me a full summary of Acme Corp" Uses search_accounts to find Acme, then get_account, get_health_scores, get_contacts, get_usage_data, and get_segment_membership to build a comprehensive briefing.

"What segments is Acme Corp in?" Uses search_accounts to find the account ID, then get_segment_membership.

"Show me the health score trend for Acme Corp over the last month" Uses get_health_scores to find score IDs, then get_usage_trends for historical values.

Querying tasks

"What's on my plate today?" Uses list_tasks with assignee_id (your user ID) and due: "today" to pull a daily task list.

"Show me all overdue tasks tagged 'onboarding follow up' assigned to Jane" Uses list_tags with category: "task" to resolve the tag name to an ID, list_task_filter_values to resolve Jane's user ID, then list_tasks with tag_ids, assignee_id, and status: "overdue".

"What's open for Acme Corp?" Uses search_accounts to find the account ID, then list_tasks with account_id and status: "open".

"Mark the onboarding review task as done" Uses list_tasks to find the matching task ID, then update_task_status with status: "done". Use status: "open" to reopen a task or status: "not_relevant" to mark it as not relevant.

Querying objectives

"What objectives are open for Acme Corp?" Uses search_accounts to find the account ID, then get_account_objectives.

Taking actions

"Create a follow-up task for Acme Corp: Review onboarding progress, due next Friday" Uses search_accounts to find Acme, then create_task with title, due date, and account ID.

"Add a note to Acme Corp: Spoke with VP of Engineering about API latency concerns" Uses search_accounts then create_note with the note body.

"Run the renewal prep playbook for Acme Corp" Uses the playbooks resource to find the playbook ID, search_accounts for the account, then run_playbook.

"Tag Acme Corp as renewal risk" Uses search_accounts to find the account ID, list_tags or custify://tags to find the tag ID, then add_tag_to_entities.

Discovering your data model

"What fields can I filter accounts by?" Uses list_attributes to return all available fields with their names and types.

"What segments do we have?" Reads the custify://segments resource.

"What playbooks are available?" Reads the custify://playbooks resource.

"What calculated metrics and lifecycle stages do we have?" Reads the custify://calculated-metrics and custify://lifecycles resources.

"What tags can I use on accounts and contacts?" Reads the custify://tags resource.

Environment Variables

Docker

Run the server as a Docker container for HTTP-based MCP clients:

docker run -d \
  --name custify-mcp \
  -p 3000:3000 \
  -e CUSTIFY_API_KEY=your-api-key-here \
  ghcr.io/custifyofficial/custify-mcp:latest

The MCP endpoint will be available at http://localhost:3000/mcp and a health check endpoint at http://localhost:3000/health.

Security

• Data flow: Your AI tool communicates with the Custify MCP server, which then makes authenticated API calls to the Custify REST API. No data is stored by the MCP server itself.

• API key handling: Your CUSTIFY_API_KEY is read from environment variables and is never logged, cached, or exposed through MCP responses. When using STDIO transport, the key stays within your local process. When using HTTP transport, ensure your deployment is behind TLS.

• Permissions: The MCP server inherits the permissions of your API key. Use a key scoped to the minimum access level your workflows require. Read-only keys will work for all read tools; write tools require a key with write permissions.

• No telemetry: The server does not collect analytics or send data to any third party.

Troubleshooting

"Error: CUSTIFY_API_KEY environment variable is required" Make sure the CUSTIFY_API_KEY environment variable is set in your MCP client configuration. Double-check for typos and ensure there are no extra spaces.

Server not connecting in Claude Desktop

1. Verify the config file path is correct for your OS.

2. Ensure you have restarted Claude Desktop after editing the configuration.

3. Check that npx is available in your system PATH.

Authentication errors (401) Your API key may be invalid or expired. Generate a new key from Custify Settings > Developer > API Access.

Permission errors (403) The endpoint may not be available for API key access. Check that your Custify account has the required permissions.

Timeout or connection errors If using HTTP transport, verify the server is running and accessible. Check that the PORT environment variable matches your deployment configuration. For STDIO transport, ensure no firewall or proxy is blocking local process communication.

Different Custify cluster? If your Custify instance is on a different cluster (e.g., EU), set CUSTIFY_API_URL to your cluster's API URL.

Docker container exits immediately Check the container logs with docker logs custify-mcp. The most common cause is a missing CUSTIFY_API_KEY environment variable.

Contributing

Contributions are welcome! To get started:

git clone https://github.com/CustifyOfficial/custify-mcp.git
cd custify-mcp-server
npm install
npm run dev

1. Fork the repository

2. Create a feature branch: git checkout -b feature/my-feature

3. Make your changes and add tests

4. Run the test suite: npm test

5. Submit a pull request

Please open an issue first if you plan a significant change.

License

MIT - see LICENSE for details.