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retain-so

Retain MCP Server

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by retain-so

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      Connects AI assistants to Custify customer success data for querying account metrics, health scores, and usage trends. It also supports taking actions such as creating notes, managing tasks, and triggering playbooks.
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      Enables AI assistants to interact with CRM contacts, companies, activity, and conversations, and to perform semantic search across previously retrieved data.
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    • A
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      Enables an AI assistant to answer customer-success questions by synthesizing simulated billing, support ticket, and product usage data into composite churn-risk scores, bands, and plain-language explanations for fictional accounts. It exposes raw-data tools, a synthesis tool, and a methodology resource so users can list at-risk accounts or get a per-account health summary.
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    TDQS

    A4/5.0

    Scored across 8 tools

    Disambiguation5/5

    Each tool targets a distinct aspect of churn management: customer lists by risk, individual customer profiles, MRR risk summary, active alerts, churn metrics, and alert actions (note, mark contacted, archive). No two tools have overlapping purposes, and descriptions clearly differentiate them.

    Naming Consistency5/5

    All read operations follow a consistent 'get_' prefix, while write operations use descriptive verb+nouns (add_customer_note, mark_alert_contacted, archive_alert). The naming is uniformly snake_case and predictable, making it easy for agents to infer tool behavior from names.

    Tool Count5/5

    With 8 tools, the set is well-scoped for a churn management server. It covers essential read operations (customer lists, details, metrics, alerts) and write operations (note, contacted, archive) without being bloated or insufficient. The count is appropriate for the domain.

    Completeness4/5

    The tool set covers the core workflow of identifying at-risk customers, monitoring alerts, and managing outreach states. Minor gaps exist, such as the inability to create or resolve alerts programmatically, but the available tools provide sufficient functionality for typical monitoring and action tasks.

    Maintenance

    ActivityStale
    ResponsivenessNo issues