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tylerbrabo98

Customer Health MCP

by tylerbrabo98

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      Exposes simulated Salesforce CRM data as MCP tools for Claude Desktop, enabling customer success managers to prioritize at-risk accounts, review opportunities, cases, and Gong notes via natural language.
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      Enables AI agents to query customer churn risk, MRR at risk, and customer health profiles from Retain, and take actions like adding notes and marking alerts contacted.
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    • F
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      Enables AI assistants to query internal business data for insights into customers, revenue, subscriptions, sales, and churn through controlled, read-only MCP tools.
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      Enables LLMs to query a synthetic general ledger and trial balance through read-only tools for account lookups, GL drill-down, variance analysis, and naive forecasting, with every answer cited to specific transactions or periods.
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    • A
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      Exposes read-only account-health tools for scores, trends, claims checks, risks, pipeline, and next actions, with audience-scoped output for internal or customer views.
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    TDQS

    A4.2/5.0

    Scored across 4 tools

    Disambiguation4/5

    list_accounts and list_at_risk_accounts both return account lists and could be momentarily confused, but the descriptions make the filtering intent distinct (plan/payment vs risk band). get_account_details (raw data) vs get_account_risk_summary (synthesized score/drivers) are cleanly separated.

    Naming Consistency5/5

    All four tools follow a consistent snake_case verb_noun pattern using list_/get_ prefixes and predictable noun phrases. No mixing of conventions or stylistic outliers.

    Tool Count4/5

    Four read-only tools is well-scoped for a churn-risk analytics surface, with no redundant entries. It is slightly lean—no mutation or annotation tools—but each tool earns its place.

    Completeness4/5

    The read-only lifecycle is well covered: overview, at-risk ranking, raw detail, and risk synthesis with explicit follow-up pathways. Minor gaps exist (no way to list support tickets globally, no account-level write/annotation), but core workflows have no dead ends.

    Maintenance

    ActivityMaintained
    ResponsivenessNo issues