Integration & MCP for Custify
Integrate and automate your Custify workflows across 2,580 tools. Take full control—use your favorite LLM to orchestrate Custify and make your data and tools truly work for you, not the other way around.
Business Intelligence
Revolutionize Customer Success with Custify Integration
Integrating Custify via MCP with Boost.space removes operational barriers by centralizing customer health data, automating workflows, and tracking retention metrics, which empowers customer success teams to strengthen client relationships and improve satisfaction. This seamless integration prepares businesses for true AI-readiness by providing a robust, data-driven foundation to enhance customer engagement and informed decision-making.
Supported MCP tools
Connect insights. Empower action. With MCP, Custify becomes the engine for truly collaborative work.
Can play scenarios
Can list scenarios
So you can execute these actions with Custify MCP:
Watch comments
Triggers when a new comment is created.
Watch companies
Triggers when a new company is created.
Watch deals
Triggers when a new deal is created.
Watch invoices
Triggers when a new invoice is created.
Watch notes
Triggers when a new note is created.
Watch people
Triggers when a new people record is created.
Watch subscriptions
Triggers when a new subscription is created.
Watch tags
Triggers when a new tag is created.
Add or update a custom data object
Adds or updates a custom data object.
Add a reply to the ticket
Adds a new reply to the existing ticket.
Add a tag to the entity
Adds a new tag to the entity.
Add a tag to the people
Adds a tag to the existing people record.
Create a comment
Creates a new comment.
Create a company
Creates a new company.
Create a deal
Creates a new deal.
Create an invoice
Creates a new invoice.
Create a note
Creates a new note.
Add people
Adds a new people record.
Create a subscription
Creates a new subscription.
Create a tag
Creates a new tag.
Create a task
Creates a new task.
Create a ticket
Creates a new ticket.
Delete a custom data object
Deletes a custom data object.
Delete a company
Deletes an existing company.
Delete a deal
Deletes an existing deal.
Delete an invoice
Deletes an existing invoice.
Delete a people
Deletes an existing people record.
Delete a subscription
Deletes an existing subscription.
Delete a tag
Deletes an existing tag.
Delete a ticket
Deletes an existing ticket.
Get a company
Retrieves an existing company.
Get people
Retrieves an existing people record.
Get a tag
Retrieves an existing tag.
Get a task
Retrieves an existing task.
Insert an event
Inserts a new event.
Get available filter values
Retrieves available filter values.
Make an api call
Performs an arbitrary authorized API call.
Remove a tag from the entity
Removes an existing tag from the entity.
Remove a tag from the people
Removes a tag from the existing people record.
Send a batch request
Sends a new batch request.
Unlink a file
Unlinks an existing file.
Update a comment
Updates an existing comment.
Update a company
Updates an existing company.
Update a deal
Updates an existing deal.
Update an invoice
Updates an existing invoice.
Update a note
Updates an existing note.
Update people
Updates an existing people record.
Update a subscription
Updates an existing subscription.
Update a tag
Updates an existing tag.
Update a task
Updates an existing task.
Update a ticket
Updates a new ticket.
Upload a file
Uploads a new file.
List comments
Retrieves all comments.
List company people
Retrieves all company's people.
List deals
Retrieves all deals.
List files
Retrieves all files.
List invoices
Retrieves all invoices.
List notes
Retrieves all notes.
List subscriptions
Retrieves all subscriptions.
List tags
Retrieves all tags.
Search companies
Searches for companies or lists them all.
Search people
Searches for people record or lists them all.
Search tasks
Searches for tasks or lists them all.
How to use MCP with Custify
Create scenario with on-demand trigger
Generate your MCP API Key
Insert MCP API Key in your favourite LLM in instructions
Boost.space MCP's integration with Custify offers significant benefits by enhancing customer success management through advanced workflows, automation, and AI-powered insights. By centralizing customer health data, this integration enables businesses to seamlessly track retention metrics, providing a comprehensive view of client interactions. Automated workflows streamline proactive engagement processes, ensuring timely responses and consistent client communication, which are crucial for maintaining strong relationships.The integration leverages AI to analyze customer data for predicting churn and identifying growth opportunities, allowing businesses to act swiftly to improve customer satisfaction. Additionally, it automates key actions such as sending personalized follow-ups and managing support tickets efficiently. With data synchronization between Custify and various other applications, businesses gain a unified platform to manage customer interactions, ultimately leading to improved client retention and success outcomes.
