Vitally Mcp

Vitally Mcp is an MCP server that connects Claude Desktop and other Model Context Protocol clients directly to the Vitally Customer Success platform API. Designed for customer success teams, account managers, and SaaS operations specialists, this integration allows users to query customer accounts and inspect account details using conversational prompts. The server enables users to search for customer profiles by name or external identifiers, locate specific users by email address or subdomain, and retrieve live account health scores. It also provides direct visibility into customer communication streams and open task lists, while permitting users to write notes directly to customer account records. When API credentials are not yet configured, the server operates in a built-in demo mode using mock data, allowing developers and teams to test integrations before connecting production instances.

Category: CRM, ERP & E-commerce

Tags: crm, customer-success, saas, vitally

Visit Vitally Mcp

How to install and configure Vitally Mcp

1. Clone the repository and install dependencies: bash npm install 2. Create a .env file in the root directory and configure your credentials: env VITALLY_API_SUBDOMAIN=your_subdomain VITALLY_API_KEY=your_api_key VITALLY_DATA_CENTER=US 3. Build the project: bash npm run build 4. Add the server to your Claude Desktop configuration (claude_desktop_config.json): json { "mcpServers": { "vitally-api": { "command": "node", "args": [ "--experimental-modules", "--experimental-specifier-resolution=node", "/absolute/path/to/build/index.js" ] } } } 5. Restart Claude Desktop.

What you can do with Vitally Mcp

• Querying account health scores and details directly within chat interfaces during customer review preparation. - Locating specific customer accounts or user records using partial company names, external IDs, or email addresses. - Reviewing recent conversation histories and monitoring outstanding customer success tasks across designated accounts. - Creating and appending notes to customer accounts immediately following client calls or support touchpoints. - Exploring and discovering available MCP tool capabilities dynamically using the built-in search tool command.

Key facts

• https://github.com/johnjjung/vitally-mcp
• CRM, ERP & E-commerce
• crm, customer-success, saas, vitally

Part of MCP Servers

What is Vitally Mcp?

Vitally Mcp is a Model Context Protocol server that bridges AI assistants with Vitally. It lets users interact with Vitally customer success data, including accounts, users, health scores, tasks, and conversations, using natural language prompts.

How do I install Vitally Mcp?

Install it by cloning the repository and running npm install, configuring the required Vitally API subdomain, key, and data center inside a local dot env file, and running npm run build. Finally, register the built script path in your Claude Desktop configuration file.

What can Vitally Mcp do?

The server provides tools to list and search accounts, find users by email, retrieve account health scores, view account conversations and tasks, and add new notes directly to customer accounts in Vitally.

Can I test Vitally Mcp without an API key?

Yes, if you do not have a Vitally API key configured in your environment file, the server automatically runs in demo mode using mock data, allowing you to test tools and inspect workflows.

Which MCP clients work with Vitally Mcp?

Vitally Mcp works with Claude Desktop on macOS and Windows, as well as the standard MCP Inspector tool used for local development, debugging, and testing.