Custify MCP server

What the model can do

Custify customer success: companies with plan, revenue and CSM owners, the people at them, CSM tasks, notes on a company or person, help-desk tickets and survey responses. Can also add a note, create, complete or reassign a task, comment on a note or task, change a company's plan, revenue, owners or churn flag, tag records, log an event, a meeting or time spent, record an NPS score, and delete a company or person for good — when you ask.

Reads

• custify_companiesCompanies in Custify with plan, industry, size, monthly revenue, CSM owners, segments and sign-up date.
• custify_companyOne Custify company by its Custify id, with the people at it (up to 50).
• custify_peoplePeople (the customer's users) in Custify: name, email, companies, sign-up and last seen.
• custify_tasksCSM tasks in Custify with company, status, priority, due date and assignee, most recently created first.
• custify_notesNotes on one Custify company or person, newest first, with their text and date.
• custify_ticketsSupport tickets synced into Custify from the help desk: title, status, priority, company, assignee, opened and last modified, and rating.
• custify_survey_responsesResponses to one Custify survey (NPS, CSAT and the like): respondent name, score, comment and date.

Acts, when you ask

These change something in Custify. The model is told to use them only when you ask for exactly that, and each one is granted by name: per team on a shared connection, by the owner on a personal one.

• custify_create_noteAdds a note to a company or a person in Custify.
• custify_create_taskCreates an open task in Custify, on a company and optionally a person.
• custify_create_commentAdds a comment to a note or a task in Custify.
• custify_update_taskChanges a Custify task: mark it done or not relevant, reopen it, retitle it, change its description, priority or due date…
• custify_update_companyChanges an existing Custify company: its name, plan, industry, size, website, monthly revenue, churned flag, CSM or account owner…
• custify_tagAdds a tag to, or removes it from, up to 50 Custify records of one kind (companies, people, tasks or notes) by id.
• custify_log_eventRecords an event in Custify against a person (by your user_id or their email) or a company only (by your company_id), e.g. "renewal_call_held".
• custify_record_nps_scoreRecords an NPS score (0 to 10) for a person in Custify.
• custify_log_timeLogs time spent on a Custify company or person, for the Custify user given (id or email; it is never assumed).
• custify_log_meetingLogs a meeting in Custify against a person (by your user_id or their email) or a company (by your company_id).
• custify_delete_companyPermanently deletes a company from Custify with everything recorded on it (events and all other data): Custify's "forget me" for GDPR.
• custify_delete_personPermanently deletes a person from Custify with everything recorded on them (events and all other data): Custify's "forget me" for GDPR.

Connect it

First connect Custify on Dashboard → Connections, then add Memtro to your client once. The Custify tools appear alongside the tools of everything else you have connected; nothing is configured per connector.

claude plugin marketplace add memtro-org/claude-memtro
claude plugin install memtro@memtro --config api_key=sk-memtro-...

{
  "mcpServers": {
    "memtro": {
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

{
  "mcp": {
    "memtro": {
      "type": "remote",
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

Who may use it

The key identifies the person, and the server offers that person the tools they may use everywhere else in Memtro. A shared Custify connection is used by the teams an administrator granted it to, tool by tool, on the Permissions page; a personal connection is used by its owner alone, and its tools that act stay off until the owner allows them. See Teams and permissions and Connectors.

Ask it like this

• › What is open for BigCo and what was last noted about them?
• › Which high-priority tasks are still open?
• › What did customers say in the latest NPS survey?
• › Which support tickets has Northwind opened recently?
• › Mark Globex as churned and log that the exit call was held today.

Questions

Is this an official Custify MCP server?

No. It is Memtro's MCP server with Memtro's Custify connector behind it: the connector reads Custify through its API with the credentials you connect on Dashboard → Connections, and Custify publishes nothing here. The same endpoint carries every other system you connect and Memtro's memory tools.

What does it cost?

Nothing on top of Memtro. One price per organisation by its number of users, from $50 a month for up to 10 users after a 7-day free trial, with every connector, the MCP server, jobs and memory included. You bring your own model keys.

Can it change anything in Custify?

Only when you ask, and only what it has been granted: add a note to a Custify company or person, or comment on a note or task; create a task, or mark it done, reopen, retitle, reprioritise, reschedule or reassign it; change an existing company's name, plan, revenue, size, churned flag, CSM or account owner, or custom attributes; add or remove a tag on up to 50 companies, people, tasks or notes; log an event, a meeting or time spent against a person or company, or record a person's NPS score; delete a company or a person with all their data, permanently. Every other tool reads, searches or lists. An administrator grants each acting tool by name per team, and a personal connection acts only after its owner allows it.

Which clients work?

Any MCP client that speaks Streamable HTTP: Claude Code, Cursor, Claude Desktop, OpenCode, Codex, Zed, Windsurf, Cline and the Anthropic and OpenAI SDKs. There is no local process to run; the server is remote and authenticated with your key.

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