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Gainsight MCP Server

Official Gainsight CS MCP server. Query Companies, CTAs, Success Plans, Timeline Activities and create CTAs and Success Plans via natural language.

CRM by Gainsight OAuth2 active
Connect (Remote Server) Docs
Overview

The Gainsight CS MCP Server is a provider-hosted Model Context Protocol endpoint that connects a Gainsight CS tenant directly to MCP-enabled LLM clients such as Claude, ChatGPT, Microsoft 365 Copilot, and Gemini. Once connected, customer success teams can query real-time account intelligence and create work items in Gainsight without leaving their AI assistant. Each user authenticates individually via OAuth 2.1 with PKCE, so the connection respects the user's existing Gainsight role-based permissions.

The server supports both read and write access to core Gainsight CS entities. Read operations cover Companies and relationships, CTAs and tasks, Success Plans, Timeline activities, Scorecards, and cross-account analyses. Write operations cover creating and updating CTAs and tasks, Success Plans, and Timeline activities. Deletes, company field updates, scorecard writes, and admin configuration are explicitly out of scope.

The integration is hosted by Gainsight at a tenant-specific URL (https://your-domain.gainsightcloud.com/v1/ds-mcp/mcp). There is no open-source repo to clone or local process to run. Setup is done by a Gainsight admin who creates an OAuth application with PKCE in Gainsight CS, then end users add it as a custom connector in their LLM client.

Tools

Tool Description
Query Companies and Relationships Retrieve account summaries, company records, and relationship data from Gainsight CS.
Query CTAs and Tasks Read open and historical Calls To Action and associated tasks for one or more accounts.
Create or Update CTAs and Tasks Create new CTAs or update existing CTAs and their tasks via natural language.
Query Success Plans Retrieve Success Plans, objectives, and progress for selected accounts.
Create or Update Success Plans Create new Success Plans or update existing plans and objectives.
Query Timeline Activities Read Timeline activities including meeting notes, calls, and other logged interactions.
Create or Update Timeline Activities Log new Timeline activities or update existing ones from the chat.
Query Scorecards Read scorecard measures and overall health for accounts. Read-only.
Cross-Account Analysis Run portfolio-level queries spanning multiple accounts, for example risk or renewal cohorts.
Setup Guide

Prerequisites

  • Gainsight CS tenant with Admin access
  • An OAuth 2.0 application in Gainsight CS with PKCE enabled
  • Client ID and Client Secret from the Gainsight OAuth app
  • Your tenant base URL, for example https://your-domain.gainsightcloud.com
  • An MCP-capable LLM client (Claude, ChatGPT, Microsoft 365 Copilot, or Gemini)

Configure OAuth in Gainsight

  1. In Gainsight CS, enable User Authentication with PKCE.
  2. Create an OAuth application and copy the Client ID and Client Secret.
  3. Add the LLM callback URLs to the OAuth app. For Claude, add both:
    • https://claude.ai/api/mcp/auth_callback
    • https://claude.com/api/mcp/auth_callback

Add as a custom connector in Claude

  1. Open Claude and go to Settings, Connectors, Add custom connector.
  2. Enter the server URL using your tenant domain:
https://your-domain.gainsightcloud.com/v1/ds-mcp/mcp
  1. Paste the OAuth Client ID and Client Secret from Gainsight.
  2. Save the connector and complete the OAuth sign-in flow as your Gainsight user.

Generic MCP client config

For MCP clients that accept a JSON config for remote HTTP servers:

{
  "mcpServers": {
    "gainsight-cs": {
      "url": "https://your-domain.gainsightcloud.com/v1/ds-mcp/mcp",
      "transport": "http",
      "auth": {
        "type": "oauth2",
        "client_id": "YOUR_GAINSIGHT_CLIENT_ID",
        "client_secret": "YOUR_GAINSIGHT_CLIENT_SECRET",
        "pkce": true
      }
    }
  }
}

Replace your-domain with your Gainsight tenant subdomain and provide the OAuth credentials from your Gainsight admin.

Use Cases
  • Prep a CSM for an upcoming customer meeting by pulling the latest health, open CTAs, recent Timeline activities, and Success Plan progress for the account.
  • Triage a CS portfolio weekly by asking the AI to identify accounts with new red CTAs, declining scorecards, or stalled Success Plan objectives.
  • Create a Risk CTA and follow-up tasks directly from a Claude conversation after summarizing a sales call or escalation email.
  • Draft a renewal brief that combines Timeline activity history, scorecard trends, and Success Plan outcomes for an upcoming renewal.
  • Onboard a new CSM by generating account briefs across their book of business from real Gainsight data instead of manual handoff docs.
Example Prompts
  • "What is the current health status and top open CTAs for Acme Corp?"
  • "Summarize the last 30 days of Timeline activity for Globex and flag any risks."
  • "Create a Risk CTA on Initech with priority High, due next Friday, reason Adoption, and add a task to schedule an exec sync."
  • "Update the Success Plan for Umbrella Co and mark the Integration Go-Live objective as complete."
  • "List every account in my portfolio where the Adoption scorecard measure is red and there is no open Risk CTA."
Pros
  • Official, vendor-hosted server maintained by Gainsight, no self-hosting or local process required.
  • Per-user OAuth 2.1 with PKCE means the AI respects each user's existing Gainsight role-based permissions.
  • Covers both reads and writes for the core CS objects: Companies, CTAs, Success Plans, and Timeline activities.
  • Works with multiple LLM clients including Claude, ChatGPT, Microsoft 365 Copilot, and Gemini.
Limitations
  • No delete operations, no company field updates, no scorecard writes, and no admin configuration via MCP.
  • Requires a Gainsight CS tenant and admin setup of an OAuth app with PKCE, so it is not usable without a paid Gainsight subscription.
  • No public source code or tool schema is published, so available tools and parameters can only be discovered through the Gainsight docs and the live connector.
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