Vitally MCP Server

Modern #CustomerSuccess for B2B SaaS. 🚀 Unify your data, understand it deeply, and build powerful automation to drive a world-class customer experience.

View Vitally docs

Getting started

Configure and install the MCP server for your preferred client

Configuration

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Client-specific instructions

Follow the instructions below for your specific MCP client

Navigate to Settings, then Cursor Settings
Select MCP on the left
Click Add new global MCP server at the top right
Copy and paste the server config to your existing file, then save

Available tools

Add all 3 actions as tools in your MCP client

Create Message

Create a new message. See the documentation

Create Note

Create a new note. See the documentation

Create Task

Create a new task. See the documentation

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