C

ClientSuccess

Verified Integration
Author: @tokenCategory: ServerApplication
JSON-RPC 2.0
Protocol Standard
Sub-second
Execution Latency
Active
Operational Status

Client Configuration

— Connect ClientSuccess to Claude Desktop or Cursor in seconds
{
  "mcpServers": {
    "clientsuccess": {
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-clientsuccess"
      ],
      "env": {}
    }
  }
}
Paste into ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows).
Architecture & Capabilities

System Overview

Integrates ClientSuccess data, enabling AI assistants to manage client health, interactions, tasks, contracts, and portfolio analysis across eight consolidated tools.

Indexed Date

7/22/2026

License

Open Source

Protocol Layer

stdio / SSE RPC

Frequently Asked Questions

Architecture and operational details for ClientSuccess

Yes, it supports auto-authentication with token caching and refresh, ensuring secure access. Additionally, tool annotations (read/write/destructive) provide AI assistants with clear hints for safe and controlled actions within your ClientSuccess environment.

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