Vitally
About
Access customer data from the Vitally API.
Details
- Author
- johnjjung
- Categories
- Cloud Service, Other, API
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Setup
Install Vitally in your MCP client (Claude Desktop, Cursor, Windsurf, and others).
Repository: https://github.com/johnjjung/vitally-mcp
Follow the installation instructions in the repository README, then restart your MCP client.
An MCP (Model Context Protocol) server that provides access to Vitally customer data via the Vitally API.
If you need a containerized version, check outgithub.com/fiscaltec/vitally-mcp
- List customer accounts as resources
- Read account details
- Search for users by email or external ID
- Find accounts by name
- Query account health scores
- View account conversations and tasks
- Create notes for accounts
- Search through available tools
- Demo mode with mock data when no API key is provided
Create a.envfile in the root directory with the following:
# Vitally API Configuration VITALLY_API_SUBDOMAIN=nylas # Your Vitally subdomain VITALLY_API_KEY=your_api_key_here # Your Vitally API key VITALLY_DATA_CENTER=US # or EU depending on your data center
Note:If you don't have a Vitally API key yet, the server will run in demo mode with mock data.
- Navigate to your Vitally account
- Go to Settings (⚙️) > Integrations > REST API
- Toggle the switch to enable the integration
- Copy the API Key
There are two ways to use this MCP server:
Run the MCP Inspector to test and debug the server:
This will open the MCP Inspector interface where you can interact with your server.
-
First, find your Claude Desktop configuration file:
- On macOS:~/Library/Application Support/Claude/claude_desktop_config.json
- On Windows:%APPDATA%\Claude\claude_desktop_config.json
Edit the config file to add the Vitally MCP server:
{ "mcpServers": { "vitally-api": { "command": "node", "args": ["--experimental-modules", "--experimental-specifier-resolution=node", "/Users/johnjung/nylas/vitally/vitally/build/index.js"] } } }
Restart Claude Desktop and you'll be able to use the Vitally MCP server.
- search_tools- Search for available tools by keyword
- search_accounts- Search for accounts using multiple criteria (name, externalId)
- find_account_by_name- Find accounts by their name (partial matching supported)
- refresh_accounts- Refresh the cached list of accounts
- get_account_health- Get health scores for a specific account
- search_users- Search for users by email, external ID, or email subdomain
- get_account_conversations- Get recent conversations for an account
- get_account_tasks- Get tasks for an account (can filter by status)
- create_account_note- Create a new note for an account
When connected to an MCP client like Claude, you can ask questions such as:
- "List all our customers"
- "Find accounts with 'Acme' in their name"
- "What's the health score for account X?"
- "Find user with emailexample@company.com"
- "Show me details about customer Y"
- "Get recent conversations for account Z"
- "What tasks are open for account A?"
- "Add a note to account B about our recent call"
- "What tools can I use for account management?"
- If you encounter JSON parsing errors, ensure you've removed all console.log statements from the code
- Make sure your.envfile contains the correct API credentials
- Check that you've built the project (npm run build) after making changes
- Verify the path in claude_desktop_config.json is absolute and correct for your system
- If you don't have a valid API key, the server will run in demo mode with mock data
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