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Custify

Customer Success Software for SaaS

  • Customer Service
Compliance CertificationsGDPRSOC2ISO 27001CCPA
Server LocationUnited StatesGermany

About Custify

Reduce Churn. Retain Customers. Grow Revenue.

What Cakewalk Does With Custify

Govern who on your team and which agents can access Custify. AI agents can act inside Custify with the permissions of the person who asked. Cakewalk checks each call against policy, holds risky actions for approval and writes an audit record for every one.

Integration Capabilities

Agent Connection

A Connection lets an AI agent act in Custify through Cakewalk instead of with its own API key. The agent operates with the permissions of the person who made the request, only for the duration of that task. Every call is checked against policy and written to the audit log.

Use Cases

Let an Agent Handle Custify TasksAgent ConnectionA person asks their agent to do something in Custify, like find a record, update a field or pull a report. The agent does it through Cakewalk with that person's own access, not a shared key.
Every Action Checked and LoggedAgent ConnectionEvery agent action in Custify is checked against your access rules and written to the audit log. Safe actions go through, risky ones wait for approval or are blocked.

MCP Servers (1)

  • Custifyhttps://mcp.custify.com/mcp
    HTTPOAuth