Customer Intelligence & Segmentation

Customer Intelligence & Segmentation

Ranks a customer book into A/B/C/D tiers from purchase history, flags accounts that are slipping or ready to grow, estimates revenue at risk and upside, and builds a short SAVE / GROW / VERIFY call list for sales reps. Works from CSV, Excel, Tally, Salesforce, HubSpot, Zoho or any CRM export with a customer id, a date and an amount.

Registry name	ai.saifs/customer-intelligence
Endpoint	https://customer-tiering-mcp-latest.saifs.ai/mcp
Transport	Streamable HTTP (remote, nothing to install)
Auth	OAuth 2.1 — PKCE (S256) and dynamic client registration; your client opens a sign-in page on first use
Publisher	SAIFS AI

Install

VS Code / GitHub Copilot

Add to .vscode/mcp.json (workspace) or your user mcp.json:

{
  "servers": {
    "saifs-customer-intelligence": {
      "type": "http",
      "url": "https://customer-tiering-mcp-latest.saifs.ai/mcp"
    }
  }
}

Then start the server from the MCP view and sign in when prompted.

Claude (claude.ai, Desktop)

Settings → Connectors → Add custom connector, and paste:

https://customer-tiering-mcp-latest.saifs.ai/mcp

Claude Code

claude mcp add --transport http saifs-customer-intelligence https://customer-tiering-mcp-latest.saifs.ai/mcp

Any other MCP client

Point it at https://customer-tiering-mcp-latest.saifs.ai/mcp using the Streamable HTTP transport. The server returns 401 with a WWW-Authenticate: Bearer … resource_metadata=… challenge, so OAuth-aware clients sign in automatically.

Tools

Tool	What it does
customer_tiering	Scores a customer book of up to 500 transaction rows into A/B/C/D tiers (BG/NBD survival model, Gamma-Gamma spend model, tier migration, money layer) and returns decision cards and a per-customer ledger. Cleans customer-name variants before scoring.
customer_tiering_get_engine	For books over 500 rows: returns a runnable Python script that scores the file locally, so customer data never reaches the server.

Example prompts

• “Here's our sales export. Who are our A accounts, and who should we call this week?”
• “Which customers are going quiet and how much revenue is at risk?”
• “Why is customer ACME-104 a C account?”

Support

• Website: https://saifs.ai
• Issues: https://github.com/Saify-Technologies/saifs-ai-mcps-docs/issues
• Privacy: https://saifs.ai/privacy_policy