vitally

name

vitally

description

Vitally is a customer success platform that helps B2B teams monitor product usage, segment accounts, automate workflows, and drive retention and expansion using data-driven insights and playbooks. Read and write Vitally data through One: users, projects, npsresponses, notes, tasks, accounts and more, 75 actions with real parameter documentation. Use whenever the user asks to look something up in Vitally, create or update a record there, or build code against the Vitally API.

Vitally through One

Vitally is a customer success platform that helps B2B teams monitor product usage, segment accounts, automate workflows, and drive retention and expansion using data-driven insights and playbooks.

One exposes Vitally through four MCP tools. The table below carries real action ids from One's knowledge base, so for a common operation you can skip search and go straight to reading the action's parameters.

How to run an action

1. Find the action in the table below, or call search_one_platform_actions with platform vitally if it is not listed.
2. Call get_one_action_knowledge with the action id. Do this every time, including for actions in this table. The table gives you the id, not the parameters.
3. Call execute_one_action with parameters copied from that knowledge.

Never guess a parameter name, a body field, or an enum value. The knowledge has the real schema, and a guessed field is either a 400 or a silent write of the wrong thing.

Before you start

Call list_one_integrations once and confirm Vitally is connected. If it is missing, the user has not connected it: say so and point them at https://app.withone.ai rather than reaching for raw HTTP.

Each connection carries an access field. If it reports {"policy": "methods", "methods": ["GET"]} the agent is read-only here, so plan a read-only answer instead of attempting a write that will be refused.