Customer Intelligence & Segmentation
ai.saifsPublished by saifs.aiOfficial publisherv1.0.2Updated Oct 24, 2026
Analyze customer data to make segmentation and predict which customer to focus on for more sales.
Overview
Remote MCP server that tiers a customer book into A/B/C/D segments from purchase history and builds a sales call list.
- What you can do
- Score a customer book of up to 500 transaction rows into A/B/C/D tiers, with decision cards and a per-customer ledger
- Clean up customer-name variants before scoring
- Flag accounts that are slipping or ready to grow and estimate revenue at risk and upside
- Build a short SAVE / GROW / VERIFY call list for sales reps
- Get a runnable Python script to score larger books locally instead of sending data to the server
- When to use it
- Useful when a sales or account team has a CRM or spreadsheet export with customer id, date and amount, and wants tiering, churn-risk flags and a prioritized call list without building the models themselves.
- Requirements
- Remote Streamable HTTP endpoint; nothing to install. OAuth 2.1 sign-in (PKCE, dynamic client registration) through the client on first use. Input data needs a customer id, a date and an amount, from CSV, Excel, Tally, Salesforce, HubSpot, Zoho or another CRM export.
Installation
In SourceWeft
- Open Customer Intelligence & Segmentation in the dashboard and add it to a workspace.
- Connect the required credentials. They are stored privately and never shown on public pages.
- Enable the server for the chats that should use its tools.
Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.
Use with an agent
Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.
Read https://sourceweft.com/mcp/ai.saifs%2Fcustomer-intelligence/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.Other MCP clients
Add this to your client's mcpServers config. The client completes OAuth sign-in on first connect.
{
"mcpServers": {
"customer-intelligence-segmentation": {
"type": "http",
"url": "https://customer-tiering-mcp-latest.saifs.ai/mcp"
}
}
}README
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.
Install
VS Code / GitHub Copilot
Add to .vscode/mcp.json (workspace) or your user mcp.json:
Then start the server from the MCP view and sign in when prompted.
Claude (claude.ai, Desktop)
Settings → Connectors → Add custom connector, and paste:
Claude Code
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
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
Source: servers/customer-intelligence/README.md at commit 2b4eab8
Tools
0Version history
2- v1.0.2LatestOct 21, 2026
- v1.0.1Sep 16, 2026
Score
85% of the applicable checks met
How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.
- Reached in the last 30 daysRequired25 pts
- Auth declaredRequired10 pts
- Tools listed15 pts
Answer tools/list without a credential, or ship a package that starts in a sandbox without one.
- DescriptionRequired15 pts
- Logo10 pts
- Documentation15 pts
- License10 pts
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