Manage your customer data
Velaris Basic lets you access your customer data directly from your AI, using plain language — no dashboards, no switching tabs. What you can do: Look up accounts and organizations — check health scores, churn status, ARR, lifecycle stage, and assigned CSM for any customer. More
MCP connector Server URL https://3mk2yxzvao4hhjmfnyomtejlky0kfmvd.lambda-url.eu-west-2.on.aws/mcpCopy Login OAuth Tools Reads data55 _ _ batch_ read_ accounts_ _ batch_ read_ contacts_ _ batch_ read_ custom_ objects_ _ batch_ read_ opportunities_ _ batch_ read_ organizations_ _ batch_ read_ risks_ _ batch_ read_ users_ _ convert_ currency_ _ get_ account_ _ get_ activity_ _ get_ base_ currency_ _ get_ contact_ _ get_ custom_ object_ _ get_ exchange_ rates_ for_ month_ _ get_ note_ _ get_ opportunity_ _ get_ organization_ _ get_ picklist_ definition_ _ get_ risk_ _ get_ task_ _ get_ ticket_ _ get_ user_ _ get_ user_ by_ email_ _ get_ users_ _ list_ account_ custom_ links_ _ list_ accounts_ _ list_ active_ currencies_ _ list_ activities_ _ list_ activity_ types_ _ list_ contact_ custom_ links_ _ list_ contacts_ _ list_ custom_ object_ custom_ links_ _ list_ custom_ object_ schemas_ _ list_ custom_ objects_ _ list_ exchange_ rates_ _ list_ fields_ _ list_ lifecycles_ _ list_ notes_ _ list_ opportunities_ _ list_ opportunity_ custom_ links_ _ list_ organization_ custom_ links_ _ list_ organizations_ _ list_ risk_ custom_ links_ _ list_ risks_ _ list_ system_ fields_ _ list_ tasks_ _ list_ ticket_ comments_ _ list_ tickets_ _ search_ accounts_ _ search_ attribute_ change_ logs_ _ search_ contacts_ _ search_ custom_ objects_ _ search_ opportunities_ _ search_ organizations_ _ search_ risks
Changes data40 _ _ create_ account_ _ create_ account_ custom_ link_ _ create_ activity_ _ create_ contact_ _ create_ contact_ custom_ link_ _ create_ custom_ object_ _ create_ custom_ object_ custom_ link_ _ create_ field_ _ create_ note_ _ create_ opportunity_ _ create_ opportunity_ custom_ link_ _ create_ organization_ _ create_ organization_ custom_ link_ _ create_ risk_ _ create_ risk_ custom_ link_ _ create_ task_ _ create_ ticket_ _ create_ ticket_ comment_ _ restore_ account_ _ restore_ contact_ _ restore_ opportunity_ _ restore_ organization_ _ restore_ risk_ _ restore_ ticket_ _ set_ account_ parent_ entity_ _ submit_ survey_ responses_ _ update_ account_ _ update_ account_ churn_ status_ _ update_ activity_ _ update_ contact_ _ update_ custom_ object_ _ update_ field_ _ update_ note_ _ update_ opportunity_ _ update_ organization_ _ update_ organization_ churn_ status_ _ update_ risk_ _ update_ task_ _ update_ ticket_ _ update_ ticket_ comment
Deletes or can't be undone16 _ _ archive_ account_ _ archive_ account_ custom_ link_ _ archive_ contact_ _ archive_ contact_ custom_ link_ _ archive_ custom_ object_ custom_ link_ _ archive_ opportunity_ _ archive_ opportunity_ custom_ link_ _ archive_ organization_ _ archive_ organization_ custom_ link_ _ archive_ risk_ _ archive_ risk_ custom_ link_ _ archive_ task_ _ delete_ activity_ _ delete_ note_ _ delete_ ticket_ _ delete_ ticket_ comment
Skills None in the store listings. The server needs sign-in, so we could not check it